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Other Financial Services Established Businesses For Sale

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CPA Firm For Sale - Peoria, IL Area

Peoria, IL

Well-Established CPA Firm for Sale – Peoria, Illinois Area Grossing $436,122 | Pre-Qualified for 90%–100% Financing | Retirement Sale This is a well-established CPA practice located in the Peoria,...

$436,122

$436,122

Profitable CPA Firm for Sale – High-Margin, Semi-Cloud-Based Practice

Michigan

Highly Profitable CPA Practice for Sale – Southeast Michigan Grossing $524,353 | 60%+ SDE | Pre-Qualified for 90–100% Financing | Relocation Sale This is a well-established and highly profitable CPA...

$576,788

$576,788

Cash Flow: $309,584

Allstate Agency in Southern Oregon

Grants Pass, OR

This established agency features a strong book of business generating $4.5M in premium and $419K in revenue. The agency manages 2,515 policies with an impressive 84% retention rate, supported by a 34%...

$799,000

$799,000

Cash Flow: $269,641

$400,000 Revenue – SW Boston, MA Area CPA Firm for Sale

Massachusetts

Overview ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season . The Firm This...

Not Disclosed

Not Disclosed

Cash Flow: $295,641

Profitable CPA Practice for Sale – Strong Client Base & Team

Eaton County, MI

This well-established CPA practice offers a diverse mix of client services and is positioned for continued success. With a proven track record of profitability and strong average fees per client, this...

$346,500

$346,500

$750,000+ Revenue - NE Indianapolis, IN CPA Firm for Sale

Marion County, IN

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition. . The...

Not Disclosed

Not Disclosed

Cash Flow: $390,009

We Buy Ugly Homes franchise, price reduced by 50%, won't last call me

Sandy Spgs, GA

HomeVestors of America/We Buy Ugly Houses HomeVestors is an opportunity to buy houses at deep discounts from motivated sellers. These sellers call our Franchisees every day from our national "We Buy...

$45,000

$45,000

Well-Established CPA Practice for Sale – Grand Rapids, Michigan Area

Grand Rapids, MI

Well-Established CPA Practice for Sale – Grand Rapids, Michigan Area Grossing $1,083,261 | Diverse Service Mix | Up to 90% Financing Available A rare opportunity to acquire a thriving,...

$1,191,587

$1,191,587

Well-Established CPA Firm for Sale – Cleveland Suburb

Cleveland, OH

Priced to Sell Quickly!!! This is a well-established and profitable full-service CPA practice located in a Cleveland suburb, offering an outstanding acquisition opportunity for a CPA, EA, or...

$504,000

$504,000

East Texas (Near I-20) CPA Practice For Sale

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

$1,950,000

Santa Rosa CA EA Tax Practice for Sale

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

$240,000

Cash Flow: $104,000

Allstate Agency in Central Alabama

Autauga County, AL

Nothing to hide in this gem of a Pro level Allstate Agency touting $4.2M in earned premium and great retention at 85%. Located in central Alabama with great growth potential and retention. A...

$975,000

$975,000

Cash Flow: $283,000

East of Pittsburgh CPA Practice For Sale

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2026 are expected to settle at $469,000! • The service mix includes tax (68%) and...

$525,000

$525,000

Strong Performing Tax Franchise for Sale

$175,000 - Suffolk County, NY

$175,000

Suffolk County, NY

Van Daughtry

Van Daughtry Consulting, LLC

Southwest Ohio - South of Dayton Practice For Sale

Montgomery County, OH

• Well established, multi-partner CPA practice • Only 25% of revenue from individual tax prep • 30% business tax prep, 41% attest services, 4% other • Strong staff in place, including 2 staff...

$895,000

$895,000

Central Ohio - South of Columbus Practice for Sale

Ohio

• Well established, single owner tax & accounting practice • 67% tax prep, 18% accounting, 15% payroll • High volume with opportunities for price increases • Strong seasonal staff • Tax software used...

$330,000

$330,000

Bobby Panahi

BPRE

Serving Sacramento County, CA

Sunset Advisors is a California business brokerage specializing in the confidential sale and acquisition of privately held businesses, with core expertise in gas stations, transportation companies, healthcare/hospice operations, as well as restaurant and retail businesses. We represent sellers as well as buyers in complex transactions across the state, with a focus on operationally intensive and service-driven industries. Key highlights: • Specialized focus on gas station and convenience store transactions, including asset sales, lease negotiations, and coordination with landlords, franchisors, and fuel suppliers. • Extensive experience representing buyers and sellers of transportation businesses, including logistics, towing, and fleet-based service companies requiring licensing and operational due diligence. • Strong background in healthcare and hospice business transactions, navigating regulatory requirements, licensing, and confidential ownership transitions. • Proven track record in restaurant and retail business sales, including independent concepts and multi-unit operations, with expertise in lease assignments and landlord negotiations. • Comprehensive transaction management from valuation and confidential marketing through due diligence and closing, coordinating with attorneys, lenders, landlords, and escrow. • Statewide California coverage from a Southern California base, with expansion into the New York market coming soon, emphasizing discretion, responsive communication, and results-driven representation. For confidential inquiries, contact Sunset Advisors at 310-670-3800.

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Novato CA CPA Tax Practice for Sale

Marin County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

$350,000

Cash Flow: $129,000

Established Allstate Agency – Grossing $900K / Netting $480K

Nassau County, NY

Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...

$2,500,000

$2,500,000

Cash Flow: $480,000

Northeast Ohio - South of Cleveland Practice for Sale

Cuyahoga County, OH

• Well established, single owner CPA practice • 73% tax prep, 27% accounting • Experienced staff, including an EA Tax Manager • Tax software used is ProSeries • Office space available for lease •...

$450,000

$450,000

$270,000 Revenue, Marinette County, WI Tax & Accounting - ABA Advisors

Marinette County, WI

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and...

Not Disclosed

Not Disclosed

Cash Flow: $170,109

Accounting Firm with 95% Repeat Clients

Chicago Heights, IL

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its...

$525,000

$525,000

Cash Flow: $126,638

North/Central Oregon Coast CPA Practice for Sale

Oregon

• The owner is a CPA • This practice was established in 1993 • Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks • Approximately $325K in annual...

$600,000

$600,000

Cash Flow: $255,277

Amazing Atlanta, GA ATM portfolio - over $105k/year - quick payback!

Atlanta, GA

This Atlanta portfolio currently operates 41 ATMs machines around the Atlanta area. The portfolio in 2024 had ATM Gross Profit after merchant splits of nearly $93,500 of Owned and Loaded ATMs....

$295,000

$295,000

Cash Flow: $106,445

Matthews-Indian Trail Area CPA Practice For Sale

Union County, NC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues estimated around $290,000! • Revenues comprised of individual and business tax (67%), accounting and write-up...

$365,000

$365,000

Premium Resale & Lending Enterprise - High-End Collectibles Market

$7,505,000 - Virginia

$7,505,000

Virginia

North Richland Hills, TX CPA Practice for Sale

North Richland Hills, TX

This exceptional CPA Practice for sale is centrally located in North Richland Hills, TX and has annual gross revenues of approximately $1,089,000. Desirably situated within the Mid-Cities area of the...

$1,275,000

$1,275,000

Cash Flow: $424,983

Santa Fe, NM CPA Practice for Sale

Santa Fe County, NM

This well-established and reputable practice for sale in Santa Fe, NM has annual gross revenues of approximately $310,000. Revenue is derived primarily from tax services with strong fees, which make...

$250,000

$250,000

Central Nebraska CPA Partnership Practice for Sale

Nebraska

CPA Partnership Opportunity: This is an exceptional opportunity for an experienced CPA to step into a 50% partnership with a premier, well-established CPA firm located in Central Nebraska. Generating...

$950,000

$950,000

Allstate Agency in Northern CA. Elite Status - Active Variable Comp

San Joaquin County, CA

This is a very successful Allstate Agency that the Seller is moving on to make it available to a qualified Buyer. The Agency has an excellent staff that have been their an average of 10 years minimal....

$1,183,700

$1,183,700

Calabasas, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $36,000 in annual revenue, via bookkeeping (14 clients) • Approximately 585 individual tax...

$700,000

$700,000

Cash Flow: $302,420

Northeastern South Dakota Tax & Bookkeeping Practice for Sale

South Dakota

This well-established tax & bookkeeping practice generates annual gross revenues of approximately $327,000. Nearly 95% of revenue comes from reliable, recurring tax preparation services, complemented...

$260,000

$260,000

York County CPA Practice For Sale

York County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • Gross revenues for 2025 are expected to be $690,000! • The service mix includes tax (57%), and...

$795,000

$795,000

$285k (Revenue) Seattle, WA CPA Tax Practice for Sale

Seattle, WA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA tax practice located in Seattle, WA. The seller is willing to provide transitional assistance to the buyer to...

Not Disclosed

Not Disclosed

Cash Flow: $250,989

Great Mattapoisett based ATM route - high growth - $575,000

Mattapoisett, MA

This South Coast Massachusetts portfolio currently operates 49 ATMs machines around the South Coast of Massachusetts. The portfolio in 2024 had ATM Gross Profit of almost $14,000/mo of Owned and...

$575,000

$575,000

Cash Flow: $230,000

Great Price Allstate Agency 10 year Location

Santa Clara County, CA

This is a great size Allstate Agency $1.5 Million in Gross Premium with an Annual Income of $140,000. Downtown Location. Profitable with a good Loss Ratio and good Retention. Finance by SBA. Contact...

$310,000

$310,000

Cash Flow: $140,000

250-Unit ATM Portfolio | $590K Annual Cash Flow | Third Party Loaded

$1,972,805 - San Francisco, CA

$1,972,805

San Francisco, CA

Baton Rouge, LA Tax & Accounting Practice for Sale

E Baton Rouge County, LA

• The owners are CPAs (Inactive) • This practice was established in 2022 • Software in use includes ProSeries & QuickBooks • Approximately $64,000 in annual revenue, via bookkeeping (200 clients) •...

$600,000

$600,000

Cash Flow: $341,700

Northeast Oklahoma CPA Practice For Sale

Oklahoma

• Seller retiring but willing to assist buyer with transition. • 2025 Revenues estimated around $145,000. • Revenues comprised of nearly 100% Individual and Business Tax. • Large office space...

$160,000

$160,000

Minimal Owner Involvement, Non-Franchised Tax Practice For Sale

Indiana

Fact Sheet: Gross Revenue: $200,293 Location: Northwest Indiana Status: Price Reduced Terms: Negotiable Software: Drake Overview A well-established, non-franchised tax practice in Northwest Indiana,...

$182,645

$182,645

Growing CPA Practice Located in Affluent Oakland County Suburb

Oakland County, MI

Established and well-regarded, this CPA firm offers a broad spectrum of client services and continues to see steady revenue growth with minimal marketing efforts. Located in a thriving, affluent area...

$500,000

$500,000

Charlotte Area VIRTUAL Tax and Accounting Practice For Sale

Union County, NC

• Practice is 100% VIRTUAL with owner and employees all working remotely from home! • Buyer NEEDS be able to speak Portuguese as this is the main language spoken by client base. • Seller pursuing...

$625,000

$625,000

Established CPA Practice with Growth Potential-SBA Pre-Qualified

Baldwin County, AL

This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...

$965,000

$965,000

Cash Flow: $450,000

+60yr Accounting/Tax Biz w/Building

REAL ESTATE INCLUDED

Collinsville, OK

This offering includes an established, plus 60 yr Accounting and Tax preparation business, office building with office furniture, up-to-date computer and telephone/internet/server system. This...

$567,500

$567,500

REAL ESTATE INCLUDED

PRICE IMPROVEMENT! Allstate Agency in West Albuquerque, NM!

Albuquerque, NM

Exceptional growth in this well-established, long term (30 years) $4.38M Allstate Agency. This Elite Level agency has excellent retention at 88.98% and is nestled in a high growth area giving it...

$825,000

$825,000

raul gil

Business Unlimited Realty LLC

Serving Miami-Dade County, FL

I am a broker specialized in helping to sell, buy, and lease restaurants in Florida. With extensive experience in the industry, you have developed excellent relationships with shopping centers and business owners, allowing you to offer exclusive opportunities to your clients. Your market knowledge and negotiation skills enable you to close successful deals, ensuring that both buyers and sellers achieve the best possible value. Additionally, you stay informed about industry trends and sector needs, making you a valuable resource for those interested in the restaurant business.

Contact Me >

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4 Y/O Fintech White Label Software Provider

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

$2,040,000

Cash Flow: $177,866

Turnkey Car Loan Business Opportunity – Established & Ready to Operate

Miami, FL

This financial company Established (March 2023) specializes in providing car loans and purchasing existing car loans for consumers. Designed for flexibility, the business can be partially or fully...

$35,000

$35,000

Cash Flow: $19,221

ATM Business For Sale in NYC Nightclubs! Extremly High ROI Locations

$41,000 - New York, NY

$41,000

New York, NY

Allstate Agency in Scottsdale, AZ

Scottsdale, AZ

Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...

$1,050,000

$1,050,000

Check Cashing Business

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

$360,000

Cash Flow: $100,000

Check Cashing Business

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

$360,000

Cash Flow: $100,000

Allstate Agency in West Texas, South of Lubbock!

Ector County, TX

This agency includes 4,579 Policies in Force, $14,848,685 in Allstate Written Premium, Retention ratio of 81.01%, Auto loss of 34.97%, 79.8% PBR, VC of 100, Multi-Category of 58%, and a large life and...

$2,400,000

$2,400,000

Cash Flow: $509,247

Pasadena MD Tax & Bookkeeping Practice for Sale

Anne Arundel County, MD

This well-established Enrolled Agent practice is located in Pasadena, MD and has annual gross revenue of approximately $330,000. The practice has cultivated a strong reputation and serves a loyal,...

$345,000

$345,000

Cash Flow: $98,876

Lodi, CA CPA Practice for Sale

San Joaquin County, CA

• The owner is a CPA • This practice was established in 1985 and incorporated in 2003 • Seller prefers a buyer located in the greater Sacramento area • Software in use includes UltraTax, Fixed Assets...

$720,000

$720,000

Cash Flow: $193,102

Hilo, Hawaii CPA Practice for Sale

Hawaii County, HI

This very well-established, reputable CPA practice for sale is desirably located in Hilo, HI and produces annual gross revenue of approximately $755,000. The practice caters to a high-quality client...

$668,000

$668,000

Cash Flow: $162,250

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed180
Asking Price$575,894
Reported Revenue$493,212
Reported Seller's Discretionary Earnings$227,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
For more in-depth sales and profitability data see:

Asking Price

Lower QuartileMedianUpper Quartile
$307,500$575,894$1,000,000

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Other Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$273,373$138,000
Median$493,212$227,000
Upper Quartile$929,722$390,000

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Other Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.072.02
Median1.232.54
Upper Quartile1.693.31

FAQ's

How much does it cost to buy an Other Financial Service Business?

The median asking price for an established Other Financial Service Business is $575,894, though prices range from under $307,500 to well over $1,000,000.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $493,212 and owners earn a median of $227,000, which includes the owners salary and any other financial benefits they receive.

How do I value an Other Financial Service Business?

Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Other Financial Services Businesses, revenue multiples range from 1.07 to 1.69, with a median of 1.23. Earning multiples range from 2.02 to 3.31, with the median at 2.54. This means the typical Other Financial Service Business may ask for around 1.23 times its annual revenue, and 2.54 times its annual owner earnings.

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