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Other Financial Services Businesses For Sale

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Seamless Success: Take the Lead of PRO achievement Allstate agency!

Charlotte, NC

Step into a turnkey business with a proven track record and deep-seated community roots. This is more than an insurance agency; it is a trusted local institution with a solid foundation for growth,...

$1,200,000

$1,200,000

Ready-to-Scale: PRO Achievement Allstate Agency in Chittenden County

Burlington, VT

This established Allstate agency represents a data-driven opportunity with proven operational metrics and a high-retention customer base. As a PRO achievement level agency, the business has...

$598,000

$598,000

Strategic Acquisition: National Consulting Platform

Minnesota

Expand Your Firm’s Reach with a Turnkey Strategic Execution Engine An exceptional opportunity is available to acquire a high-performing, national management consulting firm designed for seamless...

$2,500,000

$2,500,000

Cash Flow: $892,464

Scalable FL Public Adjusting Firm w/ Strong Cash Flow

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$884,000

$884,000

Cash Flow: $351,456

Allstate Agency in Queens, New York

New Hyde Park, NY

Established Allstate agency opportunity in the Queens area featuring a strong, high-retention book of business. The agency generates $5,350,553 in premium across 1,965 policies, producing $534,000 in...

$1,150,000

$1,150,000

White-Label Merchant Services Agency: Own Recurring Residual Income

Collin County, TX

Build a recurring B2B income stream without inventory, employees, or a storefront. This opportunity is designed for professionals with sales, marketing, or existing business relationships who want to...

$49,000

$49,000

Cash Flow: $100,000

Own a Finance & Wealth Planning Agency !

Dallas, TX

This is an exceptional opportunity to establish and grow your own finance and wealth planning agency backed by industry-leading carriers and comprehensive support systems. Perfect for ambitious...

$1,999

$1,999

Portland CPA Practice

Portland, OR

• The owner is a CPA • This practice was established in 1989 • Software in use includes Thomson Reuters, Ultra Tax, Filecabinet, Microsoft 365 Pro Suite • Approximately 225 individual tax returns with...

$400,000

$400,000

Cash Flow: $197,800

Established B2B With Strong Deal Flow | High Growth &Recurring Revenue

Kissimmee, FL

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor...

$125,000

$125,000

Allstate Agency in NE Fort Worth, Texas

Fort Worth, TX

Established 20-year book of business located in NE Fort Worth, operating fully remote with no physical location. This agency generates $3,143,641 in premium and $289,434 in revenue across 968 active...

$599,000

$599,000

Anderson County CPA Practice

Clinton, TN

• The owner is a CPA • This practice was established in 1989 • Software in use includes Drake, QuickBooks, and MS Office • Approximately $24,000 in annual revenue, via bookkeeping (12 clients) •...

$300,000

$300,000

Cash Flow: $190,000

Deep East Texas CPA Practice for Sale

Texas

This established and reputable CPA practice for sale in Deep East Texas has provided tax and accounting services to individuals and businesses in the region for over 30 years. With mixed, year-round...

$340,000

$340,000

ATM Route Business – 10 Machines, 8 Locations, Absentee

Arlington, TX

This is a turn-key ATM business for sale in Arlington, Texas, including 10 ATM machines placed at 8 active locations. The business generates approximately $30,000 in annual revenue. This is a simple,...

$67,000

$67,000

Cash Flow: $30,000

Turnkey Business Brokerage Opportunity

$90,000 - Oklahoma County, OK

$90,000

Oklahoma County, OK

Judah Dishington

United Franchise Group

Allstate Agency in the Boston, MA Area

Boston, MA

Established Allstate agency in the Boston, MA area with a strong 12-year book of business. The agency generates $5,863,859 in premium with 76% retention. Producing $528,244 in revenue and $299,000 in...

$1,200,000

$1,200,000

Profitable Fintech Algorithmic Trading Software | $10M TTM Revenue

Kansas

PRICE REDUCED! Overview This is an exciting opportunity to acquire a highly profitable, compliance-first trading automation platform that has achieved explosive growth in the algorithmic investing and...

$7,785,000

$7,785,000

Cash Flow: $2,495,906

Paul Vincent

Counsel Commercial LLC

Serving Cuyahoga County, OH

With a background in closing millions of dollars worth of deals as legal counsel, we see a different approach from traditional brokerage arrangements, one where everyone’s interests are more aligned. Here's what sets us apart: 1. We’re not exclusive. If you bring a buyer from your network or within your organization, we don’t deserve the commission. It’s only fair since it’s come from your hard work. 2. No long-term commitments. We request 120 days to secure a deal. If we don't get your deal under contract, then you have the right to cut us loose. 3. We help get lawyers involved so the deal gets done, and we help offset some of your fees. Our fee agreement takes into account the size of the deal and recognizes no one wants to pay an exorbitant additional fee on top of ours. With our relationships and background we can help get the deal done with pros who focus on the finish line. If you or someone you know would like to see if we’re a good fit, reach out and we can connect.

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Sherman Oaks CPA Practice

Sherman Oaks, CA

• The owners are CPAs • This practice was established in 2011 • Less than 10% of clients meet with the seller and staff • Software in use includes Lacerte, QuickBooks • Approximately $823,567 in...

$2,800,000

$2,800,000

Cash Flow: $978,690

Palatine, IL CPA Practice Clients for Sale

Palatine, IL

As the seller prepares for retirement, they're now offering their established tax and accounting book of business (client list only) for acquisition. This client-only opportunity is ideal for an...

$385,000

$385,000

Montgomery County Tax & Accounting Practice For Sale

Montgomery County, TX

• The owner is looking to sell NOW before tax season is far along. Quick ROI! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue are...

$280,000

$280,000

Central Gilmer County Tax Practice For Sale

Georgia

• Seller semi-retiring to other career. Available to assist buyer with transition as agreed after closing. • Meetings can be requested in portal and scheduled with owner after busy season. • 2026...

$175,000

$175,000

Northern Peterborough County Bookkeeping and Tax Practice For Sale

Ontario

Practice for Sale – Established Bookkeeping and Tax Firm Presented by Alan Liverman We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting...

$800,000

$800,000

Cash Flow: $328,610

Established Business - Ready to Grow!

Santa Fe, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $205,000 in dependable recurring revenue from renewals alone,...

$250,000

$250,000

Cash Flow: $80,000

Stock Traders Daily 16x Growth Expansion

San Diego, CA

16x growth is teed up - we need a little cash to get over the hump. Founder owns about 85%. Stock Traders Daily (since 1.12.00). Fintech firm - offering stock signals for 25+ years Institutional...

$7,500,000

$7,500,000

Cash Flow: $1,380,000

Allstate Agency in East Texas

Texas

This fully staffed and turnkey agency provides a strong multi-state footprint and immediate growth opportunity. With $20,017,695 in premium and $2,077,119 in revenue, the agency services 4,811...

$6,000,000

$6,000,000

Established Business Brokerage - Strategic Georgia Market

$60,000 - Muscogee County, GA

$60,000

Muscogee County, GA

Judah Dishington

United Franchise Group

$972,000 Revenue Virtual-Remote Accounting Bookkeeping Clients

*** THIS LISTING IS CURRENTLY SALE PENDING *** Overview - ABA Advisors represents this virtual accounting and bookkeeping practice / book of business that services a wide variety of clients...

Not Disclosed

Not Disclosed

Cash Flow: $207,108

$280,000 Revenue – New Orleans, LA Area CPA Practice for Sale

Louisiana

Overview ABA Advisors represents this CPA tax practice located in the New Orleans, LA area. The owner wishes to retire from public accounting but is willing to provide transitional assistance to help...

Not Disclosed

Not Disclosed

Cash Flow: $123,619

CPA and Premium Bookkeeping Practice in Vancouver, BC

British Columbia

Alan Liverman is pleased to introduce: For sale: Established cloud-based CPA & premium bookkeeping practice (founded in 2002) Key highlights 350+ active clients; cloud-first operations Revenue mix:...

$2,975,000

$2,975,000

Cash Flow: $625,000

Santa Fe, NM CPA Practice for Sale

Santa Fe, NM

This well-established CPA practice is located in Santa Fe, NM and generates approximately $174,000 in annual gross revenue. The firm has been providing high-quality tax and accounting services to...

$174,000

$174,000

Cash Flow: $107,325

100% Virtual Full Service CPA, Bookkeeping and Tax Practice for Sale

British Columbia

Alan Liverman is pleased to present an outstanding opportunity: A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Vancouver, Canada, with consistently exceptional...

$4,000,000

$4,000,000

Cash Flow: $785,000

9 year old Successful Income Tax Preparation with over 60+ clients

Elgin, AZ

This is an 8 year old upstart business with a great reputation in the community. There is great potential for client growth as Sonoita is a sought after place to live. Present owner did not do a lot...

$49,000

$49,000

Cash Flow: $50,000

Central Ontario Compilation, Bookkeeping, Accounting and Tax Practice

Ontario

Practice for Sale – Established Tax and Accounting Firm Presented by Alan Liverman We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting...

$175,000

$175,000

Cash Flow: $79,281

Allstate Agency in the Plano, Texas area

Plano, TX

This established insurance agency in the Plano, Texas area offers an excellent opportunity for a new owner to put their own stamp on a well-performing book of business. With an 11-year book, the...

$550,000

$550,000

Well established income tax preparation business. Loyal clientele.

Monroe County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

$75,000

Cash Flow: $48,500

Legacy of Service: Buy a High-Retention Allstate Agency!

Pittsboro, NC

Founded with a vision to serve the growing Pittsboro community in Chatham County, this established Allstate Insurance Agency represents a remarkable success story of dedication, service excellence,...

$699,000

$699,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Judah Dishington

United Franchise Group

Beaver County CPA Practice For Sale

Beaver County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to be consistent around $282,000! • Primarily a tax practice with loyal clientele...

$330,000

$330,000

10-Unit Condo Package in Premier 55+ Community

Broward County, FL

Offered for sale is a rare opportunity to acquire a 10-unit condominium portfolio located within a highly desirable 55+ active adult community in Pembroke Pines, Florida. The package consists...

$1,600,000

$1,600,000

Cash Flow: $51,270

HIGH PROFIT Automotive/Motorcycle's/RV/Boats DEALERSHIP for Sale

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$499,999

$499,999

Cash Flow: $1,545,000

Near Dyersburg, Tennessee (North of Memphis) CPA Practice for Sale

Dyer County, TN

•Accounting and tax practice for sale near Dyersburg, TN (North of Memphis) • Revenue mix: Audits and reviews (31%), accounting (19%), and tax preparation for individuals (37%) and business / other...

$350,000

$350,000

Upper Cumberland, TN CPA Practice for Sale

Cumberland County, TN

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee • Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%)...

$445,000

$445,000

West of Nashville, Tennessee Tax & Accounting Practice for Sale

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$80,000

$80,000

North of Birmingham, Alabama CPA Practice for Sale

Etowah County, AL

Accounting and tax (CPA) practice for sale north of Birmingham, Alabama and centrally located between Albertville, Cullman, Gadsden, and Guntersville Revenue mix: Accounting and payroll (38%), tax...

$450,000

$450,000

Kent County, Rhode Island CPA Firm for Sale

Kent County, RI

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence) • Revenues are derived primarily from business clientele representing a broad range of industries • Revenue mix:...

$850,000

$850,000

Cash Flow: $450,000

Jerome Thissen

National Franchise Sales

Serving Orange County, CA

NFS turns a complex process into a smooth, speedy transaction. Since we work exclusively with franchise businesses, we understand that there are multiple parties involved in each transaction, and we stay on top of details like franchisor approval, lender requirements and lease assignments.

Contact Me >

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Strafford County, New Hampshire Accounting & Tax Practice for Sale

Strafford County, NH

• Well-established accounting and tax (Enrolled Agent) practice for sale in Strafford County, New Hampshire • The practice derives its revenue from accounting (approximately 14%), payroll (10%), and...

$300,000

$300,000

Cash Flow: $128,500

North of Hartford, Connecticut Tax Practice for Sale

Hartford County, CT

AVAILABLE AFTER 4/15 • Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for...

$85,000

$85,000

Cash Flow: $56,700

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

White Mountain Region New Hampshire Tax & Accounting Practice for Sale

Carroll County, NH

• Tax and accounting (Enrolled Agent) practice for sale in the White Mountain Region of New Hampshire (Carroll County) • Revenues are derived from accounting (7%); and tax services for individuals...

$300,000

$300,000

Cash Flow: $110,000

Allstate Agency in Central TX

Texas

Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...

$4,750,000

$4,750,000

Cash Flow: $1,700,000

Consulting Services for Professional Employer Organizations

The offering includes three separate entities working in conjunction: one acts as a brokerage selecting Professional Employer Organizations (PEO); the second provides guidance for wide-ranging...

Not Disclosed

Not Disclosed

EBITDA: $1,686,000

Allstate Agency West Fort Worth, Texas

Fort Worth, TX

This successful, multiple Honor Ring Allstate agency is located in the mega-growth corridor of West Fort Worth and is supported by a highly experienced, well-tenured team. The agency operates with 9...

$3,000,000

$3,000,000

Southwestern Morris County, NJ Tax & Accounting Practice for Sale

Mendham, NJ

Located in a desirable and affluent area of Morris County, NJ, this well-established practice generates approximately $230,000 in annual gross revenue. It serves a loyal client base of individuals and...

$340,000

$340,000

Cash Flow: $164,444

Precious Metals Broker Dealer

Boca Raton, FL

Precious Metals Broker Dealer offers a comprehensive precious metals broker dealer franchise opportunity in Palm Beach County, Florida. This established financial services franchise provides a proven...

Not Disclosed

Not Disclosed

Cash Flow: $250,000

Allstate Agency in Western/Central Maryland

Washington County, MD

This well-established insurance agency has served its community for over 50 years and has consistently grown its book of business year after year. Recognized as Best in Company in 2006, the agency has...

$999,999

$999,999

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed156
Asking Price$500,000
Reported Revenue$450,000
Reported Seller's Discretionary Earnings$206,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$500,000$996,250

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$250,630$127,551
Median$450,000$206,000
Upper Quartile$860,000$384,505

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 Quartile1.001.80
Median1.212.38
Upper Quartile1.843.12

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 $500,000, though prices range from under $250,000 to well over $996,250.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $450,000 and owners earn a median of $206,000, 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 1.00 to 1.84, with a median of 1.21. Earning multiples range from 1.80 to 3.12, with the median at 2.38. This means the typical Other Financial Service Business may ask for around 1.21 times its annual revenue, and 2.38 times its annual owner earnings.

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