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Other Financial Services Businesses For Sale

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Winston-Salem CPA Practice For Sale

Davidson County, NC

• Seller willing to transition clients to ensure smooth handoff. • 2025 revenues expected around $175,000! • Revenues comprised of individual and business tax (73%), accounting/bookkeeping (24%) and...

$225,000

$225,000

NW Georgia CPA Practice

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2025 gross revenues are estimated to be around $175,000! • Year-round service mix includes a balance...

$200,000

$200,000

THIS. IS. THE. ONE. Check out this thriving Allstate agency!

Queen Annes County, MD

Own a High-Performance Allstate Agency Positioned for Exceptional Returns and Growth Step into immediate profitability with this productive $6.7 million premium sized Allstate agency that is strongly...

$1,425,000

$1,425,000

Walnut Creek CPA Book of Business

Contra Costa County, CA

• The owner is a CPA • This practice was established in 2006 • Seller is willing to provide compensated contract work after the sale to support the buyer and help ensure strong client retention •...

$260,000

$260,000

Allstate Agency in SW Fort Worth, Texas

Fort Worth, TX

This established 20+ year agency in Southwest Fort Worth, TX features a seasoned, 100% virtual book of business with long-standing, loyal customers. The portfolio is well-bundled with auto and home...

$699,000

$699,000

Cash Flow: $217,597

Established Business Brokerage, Multi-Revenue Stream - Dallas Market

Dallas County, TX

An exceptional opportunity is available to acquire an established, exclusive business brokerage territory in Dallas County—one of the most dynamic, diverse, and fast-growing economic regions in Texas....

$200,000

$200,000

Sierra Vista AZ (Tucson area) CPA Tax & Accounting Practice

Cochise County, AZ

• The owner is a CPA • This practice was established in 1980 • Practice is supported by a trained and loyal team eager to continue with the new owner and help ensure a seamless transition • Software...

$700,000

$700,000

Cash Flow: $243,000

Erie/Niagara County Tax and Accounting Practice For Sale

Niagara County, NY

• Seller retiring but willing to assist buyer as needed with transitioning of clients. • Practice revenues for 2025 projected around $440,000! • Year-round revenue consisting of individual and...

$530,000

$530,000

Rive-Sud de MTL, Cabinet de comptabilité et de fiscalité à vendre

Longueuil, QC

Cabinet bien organisé offrant des services complets en conformité, comptabilité de fin d’année, fiscalité des particuliers et consultation. L’organisation interne est solide, les revenus sont stables...

$860,000

$860,000

Cash Flow: $491,224

Vancouver CPA Practice for Sale specializing in the film & TV Industry

British Columbia

This is not a virtual practice. Boutique accounting firm with a strong niche in the film, television, and media production sector. The practice generates diversified and recurring revenues across tax,...

$730,000

$730,000

Cash Flow: $259,562

Allstate Agency in Dallas, Texas

Dallas, TX

Great opportunity to acquire a well-established 10.5-year agency located in Dallas, Texas. With $4,356,659 in premium and $512,000 in annual revenue, this agency offers steady performance supported by...

$850,000

$850,000

$ 1.25 Million Revenue NE Indianapolis, IN Accounting & Tax Practice

Indianapolis, IN

This rapidly growing practice generates 73% of revenue at its main location in Northeast Indianapolis and 23% from a satellite office in northern Indiana. The firm has strong relationships with...

Not Disclosed

Not Disclosed

Cash Flow: $507,224

Business Accounting Services Firm

Santa Clara County, CA

Accountants, Bookkeepers, Controllers, Advisors This business, a San Jose Metro Area financial services firm, offers comprehensive outsourced accounting, bookkeeping, controllership, and advisory...

$795,000

$795,000

Cash Flow: $240,000

Business Brokerage Firm (Remote Operations) in Business for 20yrs

$5,000,000 - Palm Beach County, FL

$5,000,000

Palm Beach County, FL

Established Accounting Firm Strong Client Base. Perfect as an Add-On.

Miami-Dade 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: $47,500

South Florida Tax Practice for Sale. Loyal Clients. Easy Transition.

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: $48,000

Stephanie Robertson

First Choice Business Brokers Denver

Serving Jefferson County, CO

Founded in 1994, First Choice Business Brokers is one of the largest Business Sales Organizations in the world, with multiple offices located throughout the U.S. listing over $8 billion worth of businesses. Our Denver office consists of 2 Principals, 3 Associates, and administrative personnel. In addition, we have a select team of professional service providers we can recommend that can provide legal, accounting, planning, financing and various other services.

Contact Me >

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Montgomery County Tax & Accounting Practice For Sale

Montgomery County, PA

• Owner looking to semi-retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues are estimated to be around $200,000! • Practice offers a mix of tax and...

$245,000

$245,000

Allstate Agency 35 years at Location Mega Agency

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333

$3,411,333

Stock Trading Membership Co | 5 Revenue Sources | 50% Seller Financing

Tampa, FL

SellerForce® presents a prominent Trading Education and funding platform that has quickly become a leader in the Financial Education sector. For the past 15 years, the brand has become renowned for...

$125,000

$125,000

Cash Flow: $52,000

26 Year Allstate Agency Near Lexington SC

Lexington, SC

This established Allstate agency near Lexington, South Carolina was built entirely from scratch and showcases the strength of long-term, relationship-driven growth. With strong, consistent revenue and...

$800,000

$800,000

Inglewood, CA CTEC Tax Practice for Sale

Los Angeles County, CA

• The owner is a CTEC • This practice was established in 2004 • Software in use includes ATX • Approximately 1,200 individual tax returns with an average fee of $354 per return • Approximately 25...

$625,000

$625,000

Cash Flow: $283,500

Multi?State Collection Business, 10?Years Running

Greenacres, FL

Multi-State Collection Business, 10 Years Running This is an industry-recognized, well-established accounts receivable management and debt collections business with a multi-state footprint,...

$480,000

$480,000

Cash Flow: $166,136

14+ Year, ELITE Allstate Agency in the Houston Area

Harris County, TX

Amazing opportunity to acquire a well-established, 14 plus year Elite Agency located in the Houston area. With $14.8MM in premium and 5,249 policies in force, the agency brings in an excess of $2MM in...

$3,500,000

$3,500,000

Mortgage Brokerage – 35+ Years, Multistate Licensing, 25+ Lender Contr

Bergen County, NJ

Highly established mortgage brokerage with over 35 years of continuous operations and a strong reputation for compliance, stability, and lender relationships. The company is fully licensed across 3...

$125,000

$125,000

Exclusive Business Brokerage Territory with Active Listings

$110,000 - Lancaster County, NE

$110,000

Lancaster County, NE

Judah Dishington

United Franchise Group

Roanoke Metro Area Bookkeeping and Tax Practice For Sale

Virginia

• Seller retiring but willing to assist buyer through initial tax season with transition. • Yearly practice revenues around $500,000! • Revenues comprised of individual and business tax (63%),...

$550,000

$550,000

Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff

Santa Clara County, CA

This established Allstate insurance agency represents a premium acquisition opportunity in Santa Clara, featuring 38 years of continuous operations and demonstrated profitability. The agency maintains...

$1,025,000

$1,025,000

Cash Flow: $452,000

Southeastern New Mexico CPA Practice for Sale

New Mexico

This well-established and steadily growing CPA practice is known for delivering high-quality, reliable service to a loyal and diverse client base. With strong profitability, balanced revenue streams,...

$2,200,000

$2,200,000

South Charlotte Tax Practice (CPA Owned) For Sale

Mecklenburg County, NC

• Partial sale of practice- Owner will continue servicing clients with trustee related work. • 2025 revenues expected around $300,000! • Owner will be available to assist buyer by working side by side...

$350,000

$350,000

$500K (REVENUE) Central Wisconsin – CPA Practice for Sale

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in Central Wisconsin. The seller is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Not Disclosed

Cash Flow: $441,793

$2.36M Rev – Specialized RIA Staffing Platform

Dallas County, TX

This business provides specialized remote staffing and operational support to professionals in the financial services sector. It connects experienced U.S.-based talent with firms seeking...

Not Disclosed

Not Disclosed

EBITDA: $375,000

Allstate Agency in Southern New Mexico

New Mexico

Great opportunity in this $3.2M, Pro-level, Allstate agency in southern New Mexico! Great retention at 87% and a well-serviced customer base with 1818 policies in force. This agency has binding...

$650,000

$650,000

Virtual Reno NV EA Book of Business - after 4/15

Washoe County, NV

• The owner is an EA • This practice was established in 2005 • Exceptional average fees • Clients can be serviced remotely, less than 5% of clients meet with the seller • Software in use includes...

$550,000

$550,000

3million Gross Medical Billing Company VA,with 2 Hospital ERs

Virginia

With a nearly 30-year history in medical business management, This company designs and manages successful business solutions for healthcare systems as well as independent and hospital-based practices...

$4,500,000

$4,500,000

Cash Flow: $600,000

Fast-growing energy consulting company with government contracts

Washington

Works with US Government and industrial organizations to implement and support strategic energy management systems. Owner’s day to day: is 5-6 hrs/day supervising and servicing customers along with...

$3,000,000

$3,000,000

San Antonio, TX Coaching Franchise - Now Available

$714,000 - San Antonio, TX

$714,000

San Antonio, TX

Avery Murrah

Business Brokers of Texas, Inc.

Allstate Agency in SE Tennessee

Tennessee

Outstanding $4.1M, Elite-level Allstate agency with so many positives ; Award winning, bonus achieving, top-ten growth nationwide in 2024, red-hot market in SE Tennessee and the list goes on! Earned...

$950,000

$950,000

NW of Philadelphia CPA Practice For Sale

Pennsylvania

• Desire to transition ownership of firm to new CPA practice to facilitate current owner retirement. • Expected revenues for 2025 are $2,050,000! • A full service CPA practice that provides tax,...

$2,300,000

$2,300,000

Great Deal - DFW ATM Route - 24 ATMs $190,000

Fort Worth, TX

This great Dallas/Fort Worth based portfolio currently operates 24 ATMs machines around DFW. The portfolio in 2025 has averaged $7,100/mo in Mixed Profit. - The 14 Owned & Loaded ATMs are owned by the...

$190,000

$190,000

Cash Flow: $85,188

Bail Bond Business In Downtown Houston - Est 37 yrs

Houston, TX

Rare that an established bail bond company comes to market. This company specializes in bail bond writing for the legal system in Harris County city bonds & county bonds. Customers secure a quick...

$150,000

$150,000

Profitable, Turnkey Bookkeeping Platform with Remote Team

Denver, CO

This profitable, fully remote bookkeeping company provides recurring accounting and financial-management services to a loyal base of small and mid-sized businesses across the U.S. With approximately...

$550,000

$550,000

Cash Flow: $242,604

Québec, Cabinet de tenue de livres et d’impôts non-CPA à vendre

Quebec

Type d’acheteur recherché : Individu ou cabinet non-CPA . Cabinet de comptabilité bien établi depuis plus de 30 ans, spécialisé dans les services aux PMEs. Sa longévité sur le marché reflète une...

$895,000

$895,000

Cash Flow: $314,058

600k SDE Medical Billing company, Specialty Behavior Health Growing!

Ohio

well-established medical billing and management company based in Ohio. The company provides comprehensive billing, coding, and practice management solutions to healthcare providers. With nearly three...

$2,900,000

$2,900,000

Cash Flow: $600,000

York County CPA Practice For Sale

York County, SC

• Seller retiring but willing to assist buyer in transitioning clients. • 2025 practice revenues expected around $470,000! • Revenues comprised of Tax (60%), Monthly Accounting (38%) and Other...

$515,000

$515,000

Ernie Kristaly

Green & Co. Business Brokers

Serving Palm Beach County, FL

The Green & Co. Difference -We don't just list a business for sale and hope a buyer comes along. We actively search for buyers for all of our listings. -We pride ourselves on going above and beyond when communicating with our sellers. One of the biggest complaints that we hear from business owners who have previously listed with another company is that they were listed and never heard from their broker again. We ensure regular and open communication. -We have an extensive buyer database of buyers who are waiting for the right business to come on the market. -We do more than just confidentially market our listings on the popular consumer websites and our central MLS, we use the best marketing tools and methods in the industry. -Confidentiality is king, so we screen and pre-qualify every potential buyer. It is our goal to make the process of either buying a new business or selling your current business as smooth and efficient as possible. We know how important confidentiality is to our sellers and we treat it with the utmost importance. Creating a win-win outcome for all parties involved is what we believe makes or breaks a deal. We use our knowledge and experience in the business industry to your advantage. As a result, our clients always come first. We pride ourselves on being responsive, communicative and hard-working. We have a "whatever it takes" attitude, and that is truly how we approach each and every business transaction that we help with.

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Scalable Ag Media & Grain Market Subscription Business #1980

Listing Price: Market Value Location: Remote This remotely operated agricultural media and consulting firm is a premier provider of actionable market intelligence and strategic insights for farmers,...

Not Disclosed

Not Disclosed

Cash Flow: $981,652

Perfect Chicago ATM Route - 10 ATMs $120,000

Aurora, IL

This is a rare opportunity to acquire a profitable portfolio of 10 ATMs located in the Chicago area. The portfolio generates an average gross profit of $45,438/year and offers strong regional presence...

$120,000

$120,000

Cash Flow: $45,438

ATM Business For Sale in NYC Nightclubs! ROI $1000-$4000 Monthly

$41,000 - New York, NY

$41,000

New York, NY

Reasonably Relocatable CPA Firm in Affluent Detroit Suburb

Oakland County, MI

Well-established CPA practice with a long-standing reputation and steady client base. Located in a desirable northwest Detroit suburb, this firm offers a diverse mix of personal, business, and trust...

$298,000

$298,000

Amazing New York City ATM portfolio for sale $69,500!

New York, NY

This great ATM portfolio of 21 ATMs in New York City, NY and the surrounding areas. The portfolio has Gross Profit Income of $2,830.00/mo in the past 12 months. All 21 ATMs are owned by the seller and...

$69,500

$69,500

Cash Flow: $34,000

5+ Y/O Online Trading Education Platform

Singapore

Business Start Date: 2020 Business Location: Singapore Business Valuation: $4,590,000 USD Employee Number (Inc. Owners): 3 Business Model: Online education and mentorship (courses, subscriptions,...

$4,590,000

$4,590,000

Cash Flow: $768,726

Eastern Idaho Semi-Virtual CPA Practice for Sale

Idaho

This CPA firm, founded in the early 2000s, presents an exceptional opportunity for a buyer seeking a profitable, low-overhead virtual practice with nationwide reach. With an early move into...

$330,000

$330,000

Well-Established EA Firm Located in SE Michigan

Jackson County, MI

This is a well-established Enrolled Agent practice offering a balanced mix of personal and business tax preparation, accounting, and other client services. The firm has a strong and loyal client base,...

$301,548

$301,548

Nanaimo, BC, Compilation, Bookkeeping, Accounting and Tax Practice

British Columbia

PRICE REDUCED TO $345,000 FROM $375,000 Service Breakdown: - T1 Personal Tax Returns: Approx. 1,193 returns annually - T2 Corporate Tax Returns and Other: Approx. 67 returns annually (Note additional...

$345,000

$345,000

$700,000 Rev. Union County, NJ Pro

Scotch Plains, NJ

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA &...

Not Disclosed

Not Disclosed

Cash Flow: $448,502

Buy or Sell an Other Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed194
Median Asking Price$542,500
Median Reported Revenue$482,500
Median Reported Seller's Discretionary Earnings$240,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$300,000$542,500$1,100,000

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$267,000$130,000
Median$482,500$240,000
Upper Quartile$1,076,162$412,800

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 Quartile0.961.83
Median1.212.51
Upper Quartile1.823.20
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

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 $542,500, though prices range from under $300,000 to well over $1,100,000.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $482,500 and owners earn a median of $240,000, 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 0.96 to 1.82, with a median of 1.21. Earning multiples range from 1.83 to 3.20, with the median at 2.51. This means the typical Other Financial Service Business may ask for around 1.21 times its annual revenue, and 2.51 times its annual owner earnings.

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