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Other Financial Services Businesses For Sale

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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

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

West Plano, TX CPA Practice for Sale

Plano, TX

Located in a highly desirable and affluent area, this steadily growing CPA practice in Plano, TX generates approximately $487,000 in annual gross revenue. The practice caters to a diverse and loyal...

$585,000

$585,000

Cash Flow: $226,690

Well Established and Profitable Finance Broker

British Columbia

The company provides third-party financing solutions to leisure product dealers across Western Canada. Acting as an intermediary between retailers and major financial institutions, the Company...

$645,000

$645,000

Cash Flow: $149,168

Turnkey Sebanda Insurance Franchise Agency – 140+ Active Clients

Weston, FL

Acquire a turnkey, branded Sebanda Insurance franchise agency with an established operation and a portfolio of 150+ active clients built over the last three years. This opportunity is ideal for a...

$39,000

$39,000

Cash Flow: $7,483

Putnam County Tax and Accounting Practice For Sale

Putnam County, NY

• Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $725,000! • Revenues comprised of individual and business tax (48%),...

$900,000

$900,000

Established Trading Platform for Sale

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$750,000

$750,000

Cash Flow: $206,000

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

Bryan - College Station CPA Firm For Sale

Burleson County, TX

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 2025 gross revenue is estimated to be $935,000! • The...

$1,075,000

$1,075,000

Central New Jersey Home Inspection Services

New Jersey

Several remaining protected franchise territories are available in central New Jersey. The franchise was established in 1976. It has been operated by the current owner since 1987 as part of a...

$165,000

$165,000

Cash Flow: $120,000

Jason Godwin

Florida Business Exchange, Inc.

Serving Volusia County, FL

One of the largest and best independently owned business Brokerages in Florida with the best-trained intermediaries.

Contact Me >

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Elite Allstate Agency in Gainesville: $7.3M Premium & Super Retention

Gainesville, FL

This profitable Allstate insurance agency has been serving the Florida market with distinction since 1990, building a strong foundation with over several decades of continuous operation. Located in...

$1,490,000

$1,490,000

Prime Opportunity to own an Allstate agency with multi-state footprint

South Carolina

Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your chance to own a proven winner in Upstate...

$1,490,000

$1,490,000

Saratoga County Tax Practice (CPA Owned)For Sale

Saratoga County, NY

• Owner retiring but willing to assist buyer with transitioning clients. • Yearly revenues around $105,000. • Nearly 100% of revenue from individual and business tax. • Very low overhead operation...

$120,000

$120,000

Highly Effective Local Credit Repair Business

Utah County, UT

This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and...

$129,000

$129,000

Cash Flow: $55,098

South Philly Check Cashing Store- Great Location & Profitable

Philadelphia County, PA

This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history...

$325,000

$325,000

Cash Flow: $140,080

Accounting/ Tax Practice - CPA License Required

Lee County, FL

Located in the heart of Fort Myers, Florida, the firm has been a trusted provider of tax, audit and attestation services for over 10 years. They specialize in delivering accurate, timely, and...

$1,200,000

$1,200,000

Cash Flow: $432,085

Bibb County CPA Practice For Sale

Bibb County, GA

• The seller is looking to retire and is available to assist buyer with transition. • 2025 revenues are around $135,000! • Service mix includes tax (56%) and accounting (32%) with other (12%) that...

$160,000

$160,000

Small but Well-Known Transactional Law Firm in Growing Niche Specialty

Pierce County, WA

The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...

$500,000

$500,000

Cash Flow: $266,581

Established Business Brokerage Business

$69,500 - Pierce County, WA

$69,500

Pierce County, WA

Judah Dishington

United Franchise Group

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA • This practice was established in 2003 • Software in use includes UltraTax • Approximately $515 in annual revenue, via bookkeeping (3 clients) • Approximately $1,275 in annual...

$300,000

$300,000

Cash Flow: $99,900

$525,000 Revenue – Orlando, FL *Virtual Ready* CPA Firm for Sale

Overview ABA Advisors represents this CPA firm in Orlando, FL. The owner is ready to retire but is willing to provide transitional assistance to assist with client retention. The Firm The firm was...

Not Disclosed

Not Disclosed

Cash Flow: $374,517

SW Houston CPA Practice For Sale

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

$950,000

Eugene, OR CPA Practice for Sale

Lane County, OR

• The owner is a CPA • This practice was established in 1966 • Software in use includes ProSeries • Approximately 245 individual tax returns with an average fee of $705 per return • Approximately...

$280,000

$280,000

Cash Flow: $122,000

$237,500 Revenue – Albuquerque, NM Tax, Accounting & Payroll Practice

New Mexico

Overview ABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Not Disclosed

Cash Flow: $131,370

Step Into Success: Fully Staffed $10mm Allstate Agency!

Alpharetta, GA

Imagine walking into your own thriving Allstate Insurance agency in Metro Atlanta – one that's already generating nearly $10 million in premium and showing no signs of slowing down. This isn't just...

$2,400,000

$2,400,000

Take the Reins of a Trusted, Long-Standing Allstate Book of Business

Indianapolis, IN

Discover a remarkable insurance agency story that began years ago with a vision to serve the Indianapolis community through a trusted, well known brand. This tenured agency has grown from humble...

$540,000

$540,000

Established Legal Funding Firm Looking for Partner

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

$2,200,000

Cash Flow: $1,473,572

Union County, NJ CPA Practice for Sale

Union County, NJ

Located in a highly desirable and affluent area of Union County, NJ, this established and steadily growing CPA practice has annual gross revenue of approximately $455,000. The practice serves a loyal...

$595,000

$595,000

Cash Flow: $361,800

ATM Sales and Service Company for Sale

Richmond County, NY

LISTING ID # 37322 Operate from Home Part-Time Work, about 2 hours per day No Employees, Experience Not Required A Portion of the Business is Serviced by Independent Contractors Process V/MC/AMEX...

$465,000

$465,000

Cash Flow: $150,000

Lucrative Consulting Business

$75,000 - Norfolk County, MA

$75,000

Norfolk County, MA

Greg Nowak

United Franchise Group

34 Year Allstate Agency in Southlake, Texas

Southlake, TX

This well-established agency brings 34 years of proven performance with a highly stable book of business and consistent results. The agency will be ELITE in 2026 and generates $12.1M in premium and...

$2,500,000

$2,500,000

DC Metro Allstate Agency

Suitland, MD

Perfectly positioned for seamless cross-jurisdiction operations, this agency delivers an exceptional 83.85% retention rate and 7% year-over-year premium growth. The agency features a tenured,...

$2,790,000

$2,790,000

Windsor-Essex Region, ON – Cross-Border Tax & Accounting Practice

Ontario

Well-Established Cross-Border Tax & Accounting Firm – Windsor-Essex Region, Ontario Serving the Windsor–Detroit corridor since 1989, this long-standing firm has built an exceptional reputation with a...

$350,000

$350,000

Cash Flow: $67,122

Virtual San Francisco Bay Area CA CPA Practice for sale

San Francisco County, CA

Highly Profitable Virtual CPA Practice with Balanced Service Mix This virtual, CPA-owned practice, established in 2012, presents an excellent acquisition opportunity with 2025 gross revenue of...

$1,200,000

$1,200,000

Cash Flow: $459,000

Cash-Flowing Insurance Agency with over $6M in Written Premium

Boulder County, CO

This is an opportunity to acquire a well-established insurance agency with a little over $6 million in annual written premium and a proven book of business. The agency produces approximately $670,000...

$2,500,000

$2,500,000

Ville de Québec, QC Cabinet de CPA-Audit à vendre

Quebec

(Français ci-dessous) Annual Revenue: ~$1.43M Well-established accounting and tax practice with a strong corporate client base and stable recurring revenues. Revenue Breakdown • T1 – Personal Tax:...

$1,695,000

$1,695,000

Cash Flow: $630,000

High-Growth SC/GA Dual-State Allstate Agency

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

$675,000

Montréal (QC) Cabinet de CPA-Tenue de livres à vendre

Montreal, QC

Ce cabinet offre une structure bien établie et diversifiée, composée d’une division de tenue de livres et fiscalité ainsi qu’une division examens et compilations avec des revenus récurrents d’environ...

$1,050,000

$1,050,000

Cash Flow: $379,000

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Philadelphia Area (Bucks County) Tax and Accounting Practice

Bucks County, PA

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both...

$700,000

$700,000

Cash Flow: $347,000

NE Georgia Tax Practice For Sale

Georgia

• The seller is looking to retire and is available to assist buyer with transition. • 2025 revenues are expected to be consistent at $90,000! • Tax practice focused on individual tax returns with a...

$105,000

$105,000

Great ATM Route - SW Washington

$375,000 - Vancouver, WA

$375,000

Vancouver, WA

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 Anne's 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

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

Cochise County, AZ

• The owner is a CPA • This practice was established in 1980 • Seller willing to provide support and advise during transition for a year or two • Practice is supported by a trained and loyal team...

$650,000

$650,000

Cash Flow: $191,000

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

Buy or Sell an Other Financial Service Business
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed159
Asking Price$482,000
Reported Revenue$450,000
Reported Seller's Discretionary Earnings$201,050
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$482,000$975,000

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$250,000$128,473
Median$450,000$201,050
Upper Quartile$847,000$377,879

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 Quartile0.981.80
Median1.212.35
Upper Quartile1.803.10

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 $482,000, though prices range from under $250,000 to well over $975,000.

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 $201,050, 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 0.98 to 1.80, with a median of 1.21. Earning multiples range from 1.80 to 3.10, with the median at 2.35. This means the typical Other Financial Service Business may ask for around 1.21 times its annual revenue, and 2.35 times its annual owner earnings.

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