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Other Financial Services Established Businesses For Sale

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Tulsa County Tax and Accounting Practice For Sale

Tulsa County, OK

• Seller retiring but staying in area to assist buyer with transition. • 2025 revenues estimated around $320,000 • Revenues comprised of Accounting and Write-Up (83%) and Individual and Business Tax...

$400,000

$400,000

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

Growing Houston ATM Route - Quick return on investment

Houston, TX

This amazing ATM portfolio of 119 machines is in Houston, TX and the surrounding areas. The portfolio has Income of over $25,000/mo in the past 12 months with growth expected in 2025. Easy to operate...

$750,000

$750,000

Cash Flow: $300,000

+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

NEW PRICE! 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...

$850,000

$850,000

4 Y/O Buy-Now-Pay-Later Fintech Platform Malaysian eCommerce

Kuala Lumpur

1. Executive Summary [Redacted Company Name], founded in August 2020, is a fintech company based in [Redacted Location]. It operates in the growing Buy Now, Pay Later (BNPL) sector, offering payment...

$175,000

$175,000

Cash Flow: $9,850

Allstate Agency Located in the Heart of Scottsdale, AZ

Scottsdale, AZ

(Price Improvement!!!) This well-established insurance agency boasts a 40-year book of business with $4.0 million in premium, located in a prime Scottsdale, Arizona location. With an impressive 86%...

$899,000

$899,000

Cash Flow: $278,338

Medford, OR CPA & EA Practice for Sale - Motivated Seller

Jackson County, OR

The seller is more motivated than ever. For the right buyer, Terms & Guarantees are available. • The owners are CPAs and EAs • This practice was established in 1989 • Software in use includes...

$445,000

$445,000

Cash Flow: $166,700

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

(Price Improvement!) 35+ year Allstate Agency NW of Philadelphia

Berks County, PA

(Price Improvement!) This well-established agency offers a thriving, long-tenured book of business with a strong mix of personal and commercial lines. This agency has experienced steady growth, now...

$595,000

$595,000

Cash Flow: $197,376

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

Easy to Run Financial Corp Specializing in Car Loans - Florida

Miami, FL

Turnkey Car Loan Business Opportunity – Established (February 2022) & Ready to Operate This financial company specializes in providing car loans and purchasing existing car loans for consumers....

$45,000

$45,000

Cash Flow: $19,221

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

San Antonio, TX Coaching Franchise - Now Available

$714,000 - San Antonio, TX

$714,000

San Antonio, TX

Avery Murrah

Business Brokers of Texas, Inc.

Western Plymouth County, MA CPA Tax Practice

Plymouth County, MA

2024 annual gross revenue: approximately $205,000. Revenue derived primarily from business & individual tax services. Operates with minimal overhead and a solid fee structure. Serves around 300...

$225,000

$225,000

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

Shep Campbell

M&A Specialists

Serving Pulaski County, AR

We are a Small Business Brokerage and Lower MM M&A Firm. We confidentially help people sell & buy businesses, as well as manage, advise & structure deals for mergers & acquisitions of all sizes, across all industries. We serve small businesses to middle market businesses. M&A Specialists has a wealth of experience in helping business owners confidentially sell their business, and working with buyers in the financing process. We have a vast network of lenders and can find financing for nearly any type of deal.

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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

Salem, OR CPA Book of Business for Sale

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes CS Accounting, CS Tax • Approximately $156,500 in annual revenue, via bookkeeping (24 clients) • Approximately...

$420,000

$420,000

Northwest Richmond Metro CPA Practice For Sale

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2024 revenues expected around $347,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

$375,000

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

NW LaSalle County, IL CPA Practice for Sale

La Salle County, IL

This well-established CPA Tax & Accounting Practice for sale in NW LaSalle, Illinois has annual gross revenues of approximately $465,500. The practice caters to a high-quality client base, including a...

$460,000

$460,000

Cash Flow: $275,000

$650,000 Gross Revenue - South Central, Tennessee – CPA Firm

Tennessee

OVERVIEW - ABA Advisors represents this CPA firm in the South Central, TN area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE FIRM - The...

Not Disclosed

Not Disclosed

EBITDA: $188,993

Allstate Insurance Agency for 25 years in the County of Sacramento

Sacramento County, CA

This is one of Allstate's Elite Agencies with Allstate Insurance Company. The Lease is excellent at $1,400 per month and has 700 sq. ft. Allstate provides world wide trips for its Agents when they...

$775,000

$775,000

Pasadena MD Tax & Bookkeeping Practice for Sale

Anne Arundel County, MD

This well-established EA practice is located in Pasadena, MD and has annual gross revenue of over $337,000 and growing! The practice has cultivated a strong reputation and serves a loyal, high-quality...

$345,000

$345,000

Cash Flow: $118,000

Turnkey Home-Based Business with AI Systems–Built for Rapid Expansion

$22,995 - Palm Springs, CA

$22,995

Palm Springs, CA

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

$615,000 Revenue - Western, PA - CPA Firm For Sale

Pennsylvania

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents this CPA firm located in western Pennsylvania. The firm has solid staffing that is expected to continue with the buyer....

Not Disclosed

Not Disclosed

Cash Flow: $274,005

60%+ SDE Accounting Firm For Sale

DuPage County, IL

Established practice offering an outstanding growth opportunity with exceptional profitability—seller's discretionary earnings exceed 60%! The owner is flexible and ready to support a smooth...

Not Disclosed

Not Disclosed

Cash Flow: $300,790

McPherson County CPA Practice For Sale

Mcpherson County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2024 gross revenues to be around $200,000! • Service mix includes tax (79%) and accounting/payroll (21%). •...

$235,000

$235,000

Chaudière-Appalaches, QC - Cabinet de CPA à vendre

Quebec

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant...

$699,000

$699,000

8 Y/O Agritech Firm with $30M+ Transactions Processed

Ghana

Company Overview: The target company is a leading agritech firm, founded in 2016, focused on providing market access and financial services to smallholder farmers in a West African country. Through...

$12,760,000

$12,760,000

Cash Flow: $1,006,077

Unique Opportunity - New York Commission Advance Firm

New York

This is a unique factoring franchise service where cash is truly king. It is a profitable territory, which can easily be expanded. This firm provides real estate professionals with immediate cash flow...

$350,000

$350,000

Cash Flow: $138,000

Lincoln, NE CPA Practice for Sale

Lancaster County, NE

This well-established, yet growing CPA practice for sale is located in Lincoln, NE and has annual gross revenues of approximately $190,000. The practice has been delivering high quality tax and...

$170,000

$170,000

Cash Flow: $91,500

Somerset County Tax and Accounting Practice For Sale

Somerset County, PA

• Owner looking to retire and move from the area but still available for transitional help as agreed with buyer. • 2024 gross revenues to be consistent around $112,000. • Service mix includes tax...

$135,000

$135,000

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

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

$5,000,000

Palm Beach County, FL

Tucson, AZ EA Practice for Sale

Pima County, AZ

• The owner is an EA • This practice was established in 1992 • Software in use includes Lacerte & QuickBooks Plus Pro 2024 • Approximately $83,000 in annual revenue, via bookkeeping (31 clients) •...

$515,000

$515,000

Cash Flow: $155,000

Bend, OR EA Practice for Sale

Deschutes County, OR

• The owners are EAs • This practice was established in 2014 • Software in use includes Lacerte • Approximately 545 individual tax returns with an average fee of $468 per return • Approximately 23...

$380,000

$380,000

Cash Flow: $193,000

Columbia Tax and Bookkeeping Practice For Sale

Richland County, SC

• UPDATED INFORMATION • Seller retiring but willing to assist buyer with transitioning clients. • 2024 revenue of $135,000! • Revenues comprised of nearly 100% individual and business tax. • Office...

$160,000

$160,000

Westchester County CPA Practice for Sale

Westchester County, NY

• Seller retiring - available for transition assistance as needed. • Estimated revenues of $1,250,000 for 2024! • Revenues comprised of Tax (53%) Accounting and Write-Up (33%) and Other Services...

$1,385,000

$1,385,000

Mountain Home Idaho CPA Practice for Sale

Idaho

This well-established and steadily growing CPA practice for sale in Mountain Home, Idaho has been providing high-quality tax and accounting services to businesses and individuals throughout the area...

$375,000

$375,000

Denver Tech Center CO CPA Practice for Sale

Colorado

- Well established, Single-owner CPA practice serving individuals and businesses with complex tax returns - 92% Tax Preparation (30% Individuals; 67% Business; 3% Trusts); 7% Reviews; 1% Bookkeeping -...

Not Disclosed

Not Disclosed

Cash Flow: $325,000

Grass Valley, CA EA Practice for Sale

Nevada County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in greater Sacramento CA area • Practice supported by trained and dedicated staff willing to stay on with...

$375,000

$375,000

Cash Flow: $112,000

Akron Sales Management & Portfolio Company

Akron, OH

Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...

$189,000

$189,000

NICHOLAS UTIGER

Benchmark Business Advisors

Serving Clark County, NV

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Canton Area Sales & Marketing Business Development Company

Canton, OH

Pursue freedom and independence in your career track. Become an owner as a franchise member in the world's largest group of its kind. Benefit from the leading brand name in the industry. The owner has...

$179,000

$179,000

Local Income Tax Service for Sale

Monroe County, NY

A Well-Established Income Tax Service (for over two decades) for Sale in Monroe County. With annual sales of over $300,000, this turn-key tax service awaits a tax professional to keep operating in top...

$360,000

$360,000

$1.1M EBITDA In-House Financing Auto Dealership

Minnesota

Minnesota

Lebanon County Tax Practice For Sale

Lebanon County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent around $200,000! • The service mix includes tax (82%),...

$240,000

$240,000

Cash Flow: $132,000

Profitable Direct Lending & Real Estate Investments Services

California

Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending services and real estate...

$35,000,000

$35,000,000

Cash Flow: $7,482,883

Seattle, WA CPA Practice for Sale

King County, WA

• The owner is a CPA only interested in selling to an equally licensed buyer • This practice was established in 1988 • Software in use includes ProSystems FX, Workpapers CS, MS Office • Approximately...

$1,100,000

$1,100,000

Cash Flow: $505,330

Coastal South Carolina CPA Practice for Sale

Horry County, SC

• Seller changing careers. Willing to assist buyer as much as possible with transition. • 2024 revenues estimated to be around $110,000! • Revenues comprised of tax (86%) and accounting (14%)...

$125,000

$125,000

Cash Flow: $65,000

CPA Firm for sale

Rochester, NY

CPA Firm for sale Retirement-minded CPA seeks an established accounting firm within Monroe County for the final chapter of his career. The sale “ideally” would encompass two phases. The first phase of...

$125,000

$125,000

20+ Years Tax, Accounting, Book Keeping Firm

Duval County, FL

Established with over 20+ years of experience in taxes, bookkeeping, and payroll. 200+ returns annually, with reoccurring customer base. Owner is looking to retire, and willing to help train for next...

$180,000

$180,000

Cash Flow: $47,804

Clinton Twp, MI CPA Practice for Sale

Macomb County, MI

This very well-established CPA Tax & Accounting Practice for sale in Clinton Twp, MI has annual gross revenue to be sold of approximately $1,200,000. The practice caters to a loyal, long-term client...

$1,080,000

$1,080,000

Cash Flow: $1,058,000

Buy or Sell an Other Financial Service Business
Market OverviewListed for Sale
Number of Businesses Analyzed154
Median Asking Price$500,000
Median Reported Revenue$451,000
Median 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$993,750

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$250,315$126,638
Median$451,000$206,000
Upper Quartile$880,000$390,009

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 Quartile0.991.82
Median1.212.38
Upper Quartile1.813.12
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 $500,000, though prices range from under $250,000 to well over $993,750.

How much do Other Financial Services Businesses owners earn?

The median reported revenue of Other Financial Services Businesses is $451,000 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 0.99 to 1.81, with a median of 1.21. Earning multiples range from 1.82 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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