Financial Services Businesses For Sale

Murray County, GA

Started as a check cashing business in 1999. Starting Tax Preparation in 2008. Same location since business started. Road frontage on very busy road in the city with easy access to other cities. Could...

$70,000

Allen, TX

Located in an affluent and highly desirable northern suburb of the DFW Metroplex, this premier CPA practice has annual gross revenue of approximately $993,000. The practice has a loyal, long-standing...

$1,290,000

Dallas County, TX

This well-established CPA practice for sale in the Farmer's Branch area of North Dallas, has been serving a loyal client base for over 20 years. The practice is the perfect size and opportunity for an...

$220,000

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...

$699,999

Huntington Park, CA

This company is a well-established independent insurance agency serving both personal and commercial clients in the Greater Los Angeles area. Known for simplicity, speed, and cost-effective solutions,...

$175,000

Simi Valley, CA

EA firm for sale in Simi Valley, CA. This Firm has been operating for almost 40 years and in the same location for the past 8 years. This is a partial sale. The Sellers are transitioning approximately...

$625,000

Dickinson, ND

This well-established CPA practice in Dickinson, ND, generates annual gross revenues of approximately $446,000. The firm has built an excellent reputation in the community and has cultivated a loyal...

$350,000

Bristol County, MA

This long-standing firm has a strong fee structure in place leading to cashflow to the owner of over 50% of gross income. Revenue streams are desirably diverse, and include individual tax (58%),...

$650,000

Lake County, IL

This is a rare opportunity to acquire a well-established, highly profitable accounting firm located in a desirable and growing suburb of Chicago. The practice enjoys a loyal client base and consistent...

$2,159,801

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2025 are expected to settle at $467,000! • The service mix includes tax (66%) and...

$515,000

San Antonio, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive San Antonio, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation...

$15,000

Worcester County, MA

Established check cashing business located on main street. Affordable rent, superior franchise support. Business offers all financial services including check cashing, bill payments, wire transfers,...

$50,000

Rensselaer County, NY

Are you looking to take over a well-established Accounting Tax Practice business in New York, United States? Look no further - we have an exciting opportunity for you! Founded in 1992, this thriving...

$175,000

Jackson County, OR

• The owner is an EA • This practice was established in 1970 • Software in use: QuickBooks (desktop & online), Intuit ProSeries, Quicken, Tax Dome, Adobe PDF, MS Office, GoogleDocs • Approximately...

$300,000

Florida

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer. -All Value Billing, with billing taken upfront. No AR! -This firm is known for its fantastic...

$1,700,000

Maryland

-This firm offers a healthy mix of services with phenomenal average fees of $3,722 for personal tax returns and $7,500 for business returns. -This firm is well-staffed with over 7+ employees and 3...

$1,300,000

Queens, NY

Turnkey Opportunity: Acquire a Top-Performing Elite Allstate Agency Established in 1997, this elite-status Allstate insurance agency represents an exceptional acquisition opportunity in Queens, NY....

$5,618,000

Maryland

-Cash flow consistently over 60% -Owner hours are only 1,500 per year -Wait list of new clients -Amazing referral sources This completely virtual firm is designed for modern, streamlined operations,...

$495,000

New Mexico

We are pleased to present an exceptional CPA Firm for sale located in Southeastern New Mexico with annual gross revenues of approximately $882,000. This highly profitable practice presents the perfect...

$970,000

Arlington, TX

Retirement minded CPA. Will only sell to an accountant/tax professional. Firm Established in 1999. Owner does all work. One employee is Admin Staff/Assistant who has been with the firm for 13 years....

$312,500

Beach Haven, NJ

$9,700 in Bookkeeping Services Revenue $91,000 in Individual Tax Return Revenue $64,000 in Business Tax Return Revenue $11,000 Other Projects Revenue $6,500 in Sales Tax Revenue $20,000 in Annual...

$200,000

Bristol County, MA

We are pleased to present an exceptional CPA Firm for sale located in South Coast, MA with annual gross revenues of approximately $515,000. This successful and reputable practice offers an opportunity...

$640,000

California

-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a...

$800,000

Chattanooga, TN

This business offers access to a highly resilient segment of the financial services space. The operation is designed to let you focus on sales while back-end processes and carrier coordination are...

$134,900

Cincinnati, OH

Running a business means managing countless tasks, leaving little time to review invoices or negotiate better rates for essential services like telecom, shipping, and utilities. This business offers...

$89,900

Gaston County, NC

• Seller retiring but willing to assist buyer as much as possible. • Yearly gross revenues around $446,000. • Year-round revenues comprised of monthly and quarterly accounting (74%) and individual and...

$535,000

Utah County, UT

This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the...

$1,700,000

Minnesota

This well-established CPA firm in the Twin Cities metro area has provided over 20 years of trusted service. The business prepares approximately 350 tax returns annually and offers monthly bookkeeping,...

$250,000

Minnesota

The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services to a loyal, longstanding client base. For the trailing twelve months ending May 2025, the...

$900,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 2015 • The practice has a strong concentration of restaurant clients, presenting a niche opportunity for a buyer experienced in the food service...

$425,000

Suffolk County, NY

• 100% VIRTUAL practice! • Seller retiring but willing to assist buyer with transition. • Yearly revenues around $240,000. • Revenues comprised of individual and business tax (69%) and...

$350,000

San Luis Obispo County, CA

• This bookkeeping practice was established in 2015 • Software in use includes QuickBooks Desktop and Online • Approximately $1,525,000 in annual revenue, via Bookkeeping (263 clients) • Approximately...

$1,675,000

Westchester County, NY

• Buyer will need to be local to Westchester County and have established office (no virtual). Also, the buyer should be familiar with Yardi software. • Seller retiring but willing to assist buyer with...

$1,100,000

Georgia

-Annual Gross Projections for 2025 are $800,000 -Cash flow to owner is rising and year to date is already over 2024-year end -Well established in the community for over 30 years -Strong staff and...

$800,000

Missouri

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be consistent around $155,000! • Primarily a tax practice servicing a variety of...

$170,000

Bristol County, MA

Step into a thriving, professionally operated tax preparation business with three well-established locations. This is a rare opportunity to acquire a turnkey operation backed by a nationally...

$600,000

West Virginia

This well-respected CPA firm for sale is located in the Northwestern Region of the Ohio Valley Area in West Virginia (bordering Ohio) and has annual gross revenue of approximately $471,000. The...

$550,000

Peabody, MA

This CPA Tax Book of Clients for sale in Peabody, MA has annual gross revenues of approximately $222,000. The well-established practice has been providing quality tax and accounting services to...

$315,000

Hartford County, CT

• 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 individuals (90%) and...

$85,000

New Jersey

I am an insurance Agent and I have a book with a Carrier that reduced their commissions for our agency. Another Agency could easily take over the book and continue with the standard commissions....

$100,000

Texas

TX1059: This CPA firm in the south Austin metro area is a great opportunity for an experienced preparer to go out on their own or for an existing firm looking to expand. With a great fee structure and...

$249,000

Layton, UT

CVPro Management is a bookkeeping business dedicated to supporting fellow small businesses with professional bookkeeping and payroll! CVPro Management offers expert bookkeeping and part-time CFO...

$149,995

Georgia

-Cash flow is approximately 40% -Great location within the 285 in Atlanta -Trusted reputation within the community for over 50 years This well-established CPA firm has been a trusted presence in its...

$500,000

Spokane County, WA

• The owner is a CPA • This practice was established in 1990 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately $637,000 in annual revenue, via bookkeeping (70 clients) •...

$2,300,000

Texas

-Cash flow was $656,000 in 2024 -Experienced leadership team and highly skilled staff -20% additional capacity available (CAS and Tax) with the current team for easy growth -Premium pricing...

$2,500,000

Texas

Overview ABA Advisors represents this CPA firm located in the San Antonio, TX area. The owner is willing to work part-time for the buyer for at least a year following closing to help ensure a smooth...

Cash Flow: $336,409

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

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

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