Financial Services Businesses For Sale

Middlesex County, MA

This well-established Tax & Accounting Practice for sale in Merrimack Valley, MA has annual gross revenues of approximately $350,000. Desirably located in an affluent and thriving suburb north of...

$450,000

San Antonio, TX

Great opportunity in the San Antonio area for an existing agent looking to purchase and merge. This ECP agency is already on track for Elite status in 2026 and offers a strong foundation to build...

$150,000

Broward County, FL

This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and...

$120,000

Indianapolis, IN

$3.2mm earned premium 90% net retention; 5+ years: 91% Low loss ratios across all major product lines Two licensed, experienced staff members Highly visible office location 1500 sq ft with four...

$598,000

Frederick, MD

This turnkey PRO achievement level agency is ready for a new owner and reflects: $6.6mm earned premium (and growing!) 88% net retention; 5+ years: 88% Low loss ratios across all major product lines...

$1,100,000

Osceola County, FL

Accounting and tax services practice that also offers paralegal services with well established clientele operating for over 15 years in the Osceola County. We have been selected as the best Accounting...

$2,000,000

Miami, FL

Exceptional Relocatable Accounting & Tax Practice with Nearly 30 Years of Proven Success We are pleased to present an outstanding opportunity to acquire a well-established and highly reputable...

$300,000

Marshall, TX

A reputable CPA practice in Marshall, TX has clients for sale with annual gross revenues of approximately $163,000. The high-quality clients for sale are the heart of a well-established firm, known...

$163,000

Tennessee

Outstanding $3.66M, 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! This...

$950,000

Monmouth County, NJ

This business finances commercial truck purchases for individual truck operators. It was established 15 years ago and has grown consistently with currently 250+ outstanding loans. The loans are...

$4,800,000

Monmouth County, NJ

This reputable CPA Practice for sale is ideally located in an affluent town in northern Monmouth County, NJ and has annual gross revenues of approximately $1,000,000. The practice has established a...

$1,150,000

Wake County, NC

• BUYER MUST BE FLUENT IN SPANISH AS MAJORITY OF CLIENTS ARE NATIVE SPANISH SPEAKING. • Seller retiring but willing to help assist buyer for at least the first tax season. • 2024 revenue of $1,00,000...

$1,250,000

Chicago Heights, IL

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its...

$525,000

Miami, FL

Well-established CPA practice located in Miami, serving a diverse portfolio of 115 business owners, including a handful of monthly and quarterly bookkeeping clients, as well as 160+ individual...

$175,000

Oregon

• The owner is a CPA • This practice was established in 1993 • Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks • Approximately $325K in annual...

$600,000

Atlanta, GA

This Atlanta portfolio currently operates 41 ATMs machines around the Atlanta area. The portfolio in 2024 had ATM Gross Profit after merchant splits of nearly $93,500 of Owned and Loaded ATMs....

$295,000

Bronx County, NY

• Clients scattered, but majority in NYC area. • Seller moving out of country but will be available to answer questions until then. • Yearly revenues in the $200,000 range. • Revenues comprised of...

$1

British Columbia

• Established very profitable tax and bookkeeping firm with unique specialized niche tax market • $150,000 of recurring accounting and bookkeeping revenues • Approximately 40 corporate clients and 200...

$359,000

British Columbia

- This well-established virtual tax and bookkeeping practice provides reliable, client-focused financial services to individuals and small businesses. With a fully remote setup and user-friendly...

$699,000

St Lucie County, FL

For $199,000, acquire a single, high-visibility retail franchise location in a proven tax and financial services model. This turnkey opportunity includes seasonal tax preparation along with year-round...

$199,000

St Lucie County, FL

This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services...

$978,380

Montana

Overview ABA Advisors represents this accounting firm in western Montana. The firm has a mix of individual and business clients, providing services to over 400 businesses in the western Montana area....

Cash Flow: $502,075

Union County, NC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues estimated around $290,000! • Revenues comprised of individual and business tax (67%), accounting and write-up...

$365,000

Maricopa County, AZ

• The owner is a CPA • This practice was established in 1997 • Seller prefers a buyer who will manage the practice in Sun City or the surrounding area • Software in use includes Drake Tax, QB Desktop,...

$400,000

Putnam County, NY

Step into a thriving 15-year established public adjusting practice that delivers immediate income potential while positioning you as the advocate homeowners and businesses desperately need when facing...

$675,000

Palm Beach County, FL

Well established and conveniently located on busy, main street. Affordable rent. Superior franchise support. Business offers all financial services such as check cashing, loans, bill payments, money...

$175,000

Cincinnati, OH

Profitable, long-standing accounting practice with a well-rounded client base and service mix. Skilled staff and office space are available to support a smooth transition. The seller is cooperative...

Cash Flow: $147,589

Hudson, FL

tax business, over 20 years in the area...

$65,000

Frederick, MD

This well-established yet growing CPA practice has been providing reliable tax and accounting services for over 50 years. The firm has earned an excellent reputation in the community, cultivating a...

$1,350,000

Albany County, NY

• Seller retiring but willing to assist buyer with transition. • 2025 Revenues estimated around $230,000. • Revenues comprised of nearly 100% individual and business tax. • Large office space...

$255,000

Dallas, TX

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

$7,000

Concord, CA

CPA firm for sale in Concord, CA. ref # CON125. This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase...

$535,000

Encino, CA

CPA firm for sale in Encino, CA Ref# ENO125. This CPA Seller has 35 years of practice experience and is ready to transition into retirement. The Seller is open to assisting the Buyer on a part-time or...

$895,000

Guilford County, NC

• BUYER NEEDS TO BE BI-LINGUAL (ENGLISH/SPANISH). • Seller retiring but willing to assist buyer with transition for initial tax season and beyond. • 2025 revenues expected around $1,300,000! •...

$1,450,000

Torrance, CA

CPA firm for sale in Torrance, CA. ref # TOR125. This long-standing and highly respected practice has been serving the South Bay area since 1996 and now the Seller would like to plan for retirement....

$1,300,000

El Paso, TX

TX1058: The seller of this El Paso CPA firm is approaching retirement and seeking a CPA buyer for the firm. Boasting a loyal clientele, a large number of business clients, an experienced staff, and a...

$1,045,000

British Columbia

An established very profitable bookkeeping firm with offices approximately 90 km north of Vancouver. • $510,000 of bookkeeping billings of which 92% are monthly clients providing a consistent cash...

$649,000

North Richland Hills, TX

This exceptional CPA Practice for sale is centrally located in North Richland Hills, TX and has annual gross revenues of approximately $1,209,000. Desirably situated within the Mid-Cities area of the...

$1,330,000

Alberta

•Very successful well-established compilation, accounting, bookkeeping and tax practice with an excellent reputation. •Firm has been in existence since 2007 •Owners are not designated •Service...

$1,950,000

Albuquerque, NM

This well-established CPA practice for sale in Albuquerque, NM has annual gross revenues of approximately $297,000. The practice has been providing quality accounting and tax services for over 30...

$300,000

Texas

- Single-owner CPA practice - 94% Tax Preparation (59% Individual; 39% Business; 2% Other); 6% other (amended returns; QuickBooks assistance, & bookkeeping & payroll for 4 long-term clients) - Cash...

Cash Flow: $393,000

Tampa, FL

WebsiteClosers® presents a 5-year-old Salesforce-based Software Firm delivering deeply specialized case and Financial Management Solutions to Public Sector Government Agencies. With a track record of...

$4,000,000

Bernalillo County, NM

This well-respected CPA practice is located in an affluent, desirable area in Albuquerque, NM and generates annual gross revenues of approximately $670,000. The practice caters to a premier client...

$670,000

Florida

• Cash flow to owner 50% • Owner hours less than 2,000 • Recession proof niche This virtual, two-partner CPA firm offers an exceptional opportunity for growth and profitability. Renowned for its...

$2,400,000

Santa Fe County, NM

This well-established and reputable practice for sale in Santa Fe, NM has annual gross revenues of approximately $310,000. Revenue is derived primarily from tax services with strong fees, which make...

$310,000

Summit County, OH

• Well established Enrolled Agent practice • 80% tax prep, 20% accounting/payroll/other • High volume with opportunities for price increases • Experienced staff available to transition • Tax software...

$445,000

Indiana

This established CPA practice offers an outstanding opportunity for acquisition, with SDE margins exceeding 60%. Located in a growing community with increasing demand for tax and accounting services,...

$472,221

Orange County, CA

• The owner is a CPA • This practice was established in 2016 • Software in use includes Lacerte • Approximately 400 individual tax returns with an average fee of $350 per return • Approximately 100...

$300,000

Snohomish County, WA

• The owner is a Registered Tax Return Preparer • This practice was established in 1990 • Software in use includes Thompson Reuters UltraTax • Approximately $20,400 in annual revenue, via bookkeeping...

$360,000