Financial Services Businesses For Sale

Sibley County, MN

Are you ready to seize a golden opportunity in the thriving world of tax services? This well-established tax preparation and planning company offers a loyal client portfolio. With streamlined...

$50,000

Coral Gables, FL

Rare once in a lifetime Opportunity to own an Insurance Wholesale Brokerage Agency in beautiful sunny South Florida. Perfect Business for someone in the Insurance Industry, or looking to get into the...

$300,000

York County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be around $275,000! • Service mix includes a balanced mix of tax and...

$275,000

Oklahoma

BUSINESS HIGHLIGHTS: This Company is a tax and accounting firm that has prepared individual, corporate and partnership returns for clients since 1947. The Company also provides bookkeeping services...

Cash Flow: $493,000

Strafford County, NH

• Well-established accounting and tax (Enrolled Agent) practice for sale in Strafford County, New Hampshire • The practice derives its revenue from accounting (approximately 14%), payroll (10%), and...

$300,000

Cumberland County, ME

• Quality accounting and tax (CPA) practice for sale in a western Portland, Maine suburb • Revenue is comprised of accounting (approximately 15%), tax services for individuals (57%) and business /...

$160,000

Rockland County, NY

• Seller retiring but willing to assist with transition as agreed with buyer. • Yearly revenues around $400,000! • Revenues comprised of individual and business tax (57%), accounting/write-up (28%),...

$515,000

Minnesota

Long-established, 20+ year franchise tax practice located in the south metro. Business provides personal income and small business tax preparation services. Existing repeat customers with high...

$300,000

New York

HS Listing ID-64811 In business since 1997 – No physical location, present owner resides in FL and the administrator lives on Long Island. – One employee, the Administrator. – Very low client...

$5,000,000

Suffolk County, NY

HS Listing ID-65485 Long established book, 35 years. – High Retention Rate. – 4341 policies enforce. – Aside from exclusive lines this agency has a large broker business that adds another $100,000 in...

$2,700,000

Ventura County, CA

• The owner is a CPA • This practice was established in 1990. • About 15% of clients meet with the seller and staff • Software in use includes Lacerte, Smart Vault, TPS, QuickBooks, and Adobe Pro •...

$3,500,000

Costa Mesa, CA

? Description (Asset-Only Sale): Asset-Only Sale – Ingenious Tax Relief Selling assets only (no liabilities or legal entity transfer). Includes: ?? Brand & Business Name: Ingenious Tax Relief ?? #1...

$225,000

Colorado Springs, CO

This check cashing business is a long-standing and trusted service provider in the community, ideally situated in a high-traffic area with affordable rent and consistent revenue. The excellent service...

$2,200,000

Trumbull County, OH

**REDUCED PRICE** This four-decade firm is thriving, generating revenue of $478,000 in 2024 with ~50% or $237,000 returned to the owner. Business tax and accounting services make up almost 77% of...

$475,000

Riverside County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, QuickBooks, CFS • Approximately $100,200 in annual revenue, via bookkeeping (40 clients) •...

$975,000

Cook County, IL

This new CPA Accounting & Tax Practice for sale in a southern suburb of Chicago generates annual gross revenues of approximately $927,000. This well-respected firm has been providing exceptional and...

$1,000,000

Oklahoma County, OK

• Seller retiring but willing to assist buyer with transition by phone/email. • 2025 revenue expected around $350,000 due to seller not taking on any additional work in 2025. • Revenues comprised of...

$415,000

Dallas, TX

This well-established CPA firm has built a strong reputation over the past 20+ years, with consistent year-over-year revenue growth. Services include bookkeeping (40%), tax compliance (52%), and...

$2,075,000

Georgia

• Seller looking to retire and is available as needed after closing to help with the transition. • Expected gross revenues for 2025 are $800,000 with already engaged clients! • Year-round service mix...

$800,000

Hartford County, CT

Accounting and tax practice for sale in Northern Hartford County, near the communities of Enfield and Suffield, Connecticut and Springfield, Massachusetts Revenue mix: Accounting (approximately 67%),...

$600,000

Cook County, IL

This long-established and growing tax and accounting practice offers a unique opportunity for acquisition, with flexible options and a smooth transition plan in place. Key Highlights: - Established...

$265,000

Alameda County, CA

Well established CPA practice, recognized for its exceptional service and strong client relationships. This SBA- approved firm has built a solid relationship over the years, making it an ideal...

$660,000

Mississippi

• Quality accounting and tax practice for sale in a Memphis, Tennessee suburb in Northwest Mississippi • Revenues are desirably blended to include accounting (approximately 44%) and tax services for...

$410,000

Alabama

Accounting and tax (CPA) practice for sale north of Birmingham, Alabama and centrally located between Albertville, Cullman, Gadsden, and Guntersville Revenue mix: Accounting and payroll (38%), tax...

$450,000

Tuscaloosa, AL

Quality accounting and tax (CPA) practice for sale in Tuscaloosa, Alabama Revenue mix: Accounting (15%), payroll (14%), tax services for individuals (43%) and business / other entities (26%), and...

$250,000

Illinois

The Company is a boutique commodity introducing brokerage firm that specializes in risk management for mid-market cattle feeders and grain farmers. Key Aspects · The Company has developed proprietary...

Missouri

• Owner looking to retire and will be available for transitional help as agreed with buyer. • REMOTE OPPORTUNITY for buyer to move within surrounding counties! • 2025 gross revenues to be consistent...

$235,000

Texas

This well-respected CPA practice for sale is located in East Texas within an hour of Dallas and has annual gross revenue of approximately $840,000. The practice has been a trusted advisor in the...

$950,000

Norfolk, NE

This well-established Accounting Firm Business for sale in NE has been in business for 7 years. This must be purchased by a CPA or firm as a secondary location. This firm provides comprehensive...

$717,000

Alberta

-Owner hours only 1,300! -95% paperless -20% revenue increase This nearly 20-year-old bookkeeping firm presents an excellent opportunity for a buyer seeking a turnkey operation with a trusted...

$550,000

San Antonio, TX

Located in San Antonio, TX, this well-established insurance agency boasts a strong book of business with over $5.8 million in premium across 2,106 policies. The agency generates $643,898 in annual...

$1,225,000

Chicago, IL

This well-established CPA firm offers a balanced mix of client services, generating consistent revenue and long-term client relationships. The practice provides an excellent opportunity for a buyer...

$277,140

Plano, TX

This fully virtual, boutique CPA Tax and Financial Advisory practice for sale is based in Plano, TX and generates annual gross revenues of approximately $741,000. The firm has steadily grown and...

$1,040,000

Shepherdsville, KY

Turnkey, ELITE achievement level Allstate agency ready for a new owner The agency in on pace for ELITE in 2026 and consistently earns variable compensation $3.8mm earned premium/$4.1mm written &...

$675,000

Texas

Great opportunity in a growth rich area and at a great time, with a company that is focused on exponential growth in 2025-2026. That translates to aggressive pricing in the marketplace. This a "name...

$400,000

San Antonio, TX

Located in San Antonio, TX, this well-established insurance agency boasts a strong book of business with over $5.2 million in premium across 1,859 policies. The agency generates $567,898 in annual...

$1,100,000

Newton, NJ

Firm Established in 1985. Retirement minded CPA. Gross Revenue - $697k Accounting 1 Weekly Client - $11,960 12 Monthly Clients - $56,028 1 Quarterly Client - $2,400 Income Tax Individuals - 457 -...

$800,000

Lake County, IL

This well-established, independently owned tax practice offers a strong local reputation, loyal client base, and efficient, modern operations. With nearly all clients using virtual or drop-off...

$180,000

Norfolk County, MA

This respected CPA tax practice has been providing quality accounting and tax services to individuals and local businesses for over 50 years. Tax returns are nicely balanced between individuals (67%)...

$575,000

Bountiful, UT

This well-established, reputable CPA Tax & Accounting Practice for sale in Bountiful, Utah has annual gross revenues of approximately $843,000 and growing. The practice caters to a quality client base...

$1,050,000

San Antonio, TX

This San Antonio-based scratch agency presents a unique merger opportunity for a growth-minded agency owner. With $567,642 in premium, $76,000 in annual revenue, and 247 policies in force, this book...

$120,000

York County, SC

• Owner retiring but willing to assist buyer to ensure smooth transition. • 2025 revenue estimated to increase to $245,000! • Revenues comprised of individual and business tax (80%),...

$290,000

Oregon

With more than six decades of success, this well-established firm has been delivering comprehensive tax and accounting services to a diverse mix of business and individual clients. As of April 2025,...

$1,250,000

Georgia

-Over 7 dedicated and intelligent staff -Each owner works less than 2,000 hours annually -Located less than an hour to Jacksonville, FL! This well-established 2-partner CPA firm has been a trusted...

$1,250,000

New York

• Seller retiring but willing to work with buyer for extended period to ensure maximum client • retention. • 2025 revenues on par with 2024, around $395,000. • Revenues comprised of individual and...

$450,000

Westlake Village, CA

CPA firm for sale in Westlake Village, CA. Ref# WLV125. This is a highly profitable, long-established tax and advisory practice with a select block of clients being offered for sale as part of the...

$320,000

Santa Clara, CA

CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the...

$550,000

Palm Desert, CA

EA firm for sale in Palm Desert, CA. Ref# PAL125 This firm has been in the Coachella Valley for the past 15 years and now the Seller would like to retire. Approximately 1/3 of the clientele remit...

$160,000

La Mesa, CA

CPA firm for sale in La Mesa, CA. Ref# LAM125. This firm has served the greater San Diego area since 1991, and the Seller is now preparing for retirement. Approximately 35% of clients remit their tax...

$155,000