Financial Services Businesses For Sale

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 September year-to-date is $319,000 -Well established in the community for over 30 years -Strong staff and loyal clients -Owner...

$800,000

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

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

Florida

This is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 2,000 clients across 46 states. This firm specializes in monthly retainer-based tax advisory and...

$7,000,000

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

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...

Not Disclosed

Cash Flow: $336,409

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

Oakland County, MI

This is a well-established accounting firm offering a turnkey opportunity for a buyer seeking a solid foundation and immediate revenue. The practice features a team of experienced and capable staff...

$437,109

Arkansas

AR1173: This CPA firm is a second location for a well-established CPA firm. The owners are seeking a CPA or EA buyer for this business as they are approaching retirement. With a large number of...

$460,000

-2025 Projection is on track for $1,000,000 -VAT Management services average around $13,000 -30% of clients are over $20M in revenue and another 30% are over $10M. Several are multibillion dollar...

$1,195,000

Marin County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

Pleasant Grove, UT

Established Tax & Accounting Practice - 30+ Years of Success This profitable tax and accounting practice in Pleasant Grove, Utah County presents an exceptional opportunity for an experienced...

$170,000

Fort Mill, SC

Accounting 41 Monthly Clients Total $56,500 28 Annual Clients - Total $8,200 2 Quarterly Clients - Total $850 Income Tax Individuals 560 Total $202,615 Businesses 117 Total $ 63.062 Other 6 Total...

$450,000

Montgomery County, OH

This is a highly profitable CPA practice offering a well-balanced mix of accounting, tax, and advisory services. The firm has cultivated a loyal and long-standing client base, built on years of...

$569,784

Nassau County, NY

Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...

$2,500,000

Idaho

We are pleased to present a new CPA Tax, Accounting, and Payroll Practice for sale in Eastern Idaho! With gross revenue having increased by nearly 20% since 2022, the practice has continued to grow...

$350,000

Menifee, CA

EA firm for sale in Southwest Riverside County, CA. Due to the small-town nature of the location, we are holding off on publicly sharing the city until the Practice Profile is reviewed and you express...

$199,000

Lake Forest, CA

EA firm for sale in Lake Forest, CA. This Firm has been operating in the city for over 20 years and in the same location for the past 10. The clients can easily be relocated to the Buyer’s office...

$110,000

Billings, MT

This well-established CPA practice for sale in Billings, MT has been growing consistently in recent years. Annual gross revenues of approximately $270,000 are composed largely of profitable tax work...

$325,000

Missouri

MO1166: This south of St Louis CPA firm has lots to offer including a desirable mix of services, a good fee structure and a nice cash flow to the owner! The seller is seeking a CPA buyer. The office...

$490,000

Missouri

MO1165: The sellers of this CPA firm in SE Missouri are approaching retirement and seeking CPA buyers. The firm is well-established in the area, has a nice mix of work, and a good cash flow to the...

$1,500,000

DuPage County, IL

Well-established and extremely lucrative CPA firm with a long track record of success and client loyalty. This practice boasts a strong and diverse client base across multiple industries, offering...

Not Disclosed

Cash Flow: $393,436

Concord, NH

• Quality tax (CPA) practice for sale in Concord, New Hampshire (near Manchester) • Revenue mix: Tax services for individuals (71%) and business entities (25%); and other professional services (4%) •...

$135,000

Cuyahoga County, OH

• Well established, single owner CPA practice • 73% tax prep, 27% accounting • Experienced staff, including an EA Tax Manager • Tax software used is ProSeries • Office space available for lease •...

$450,000

Madison, WI

We are pleased to present the sale of this Tax and Accounting firm located in Madison, Wisconsin. The firm has a long, consistent history spanning over multiple decades, providing services to...

$400,000

Collin County, TX

This well-established Accounting & Tax Practice, operating under a trademark-registered brand name currently in the process of franchise development, offers an exceptional opportunity for...

$2,295,000

Las Vegas, NV

Key Highlights: o Strong client retention o Diversified service offerings o Excellent reputation in the community o Significant opportunities for expansion through cross-selling additional services,...

$300,000

Gillette, WY

This well-established and steadily growing CPA practice for sale in Gillette, WY, generates annual gross revenues of approximately $450,000. The practice caters to a loyal, high-quality client base,...

$330,000

Boca Raton, FL

Located on the southeastern coast of Florida, this Allstate agency is positioned at a prime intersection with strong visibility and growth potential. With over $3.4M in premium and more than 1,100...

$499,000

Marianna, FL

Established and high-performing Allstate agency in North Western Florida, generating over $11.7M in premium. Has P&C binding in GA, AL, and Florida! The book includes strong Allstate, Ivantage, and...

$2,400,000

Littleton, CO

Tax practice only. Room for additional growth with slow prices increases. Easy expansion by adding bookkeeping, accounting and other services. No website. Owner has been turning down most referrals....

$220,000

Colorado

- Single-owner CPA practice - 85% Tax Preparation (58% Individual; 35% Business; 7% Other) 15% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 48% - Practice utilizes...

Not Disclosed

Cash Flow: $169,000

Winchester County, VA

NEW CPA Practice for Sale LISTING NUMBER VA2068 Geographic Location: Northern Virginia Practice Details: Top quality CPA tax practice located west of DC. CPA owner plus 1 other CPA, three accountants,...

$600,000

Miami, FL

Established in 2024, this tax preparation service has already achieved strong first-year sales and is well-positioned for continued growth. Built on modern systems and efficient processes, the...

$110,000

Marinette County, WI

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and...

Not Disclosed

Cash Flow: $170,109

Monmouth County, NJ

Profitable Check Cashing Business – $10M Annual Volume – Exclusive Territory Rare opportunity to own a high-volume, low-overhead check cashing business with over 30 years of continuous operation in...

$120,000

North Carolina

-CAAS services are billed on a recurring fixed fee basis with a packaged structure -50% Cashflow -Average CAAS fees are $3,500, and business tax is $1900 -Several remote employees, with only 1 going...

$750,000

King County, WA

• The owner is a CPA • This practice was established in 2013 • Software in use includes QuickBooks, ATX • Approximately $280,000 in annual revenue, via bookkeeping (50 clients) • Approximately 140...

$650,000

Michigan

This long-established CPA practice for sale in Northwest Lower Michigan generates annual gross revenues of approximately 739,000. The firm has built a strong reputation over nearly four decades,...

$695,000

Miami-Dade County, FL

Established tax and bookkeeping business with strong Latin community ties. Recurring revenue, loyal client base, and excellent reputation. Ideal for a bilingual owner-operator. Turnkey opportunity!...

$500,000

North Carolina

-Cash flow at 65% -Owner hours 650 per year -Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of...

$525,000