Financial Services Businesses For Sale

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

*** THIS LISTING IS CURRENTLY SALE PENDING. *** ABA Advisors represents this accounting firm in western Montana. The firm has a mix of individual and business clients, providing services to over 400...

Not Disclosed

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...

Not Disclosed

Cash Flow: $147,589

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

Sussex County, DE

This business only requires a part-time commitment (5 to 10 hours per week). Owner is confident that he can teach you over the first six to twelve months; the skills needed to be successful with the...

$325,000

Atlanta, GA

Explore the opportunity to acquire one of the Southeast’s premier Independent Insurance Agency Chains. This thriving business operates on a robust franchise model, offering both retail and shared...

Not Disclosed

Cash Flow: $7,094,594

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...

$275,000

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

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

Texas

The Company is an Insurance Broker which sells a vast array of insurance policies and manages policy renewals on behalf of Insurance Carriers. The Company handles all lines of retail insurance sales,...

Not Disclosed

EBITDA: $1,307,000

Texas

HS Listing ID-66680 The company targets both consumers seeking to improve personal credit and professionals looking to streamline client services. With recurring subscription revenue, scalable SaaS...

$3,500,000

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

Pennsylvania

The Company has been in business for almost 30 years. They provide vehicle service contracts and GAP insurance to new and used automobile and powersports dealerships in the U.S. The Company also...

$1,800,000

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

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 /...

$145,000

Rockland County, NY

• UPDATED INFORMATION! • 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%),...

$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

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