Financial Services Businesses For Sale

Hollywood, FL

Independent Insurance Agency – $3M Premium Book – Prime Location Hollywood, FL Price: $650,000 Location: Downtown Hollywood, Florida Gross Revenue: Contact Seller Cash Flow: Contact Seller...

$650,000

York County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • Gross revenues for 2025 are expected to be $690,000! • The service mix includes tax (57%), and...

$795,000

Portland, OR

FIRM SPECIALIZES IN MID TO HIGH-NET-WORTH INDIVIDUALS, SMALL & MID-SIZE BUSINESSES, AND ESTATES & TRUSTS. Please sign NDA to learn more -...

$1,087,500

Polk County, IA

This is an excellent opportunity for an experienced buyer to acquire a profitable, well-established practice with a loyal client base, strong support in place and long-term success. - Generates 50% of...

$1,400,000

Listing Price: Market Value Location: Fully Remote A seasoned advisory group delivers strategic guidance and hands-on consulting to organizations across the health and social-services landscape....

Cash Flow: $3,213,045

Minnesota

Well-established and profitable CPA practice located in Northwest Minnesota. This firm provides comprehensive services including individual and business tax preparation, payroll, bookkeeping, and...

$400,000

Minnesota

Longstanding tax and accounting firm for sale that provides individual and business tax preparation, accounting services, and new business consulting. The firm’s average 1040 rates in 2024 are $790...

$400,000

Seattle, WA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA tax practice located in Seattle, WA. The seller is willing to provide transitional assistance to the buyer to...

$440,000

Bloomington, IN

SALE PENDING - Practice Overview: This 30-year-old practice is a rare gem due to 70% of revenue coming from mostly recurring accounting and payroll services with the remaining 30% coming from tax...

$550,000

Jefferson County, CO

Single-owner CPA tax only practice 100% Tax Preparation (490 Individual returns, 150 Business returns and 6 NPO/Trust returns) Cash flow to owner before potentially duplicate expenses is 81% of gross...

Cash Flow: $209,000

Passaic County, NJ

This long-standing, highly regarded CPA firm located in Passaic County, NJ, generates approximately $2,000,000 in annual gross revenue and has been serving the North Jersey area for over 40 years. The...

$2,250,000

Overland Park, KS

KS1112: This Overland Park CPA firm is a gem, with so much to like, including a great location, a strong fee structure, a loyal client base, and a great cash flow to the owner! The firm provides...

$495,000

Prince George's County, MD

This Elite, multi-state (MD, VA, DC) agency comes with P&C Binding Authority in all three jurisdictions. Strategically located for seamless access across all three states, this turnkey operation...

$2,990,000

Springtown, TX

This well-established insurance agency boasts over 30 years of history, demonstrating long-term stability. With a strong book of business totaling $2,280,139 in premium and generating $195,053 in...

$349,000

DuPage County, IL

This new CPA Tax and Accounting practice for sale in the western suburbs of Chicago generates annual gross revenues of about $677,800! The well-established firm has a strong fee structure in place...

$750,000

West Columbia, SC

This is a rare opportunity to acquire a mature and stable $2.2M premium book of business in West Columbia, SC. With over 25 years of established presence, the agency currently generates $194,893 in...

$375,000

Worcester County, MA

Established Tax Preparation & Filing Services - 35 Years of Success This well-established accounting and tax practice has been serving clients since 1990, generating $650,000 in annual revenue with...

$550,000

Palm Beach County, FL

Founded in 2011, this thriving Florida-based business is a leader in insurance claim representation, specializing in high-demand areas such as water damage, roof leaks, hurricanes, floods, fires,...

$2,000,000

Florida

The Business is dedicated to providing the finest management consulting services in the healthcare field, maintaining the highest standards of professionalism, integrity, and ethics, and exceeding our...

$625,000

Washington County, OR

• The owners are CPAs • This practice was established in 2021 • Less than 5% of clients meet with the seller and staff • Software in use including Lacerte • Approximately 250 individual tax returns...

$350,000

Garland, TX

Established Liberty Tax Service franchise opportunity featuring two profitable locations in the Dallas metropolitan area. This turnkey operation has been serving clients since 2013, generating a...

$150,000

Honolulu County, HI

This well-established CPA practice for sale in the Leeward-Central Oahu Area generates annual gross revenues of approximately $865,000. The firm caters to high-quality clients, including individuals...

$780,000

Covington, KY

This well-established, 30-year insurance agency is a seasoned and stable operation with a strong foundation and excellent performance metrics. Licensed with P&C binding authority in Kentucky, Ohio,...

$450,000

Kansas

• Desire to transition ownership and management of firm to new organization to facilitate current owner retirement. • Expected revenues for 2025 are $980,000! • Year-round service mix includes tax...

$1,200,000

Northampton County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent with 2024 at $225,000! • Primarily tax practice with...

$270,000

Columbia, SC

This incredible ATM portfolio of 166 ATM machines in South Carolina is built with ease of management in mind. The portfolio is showing Income of about $7,300/mo in early 2025. The 166 ATMs are...

$375,000

Mattapoisett, MA

This South Coast Massachusetts portfolio currently operates 49 ATMs machines around the South Coast of Massachusetts. The portfolio in 2024 had ATM Gross Profit of almost $14,000/mo of Owned and...

$575,000

Columbia, SC

This incredible ATM portfolio of 106 ATM machines in South Carolina for $950,000 was built intelligently by the current owner operator for ease of management and great returns. The portfolio is...

$950,000

Santa Maria, CA

CPA firm for sale in Santa Maria, CA. Ref# SAM125. This CPA firm is well-established and has been located in the central coast region for almost 30 years. The Seller has really enjoyed working with...

$695,000

Allegheny County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be around $300,000! • Service mix includes tax (85%) and accounting...

$300,000

Mohave County, AZ

• This practice was established in 2012 • Software in use includes Tax Act Professional Enterprise Edition • Approximately 1440 individual tax returns with an average fee of $151 per return •...

$290,000

Nebraska

Highlights: • Cash flow over 70%! • Owner hours low at 1,250 per year! • 2 CPAs on staff This top-performing virtual Accounting Firm uses a boutique, concierge-style approach to provide outstanding,...

$585,000

Clackamas County, OR

• The owner is a CPA • This practice was established in 1994 • Software used is Lacerte • Approximately $6,600 in annual revenue, via bookkeeping • Approximately $53,100 in annual revenue, via other...

$650,000

Pima County, AZ

• The owner is a CPA • 10% of clients are serviced remotely • This practice was established in 2006 • Software in use includes Drake, QuickBooks, Web, Microsoft • Approximately $100,000 in annual...

$975,000

New York

• Seller retiring but willing to work part-time for buyer. • Practice revenues around $1.5MM! • Revenues comprised of Individual and Business tax (38%), Audits/Reviews/Consulting (34%) and...

$1,875,000

Cook County, IL

Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car...

$1,150,000

Marietta, OH

A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation,...

Santa Clara County, CA

This is a great size Allstate Agency $1.5 Million in Gross Premium with an Annual Income of $140,000. Downtown Location. Profitable with a good Loss Ratio and good Retention. Finance by SBA. Contact...

$290,000

Chicago, IL

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$105,000

Melville, NY

Located in Long Island, NY, just east of Queens, this well-established insurance agency has been serving its community for over 45 years. With $2,686,699 million in premium and $250,630 in annual...

$610,000

Saratoga Springs, UT

Ascendancy Consultants is a consulting firm that maximizes tax credits for their customers. Ascendancy is THE specialty tax incentive expert! Ascendancy Consultants is a team of attorneys, CPAs,...

$849,995

Cleveland, NY

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$104,900

Salt Lake City, UT

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$105,000

Taylor County, TX

This well-established, reputable tax and accounting practice for sale in Abilene, TX has annual gross revenues of about $496,000. It is built on a strong foundation of recurring revenue, with no audit...

$500,000

Las Vegas, NV

Established check cashing store with a 35 year history! With the ability to do deferred payment loans, check cashing, buy gold and silver, and provide title loans, this store would be perfect for a...

$199,000

Fishkill, NY

8% Attest 20% Individual Tax 30% Business Tax 42% Accounting/Bookkeeping/Advisory Net Profit - $186000 For more information you must subscribe to become a member of our buyer inner circle -...

$725,000

Burbank, CA

CPA/Business Management firm for sale in Burbank, CA. Ref# BUR125. This CPA Business Management firm has been located in Burbank for over 30 years. The Seller has enjoyed working with the clients and...

$825,000

San Diego County, CA

A well-established professional services firm based in a major Southern California city provides outsourced bookkeeping, controller-level support, and operational services to small and growing...

$550,000

Tennessee

TN1067: The seller of this north Nashville area CPA firm (partial sale) is selling to focus on other business interests. Well-established in the area with a loyal and stable clientele, the firm would...

$308,000