Financial Services Businesses For Sale

Florida

Overview - ABA Advisors represents this tax and accounting firm located in the NW Orlando, FL area. The owner wishes to retire after providing transitional assistance to the buyer. The staff is...

Cash Flow: $285,901

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2024 revenues expected around $347,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

Worcester County, MA

The U.S. Department of Labor (DOL) notes that the professional and business services industry (which includes consulting firms) is the second-largest and third-fastest-growing occupational cluster in...

$675,000

Ector County, TX

This is an amazing opportunity to purchase a Pro agency. This agency includes 4,579 Policies in Force, $14,848,685 in Allstate Written Premium, Retention ratio of 81.01%, Auto loss of 34.97%, 79.8%...

$2,790,000

New Castle County, DE

Big Price Reduction...Motivated Seller! This business has multiple revenue streams and is growing substantially this year over the 2024 numbers. The revenue streams in this store other than check...

$95,000

Stevens County, WA

• The owner is a CPA • This practice was established in 1983 • Software in use includes Ultra Tax, QuickBooks, Desktop Pro Plus, QuickBooks Online • Approximately $21,000 in annual revenue, via...

$375,000

Burlingame, CA

CPA firm for sale in Burlingame, CA. Ref# BLG124 This well-established firm has been in its current location for the past 10 years and the Seller is ready for retirement. Approximately 50% of the...

$525,000

La Salle County, IL

This well-established CPA Tax & Accounting Practice for sale in NW LaSalle, Illinois has annual gross revenues of approximately $465,500. The practice caters to a high-quality client base, including a...

$460,000

Richmond County, NY

• Seller retiring- willing to help assist buyer with transition. • 2024 revenues expected around $165,000. • Revenues comprised of Business and Individual Tax (90%) and Accounting/Write-Up (10%) • No...

$210,000

Middlesex County, MA

This new CPA Practice for sale in the Metrowest-Marlborough, MA area generates annual gross revenues of approximately $538,000. There is a solid fee structure in place that nets cashflow to the owner...

$630,000

Ontario

This listing will be available after July 1, 2025 •Very successful CPA firm with an excellent reputation in the GTA. •The firm was started in 1975 as an offshoot of a larger firm that was started in...

$1,825,000

The offering consists of the intellectual property of two trusts, hereinafter collectively referred to as the Company. The Company specializes in the sale, operation, and financial management of...

Dane County, WI

Overview - ABA Advisors represents this tax practice located in the SW area of Madison, WI. The owner wishes to retire from public accounting. The Practice - The practice is mostly 1040’s with an...

Cash Flow: $210,555

Tennessee

OVERVIEW - ABA Advisors represents this CPA firm in the South Central, TN area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE FIRM - The...

Kansas

KS1110: The seller of this growing SW Kansas CPA firm is approaching retirement and seeking a CPA buyer for the firm. With a good fee structure and an experienced staff in place, the firm provides a...

$520,000

Jackson County, MS

MS1007: The seller of this Jackson County CPA firm located on the Gulf Coast is approaching retirement and seeking a CPA buyer for the firm. Practice offers a loyal clientele and lots of opportunity...

$280,000

Carlsbad, CA

CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, but the practice can also be relocated...

$325,000

Wichita County, TX

This well-established, reputable CPA Tax Practice for sale in the Wichita Falls, TX Area has faithfully served clients in Wichita Falls and the surrounding communities for almost 25 years. It has...

$168,000

Miami, FL

Check-cashing and financial services company. Incorporated on 2003 as a Florida corporation. The business is active and managed by the same owners since its beginnings. The company provides services...

$1,840,000

Miami, FL

Check-cashing and financial services company. Incorporated on 2003 as a Florida corporation. The business is active and managed by the same owners since its beginnings. The company provides services...

$1,860,000

Juneau, AK

This well-established, reputable CPA practice for sale in Juneau, Alaska generates annual gross revenue of about $488,000. The practice is centered on profitable tax work, which makes up the majority...

$420,000

Douglas County, NE

This well-established CPA firm is located in the Omaha, Nebraska area and has annual gross revenue of approximately $800,000. Revenues are nicely balanced between profitable tax work (70%), accounting...

$800,000

Pennsylvania

We're excited to present a standout opportunity in the fleet management industry. This Eastern US company, a recognized market leader, offers a comprehensive range of services including accident and...

Cash Flow: $500,000

Richmond, VA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Started in the late 70's this practice is mostly individual and business tax work and projects sellers' discretionary earnings of about 56% for the...

Cash Flow: $266,375

Sacramento County, CA

This is one of Allstate's Elite Agencies with Allstate Insurance Company. The Lease is excellent at $1,400 per month and has 700 sq. ft. Allstate provides world wide trips for its Agents when they...

$775,000

Rockingham County, NH

NH1001: This NH Seacoast Area CPA firm is offering a portion of their firm revenues for sale. Practice has a strong fee structure and a loyal clientele. The seller is open to a CPA or EA buyer. The...

$110,000

Monmouth County, NJ

This reputable, well-established CPA practice for sale is located in Central/Southern Monmouth County, NJ and has annual gross revenue of approximately $575,000. The practice boasts a diversified...

$725,000

Anne Arundel County, MD

This well-established EA practice is located in Pasadena, MD and has annual gross revenue of over $337,000 and growing! The practice has cultivated a strong reputation and serves a loyal, high-quality...

$345,000

San Joaquin County, CA

• The owner is a CPA • This practice was established in 1985 and incorporated in 2003 • Seller prefers a buyer located in the greater Sacramento area • Software in use includes UltraTax, Fixed Assets...

$720,000

Tulsa County, OK

• REDUCED PRICE! • Owner focusing on other business. Willing to assist buyer to transition clients. • Yearly gross revenues between $135,000-$140,000. • 100% of revenue derived from individual tax...

$155,000

Chester County, PA

• NEW REDUCED PRICE! • Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be $300,000! • Primarily a tax preparation practice...

$325,000

Newport News, VA

(PRICE ADJUSTMENT!!) The Retention ratio is 74.24% and the loss ratio is 68.62% which reflects the AUTO loss. In addition to the Allstate Earned Premium of $3,467,238 there is also $54,800 in Ivantage...

$389,000

Quebec

- Cabinet de CPA établi dans la région de Lanaudière depuis peu, affichant une croissance exceptionnelle en clientèle corporative. - 50% de la clientèle corporative est en virtuel. Présence requise 2...

$399,000

Union County, NJ

Ideal fit for a distributor/manufacturer in the industry, or packaging company! Pro-Forma EBITDA of $107,075 This manufacturing operation has been in business for over 25 years! The company is a...

$350,000

Hawaii County, HI

This very well-established, reputable CPA practice for sale is desirably located in Hilo, HI and produces annual gross revenue of approximately $755,000. The practice caters to a high-quality client...

$715,000

Middlesex County, MA

Founded in the 1960s in Middlesex County, MA, this established firm has built a strong reputation for delivering dependable tax filing, bookkeeping, and accounting services to small and mid-sized...

$949,000

Pima County, AZ

• The owner is a CPA • This practice was established in 1984 • Software in use includes Microsoft Office 365 • Approximately 566 individual tax returns with an average fee of $366 per return •...

$290,000

Maricopa County, AZ

TThis long-standing Tax and Accounting firm has been around for over three decades and benefits from a loyal and ever-expanding customer base, with numerous repeat clients seeking their expertise. The...

$985,000

Pennsylvania

Overview ABA Advisors represents this CPA firm located in western Pennsylvania. The firm has solid staffing that is expected to continue with the buyer. This should help ensure a smooth transition....

Cash Flow: $274,005

Tennessee

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee • Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%)...

$445,000

Cochise County, AZ

• The owner is a CPA • This practice was established in 1990 • Software in use includes QuickBooks, Drake Tax • Approximately $48,000 in annual revenue, via bookkeeping (3 clients) • Approximately 290...

$185,000

E Baton Rouge County, LA

• The owner is a CPA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks • Approximately $127,400 in annual revenue, via bookkeeping (35 clients) • Approximately...

$600,000

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes Prosystems fx, QuickBooks, Office Tools, Doc.It, Word, Excel, Outlook • Approximately $52,400 in annual revenue,...

$1,385,000

Bristol County, MA

This new Tax Practice for sale in Southern Mass generates annual gross revenue of approximately $180,000. This well-established practice has been delivering high quality tax services to a loyal client...

$195,000

Dallas County, TX

-Cashflow is over $650,000 and continues to grow annually -Owner hours are only 1,900 -Annual revenue growth is between $130,000 and $250,000 -Less than 5% of clients meet in office -Very strong fees...

$2,295,000

St Tammany County, LA

Terms & Guarantees Available • The owner is a CPA • This practice was established in 2001 • Software in use includes Lacerte, OGSYS, QuickBooks, MS Office • Approximately 330 individual tax returns...

$500,000

Marion County, OR

• The owner is an EA • This practice was established in 2001 • Software in use includes Drake and QuickBooks • Approximately $83,000 in annual revenue, via bookkeeping (39 clients) • Approximately...

$780,000

DuPage County, IL

Established practice offering an outstanding growth opportunity with exceptional profitability—seller's discretionary earnings exceed 60%! The owner is flexible and ready to support a smooth...

Cash Flow: $300,790

Las Vegas, NV

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations:...

Cash Flow: $205,000