Financial Services Businesses For Sale

Duval County, FL

Established with over 20+ years of experience in taxes, bookkeeping, and payroll. 200+ returns annually, with reoccurring customer base. Owner is looking to retire, and willing to help train for next...

$180,000

Miami-Dade County, FL

Successful accounting Firm in Miami, with more of 15 years in business, seeks 50% strategic passive partner for their next location in Florida. Great opportunity for E2 Visa investors. JP Global...

$250,000

Myrtle Beach, SC

25 year old local Real Estate business with manufactured home on leased land closing business. Also included Dixon Brokerage business brokers and remolding flipping platform....

$175,000

Macomb County, MI

This very well-established CPA Tax & Accounting Practice for sale in Clinton Twp, MI has annual gross revenue to be sold of approximately $1,200,000. The practice caters to a loyal, long-term client...

$1,080,000

Shasta County, CA

• The owner is a CPA • This practice was established in 1995 • Software in use includes Lacerte, QuickBooks, TValue, ATB, CFS, Excel, Word Perfect • Approximately $25,000 in annual revenue, via...

$315,000

Texas

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 2025 gross revenue is estimated to be $935,000! • The...

$1,075,000

Fenton, MO

Established Farmers Insurance Agency for sale in the Fenton/ Valley Park area. Owner willing to assist with the transition process. 800K Premium Insurance Agency Location: Fenton MO Office- Leased...

$115,000

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Accounting & Tax practice located in Southwest, WI. The seller is willing to provide transitional assistance to the buyer to...

Cash Flow: $360,641

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

Salt Lake City, UT

Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....

Santa Cruz, CA

Description: BUSINESS IS IN ESCROW. BACK UP OFFERS ONLY AT THIS POINT. C4311 PRICE LOWERED TO $550,000 SBA PRE-APPROVAL. MONTEREY COUNTY BANK Santa Cruz County and the Monterey Bay area have a...

$550,000

Bryan County, GA

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2024 gross revenues estimated to be $540,000! • Service mix includes Tax (43%), Accounting (37%) and...

$625,000

Texas

TX1052:The sellers of this firm located near the Huntsville area on the I-45 corridor between Houston and Dallas are seeking CPA buyers for the firm as they approach retirement. The firm includes a...

$720,000

Columbia, SC

SC1003: The sellers of this Columbia CPA firm are approaching retirement and seeking a CPA buyer. With a large number of business clients and a good fee structure, this practice offers a nice cash...

$925,000

Aiken County, SC

• Owner looking to retire and will be available for transitional help as agreed with buyer. • Great location with a reputation in the community that brings in constant referrals. • 2023 gross revenues...

$285,000

Los Angeles County, CA

• The owner is an EA • This practice was established in 1987 • Software in use includes Lacerte & QuickBooks • Approximately $95,500 in annual revenue, via bookkeeping (120 clients) • Approximately...

$780,000

Manchester, NH

• Full-service CPA firm for sale in Manchester, New Hampshire • Revenue mix: Tax preparation (approximately 60%) and accounting / compilations / reviews / audits (40%) • Current year gross revenues...

$300,000

Brazoria County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2023 gross revenues to be around $285,000. • Service mix comprised of tax (94%) and accounting (6%). •...

$325,000

Cook County, IL

Don't miss out on this Pro level, on pace to be Elite, $2.5M Allstate book with great retention and growth! This agency shows great growth and is primed for even more growth under the right owner....

$430,000

Gallatin County, MT

This well-established, yet still rapidly growing CPA practice for sale in the Bozeman, MT area has annual gross revenues of approximately $975,000 and has earned a reputation for providing first-rate,...

$930,000

Appleton, WI

Listing WI1127 Practice Details: Profitable, established CPA practice in Appleton Wisconsin Revenue breakdown: 2022 Gross $234,000, Individual and Business Tax 50% Write-Up, Payroll, Etc. 50%...

$219,000

Wisconsin

LISTING WI1128 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. In business over 20 years a loyal and well-established...

$1,400,000

Nebraska

This lucrative and successful CPA firm is nestled in a thriving town in North Central Nebraska and has annual gross revenues of approximately $190,000. The firm is proudly operated by the seller and...

$180,000

Iowa

This real estate and private lending opportunity has developed a proven system to identify lucrative deals with a steady and customizable deal flow pipeline. The business focuses on high-margin real...

$995,000

Texas

- Three owner CPA practice in vibrant, growing community - 40% Bookkeeping; 40% Tax Preparation (60% Individual; 39% Business; 1% Other); 4% Franchise Reports; 16% Payroll - Cash flow to owner before...

Cash Flow: $741,870

Jefferson County, MO

Motivated Seller Farmers Insurance agency ownership opportunity located in the Jefferson County area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on....

$300,000

Multnomah County, OR

• The owner is a CPA • This practice was established in 1992 • Software in use includes Ultra Tax, Write-Up: CCH Engagement, Practice Mgmt: Thompson Reuters Practice • Approximately $48,000 in annual...

$1,065,000

Middlesex County, NJ

Two businesses in one. Current owner uses the tax business to generate leads for the investment business. Seller is almost 70 and he would prefer to pass his business on to someone who is in the area...

$525,000

Philadelphia County, PA

Geographic Location: NW suburbs Philidelphia - Listing PA2320 It would be the perfect size for an experienced individual PA or EA ready to jump into practice ownership or make a profitable addition to...

$499,000

Contra Costa County, CA

• The owner is an EA • Clients can be serviced remotely • Seller prefers a buyer located in the greater San Francisco Bay Area • This practice was established in 1992 • Software in use includes...

$130,000

Alameda County, CA

• The owner is an EA • Staff of 3 full time bookkeepers willing to stay on • Over $400,000 in reoccurring revenue • Centrally located in the Oakland/San Francisco corridor (580/880) • This practice...

$1,200,000

Idaho

This high-quality, growing CPA Tax & Accounting Practice for sale in Fruitland, ID has annual gross revenues of approximately $380,000. The practice has a nice mix of services to provide year-round...

$345,000

Brown County, TX

This very well-established CPA Tax & Accounting Practice for sale in Brownwood, TX has annual gross revenues of approximately $410,000. The practice caters to a high-quality, loyal client base...

$450,000

Bel Air, MD

Baltimore SMSA based accounting practice for sale. Specializing in tax preparation and business consulting. Serves over 1,200 "seasoned" clients. No auditing services offered. Annual sales averaged...

$1,900,000

Jefferson County, IA

This profitable CPA Tax & Accounting Practice for sale in Southeastern Iowa with annual gross revenues of approximately $1,000,000. The well-established, quality client base includes a good amount of...

$975,000

Tennessee

Franchised tax business with 2 locations near Knoxville, TN. They prepare individual & business tax returns; including all the supporting schedules, worksheets and credits. Offering clients onsite &...

$599,000

Georgia

• Owner is available for transitioning as agreed with buyer. • NEW FINANCIALS AVAILABLE! • 2025 gross revenues are estimated to be around $250,000! • Service mix includes tax (70%) and accounting...

$270,000

Honolulu County, HI

This well-established CPA practice is located in Honolulu, HI and produces annual gross revenue of approximately $265,000. The practice was founded by the current owner and has been at its current...

$250,000

Ford County, IL

Geographic Location: Ford County, IL - Listing IL2319 First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic...

Cash Flow: $280,000

Walled Lake, MI

Projected 2025 Gross Income - $160,000 Accounting Clients 19 Monthly Clients 11 Annual Clients Income Tax 15 1120/1120S 3 1065 2 Other Retirement minded CPA...

$160,000

Cleveland County, OK

• The seller is looking to retire but interested in continuing to work remotely for the new owner in a consulting role for 1-2 years. • 2022 revenue of $105K with 2023 expected over $150,000. •...

$160,000

North Carolina

• Owner looking to retire and willing to assist buyer with transition period as needed. • 2023 revenues of $520,000! • Service mix comprised of Tax (50%), Accounting (49%), and Other (1%). • Office...

$575,000

Benton County, MN

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base....

$107,000

Dane County, WI

Practice Details: Outstanding Accounting and Tax practice in Dane County Wisconsin Cash Flow: Cash flow to owner 60% Revenue breakdown: Individual and Business Tax 75% Write-Up/Other 25% Facilities:...

$459,000

Brown County, WI

Practice Details: Profitable Accounting and Tax practice in Green Bay Wisconsin Cash Flow: 50%+ Revenue breakdown: Individual and Business Tax 65% Write-Up/Other 35% Facilities: Leased Office...

$499,000

Brown County, WI

Practice Details: Profitable 25 year established Accounting and Tax practice in Brown County Wisconsin Cash Flow: Cash flow to owner 48% Revenue breakdown: Individual and Business Tax 46% Write-Up 20%...

$300,000

Benton County, MN

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base....

$107,000

Linn County, IA

First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic growth. Growing your existing practice? Step right...

$472,000

Wyoming

This established, and steadily growing tax practice is located in a booming North Central Wyoming community with loyal, quality clients that should continue to provide referrals and opportunities for...

$295,000