Other Financial Services Established Businesses For Sale

Fairfax County, VA

• Seller retiring but willing to assist buyer through initial tax season. • 2025 revenues estimated around $94,000! • Revenues comprised of accounting and write-up (54%), individual and business tax...

$110,000

Lane County, OR

• The owner is a CPA • This practice was established in 1987 • Software in use includes Ultra Tax, Pro-Series Intuit, QuickBooks • Approximately 290 individual tax returns with an average fee of $835...

$700,000

San Antonio, TX

Great opportunity in the San Antonio area for an existing agent looking to purchase and merge. This ECP agency is already on track for Elite status in 2026 and offers a strong foundation to build...

$150,000

Broward County, FL

This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and...

$120,000

Indianapolis, IN

$3.2mm earned premium 90% net retention; 5+ years: 91% Low loss ratios across all major product lines Two licensed, experienced staff members Highly visible office location 1500 sq ft with four...

$598,000

Frederick, MD

This turnkey PRO achievement level agency is ready for a new owner and reflects: $6.6mm earned premium (and growing!) 88% net retention; 5+ years: 88% Low loss ratios across all major product lines...

$1,100,000

Miami, FL

Exceptional Relocatable Accounting & Tax Practice with Nearly 30 Years of Proven Success We are pleased to present an outstanding opportunity to acquire a well-established and highly reputable...

$300,000

Tennessee

Outstanding $3.66M, Elite-level Allstate agency with so many positives ; Award winning, bonus achieving, top-ten growth nationwide in 2024, red-hot market in SE Tennessee and the list goes on! This...

$950,000

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

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

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

Montana

Overview ABA Advisors represents this accounting firm in western Montana. The firm has a mix of individual and business clients, providing services to over 400 businesses in the western Montana area....

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

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...

Cash Flow: $147,589

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

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...

$300,000

Texas

- Single-owner CPA practice - 94% Tax Preparation (59% Individual; 39% Business; 2% Other); 6% other (amended returns; QuickBooks assistance, & bookkeeping & payroll for 4 long-term clients) - Cash...

Cash Flow: $393,000

Tampa, FL

WebsiteClosers® presents a 5-year-old Salesforce-based Software Firm delivering deeply specialized case and Financial Management Solutions to Public Sector Government Agencies. With a track record of...

$4,000,000

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

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

Summit County, OH

• Well established Enrolled Agent practice • 80% tax prep, 20% accounting/payroll/other • High volume with opportunities for price increases • Experienced staff available to transition • Tax software...

$445,000

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

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

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 /...

$160,000

Rockland County, NY

• 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%), accounting/write-up (28%),...

$515,000

Ventura County, CA

• The owner is a CPA • This practice was established in 1990. • About 15% of clients meet with the seller and staff • Software in use includes Lacerte, Smart Vault, TPS, QuickBooks, and Adobe Pro •...

$3,500,000

Riverside County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, QuickBooks, CFS • Approximately $100,200 in annual revenue, via bookkeeping (40 clients) •...

$975,000

Oklahoma County, OK

• Seller retiring but willing to assist buyer with transition by phone/email. • 2025 revenue expected around $350,000 due to seller not taking on any additional work in 2025. • Revenues comprised of...

$415,000

Georgia

• Seller looking to retire and is available as needed after closing to help with the transition. • Expected gross revenues for 2025 are $800,000 with already engaged clients! • Year-round service mix...

$800,000

Cook County, IL

This long-established and growing tax and accounting practice offers a unique opportunity for acquisition, with flexible options and a smooth transition plan in place. Key Highlights: - Established...

$265,000

Mississippi

• Quality accounting and tax practice for sale in a Memphis, Tennessee suburb in Northwest Mississippi • Revenues are desirably blended to include accounting (approximately 44%) and tax services for...

$410,000

Alabama

Accounting and tax (CPA) practice for sale north of Birmingham, Alabama and centrally located between Albertville, Cullman, Gadsden, and Guntersville Revenue mix: Accounting and payroll (38%), tax...

$450,000

Tuscaloosa, AL

Quality accounting and tax (CPA) practice for sale in Tuscaloosa, Alabama Revenue mix: Accounting (15%), payroll (14%), tax services for individuals (43%) and business / other entities (26%), and...

$250,000

Illinois

The Company is a boutique commodity introducing brokerage firm that specializes in risk management for mid-market cattle feeders and grain farmers. Key Aspects · The Company has developed proprietary...

Missouri

• Owner looking to retire and will be available for transitional help as agreed with buyer. • REMOTE OPPORTUNITY for buyer to move within surrounding counties! • 2025 gross revenues to be consistent...

$235,000

Texas

This well-respected CPA practice for sale is located in East Texas within an hour of Dallas and has annual gross revenue of approximately $840,000. The practice has been a trusted advisor in the...

$950,000