Other Financial Services Established Businesses For Sale

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

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

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

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

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

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

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

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

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

Lake County, IN

This is a rare opportunity to acquire a well-established and highly profitable CPA practice with a long-standing, loyal client base. The firm enjoys consistent revenue and strong client retention,...

$180,000

Santa Fe, NM

This reputable CPA firm is in Santa Fe, NM and has annual gross revenue of approximately $320,600. It caters to a high-quality, established client base that includes loyal individuals and many...

$285,000

Los Angeles County, CA

• The owners are CPAs and only open to selling to equally licensed buyers in the Los Angeles area • This practice was established in 1996 • Less than 5% of clients meet with the seller and staff •...

$995,000

E Baton Rouge County, LA

• The owners are CPAs (Inactive) • This practice was established in 2022 • Software in use includes ProSeries & QuickBooks • Approximately $64,000 in annual revenue, via bookkeeping (200 clients) •...

$600,000

Texas

This well-established CPA practice for sale in East Texas, located within an hour’s drive of Dallas, has annual gross revenues of approximately $187,000. The practice has been delivering high quality...

$187,000

This highly profitable Real Estate Coaching business empowers both aspiring and current investors through interactive, hands-on coaching, mentoring, and valuable digital products. With a low overhead...

Lucas County, OH

• Well established, single owner CPA practice • 88% tax prep, 12% payroll & other • Staff Accountant available to transition • Tax software used is ProSeries • Office space available for lease •...

$240,000

Gwinnett County, GA

This is a rare opportunity to acquire a well-established, highly reputable mortgage business with consistent cash flow, strong referral relationships, and built-in growth opportunities. With over 30...

$100,000

Ardmore, OK

This well-established insurance agency has P&C Binding in both Oklahoma and Texas and is widely recognized in the community for its exceptional customer service. It has earned a strong reputation,...

$749,000

Oklahoma

• Seller retiring but will remain in the area to assist buyer with transitioning clients. • 2025 Revenues estimated around $160,000. • Majority of revenue from Individual and business tax, with some...

$185,000

Brooklyn, NY

This great hands-off ATM portfolio of 34 ATMs in New York City, NY and the surrounding areas. The portfolio has Net Profit Income of nearly $58,584 in the past 12 months. All 34 ATMs are owned by the...

$245,000

Charlotte, NC

This great ATM portfolio of 27 Arcade ATMs in Charlotte, NC and the surrounding areas. The portfolio has Net Income of nearly $19,000 per month in the past 12 months (Gross Profit of $35,845). Link to...

$700,000

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

Butler County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2025 gross revenues are anticipated to be $310,500! • Primarily a tax practice with loyal clientele who provide...

$375,000

Santa Cruz County, CA

• The owner is a CPA • This practice was established in 1988 • Software in use includes Thomson Reuters • Approximately $38,000 in annual revenue, via bookkeeping (12 clients) • Approximately $4,500...

$875,000

Monmouth County, NJ

This well-structured practice focuses exclusively on tax and bookkeeping services, with no attestation work: - Approximately two-thirds of revenue is generated from business clients. - A strong fee...

$495,000

Washington County, MD

This well-established CPA practice is located in Hagerstown, MD and has annual gross revenue of over $135,000 and growing! Despite the overall size of the firm, the fee structure is that of a larger,...

$175,000

Tucson, AZ

Well balanced and diverse customer base that does not all depend on April 15 filings. Focused on bookkeeping and tax returns for small business owners and helping them not just crunch the numbers but...

$40,000

Oklahoma

• Seller retiring but willing to assist buyer with transition. • 2025 Revenues estimated around $145,000. • Revenues comprised of nearly 100% Individual and Business Tax. • Large office space...

$160,000

Indiana

Long-standing, independent tax practice with a solid client base and strong community presence. The firm is staffed with experienced professionals, allowing for seamless operations and minimal owner...

$220,323

Oakland County, MI

Established and well-regarded, this CPA firm offers a broad spectrum of client services and continues to see steady revenue growth with minimal marketing efforts. Located in a thriving, affluent area...

$500,000