Other Financial Services Established Businesses For Sale

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...

$275,000

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

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 /...

$145,000

Rockland County, NY

• UPDATED INFORMATION! • 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%),...

$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

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

Norfolk, NE

This well-established Accounting Firm Business for sale in NE has been in business for 7 years. This must be purchased by a CPA or firm as a secondary location. This firm provides comprehensive...

$717,000

Chicago, IL

This well-established CPA firm offers a balanced mix of client services, generating consistent revenue and long-term client relationships. The practice provides an excellent opportunity for a buyer...

$277,140

Plano, TX

This fully virtual, boutique CPA Tax and Financial Advisory practice for sale is based in Plano, TX and generates annual gross revenues of approximately $741,000. The firm has steadily grown and...

$1,040,000

Lake County, IL

This well-established, independently owned tax practice offers a strong local reputation, loyal client base, and efficient, modern operations. With nearly all clients using virtual or drop-off...

$180,000

York County, SC

• UPDATED INFORMATION AVAILABLE! • Owner retiring but willing to assist buyer to ensure smooth transition. • 2025 revenue estimated to increase to $245,000! • Revenues comprised of individual and...

$290,000

New York

• Seller retiring but willing to work with buyer for extended period to ensure maximum client • retention. • 2025 revenues on par with 2024, around $395,000. • Revenues comprised of individual and...

$450,000

Nebraska

CPA Partnership Opportunity: This is an exceptional opportunity for an experienced CPA to step into a 50% partnership with a premier, well-established CPA firm located in Central Nebraska. Generating...

$950,000

Delaware County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be around $224,000! • Service mix includes tax (88%) accounting (11%)...

$275,000

Indiana

This is a rare opportunity to acquire a well-established CPA firm with a loyal client base and solid average fees. The practice is supported by a seasoned, dependable staff, allowing for a smooth...

Not Disclosed

Cash Flow: $165,337

Indiana

Take advantage of this rare opportunity to acquire a respected and established accounting firm with strong community ties and built-in growth potential. The practice includes a knowledgeable and...

Not Disclosed

Cash Flow: $172,893

San Joaquin County, CA

This is a very successful Allstate Agency that the Seller is moving on to make it available to a qualified Buyer. The Agency has an excellent staff that have been their an average of 10 years minimal....

$1,183,700

Modesto, CA

Allstate Agency for Sales and Services. Elite Status - Variable Comp Confirmed. Outstanding staff able to handle Sales and Retention - Excellent Loss Ratio...

$2,399,000

San Joaquin County, CA

• This practice was established in 1975 • Seller prefers a local buyer fluent in Spanish or with staff who speak Spanish • Software in use includes UltraTax, Datatech & Crosslink • Approximately...

$410,000

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $36,000 in annual revenue, via bookkeeping (14 clients) • Approximately 585 individual tax...

$700,000

Texas

This successful 25-year-old residential appraisal business has a stellar business reputation, and robust referral network that would serve as a great entry point for an experienced TX Certified...

$195,000

Dallas County, TX

An exceptional opportunity to acquire a top-performing insurance agency with a 35-year history and deep ties to the North Dallas community. This agency is a proven performer with $5.8M in premium,...

$1,200,000

Fort Bend County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $170,000! • Service mix comprised of tax (80%) and accounting (20%). •...

$200,000

Pennsylvania

• Desire to transition ownership of firm to new organization to facilitate current owner retirement. • Expected revenues for 2025 are $1,920,000! • Primarily a tax practice that provides small...

$2,150,000

South Dakota

This well-established tax & bookkeeping practice generates annual gross revenues of approximately $327,000. Nearly 95% of revenue comes from reliable, recurring tax preparation services, complemented...

$260,000

Cambria County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues are estimated to be around $200,000! • Service mix includes bookkeeping (49%),...

$200,000

Westchester County, NY

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents this CPA firm located north of White Plains, NY. The Firm The firm focuses on tax and compliance work but also provides...

Not Disclosed

Cash Flow: $692,000

Everett, WA

Outstanding opportunity in this $3.6M Farmers Agency nestled near the coast and just north of Seattle, WA. While the physical location of this Farmers Agency is in Washington, the agency is licensed...

$399,000

Multnomah County, OR

• The owner is a CPA • This practice was established in the 1970s, current owner since 2009. • Less than 15% of clients meet with the seller and staff • Software in use includes Thomson Reuters Suite...

$1,800,000

Edison, NJ

This amazing, real HANDS OFF, New Jersey portfolio of 66 ATM machines is a processing only portfolio with all of the equipment in great condition. Approximately 90% contract coverage. Based in and...

$220,000

Jersey City, NJ

This New Jersey portfolio of approximately 77 ATM machines is based in and around New Jersey and New York and the surrounding area. This portfolio is showing steady Net Profit income over the past 12...

$825,000

Omaha, NE

This Nebraska / Iowa portfolio of 140 ATM machines is based in a large population center and the surrounding area. This portfolio has Gross Profit Income of nearly $65,000/month. All equipment is...

$1,980,000

Mecklenburg County, NC

• Seller retiring but willing to assist buyer with transitioning clients. • Gross revenues for 2025 estimated around $360,000! • Revenues comprised of nearly 100% Tax with a small percentage of...

$425,000