Other Financial Services Established Businesses For Sale

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Growing CPA Practice Located in Affluent Oakland County Suburb

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

Tulsa County Tax and Accounting Practice For Sale

Tulsa County, OK

• Seller retiring but staying in area to assist buyer with transition. • 2025 revenues estimated around $320,000 • Revenues comprised of Accounting and Write-Up (83%) and Individual and Business Tax...

$400,000

Extremely Profitable Accounting & Tax Practice For Sale

Michigan

Well-established accounting practice offering a balanced mix of client services. The firm boasts strong average billings and consistent monthly cash flow, making it an excellent opportunity for a...

$269,574

Clinton Twp/Fraser Tax, Bookkeeping & Payroll Practice

Macomb County, MI

This well-established Tax, Bookkeeping & Payroll practice for sale is located in the desirable Fraser/Clinton Township area of Macomb County, MI, with annual gross revenues of approximately $616,000....

$695,000

Tucson, AZ EA Practice for Sale

Pima County, AZ

• The owners are EAs • This practice was established in 2005 • The seller prefers a buyer who will service the clients in Tucson or the surrounding area • Software in use includes Drake, ATOM,...

$1,500,000

Cash Flow: $538,000

Charlotte Area VIRTUAL Tax and Accounting Practice For Sale

Union County, NC

• Practice is 100% VIRTUAL with owner and employees all working remotely from home! • Buyer NEEDS be able to speak Portuguese as this is the main language spoken by client base. • Seller pursuing...

$625,000

Hickory Tax and Accounting Practice For Sale

North Carolina

• Seller retiring but willing to assist buyer through transition. • 2024 gross of $193,000 with 2025 expected around $202,000! • Revenues comprised of Individual and Business Tax (53%) and Accounting...

$225,000

Hampton Roads CPA Practice For Sale

Virginia

• Seller retiring but willing to assist buyer by phone and/or e-mail to successfully transfer clients. • Gross revenues projected around $170,000 for 2025 due to recent fee increase! • Revenues...

$175,000

Established Tax Prep & Multi-Service Business - SBA Preapproved

New Haven County, CT

Price Dropped for a quick sale. Recession-Resistant Tax & Multi-Service Business for Sale | SBA Pre-Approved Looking for a steady, low-risk business with consistent income, loyal clients, and...

$197,500

Cash Flow: $87,000

Virtual Southeast Michigan CPA Firm for Sale

Michigan

This unique, virtual CPA firm based in Southeast Michigan generates approximately $5.4 million in annual gross revenue and has experienced rapid, consistent growth in recent years. Built on a solid...

$10,000,000

High-Growth Public Adjusting Firm – A Market Disruptor

Georgia

This high-performing public adjusting firm is a market leader in the insurance claims industry, specializing in maximizing claim settlements for residential and commercial property owners. With a...

$5,000,000

Cash Flow: $1,012,216

Highly Profitable Financial Services Firm for Sale

Colorado

Established in 1993 with a rebranding in 1997, this leading financial services firm proudly stands out with its innovative business model that emphasizes cost-effectiveness and client satisfaction....

$2,000,000

Cash Flow: $608,350

Southwest Ohio - Cincinnati Practice for Sale

Cincinnati, OH

• Well established, single owner EA practice • 56% tax preparation, 44% bill payment • Focus on 1040s and 1041s – avg return fee >$1,000 • Part-time / seasonal staff of 6, including a CPA and an EA •...

$471,000

Northeast Ohio - Columbiana County Practice for Sale

Columbiana County, OH

• Well established, high volume, tax & accounting practice • 66% tax preparation, 16% accounting, 18% payroll & other • Includes over 1,200 1040s with opportunity for fee increases • Staff consists of...

$275,000

Tenured, high growth potential Allstate agency!

Spartanburg, SC

LOWER PRICE! WAS $640,000, NOW $599,000 ADDITIONAL PRICE CONSIDERATION GIVEN TO AN OFFER THAT DOES NOT REQUIRE SELLER FINANCING $3.8mm earned premium 90% retention; 5+ years: 92% 65% overall bundling...

$599,000

Growing Houston ATM Route - Quick return on investment

Houston, TX

This amazing ATM portfolio of 119 machines is in Houston, TX and the surrounding areas. The portfolio has Income of over $25,000/mo in the past 12 months with growth expected in 2025. Easy to operate...

$750,000

Cash Flow: $300,000

Helen Berger

PGHBIZ BROKERAGE

Serving Allegheny County, PA

The Design and Discipline of Sustainability.. PLANNING TO SELLYOUR BUSINESS? WE MAXIMIZE VALUE NO UPFRONT FEES CONFIDENTIALLY QUALIFY BUYERS WE CARE ABOUT YOUR BUSINESS http://www.pennbba.com/( See some references below)PBBA Members, Affiliates and Sponsors, SBA Banker:: Wishing you all the success. Always here to help with future growth and business needs as a bank-Helen You are an incredible ROCKSTAR. AttorneyPgh: Your work is f--kin Amazing. 04/03/2021: J.W: Couldn’t have done it w/o you Helen Thanks We are CONFIDENTIAL: From a Seller: I believe in you, you are the best kept secret in this field! Also Members of Pbba. We are Local Pittsburgh Company we come to you!! Hi Helen. This is good so I don’t need backup. I trust you and Joe. Thanks in advance. K/ ""our clients TRUST US"" Holly G BANK Fri 10/22/2021 1:10 PM Haha – well, it helps when you have been awesome to work with, Helen! ? Seller 4506C is good and I got the “wet signatures” for the PA, but the other pages show the buyer as XXX With Tony changing his......... SEE MORE REFERENCES:: FROM SBA LENDER;;; LEARN MORE How Are Most Main Street Business Transactions Financed? Business transactions typically entail a mix of buyer’s equity, buyers down payment, seller financing, and third party financing. … Some features: No Closing Cost -Buyers get "free service ", no consulting fees w all of our Listings!! FREE TO BUYERS! -SBA AND SELLER FINANCE EXPERIENCE !! - Asset-Based Lending Products - Traditional Styled Equipment Financing - Real Estate Backed Working Capital Products - Programs regardless of credit score & industry - Start Ups (550+ FICO) - Approvals in 24-48 hours - No Real Estate or Equipment Collateral Required _ Buy Commercial Property w Business call us to help you. all buyers Free of charge w any of our listings... CHECK US OUT::: 08/31/2021:: Thanks Helen for thinking about me. I think this is going to work out GREAT! read our references: Thank you for showing us. Mike is a real nice guy and you’re pretty awesome yourself! We’ll be in touch, I gotta do something. Thank you, KXXXX LEARN MORE LEARN MORE CONTACT US WITH ALL QUESTIONS 412-315-1703 Common Questions for Business Sellers VIEW ALL LEARN MORE What Is My Business Worth? …Ultimately, any business is worth what somebody else would be willing to pay for it. While seemingly an obvious and simplistic statement, many business owners are challenged to objectively view their business in this manner. How that market value is established and the right asking price is determined can be subjects of complex formulas, depending upon the size and nature of the business. The two main factors that determine worth: cash flow and risk. To learn more, we suggest visiting with our Business Valuations Specialist. LEARN MORE CALL US 412-315-1703 references- REFERENCE that’s what I am here for! I hope we can work together more frequently in the near future. It is great working with someone who is such a help with the customer’s package, it really does cut the time down for sure! Have a great weekend! Lori L. Czekaj, MBA Vice President Business Development Officer Fox Chapel Office 1195 Freeport Rd. Pittsburgh, PA 15238 Take care, Helen. Hope to see you soon. You made quite an impression on me. Mike Mon 2/24/2020 9:40 AM Ok that sounds great! Thanks Helen! I don't know what I'd do without you. Mr. K MBA I will get those to you soon. You are doing a great job Helen. Thanks 7/14/2020 Hi Helen, Thank you for your help in this. Pete, we are going to do great things together. We are very excited! Thankyou Christopher T From: PXXXX YOU ARE WORTH THE FEES!!! You're the best! Tue 7/14/2020 To: Helen B You’re the best. Bonnie 9/4/2021:Seller you found 3 people so quickly. This is why you are the best broker and only one I'll every use 7/31/2020 From B.R To: Helen berger You're the best!!!! I talked to Steve yesterday, and he will be calling you. He has an idea or two:) 08/25/2020 Good Morning.... XXXX and I spoke with his lender yesterday. Great call Helen! Your Mortgage Experience sure helps the buyers- and I cant believe you don't charge the buyers ! its all free!!! She feels that with XXXX docs and XXXXX experience and tax returns , she can do a 10-15%down on the loan. That gets him in the range he wanted for cash required. Once you get his returns, please send over. I’ll get them to her and we should get ourselves a deal. 12/16/2020 Thank you all so much for your amazing level of cooperations. We have been focused on getting this deal done and we are going to get this to the bank and approved in really good time. Just a few pieces of information away but everything is moving really well! 02/11/2021 It's always a pleasure to do business w you again. Thank You and bless you M. U 8/25/2021 Congratulations!! I have attached the executed LOI. I am excited and look forward to working with the team at XXX Partnerships to grow the XXX footprint in the greater Pittsburgh market and PA. . Also, hats off to Helen for assisting and for putting up with me in during this process! Please advise as to next steps in performing due diligence. Feel free to reach me on my cell phone with any information or to discuss strategy. Very best regards 8/22/2021 By the way Helen. I referred you to my friend bc I know you work very very hard for your sellers, customers and the buyers your bring in and you are trustworthy. RD 10/31/2021 xxxn @huntington.com> Wed 10/6/2021 10:17 AM Always great to work with someone that understands the Financial Package needs. Dxxxxx> Mon 1/10/2022 1:29 PM U rock Helen…. Were gonna have a great 2022! Love it……

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Established, Profitable Tax Preparation Franchise 134K SDE

Houston, TX

This tax preparation office serves as exceptional opportunity for investors or experienced entrepreneurs seeking to acquire an established, profitable business with a proven track record of success....

$365,000

Cash Flow: $134,524

+60yr Accounting/Tax Biz w/Building

REAL ESTATE INCLUDED

Collinsville, OK

This offering includes an established, plus 60 yr Accounting and Tax preparation business, office building with office furniture, up-to-date computer and telephone/internet/server system. This...

$567,500

REAL ESTATE INCLUDED

High performing, PRO achievement level Allstate agency!

Matthews, NC

$4.3mm earned premium (and growing) 84% net retention; 5+ years: 88% Low loss ratios across all major product lines P&C appointments in NC & SC Two licensed, experienced staff members Highly visible...

Cash Flow: $390,000

Lanaudière, QC, Portefeuille de clients corporatifs (CPA) à vendre

Quebec

• Portefeuille de 130 clients corporatifs générant approximativement 510 000 $ en chiffre d’affaires. Le cabinet de CPA est établi dans la région de Lanaudière depuis plus de 20 ans. • Le cabinet est...

$599,000

San Antonio ATM Portfolio - 298 ATMs Net Profit $686,000/year $3.75M

San Antonio, TX

This ATM portfolio has a total of 298 ATMs (mostly) in Texas, around San Antonio and the surrounding areas including Austin, the 'Rio Grande Valley', with some ATMs in Lubbock and Houston. The...

$3,750,000

Wilkes County Tax Practice For Sale

Wilkes County, NC

• UPDATED INFORMATION! REDUCED PRICE! • Seller retiring - willing to provide transition assistance to buyer. • Gross revenues for 2025 expected around $195,000. • Revenues comprised of Tax (83%),...

$195,000

NEW PRICE! Allstate Agency in West Albuquerque, NM!

Albuquerque, NM

Exceptional growth in this well-established, long term (30 years) $4.38M Allstate Agency. This Elite Level agency has excellent retention at 88.98% and is nestled in a high growth area giving it...

$950,000

NEW PRICE! Allstate Agency in Cabin John, MD

Cabin John, MD

30+ year, $2.10M Allstate agency with solid, loyal customer base nestled in SE Maryland ready for a new owner! This agency is primed for excellent growth with the right owner. With easy access to...

$375,000

ELITE Allstate Agency North of Dallas, Texas

Richardson, TX

This is a rare opportunity to acquire a well-established, top-performing Elite insurance agency located in Dallas County, Texas. With a strong 27-year history and deep roots in the North Dallas...

$1,500,000

Cash Flow: $582,106

4 Y/O Buy-Now-Pay-Later Fintech Platform Malaysian eCommerce

Kuala Lumpur

1. Executive Summary [Redacted Company Name], founded in August 2020, is a fintech company based in [Redacted Location]. It operates in the growing Buy Now, Pay Later (BNPL) sector, offering payment...

$175,000

Cash Flow: $9,850

Allstate Agency Located in the Heart of Scottsdale, AZ

Scottsdale, AZ

(Price Improvement!!!) This well-established insurance agency boasts a 40-year book of business with $4.0 million in premium, located in a prime Scottsdale, Arizona location. With an impressive 86%...

$899,000

Cash Flow: $278,338

Established Insurance Agency For sale

Saint Charles, 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....

Cash Flow: $200,000

Perfect Missouri ATM Route - $216,000/year Income - 73 ATMs

Springfield, MO

This great ATM portfolio of 73 ATMs in Missouri, mostly around Springfield and the surrounding areas. The portfolio has Gross Profit Income of nearly $216,613 in the past 12 months and would have a...

$525,000

Cash Flow: $216,613

West of Corpus Christi CPA Practice For Sale

Texas

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $348,000! • Service mix comprised of tax (70%) and accounting (30%). •...

$375,000

Medford, OR CPA & EA Practice for Sale - Motivated Seller

Jackson County, OR

The seller is more motivated than ever. For the right buyer, Terms & Guarantees are available. • The owners are CPAs and EAs • This practice was established in 1989 • Software in use includes...

$445,000

Cash Flow: $166,700

4 Y/O Fintech White Label Software Provider

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

Cash Flow: $116,911

Jackson / Humboldt, TN Area (Madison County) Accounting & Tax Practice

Madison County, TN

Tax and accounting practice for sale Northeast of Memphis, in the Jackson / Humboldt area of Madison County, Tennessee 2025 estimated gross revenues are $152,000, comprised of accounting (about 36%),...

$165,000

Cash Flow: $93,000

West of Nashville, Tennessee Tax & Accounting Practice for Sale

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$800,000

Cash Flow: $340,000

Knoxville, Tennessee Tax & Accounting Practice for Sale

Knoxville, TN

Accounting and tax (CPA) practice for sale in Knoxville, Tennessee, southwest of downtown Current year gross revenues are estimated to be approximately $150,000, comprised of accounting (approximately...

$165,000

Cash Flow: $113,000

Hard Money Lending Business - Well Established with Great Books, Tampa

Hillsborough County, FL

A Tampa-based hard money lending business, specializing in commercial and business-related loans, is now available for purchase. This established operation provides asset-based financing tailored to...

$5,000,000

Carson City NV Tax & Bookkeeping Practice for Sale

Carson City County, NV

• The owner is an EA • This practice was established in 2006 • Trained staff willing to stay on with new owner • Software in use includes UltraTax, Sureprep, Safesend, Quickbooks, Team Viewer, Excel,...

$695,000

Cash Flow: $289,000

Montreal, QC, Bilingual Bookkeeping, Tax and Consulting Practice

Quebec

An established and highly reputable one-partner accounting practice with 30+ years of operational success is now available for acquisition. Located in a strategic metropolitan area, the firm...

$3,200,000

Cash Flow: $1,286,660

Allstate Agency in New Orleans, Louisiana

New Orleans, LA

Established insurance agency for sale in the New Orleans, LA area with a total premium of $3,418,467, which consists of $1,500,000 in Allstate premium and $1,918,467 in Citizens at 10% renewal. This...

$550,000

Cash Flow: $261,400

Downtown Dallas, TX CPA Practice for Sale

Dallas County, TX

This well-established practice for sale is centrally located in downtown Dallas and has annual gross revenue of approximately $341,000. It has been providing high-quality, professional services to a...

$350,000

ELITE Allstate Agency NW of Atlanta, Georgia

Cobb County, GA

This ELITE insurance agency offers a prime opportunity with 1,700 sq. ft. of office space situated in a busy shopping center, seamlessly connected to a large, thriving neighborhood. The agency boasts...

$599,000

Cash Flow: $278,886

Reasonably Relocatable Accounting Practice In A Popular Cleveland Burb

Cuyahoga County, OH

Well-established CPA practice offering a diverse range of client services. The owner is flexible and available to assist with a smooth transition. Office space is available, or the practice can be...

$148,344

Cash Flow: $82,024

Allstate Agency North of Columbus, Ohio

Franklin County, OH

This high-performing $2.5M premium Allstate agency is now available for the right buyer! With $216,000 in revenue, 1,425 policies in force, and an impressive 91% retention rate, this agency boasts the...

$499,999

Cash Flow: $206,000

ELITE Agency in Columbus, Ohio

Franklin County, OH

This unique opportunity brings together two well-established Allstate agencies, combining them into a single, high-performing operation. Together, these agencies generate nearly $7 million in premium...

$1,600,000

Cash Flow: $374,200

Barry Johns

TransWorld Business Advisor of Columbia West

Serving Lexington County, SC

"Transworld Business Advisors is the world leader in the marketing and sales of businesses, franchises and commercial real estate. We are a global network of brokers offering turnkey solutions for those that want to buy or sell a business. Whether you represent an acquisition-minded corporation, or are personally interested in owning your own company, Transworld Business Advisors offers the professional services that successfully bring buyers and sellers together."

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$200K (Revenue) Brooklyn, NY - Tax Practice For Sale

Brooklyn, NY

OVERVIEW ABA Advisors represents this tax practice located in Brooklyn, NY. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Cash Flow: $95,651

Lucrative SW Chicago Suburb Firm For Sale Located In Popular Suburb!

Cook County, IL

A highly reputable and professional CPA practice with a well-balanced client portfolio, including individuals with average to above-average net worth. Supported by an experienced and skilled staff,...

$788,400

Cash Flow: $364,309

$160K Revenue Houston, Texas – Audit Firm For Sale

Harris County, TX

OVERVIEW ABA Advisors represents this Audit Firm located in Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Cash Flow: $128,500

Highly Profitable Financial Services & Consulting Firm | TURNKEY

Sacramento County, CA

Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing...

$1,400,000

Cash Flow: $3,900,000

Allstate Agency NW of Cincinnati, Ohio

Butler County, OH

Allstate agency located in NW Cincinnati is ready for a new owner! The business also has P&C Binding in Indiana and manages $2.6 million in written premium, plus an additional Ivantage premium of...

$450,000

Cash Flow: $195,248

Ketchum-Sun Valley, ID Area (Blaine County) CPA Practice

Blaine County, ID

This well-established CPA practice for sale in the highly desirable and booming Ketchum-Sun Valley area in Blaine County, ID, generates annual gross revenues of approximately $287,000. The practice...

$316,000

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