Financial Services Businesses For Sale

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

Middlesex County, MA

This new CPA practice for sale in the Merrimack Valley, MA area grosses about $1,715,000 annually. The well-respected firm derives nearly all (89%) of its income from services provided to desirable...

$1,870,000

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

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

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

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

New Hampshire

Established Allstate insurance agency for sale. Over $6 million book that is growing daily! Reach out for more information! Monthly renewal commission, plus enhanced new business income!...

$1,050,000

Escambia County, FL

Introducing an exceptional Check-cashing and financial services business in NW-Florida established in 1997 with current owner since 2002. This company provides services common in the check-cashing...

$250,000

San Joaquin County, CA

Seller is open to selling the bookkeeping portion only • This practice was established in 1987 • Software in use includes Drake & QuickBooks • Approximately $53,000 in annual revenue, via bookkeeping...

$190,000

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

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

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

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

Kansas

KS1111: This NE Kansas tax and accounting firm has two locations in the area and the owner is seeking to sell the firm to a buyer who has significant tax preparation experience. With a loyal client...

$725,000

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

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

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

Gila County, AZ

This Arizona-based firm offers full-service tax preparation, accounting, and payroll solutions to a loyal base of small business and individual clients. Known for its accuracy, responsiveness, and...

$558,900

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

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

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

Miami, FL

Business Description: This a family-owned franchisee of a well known regional insurance franchise, located in Miami, Florida. Established in 2013, the business specializes in personal and commercial...

$995,000

Rhode Island

Tax practitioner with 30+ years of experience seeking applicants interested in acquiring or merging with a very successful and profitable tax practice. Owner's desire to continue practicing for...

$500,000

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

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

Mohave County, AZ

• 100% of clients serviced remotely • This practice was established in 2020 • Approximately $220,000 in annual revenue via Bookkeeping & Payroll (23 clients) • The addition of tax preparation would...

$350,000

Oklahoma County, OK

A rare opportunity to acquire a boutique CPA firm with a rock-solid reputation, long-term client relationships, and a high service model. For over 30 years, this firm has been the go-to financial and...

$652,700

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

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

Miami Gardens, FL

PROFITABLE PRIVATE INSURANCE AGENCY DOING $4,000,000.00 IN SALES AND $400K IN COMM.. OWNER RETIRE. 2 LOCATIONS....

$1,000,000

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

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, 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, 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

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

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

Annandale, VA

Excellent Business Opportunity***Selling Tobacco, Vape, Hookah; Check Cashing, Money order, Western Union***Easy operation***High profit***Best Location in town***Same owner for last 23 years***...

$650,000

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

Florida

This established, independent property and casualty insurance agency operates under a leading franchise, specializing in affordable auto insurance policies. With 95% of revenue from auto insurance and...

$875,000

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

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

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

Alberta

This well-established book of business is now available! Although these clients come from a variety of industries, there are concentrations in contract labor, financial holdings, and agriculture....

$550,000

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

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

British Columbia

With a solid foundation in place, this scalable, entirely virtual CPA practice for sale offers a remarkable opportunity for an existing firm or an individual buyer. The firm, which specializes in...

$750,000

Volusia County, FL

Are you ready to step into a thriving, long-standing CPA practice with an excellent reputation and a loyal client base? Established in 1978, this firm provides comprehensive services, including tax...

$1,599,900

King County, WA

Merger Opportunity: Tax & Accounting Firm A well-established tax and accounting firm is seeking merger partners to enhance growth, expand service offerings, and leverage operational efficiencies. The...

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