Financial Services Businesses For Sale

Alameda County, CA

Seller will only consider buyers located in California. • The owner is a CTEC • This practice was established in 1999 • Software in use includes CCH ProSystems FX Tax • Approximately $14,080 in annual...

$160,000

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1991 • Software in use includes Drake • Trained staff interested in staying on with new owner • Approximately $99,000 in annual revenue, via...

$650,000

Miami, FL

This financial company Established (March 2023) specializes in providing car loans and purchasing existing car loans for consumers. Designed for flexibility, the business can be partially or fully...

$35,000

Placer County, CA

• The owners are CPAs • Ideal Buyer is licensed CPA or employ CPAs • This practice was established in 1946 • Software in use – Lacerte, QuickBooks, Creative Solutions, Microsoft Office 2024 Revenue: •...

$975,000

Solano County, CA

• The owner is a CPA • This practice was established in 1979 • Software in use includes QuickBooks, Sage Accounting, and Intuit ProSeries Total 2024 gross revenue - $186,000 • Approximately $30,000 in...

$240,000

Lee County, FL

This established CPA practice is an ideal opportunity for new CPAs or an existing practice looking to expand into Lee and Collier Counties. The practice provides tax preparation services for...

$199,000

Tarrant County, TX

ATM route business perfect for someone who wants to work part-time and still maintain a nearly passive income with minimal overhead or office expenses to deal with. The 8 locations are in the...

$70,000

North Carolina

*purchase price pre-approved by lender* -Owner hours less than 1,800 -Cash flow exceeding 60% -Revenue growth of 13% from 2023-2024 This is a rare opportunity to own a highly successful and...

$550,000

Williamson County, TX

Fantastic opportunity in this $3.78M, 17 year old Allstate book in a fast-growing area of Texas! The growth potential is unlimited given the growth-rich area in Williamson County. Low overhead costs...

$825,000

South Dakota

This long-established CPA and tax practice in Eastern South Dakota generates annual gross revenues of approximately $957,000. The firm has built an excellent reputation in the community and has...

$765,000

Las Vegas, NV

A professional accounting firm specializing in financial services to individuals and businesses. This business was founded almost 40 years ago. This well-established firm offers expertise in tax...

$1,100,000

Miami, FL

Turnkey Car Loan Business Opportunity – Established (February 2022) & Ready to Operate This financial company specializes in providing car loans and purchasing existing car loans for consumers....

$45,000

Galveston County, TX

*** THIS LISTING IS CURRENTLY SALE PENDING*** Overview - ABA Advisors represents this CPA practice located in the South Houston area of Texas. The Owner/CPA is of retirement age and is willing to...

Cash Flow: $199,389

Davie, FL

LOCATED IN AN ANCHORED PLAZA , TRAINING AVAILABLE, LOTS OF ROOM FOR GROWTH FOR SOMEONE IN THE INSURANCE BUSINESS. GEICO APPROVED !...

$175,000

Lee County, FL

Established Bookkeeping Firm for Sale • Over 160 Tax Preparation and 55 + incorporated businesses, 21 Payroll/Accounting (estimate) • All word-of-mouth referrals and repeat customers—no advertising,...

$250,000

Walton County, GA

• The seller is retiring and will be available to assist buyer with transition as agreed after closing. • 2024 revenues were around $80,000! • Service mix includes Tax (64%), Accounting (28%), and...

$95,000

Bucks County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2024 gross revenues were $256,000! • Primarily a tax practice with loyal clientele who provide continuous...

$260,000

Bernalillo County, NM

This well-established, reputable CPA practice for sale in Albuquerque, NM is focused on profitable tax services, which comprise 96% of gross income. It caters to a high-quality, loyal base of...

$180,000

Harris County, TX

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2024 gross revenues are estimated to be around $830,000! • Services offered are evenly mixed between tax...

$1,150,000

South Carolina

• Seller looking to semi-retire. Willing to work with buyer part time for a couple years if needed. • 2024 revenue expected around $233,000! • Revenues comprised of Accounting and Write-Up (58%) and...

$245,000

Mercer County, NJ

Newly Reduced Price- This long-term money maker is an excellent value & part of the best-known franchise in the industry. The store has a long tenured manager who can perform any function necessary to...

$120,000

Los Angeles, CA

Affordable Care Act Health Insurance IRS Required Filings Compliance Company based in Los Angeles. The IRS and Dept. of Labor require businesses with 50 or more employees to file Forms 1094 + 1095-C...

$1,800,000

Quebec

- Cabinet de CPA établi depuis plus de trois décennies dans la ville de Sherbrooke et jouissant d’une solide réputation. - Chiffre d'affaires de 2024 : 989 864$ - Répartition des revenus : - Clients...

$1,150,000

Maricopa County, AZ

Available after 4/15 This is a unique boutique firm that specializes in 179D, Cost Segregation, and R&D. • The owner is a CPA • This practice was established in 2004 • Virtual firm in which all...

$1,500,000

Haverhill, MA

Seize this rare opportunity to own a well-established, profitable 23-unit ATM portfolio strategically placed in high traffic areas throughout southern New Hampshire and northern Massachusetts. This...

$279,000

Merced, CA

This Agency is one of the finest Agencies in the Allstate family of California Insurance Agencies. It has $9.3 million in Allstate Premium and $1.5 Million in Broker Business. There is a staff of 4...

$2,075,000

Franklin County, OH

Awesome chance to purchase an ELITE agency just east of Columbus, Ohio. This agency has over $4.3M Written Allstate Premium and over 2,875 Policies in Force. The agency's revenue, as presented, does...

$1,100,000

North Carolina

Highlights: -Less than 2,000 owner hours! -Over 60% cash flow -Fantastic client and staff tenure -Flexible schedule This reputable CPA practice is well-known for its unrelenting dedication to...

$520,000

King County, WA

Sellers prefers a buyer practicing in the Greater Seattle Area • The owner is a CPA • This practice was established in 1986 • Software in use - Drake • Approximately 657 Individual tax returns with an...

$400,000

Cuyahoga County, OH

An independent title and escrow services business, operational since 2012 in Ohio, stands out in the title abstract and settlement offices industry for its client-centered approach. Founded and...

$700,000

Bexar County, TX

The company specializes in selling and servicing advanced cash counting systems designed to streamline financial operations for businesses. Their product offerings include self-service coin counters...

$110,000

Plymouth County, MA

2024 annual gross revenue: approximately $205,000. Revenue derived primarily from business & individual tax services. Operates with minimal overhead and a solid fee structure. Serves around 300...

$225,000

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

Erie County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2025 gross revenues to be around $165,000! • Primarily a tax practice with some bookkeeping and payroll done for...

$190,000

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

Louisville, KY

We are pleased to present a rare opportunity to acquire a well-established, highly profitable pawn shop located in Indiana. This business has demonstrated consistent financial growth, providing a...

$475,000

Minnesota

Centrally located, reputable CPA firm for sale that specializes in individual and business tax preparation, payroll, and tax planning. The firm’s average 1040 fee in 2023 was $700 per return, which...

$490,000

Long Beach, CA

This is an Independent Insurance Business offering a wide array of products. They are Non-Captive and have a reliable customer base providing excellent service to their clients for decades. The...

$420,000

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes CS Accounting, CS Tax • Approximately $156,500 in annual revenue, via bookkeeping (24 clients) • Approximately...

$420,000

Florida

Overview - ABA Advisors represents this tax and accounting firm located in the NW Orlando, FL area. The owner wishes to retire after providing transitional assistance to the buyer. The staff is...

Cash Flow: $285,901

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2024 revenues expected around $347,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

Worcester County, MA

The U.S. Department of Labor (DOL) notes that the professional and business services industry (which includes consulting firms) is the second-largest and third-fastest-growing occupational cluster in...

$675,000

Ector County, TX

This is an amazing opportunity to purchase a Pro agency. This agency includes 4,579 Policies in Force, $14,848,685 in Allstate Written Premium, Retention ratio of 81.01%, Auto loss of 34.97%, 79.8%...

$2,790,000

Saskatchewan

- Well established Accounting, Bookkeeping and Tax practice with overall revenues: - Compilations, bookkeeping and accounting – 24% of revenue with 30 corporate clients generating $39,000 of revenue....

$175,000

New Castle County, DE

Big Price Reduction...Motivated Seller! This business has multiple revenue streams and is growing substantially this year over the 2024 numbers. The revenue streams in this store other than check...

$95,000

Stevens County, WA

• The owner is a CPA • This practice was established in 1983 • Software in use includes Ultra Tax, QuickBooks, Desktop Pro Plus, QuickBooks Online • Approximately $21,000 in annual revenue, via...

$375,000

Burlingame, CA

CPA firm for sale in Burlingame, CA. Ref# BLG124 This well-established firm has been in its current location for the past 10 years and the Seller is ready for retirement. Approximately 50% of the...

$525,000

La Salle County, IL

This well-established CPA Tax & Accounting Practice for sale in NW LaSalle, Illinois has annual gross revenues of approximately $465,500. The practice caters to a high-quality client base, including a...

$460,000

Richmond County, NY

• Seller retiring- willing to help assist buyer with transition. • 2024 revenues expected around $165,000. • Revenues comprised of Business and Individual Tax (90%) and Accounting/Write-Up (10%) • No...

$210,000