Financial Services Businesses For Sale

California

******* UNDER CONTRACT ******* Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending...

$35,000,000

Paramus, NJ

Mix of small to medium sized businesses and individuals....

$350,000

Philadelphia County, PA

This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this year. In addition, the business has multiple other revenue...

$240,000

Hudson County, NJ

This store is located in a highly populated New York City suburb with upside growth potential. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The...

$129,000

King County, WA

• The owner is a CPA only interested in selling to an equally licensed buyer • This practice was established in 1988 • Software in use includes ProSystems FX, Workpapers CS, MS Office • Approximately...

$1,100,000

Chicago, IL

Geographic Location: Chicago Here's your chance to own a high-quality CPA practice. Buying a practice has never been easier. We'll walk you through the process, from pre-qualification to...

$599,000

Rock County, WI

Practice Details: Retiring CPA owner is seeking a qualified Buyer for this very profitable tax and accounting practice. In business over 20 years a loyal and well-established client base. Great Cash...

$400,000

Rochester, NY

CPA Firm for sale Retirement-minded CPA seeks an established accounting firm within Monroe County for the final chapter of his career. The sale “ideally” would encompass two phases. The first phase of...

$125,000

McHenry County, IL

A highly respected local CPA in McHenry County, Illinois, is looking for a qualified individual or firm to take over their thriving practice as they begin a well-deserved transition into retirement....

Not Disclosed

Duval County, FL

Established with over 20+ years of experience in taxes, bookkeeping, and payroll. 200+ returns annually, with reoccurring customer base. Owner is looking to retire, and willing to help train for next...

$180,000

Miami-Dade County, FL

Successful accounting Firm in Miami, with more of 15 years in business, seeks 50% strategic passive partner for their next location in Florida. Great opportunity for E2 Visa investors. JP Global...

$250,000

Macomb County, MI

This very well-established CPA Tax & Accounting Practice for sale in Clinton Twp, MI has annual gross revenue to be sold of approximately $1,200,000. The practice caters to a loyal, long-term client...

$1,080,000

Wisconsin

$1MM (Revenue) Southwest, WI - Accounting And Tax Firm for Sale OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Accounting & Tax practice located in Southwest, WI. The seller...

Not Disclosed

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

Salt Lake City, UT

Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....

Not Disclosed

Brazoria County, TX

• UPDATED FINANCIALS are accessible in the buyer portal! • Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to be consistent around...

$285,000

Appleton, WI

Listing WI1127 Practice Details: Profitable, established CPA practice in Appleton Wisconsin Revenue breakdown: 2022 Gross $234,000, Individual and Business Tax 50% Write-Up, Payroll, Etc. 50%...

$219,000

Wisconsin

LISTING WI1128 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. In business over 20 years a loyal and well-established...

$1,400,000

Nebraska

This lucrative and successful CPA firm is nestled in a thriving town in North Central Nebraska and has annual gross revenues of approximately $195,000. The firm is proudly operated by the seller and...

$170,000

Iowa

This real estate and private lending opportunity has developed a proven system to identify lucrative deals with a steady and customizable deal flow pipeline. The business focuses on high-margin real...

$995,000

Idaho

This high-quality, growing CPA Tax & Accounting Practice for sale in Fruitland, ID has annual gross revenues of approximately $380,000. The practice has a nice mix of services to provide year-round...

$345,000

Bel Air, MD

Baltimore SMSA based accounting practice for sale. Specializing in tax preparation and business consulting. Serves over 1,200 "seasoned" clients. No auditing services offered. Annual sales averaged...

$1,900,000

Walled Lake, MI

Projected 2025 Gross Income - $160,000 Accounting Clients 19 Monthly Clients 11 Annual Clients Income Tax 15 1120/1120S 3 1065 2 Other Retirement minded CPA...

$160,000

North Carolina

• Owner looking to retire and willing to assist buyer with transition period as needed. • 2023 revenues of $520,000! • Service mix comprised of Tax (50%), Accounting (49%), and Other (1%). • Office...

$575,000

Allegheny County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • DISCOUNTED PRICING! 2026 gross revenues to be consistent around $110,000. • Service mix includes tax (86%)...

$115,000

Oklahoma County, OK

• UPDATED INFORMATION NOW AVAILABLE!! • Owner looking to sell a portion of their practice and will be available for transitional help as agreed with buyer. • 2024 revenues arounf $1.1MM! • Service mix...

$1,125,000

Cook County, IL

Great practice with over 900 1040's, 500 1120's, and 200 miscellaneous returns. $$ Gross of almost $800,000 $$. Seller putting over $325,000 in pocket easily! One full time and one part-time staff...

$999,000

South Carolina

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2023 gross revenues to be around $140,000! • Service mix includes tax (93%), accounting (6%), and other...

$185,000

Texas

THE OPPORTUNITY Seize the opportunity to acquire a highly reputable CPA firm with deep roots in the Ark-La-Tex region. The current owners are preparing for retirement and are seeking a qualified CPA...

$1,200,000

Pine Bluff, AR

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be around $45,000! • Service mix includes tax (92%) and accounting (8%). • Turn-key...

$55,000

Idaho

Hedge your investment portfolio with a lucrative precious metals shop operating both in-person and online. In operation for many years, the establishment is built on excellent customer service and...

$3,800,000

Colorado

- Single-owner CPA practice - 62% Tax Preparation (68% Individual; 27% Business; 5% Other); 31% Bookkeeping; 7% Payroll - Cash flow to owner is 39% of gross revenue - Significant opportunity for...

$325,000

This well-established company provides employers and financial institutions with the ability to prepare and file the full range of IRS information returns and annual wage reports documenting payments...

$5,000,000

Norman, OK

• UPDATED FINANCIALS! • 2022 gross revenues of $270,000! • Service mix includes tax (58%) and accounting (42%). • Staff available if needed by the buyer after closing. • Very strong owner cash flow! •...

$290,000

Texas

Sunbelt Business Brokers of Dallas presents this life insurance settlement business for sale in Texas. This very profitable business has been in operation for nearly two (2) decades and has a large...

$5,500,000

Mesa, AZ

Commercial Brokerage Business For Sale. Consistent Profitability and Sales Revenues for more than a decade, 95% Home Based, easily relocatable, designed as a simpler profitable operation with low...

$78,000

Austin, TX

Established 35 year business brokerage company in Austin, Texas specializing in Main Street and Middle Market business sales and acquisitions ranging in price from 100K to twenty million dollars in...

$150,000

Winter Garden, FL

See full details attached MUST disclose Available funds and send proof for additional information. NO financing;...

$350,000

Phoenix, AZ

This business specializes in providing tailored captive insurance solutions for businesses seeking greater control over risk, insurance costs and long-term savings. Why This Business Stands Out A...

$200,000

Green Acres, FL

Imagine walking into your own professional office space on one of Green Acres' busiest roads - this could be exactly what you've been looking for! This newly renovated office comes complete with a...

$60,000

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

Not Disclosed

Jacksonville, FL

Registered Investment Advisor (RIA) with a vision of investment management for business owners, family estates, individual investors, etc. The Firm is registered as an investment adviser and is...

$7,000,000

Fort Lauderdale, FL

xceptional opportunity to acquire a well-established tax and accounting franchise with exclusive territory in Pembroke Pines, Florida, one of the fastest-growing and most dynamic markets in South...

$99,000

San Juan

Asset Sale Opportunity: White-Label Payroll Operating Licenses Established payroll technology company offers white-label operating licenses for accounting professionals seeking to expand their service...

$5,000

Los Angeles, CA

Top Producing Los Angeles County, CA lender is selling his 20 year database of over 8000+ clients in his database. Loans provided by Bank of the West, Bank of Montreal, Newrez, Guaranteed Rate,...

Not Disclosed

Schenectady County, NY

HS Listing ID-69497 An excellent opportunity to acquire an established Insurance agency in New York, featuring a healthy, well-performing book of business and meaningful growth potential. The agency...

$700,000

Philadelphia, PA

Unique opportunity to purchase a “ready to scale” subscription-based Financial Analytics Software Company with first product in market testing with clients. Cost-effective, easy-to-use software tool...

$500,000

Indiana

The firm has a solid foundation with a diverse clientele base in both accounting and tax preparation. It boasts a loyal, long-term customer base, with growth driven primarily by referrals and word of...

$226,070

Fresno, CA

– Well-maintained professional office building – Ample onsite parking – ADA-accessible entrance – Exterior signage opportunities – Landscaped surroundings – High-visibility location...

Not Disclosed