Financial Services Businesses For Sale

Tennessee

Franchised tax business with 2 locations near Knoxville, TN. They prepare individual & business tax returns; including all the supporting schedules, worksheets and credits. Offering clients onsite &...

$599,000

Georgia

• Owner is available for transitioning as agreed with buyer. • NEW FINANCIALS AVAILABLE! • 2025 gross revenues are estimated to be around $250,000! • Service mix includes tax (70%) and accounting...

$270,000

Honolulu County, HI

This well-established CPA practice is located in Honolulu, HI and produces annual gross revenue of approximately $265,000. The practice was founded by the current owner and has been at its current...

$250,000

Ford County, IL

Geographic Location: Ford County, IL - Listing IL2319 First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic...

Not Disclosed

Cash Flow: $280,000

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

Cleveland County, OK

• Updated Information! • The seller is looking to retire but interested in continuing to work remotely for the new owner in a consulting role for 1-2 years. • 2022 revenue of $105K with 2023 expected...

$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

Benton County, MN

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base....

$107,000

Dane County, WI

Practice Details: Outstanding Accounting and Tax practice in Dane County Wisconsin Cash Flow: Cash flow to owner 60% Revenue breakdown: Individual and Business Tax 75% Write-Up/Other 25% Facilities:...

$459,000

Brown County, WI

Practice Details: Profitable Accounting and Tax practice in Green Bay Wisconsin Cash Flow: 50%+ Revenue breakdown: Individual and Business Tax 65% Write-Up/Other 35% Facilities: Leased Office...

$499,000

Brown County, WI

Practice Details: Profitable 25 year established Accounting and Tax practice in Brown County Wisconsin Cash Flow: Cash flow to owner 48% Revenue breakdown: Individual and Business Tax 46% Write-Up 20%...

$300,000

Benton County, MN

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base....

$107,000

Wyoming

This established, and steadily growing tax practice is located in a booming North Central Wyoming community with loyal, quality clients that should continue to provide referrals and opportunities for...

$295,000

Iowa

This well-established CPA Tax & Accounting Practice for sale in the Cedar Rapids/Waterloo Area has annual gross revenues of approximately $825,000. The respected firm caters to a loyal client base of...

$895,000

Allegheny County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be consistent around $110,000. • Service mix includes tax (84%), accounting (12%),...

$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

Tennessee

* Accounting and tax practice for sale near Dyersburg, Tennessee (North of Memphis) * Revenue mix: Audits and reviews (31%), accounting (19%), and tax preparation for individuals (37%) and business /...

$350,000

Washington County, OR

• The owner is a CPA • This practice was established in 1974 • Software in use – Lacerte, QuickBooks • Approximately $19,000 in revenue generated by Accounting Services • Approximately 175 Individual...

$345,000

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

Missouri

MO1155: The seller of this NE KC Suburb CPA Firm is approaching retirement and is ready to sell the firm. The firm is established and well known in the area and has a stable client base and staff in...

$415,000

Novato, CA

• The owner is a CPA and prefers to sell to a CPA • The seller prefers a local buyer • This practice was established in 1991 • Software in use includes UltraTax, QuickBooks, CFS (Payroll) 2024 revenue...

$800,000

Cape Coral, FL

*** THIS LISTING IS CURRENTLY SALE PENDING*** OVERVIEW ABA Advisors represents this CPA practice located in Cape Coral, FL. The seller is willing to provide transitional assistance to the buyer to...

Not Disclosed

Cash Flow: $241,720

Texas

TX1043: The sellers of this Ark-La-Tex CPA firm are approaching retirement and seeking a CPA buyer for the firm. With a strong fee structure, a nice cash flow, a loyal clientele along with a stable...

$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

Florida

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in Central Florida. The seller is willing to provide transitional assistance to the buyer to...

Not Disclosed

Cash Flow: $250,000

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...

Not Disclosed

Cash Flow: $134,160

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

Fremont County, WY

This CPA Practice for sale in Fremont County, Wyoming has annual gross revenues of approximately $190,000, and is a well-respected firm that has been serving its loyal client base, made of farmers,...

$150,000

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

Texas County, OK

OK1010: PRICE REDUCED: This Texas County CPA seller is approaching retirement. The firm offers a nice mix of revenues with a large number of business clients! The firm is well established and well...

$350,000

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

Northbrook, IL

Schooley Mitchell is the largest independent cost reduction consulting firm in North America. Our network of franchised consulting offices serves as the outsourced expense reduction specialists for...

$65,000

Boca Raton, FL

Fully ACA-focused portfolio with 696 active members generating $433K in premium and $60K in annual commissions. Ambetter represents ~70% of total volume, with top-producing states including TX, FL,...

$60,000

Chicago, IL

An established CPA firm in the Chicago area is seeking to divest its assurance services division, presenting an excellent opportunity for a buyer looking for immediate growth and recurring revenue....

$502,680

Guilford, CT

City, County and State: New Haven county, Guilford Connecticut Written and Advance Earned Premium: $ 3,976,059 Gross Revenue: $377,874 Including Brokered and Annual Bonus EBITDA: $181,678 Rent amount:...

$705,000

Encinitas, CA

The primary owner is looking to sell 5% @ a $10 mil valuation. The Primary Owner owns 85%. The reason for selling involves a divorce. About: Stock Traders Daily leverages proprietary predictive AI to...

$10,000,000

Grayson County, TX

Captive Farmers Insurance Book for Sale This profitable insurance agency represents an excellent opportunity to acquire an established book of business with strong fundamentals and growth potential....

$201,800

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

Pleasant Valley, NY

GYM, MASSAGE STUDIO, RETAIL/MEDICAL/OFFICE SPACE $2,950mo PLEASANT VALLEY RT 44 MAIN STREET New to market. Former bank under new ownership, undergoing renovation. Solid structure with drive-thru....

Not Disclosed

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

Boca Raton, FL

A new wave of investors has arrived—and they’re not getting what they need. Millennials are flocking to the stock market in search of income, empowerment, and financial freedom, yet most platforms...

$45,000

Venice, FL

A wonderful commercial condo is available in the historic KMI Building (San Marco) on the Island of Venice. Updates include floors, ceiling painting, and light fixtures. This 564 SQF first-floor unit...

Not Disclosed

Venice, FL

A wonderful commercial condo is available in the historic KMI Building (San Marco) on the Island of Venice. Updates include floors, ceiling painting, and light fixtures. This 564 SQF first-floor unit...

$189,000

Park Falls, WI

Location, Location, Location!! This cedar sided chalet with a covered porch and metal roof is located directly on State Hwy 13 with great exposure in a commercial area in the city of Park Falls, WI....

$99,900

Park Falls, WI

This great commercial building for sale or lease on State Hwy 13 with great exposure in a commercial area in the city of Park Falls WI. There is a large sign on highway 13, the building has a newer...

$199,900