Financial Services Established Businesses For Sale

DuPage County, IL

Well-established and extremely lucrative CPA firm with a long track record of success and client loyalty. This practice boasts a strong and diverse client base across multiple industries, offering...

Not Disclosed

Cash Flow: $393,436

Concord, NH

• Quality tax (CPA) practice for sale in Concord, New Hampshire (near Manchester) • Revenue mix: Tax services for individuals (71%) and business entities (25%); and other professional services (4%) •...

$135,000

Cuyahoga County, OH

• Well established, single owner CPA practice • 73% tax prep, 27% accounting • Experienced staff, including an EA Tax Manager • Tax software used is ProSeries • Office space available for lease •...

$450,000

Madison, WI

We are pleased to present the sale of this Tax and Accounting firm located in Madison, Wisconsin. The firm has a long, consistent history spanning over multiple decades, providing services to...

$400,000

Grand Junction, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Mesa County's...

$185,000

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

Collin County, TX

This well-established Accounting & Tax Practice, operating under a trademark-registered brand name currently in the process of franchise development, offers an exceptional opportunity for...

$2,295,000

Las Vegas, NV

Key Highlights: o Strong client retention o Diversified service offerings o Excellent reputation in the community o Significant opportunities for expansion through cross-selling additional services,...

$300,000

Gillette, WY

This well-established and steadily growing CPA practice for sale in Gillette, WY, generates annual gross revenues of approximately $450,000. The practice caters to a loyal, high-quality client base,...

$330,000

Boca Raton, FL

Located on the southeastern coast of Florida, this Allstate agency is positioned at a prime intersection with strong visibility and growth potential. With over $3.4M in premium and more than 1,100...

$499,000

Marianna, FL

Established and high-performing Allstate agency in North Western Florida, generating over $11.7M in premium. Has P&C binding in GA, AL, and Florida! The book includes strong Allstate, Ivantage, and...

$2,400,000

Rockwall County, TX

This fully remote, high-performing insurance agency generates $2.1 million in annual revenue and holds binding authority across six states: Texas, Arizona, Colorado, Oklahoma, Arkansas, and New...

$6,500,000

Littleton, CO

Tax practice only. Room for additional growth with slow prices increases. Easy expansion by adding bookkeeping, accounting and other services. No website. Owner has been turning down most referrals....

$220,000

St. Charles County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $215,000! • Primarily a bookkeeping practice servicing...

$245,000

Colorado

- Single-owner CPA practice - 85% Tax Preparation (58% Individual; 35% Business; 7% Other) 15% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 48% - Practice utilizes...

Not Disclosed

Cash Flow: $169,000

Winchester County, VA

NEW CPA Practice for Sale LISTING NUMBER VA2068 Geographic Location: Northern Virginia Practice Details: Top quality CPA tax practice located west of DC. CPA owner plus 1 other CPA, three accountants,...

$600,000

Miami, FL

Established in 2024, this tax preparation service has already achieved strong first-year sales and is well-positioned for continued growth. Built on modern systems and efficient processes, the...

$110,000

Marinette County, WI

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and...

Not Disclosed

Cash Flow: $170,109

Monmouth County, NJ

Profitable Check Cashing Business – $10M Annual Volume – Exclusive Territory Rare opportunity to own a high-volume, low-overhead check cashing business with over 30 years of continuous operation in...

$120,000

North Carolina

-CAAS services are billed on a recurring fixed fee basis with a packaged structure -50% Cashflow -Average CAAS fees are $3,500, and business tax is $1900 -Several remote employees, with only 1 going...

$750,000

King County, WA

• The owner is a CPA • This practice was established in 2013 • Software in use includes QuickBooks, ATX • Approximately $280,000 in annual revenue, via bookkeeping (50 clients) • Approximately 140...

$650,000

Michigan

This long-established CPA practice for sale in Northwest Lower Michigan generates annual gross revenues of approximately 739,000. The firm has built a strong reputation over nearly four decades,...

$695,000

Miami-Dade County, FL

Established tax and bookkeeping business with strong Latin community ties. Recurring revenue, loyal client base, and excellent reputation. Ideal for a bilingual owner-operator. Turnkey opportunity!...

$500,000

North Carolina

-Cash flow at 65% -Owner hours 650 per year -Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of...

$525,000

Maryland

Based in Montana, the Company is a professional collection services provider. The Company specializes in accounts receivable management as well as other debt recovery along with related services...

Not Disclosed

Cash Flow: $530,000

Fairfax County, VA

• Seller retiring but willing to assist buyer through initial tax season. • 2025 revenues estimated around $94,000! • Revenues comprised of accounting and write-up (54%), individual and business tax...

$110,000

Lane County, OR

• The owner is a CPA • This practice was established in 1987 • Software in use includes Ultra Tax, Pro-Series Intuit, QuickBooks • Approximately 290 individual tax returns with an average fee of $835...

$700,000

Middlesex County, MA

This well-established Tax & Accounting Practice for sale in Merrimack Valley, MA has annual gross revenues of approximately $350,000. Desirably located in an affluent and thriving suburb north of...

$450,000

San Antonio, TX

Great opportunity in the San Antonio area for an existing agent looking to purchase and merge. This ECP agency is already on track for Elite status in 2026 and offers a strong foundation to build...

$150,000

Broward County, FL

This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and...

$120,000

Frederick, MD

This turnkey agency in on pace for the ELITE achievement level in 2026! $6.6mm earned premium (and growing) 88% net retention; 5+ years: 87% Low loss ratios across all major product lines P&C...

$1,100,000

Osceola County, FL

Accounting and tax services practice that also offers paralegal services with well established clientele operating for over 15 years in the Osceola County. We have been selected as the best Accounting...

$2,000,000

Miami, FL

Exceptional Relocatable Accounting & Tax Practice with Nearly 30 Years of Proven Success We are pleased to present an outstanding opportunity to acquire a well-established and highly reputable...

$300,000

Marshall, TX

A reputable CPA practice in Marshall, TX has clients for sale with annual gross revenues of approximately $163,000. The high-quality clients for sale are the heart of a well-established firm, known...

$163,000

Tennessee

Outstanding $3.84M, Elite-level Allstate agency with so many positives ; Award winning, bonus achieving, top-ten growth nationwide in 2024, red-hot market in SE Tennessee and the list goes on! Earned...

$950,000

Monmouth County, NJ

This business finances commercial truck purchases for individual truck operators. It was established 15 years ago and has grown consistently with currently 250+ outstanding loans. The loans are...

$4,800,000

Monmouth County, NJ

This reputable CPA Practice for sale is ideally located in an affluent town in northern Monmouth County, NJ and has annual gross revenues of approximately $1,000,000. The practice has established a...

$1,150,000

Wake County, NC

• BUYER MUST BE FLUENT IN SPANISH AS MAJORITY OF CLIENTS ARE NATIVE SPANISH SPEAKING. • Seller retiring but willing to help assist buyer for at least the first tax season. • 2024 revenue of $1,00,000...

$1,250,000

Chicago Heights, IL

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its...

$525,000

Miami, FL

Well-established CPA practice located in Miami, serving a diverse portfolio of 115 business owners, including a handful of monthly and quarterly bookkeeping clients, as well as 160+ individual...

$175,000

Oregon

• The owner is a CPA • This practice was established in 1993 • Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks • Approximately $325K in annual...

$600,000

Atlanta, GA

This Atlanta portfolio currently operates 41 ATMs machines around the Atlanta area. The portfolio in 2024 had ATM Gross Profit after merchant splits of nearly $93,500 of Owned and Loaded ATMs....

$295,000

Bronx County, NY

• Clients scattered, but majority in NYC area. • Seller moving out of country but will be available to answer questions until then. • Yearly revenues in the $200,000 range. • Revenues comprised of...

$1

British Columbia

• Established very profitable tax and bookkeeping firm with unique specialized niche tax market • $150,000 of recurring accounting and bookkeeping revenues • Approximately 40 corporate clients and 200...

$359,000

British Columbia

- This well-established virtual tax and bookkeeping practice provides reliable, client-focused financial services to individuals and small businesses. With a fully remote setup and user-friendly...

$699,000

St Lucie County, FL

For $199,000, acquire a single, high-visibility retail franchise location in a proven tax and financial services model. This turnkey opportunity includes seasonal tax preparation along with year-round...

$199,000

St Lucie County, FL

This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services...

$978,380

Montana

*** THIS LISTING IS CURRENTLY SALE PENDING. *** ABA Advisors represents this accounting firm in western Montana. The firm has a mix of individual and business clients, providing services to over 400...

Not Disclosed

Cash Flow: $502,075

Union County, NC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues estimated around $290,000! • Revenues comprised of individual and business tax (67%), accounting and write-up...

$365,000