Financial Services Established Businesses For Sale

Trumbull County, OH

SALE PENDING - This four-decade firm is thriving, generating revenue of $478,000 in 2024 with ~50% or $237,000 returned to the owner. Business tax and accounting services make up almost 77% of revenue...

$475,000

Newton, NJ

Firm Established in 1985. Retirement minded CPA. Gross Revenue - $697k Accounting 1 Weekly Client - $11,960 12 Monthly Clients - $56,028 1 Quarterly Client - $2,400 Income Tax Individuals - 457 -...

$800,000

New York

• Seller retiring but willing to work with buyer for extended period to ensure maximum client • retention. • 2025 revenues on par with 2024, around $395,000. • Revenues comprised of individual and...

$450,000

Nebraska

CPA Partnership Opportunity: This is an exceptional opportunity for an experienced CPA to step into a 50% partnership with a premier, well-established CPA firm located in Central Nebraska. Generating...

$950,000

San Joaquin County, CA

This is a very successful Allstate Agency that the Seller is moving on to make it available to a qualified Buyer. The Agency has an excellent staff that have been their an average of 10 years minimal....

$1,183,700

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $36,000 in annual revenue, via bookkeeping (14 clients) • Approximately 585 individual tax...

$700,000

Rusk County, TX

This confidential offering presents an exceptional opportunity to acquire a well-established property tax consulting firm with a niche focus on the oil and gas industry. The firm is highly regarded...

$560,000

South Dakota

This well-established tax & bookkeeping practice generates annual gross revenues of approximately $327,000. Nearly 95% of revenue comes from reliable, recurring tax preparation services, complemented...

$260,000

McHenry County, IL

Opportunity: A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor. Available May 2026 This presents an exceptional opportunity for a qualified...

$749,000

Broward County, FL

Independent Insurance Adjusting Firm – Established 31 Years – Florida-Based. This well-established independent insurance adjusting firm has been serving the State of Florida for over 31 years. The...

$225,000

Edison, NJ

This amazing, real HANDS OFF, New Jersey portfolio of 66 ATM machines is a processing only portfolio with all of the equipment in great condition. Approximately 90% contract coverage. Based in and...

$220,000

York County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • Gross revenues for 2025 are expected to be $690,000! • The service mix includes tax (57%), and...

$795,000

Seattle, WA

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

Not Disclosed

Mattapoisett, MA

This South Coast Massachusetts portfolio currently operates 49 ATMs machines around the South Coast of Massachusetts. The portfolio in 2024 had ATM Gross Profit of almost $14,000/mo of Owned and...

$575,000

Santa Clara County, CA

This is a great size Allstate Agency $1.5 Million in Gross Premium with an Annual Income of $140,000. Downtown Location. Profitable with a good Loss Ratio and good Retention. Finance by SBA. Contact...

$310,000

Saratoga Springs, UT

Ascendancy Consultants is a consulting firm that maximizes tax credits for their customers. Ascendancy is THE specialty tax incentive expert! Ascendancy Consultants is a team of attorneys, CPAs,...

$1,249,995

E Baton Rouge County, LA

• The owners are CPAs (Inactive) • This practice was established in 2022 • Software in use includes ProSeries & QuickBooks • Approximately $64,000 in annual revenue, via bookkeeping (200 clients) •...

$600,000

North Carolina

-Steady year-over-year revenue growth backed by a reputation for consistent, high-quality service -Recent fee increases implemented for recurring engagements with signed engagement letters in place...

$450,000

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

Indiana

Fact Sheet: Gross Revenue: $200,293 Location: Northwest Indiana Status: Price Reduced Terms: Negotiable Software: Drake Overview A well-established, non-franchised tax practice in Northwest Indiana,...

$182,645

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

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

Baldwin County, AL

This well-established CPA firm has a stellar reputation, a prime location, and a loyal, industry-diverse client base. Services include personal and business tax, consulting, compilations, reviews, and...

$965,000

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 $4,500,000.00 IN SALES AND $450k IN COMM.. OWNER RETIRE. 2 LOCATIONS....

$900,000

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...

$825,000

Fairfax County, VA

Personal and business services primarily to the Latino community and to a lesser extent the Arabic community in Washington DC area (DMV) including Northern Virginia (NoVA) and nearby Maryland...

$400,000

Alberta

-Cash flow exceeding 55% from a loyal, long-standing client base -No audit work required -Diverse service mix including bookkeeping, compilations, business and personal tax, and estate planning...

$550,000

Description: The Company is a certified public accounting (CPA) firm specializing in financial statement preparation, tax return preparation, tax planning, tax consulting, and other financial services...

Not Disclosed

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

Middlesex County, MA

This reputable accounting firm, founded in 2012, is now available for acquisition as the owner plans for retirement. Located in Central Massachusetts, the firm has built a strong client base,...

$300,000

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

Scottsdale, AZ

Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...

$1,050,000

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

North Carolina

-Cash flow exceeding $275,000 with fewer than 2,000 owner hours annually -Exceptional client retention, with the majority of clients having been with the firm for over a decade -Long-tenured CPA...

$520,000

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

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

Ector County, TX

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% PBR, VC of 100, Multi-Category of 58%, and a large life and...

$2,400,000

New Castle County, DE

Bargain Price...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 cashing,...

$55,000

Kansas

THE OPPORTUNITY Step into a well-established Southwest Kansas CPA practice boasting a strong fee structure and an experienced, loyal team in place. Generating a nice cash flow for the owner, this...

$520,000

Pennsylvania

We're excited to present a standout opportunity in the fleet management industry. This Eastern US company, a recognized market leader, offers a comprehensive range of services including accident and...

$3,500,000

Anne Arundel County, MD

This well-established Enrolled Agent practice is located in Pasadena, MD and has annual gross revenue of approximately $330,000. The practice has cultivated a strong reputation and serves a loyal,...

$345,000

San Joaquin County, CA

• The owner is a CPA • This practice was established in 1985 and incorporated in 2003 • Seller prefers a buyer located in the greater Sacramento area • Software in use includes UltraTax, Fixed Assets...

$720,000

Hawaii County, HI

This very well-established, reputable CPA practice for sale is desirably located in Hilo, HI and produces annual gross revenue of approximately $755,000. The practice caters to a high-quality client...

$668,000

DuPage County, IL

Established practice offering an outstanding growth opportunity with exceptional profitability—seller's discretionary earnings exceed 60%! The owner is flexible and ready to support a smooth...

Not Disclosed

Quebec

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant...

$699,000

Ghana

Company Overview: The target company is a leading agritech firm, founded in 2016, focused on providing market access and financial services to smallholder farmers in a West African country. Through...

$12,760,000

New York

This is a unique factoring franchise service where cash is truly king. It is a profitable territory, which can easily be expanded. This firm provides real estate professionals with immediate cash flow...

$350,000

Lancaster County, NE

This well-established, yet growing CPA practice for sale is located in Lincoln, NE. We're excited to share updated financial information, with the practice now reporting approximately $221,000 in...

$160,000