Other Financial Services Established Businesses For Sale

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

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

Maricopa County, AZ

• The owner is a CPA • This practice was established in 1997 • Seller prefers a buyer who will manage the practice in Sun City or the surrounding area • Software in use includes Drake Tax, QB Desktop,...

$400,000

Cincinnati, OH

Profitable, long-standing accounting practice with a well-rounded client base and service mix. Skilled staff and office space are available to support a smooth transition. The seller is cooperative...

Not Disclosed

Cash Flow: $147,589

Dallas, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive Dallas, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation of...

$7,000

British Columbia

An established very profitable bookkeeping firm with offices approximately 90 km north of Vancouver. • $510,000 of bookkeeping billings of which 92% are monthly clients providing a consistent cash...

$649,000

North Richland Hills, TX

This exceptional CPA Practice for sale is centrally located in North Richland Hills, TX and has annual gross revenues of approximately $1,209,000. Desirably situated within the Mid-Cities area of the...

$1,330,000

Alberta

•Very successful well-established compilation, accounting, bookkeeping and tax practice with an excellent reputation. •Firm has been in existence since 2007 •Owners are not designated •Service...

$1,950,000

Albuquerque, NM

This well-established CPA practice for sale in Albuquerque, NM has annual gross revenues of approximately $297,000. The practice has been providing quality accounting and tax services for over 30...

$275,000

Texas

- Single-owner CPA practice - 94% Tax Preparation (59% Individual; 39% Business; 2% Other); 6% other (amended returns; QuickBooks assistance, & bookkeeping & payroll for 4 long-term clients) - Cash...

Not Disclosed

Cash Flow: $393,000

Bernalillo County, NM

This well-respected CPA practice is located in an affluent, desirable area in Albuquerque, NM and generates annual gross revenues of approximately $670,000. The practice caters to a premier client...

$670,000

Santa Fe County, NM

This well-established and reputable practice for sale in Santa Fe, NM has annual gross revenues of approximately $310,000. Revenue is derived primarily from tax services with strong fees, which make...

$310,000

Indiana

This established CPA practice offers an outstanding opportunity for acquisition, with SDE margins exceeding 60%. Located in a growing community with increasing demand for tax and accounting services,...

$472,221

Orange County, CA

• The owner is a CPA • This practice was established in 2016 • Software in use includes Lacerte • Approximately 400 individual tax returns with an average fee of $350 per return • Approximately 100...

$300,000

Snohomish County, WA

• The owner is a Registered Tax Return Preparer • This practice was established in 1990 • Software in use includes Thompson Reuters UltraTax • Approximately $20,400 in annual revenue, via bookkeeping...

$360,000

Texas

HS Listing ID-66680 The company targets both consumers seeking to improve personal credit and professionals looking to streamline client services. With recurring subscription revenue, scalable SaaS...

$3,500,000

York County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be around $275,000! • Service mix includes a balanced mix of tax and...

$275,000

Strafford County, NH

• Well-established accounting and tax (Enrolled Agent) practice for sale in Strafford County, New Hampshire • The practice derives its revenue from accounting (approximately 14%), payroll (10%), and...

$300,000

Cumberland County, ME

• Quality accounting and tax (CPA) practice for sale in a western Portland, Maine suburb • Revenue is comprised of accounting (approximately 15%), tax services for individuals (57%) and business /...

$145,000

Rockland County, NY

• Seller retiring but willing to assist with transition as agreed with buyer. • Yearly revenues around $400,000! • Revenues comprised of individual and business tax (57%), accounting/write-up (28%),...

$515,000

Ventura County, CA

• The owner is a CPA • This practice was established in 1990. • About 15% of clients meet with the seller and staff • Software in use includes Lacerte, Smart Vault, TPS, QuickBooks, and Adobe Pro •...

$3,500,000

Riverside County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, QuickBooks, CFS • Approximately $100,200 in annual revenue, via bookkeeping (40 clients) •...

$975,000

Oklahoma County, OK

• Seller retiring but willing to assist buyer with transition by phone/email. • 2025 revenue expected around $350,000 due to seller not taking on any additional work in 2025. • Revenues comprised of...

$415,000

Cook County, IL

This long-established and growing tax and accounting practice offers a unique opportunity for acquisition, with flexible options and a smooth transition plan in place. Key Highlights: - Established...

$265,000

Mississippi

• Quality accounting and tax practice for sale in a Memphis, Tennessee suburb in Northwest Mississippi • Revenues are desirably blended to include accounting (approximately 44%) and tax services for...

$410,000

Alabama

Accounting and tax (CPA) practice for sale north of Birmingham, Alabama and centrally located between Albertville, Cullman, Gadsden, and Guntersville Revenue mix: Accounting and payroll (38%), tax...

$450,000

Tuscaloosa, AL

Quality accounting and tax (CPA) practice for sale in Tuscaloosa, Alabama Revenue mix: Accounting (15%), payroll (14%), tax services for individuals (43%) and business / other entities (26%), and...

$250,000

Illinois

The Company is a boutique commodity introducing brokerage firm that specializes in risk management for mid-market cattle feeders and grain farmers. Key Aspects · The Company has developed proprietary...

Not Disclosed

EBITDA: $1,407,000

Texas

This well-respected CPA practice for sale is located in East Texas within an hour of Dallas and has annual gross revenue of approximately $840,000. The practice has been a trusted advisor in the...

$950,000

Norfolk, NE

This well-established Accounting Firm Business for sale in NE has been in business for 7 years. This must be purchased by a CPA or firm as a secondary location. This firm provides comprehensive...

$717,000

San Antonio, TX

Located in San Antonio, TX, this well-established insurance agency boasts a strong book of business with over $5.8 million in premium across 2,106 policies. The agency generates $643,898 in annual...

$1,225,000

Chicago, IL

This well-established CPA firm offers a balanced mix of client services, generating consistent revenue and long-term client relationships. The practice provides an excellent opportunity for a buyer...

$277,140

Plano, TX

This fully virtual, boutique CPA Tax and Financial Advisory practice for sale is based in Plano, TX and generates annual gross revenues of approximately $741,000. The firm has steadily grown and...

$1,040,000

Shepherdsville, KY

Turnkey, ELITE achievement level Allstate agency ready for a new owner The agency in on pace for ELITE in 2026 and consistently earns variable compensation $3.8mm earned premium/$4.1mm written &...

$675,000

San Antonio, TX

Located in San Antonio, TX, this well-established insurance agency boasts a strong book of business with over $5.2 million in premium across 1,859 policies. The agency generates $567,898 in annual...

$1,100,000

Lake County, IL

This well-established, independently owned tax practice offers a strong local reputation, loyal client base, and efficient, modern operations. With nearly all clients using virtual or drop-off...

$180,000

San Antonio, TX

This San Antonio-based scratch agency presents a unique merger opportunity for a growth-minded agency owner. With $567,642 in premium, $76,000 in annual revenue, and 247 policies in force, this book...

$120,000

York County, SC

• Owner retiring but willing to assist buyer to ensure smooth transition. • 2025 revenue estimated to increase to $245,000! • Revenues comprised of individual and business tax (80%),...

$290,000

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

Nassau County, NY

• Owner selling tax portion of practice- will still be in office to work with buyer to ensure successful client transition. • Estimated revenues for 2025 around $745,000! • Revenues comprised of...

$925,000

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

Delaware County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be around $224,000! • Service mix includes tax (88%) accounting (11%)...

$275,000

Switzerland

Established Historical FINMA Swiss Asset Management available for an acquisition. The firm offers a range of investment services, including portfolio management, wealth management, and advisory...

$12,242,000

Cyprus

Exceptional opportunity to acquire a well-established Historical Asset Management Business regulated under the Cyprus Securities and Exchange Commission (CySEC). Key Highlights Regulatory Compliance:...

$11,540,000

Virginia Beach County, VA

• Seller retiring but willing to assist buyer as agreed with transitioning clients. • Yearly practice revenues around $160,000. • Majority of revenue comes from Individual and Business Tax (96%) with...

$165,000

Oakland County, MI

This established CPA practice offers a strong mix of tax, accounting, and advisory services, making it an ideal acquisition for a growth-minded accountant or firm. The client base is loyal and...

$171,950