Financial Services Established Businesses For Sale

Lexington, NC

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025...

$1,395,000

Dallas County, TX

This long-established tax and accounting practice for sale in Northeast Dallas, TX has annual gross revenues of approximately $292,000. The practice is focused on tax services, with exceptionally high...

$320,000

Tennessee

• Quality CPA practice for sale east of Memphis, Tennessee • Revenue is comprised of accounting and payroll (approximately 50%), tax services for individuals and business / other entities (47%),...

$550,000

Kansas

KS1116: The sellers of this CPA firm located in the central part of southern Kansas are seeking a CPA buyer for the firm. Well-established and well-known in the area, the firm has a good fee structure...

$500,000

Gurnee, IL

This well-established CPA firm in Northern Chicago has built a strong reputation for responsiveness, fair pricing, and high ethical standards, resulting in loyal clients, long-standing relationships,...

$385,000

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

Carson, CA

This is a very successful medium sized Allstate Agency 1 Full- Time employee Lease at $1,520. It has Elite Status.. Allstate has International Agency Trips Annually when an Agent is meeting Company...

$640,000

Pinellas County, FL

35+ year established accounting and tax preparation practice in Pinellas County for sale: excellent reviews and low rent. Direct all inquiries to Dave Decamella for ref # 3353231433....

$350,000

Vermont

Overview ABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention. The...

Not Disclosed

Cash Flow: $149,481

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$188,000

This is a fully digital, absentee-run business offering specialized licensing, registration, and IRP (International Registration Plan) services tailored for trucking companies operating across state...

$80,000

Johnson County, KS

Established Kansas City Metro Accounting Services and Tax Practice This profitable accounting practice, operating successfully since 2016, presents an exceptional opportunity for expansion or...

$750,000

Orlando, FL

A high-performing public adjusting firm with a proven track record of generating consistent revenue through strong B2B partnerships with mid-sized roofing contractors handling insurance-related...

Not Disclosed

Cash Flow: $756,830

Cave Creek, AZ

Farmers Insurance is one of America's top insurance carriers and the explosive growth in Arizona has created a tremendous opportunity for Farmers Insurance Agency Owners to thrive! This opportunity is...

$140,000

New Mexico

This established CPA practice for sale in Southeastern New Mexico has been a trusted provider in the are for decades. It is a profitable, well-rounded practice with a loyal client base, offering an...

$1,125,000

Boise, ID

Established Farmers Insurance Agency in High-Growth Boise Metro Market This well-established insurance agency, operating continuously since 2007, presents a rare opportunity to acquire a profitable...

$210,000

Miami-Dade County, FL

This insurance agency specializes in Maritime and Commercial Insurance policies. Approximately 65% of the policies are of Maritime related insurance policies. The agency also does commercial and a...

$449,000

Plantsville, CT

-$326,616 (2024), $360,000 (2025 Projected) ~40% Cash to Owner -Established client relationships with steady recurring revenue -Professionally renovated office space with convenient access and ample...

$400,000

Clackamas County, OR

• The owner is a CPA • This practice was established in 1990 • Software in use includes Drake • Approximately $35,500 in annual revenue, via bookkeeping (10 clients) • Approximately 240 individual tax...

$325,000

Kalispell, MT

This established and rapidly growing CPA practice for sale in Kalispell, Montana caters to a quality client base of loyal individuals and local businesses, which should continue to generate referrals...

$170,000

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...

$625,000

Massachusetts

Price: $15,000,000 (Excludes Inventory & Finance Capital) Gross Revenue: $88,000,000 Cash Flow: $3,000,000 Monthly Payroll: $447,000 Inventory: $29,000,000 (Not Included) Years in Business: 20...

$15,000,000

Los Angeles County, CA

Our agency is the top 1% of all Farmers Agencies in the company nation wide. We have a total of 7.5M+ in premium consisting of personal and commercial clients. We have been in business since 2013 and...

$1,550,000

Virginia

-There are over 5 CPAs on staff -Cashflow averaging $750,000 a year -Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise -High Fees –...

$2,400,000

Wayne County, MI

2025 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Not Disclosed

Cash Flow: $294,317

British Columbia

-Owner hours less than 2,000 -Cash flow approximately 50% -Staff has capacity for new work This well-established firm is built on long-term client relationships and a highly personalized,...

$400,000

Huntington, NY

Golden opportunity to own this Compliance Software, an exceptional compliance technology platform that has been trusted by some of the world’s largest financial institutions for over 14 years. This...

Not Disclosed

Cash Flow: $1,195,433

Glen Burnie, MD

This well-respected practice CPA Tax & Accounting Practice for sale in Glen Burnie has annual gross revenues of approximately $330,000. The practice serves a high-quality, loyal client base, which...

$375,000

Fort Lauderdale, FL

This established Allstate agency, operating as a HUB, is positioned in an excellent coastal location in Southeast Florida. The office is supported by a strong team, including two part-time employees...

$990,000

Utah

(Not a medical billing) This established Utah-based company offers a unique opportunity to acquire a business specializing in early out-patient management billing and proactive revenue optimization,...

$425,000

Quebec

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une...

$399,000

Tampa, FL

Specialized tax preparation firm with a seasonal model, recurring clients, and a strong track record — consistently processing 500+ returns per year for the past 8 years. Located on a high-traffic...

$145,000

Texas

-Cash flow exceeding $450,000 -Owner hours are only 1,500 per year -Desirable client base -Located near downtown Houston This well-established CPA firm operates on a value-based business model,...

$1,150,000

Texas

OVERVIEW ABA Advisors represents this CPA practice located in NE Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE This...

Not Disclosed

Cash Flow: $226,100

Wisconsin

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Tax & Accounting practice located on the SW side of Milwaukee. The seller is...

Not Disclosed

Cash Flow: $140,350

Minnesota

Well-established and profitable CPA practice located less than 1 hour from the twin cities. The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services,...

$1,300,000

Quebec

Established CPA practice with steady growth since 2019. The firm serves a diverse client base across industries including IT, medical, legal, professional services, real estate, retail, and...

$305,000

Norfolk County, MA

Established CPA practice has existed for forty years with a loyal client base and a strong reputation in the community. Retiring practitioner will provide consulting for smooth transition....

Not Disclosed

Cash Flow: $150,000

Harrisburg, PA

Well establsihed check cashing franchise with two stores available for sale....

$10,000

Boca Raton, FL

Precious Metals Broker Dealer offers a comprehensive precious metals broker dealer franchise opportunity in Palm Beach County, Florida. This established financial services franchise provides a proven...

Not Disclosed

Cash Flow: $250,000

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues anticipated to increase to $206,000! • Service mix includes tax (72%), accounting/payroll...

$230,000

Peoria, IL

Looking to expand your practice or step into ownership with confidence? This well-established CPA firm offers a rare opportunity to acquire a business with a strong foundation and loyal client base....

$436,122

Pennsylvania

HS Listing ID-62589 ---Located In Pennsylvania but can be managed anywhere in the United States--- With over 35 years of expertise in Errors & Omissions Insurance (E&O) and newly created cyber...

$875,000

Emporia, KS

• Owner looking to retire and will provide additional transitional help after closing. • 2025 gross revenues already exceeded 2024 and anticipated to be $350,000! • Primarily a tax service practice...

$350,000

Michigan

This well-established and highly profitable CPA practice is now available for acquisition. With an impressive 60%+ SDE, this firm offers a strong return on investment and a stable client base. The...

$563,763

Ontario

- A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Toronto, Canada, with consistently strong cash flow to owners. - Founded in 2015, the firm has demonstrated...

$5,750,000

Dutchess County, NY

• Owner retiring but willing to assist buyer with transition • Revenues for 2025 estimated to be around $575,000! • Revenues comprised of accounting/write-up work (67%), individual and business tax...

$700,000

Grants Pass, OR

This established agency has P&C binding across California and Oregon and features a strong book of business generating $4.5M in premium and $419K in revenue. The agency manages 2,515 policies with an...

$799,000

British Columbia

Opportunity to acquire a profitable semi-virtual accounting and tax practice with a diversified client base. The firm generates strong recurring revenues from bookkeeping, accounting, and payroll,...

$725,000