Financial Services Established Businesses For Sale

California

-Projected revenue of $1,700,000 for 2025 -Well-established real estate niche -Fantastic location between Los Angeles and San Diego This 2-partner boutique firm specializes in serving high-net-worth...

$2,300,000

Northbrook, IL

Looking to sell/merge with a larger CPA firm/platform. No individual buyers please. Firm Established in 2010. Owner willing to stay on. 3 staff. Client Mix - Accounting 16 Monthly Clients - Avg Fee -...

$1,200,000

Pennsylvania

• Desire to transition ownership of firm to new CPA practice to facilitate current owner retirement. • Expected revenues for 2025 are $2,050,000! • A full service CPA practice that provides tax,...

$2,300,000

Fort Worth, TX

This great Dallas/Fort Worth based portfolio currently operates 24 ATMs machines around DFW. The portfolio in 2025 has averaged $7,100/mo in Mixed Profit. - The 14 Owned & Loaded ATMs are owned by the...

$190,000

Encino, CA

Well-established EA firm in Encino, CA for sale. Serving a loyal, long-term client base that includes many clients in the entertainment industry; the Seller is an experienced Enrolled Agent who enjoys...

$395,000

Camden County, NJ

Well established check cashing business for sale, part of one of the most respected franchises in the industry. Located on main street. Store will do close to $12 million in check cashing volume this...

$250,000

Corona, CA

Book of Individual Tax Clients. 85 Individual Tax Clients with average prep fee of $315. All returns are prepared on Lacerte Tax Software. Approximately 1/3 are in person tax appointments others are...

$32,500

Houston, TX

Rare that an established bail bond company comes to market. This company specializes in bail bond writing for the legal system in Harris County city bonds & county bonds. Customers secure a quick...

$150,000

Denver, CO

This profitable, fully remote bookkeeping company provides recurring accounting and financial-management services to a loyal base of small and mid-sized businesses across the U.S. With approximately...

$550,000

Dallas County, TX

This well-established small business office has been successfully serving clients for two decades, providing professional services in LLC formation, bonding, taxation, accounting, and insurance. The...

$440,000

Quebec

Type d’acheteur recherché : Individu ou cabinet non-CPA . Cabinet de comptabilité bien établi depuis plus de 30 ans, spécialisé dans les services aux PMEs. Sa longévité sur le marché reflète une...

$895,000

La Crosse County, WI

Practice Details: Retiring owner are seeking a qualified Buyer for this profitable CPA practice. In business over 20 years a loyal and well-established client base. Owners willing to offer extended...

$200,000

Ohio

well-established medical billing and management company based in Ohio. The company provides comprehensive billing, coding, and practice management solutions to healthcare providers. With nearly three...

$2,900,000

York County, SC

• Seller retiring but willing to assist buyer in transitioning clients. • 2025 practice revenues expected around $470,000! • Revenues comprised of Tax (60%), Monthly Accounting (38%) and Other...

$515,000

Hillsborough County, NH

40+ Years in Business! Prime Location! Long-established Latin American grocery and convenience store in a downtown area. Owner with reliable staff in place; the current owner only manages finances and...

$825,000

Arkansas

AR1175: This central Arkansas client list (partial sale) could be a great start for someone looking to become their own boss or a nice addition to an existing firm. Practice includes a good number of...

$213,000

Started in 2011, this Insurance Agency focuses on selling travel health insurance to students and scholars traveling to the United States. They have become a widely recognized leader in the travel...

Not Disclosed

Mesa, AZ

If you are looking a turn-key money service business that also sell small retail items and snacks that has been in the same location for over 25 years with a solid client base and tons of room for...

$160,000

Listing Price: Market Value Location: Remote This remotely operated agricultural media and consulting firm is a premier provider of actionable market intelligence and strategic insights for farmers,...

Not Disclosed

Utah

This trusted and well-regarded CPA Peer Review Practice for sale in Utah has cultivated a loyal, repeat client base of firms, primarily within the Utah, Montana, Idaho, Wyoming, and Nevada area. The...

$100,000

Oakland County, MI

Well-established CPA practice with a long-standing reputation and steady client base. Located in a desirable northwest Detroit suburb, this firm offers a diverse mix of personal, business, and trust...

$298,000

New York, NY

This great ATM portfolio of 21 ATMs in New York City, NY and the surrounding areas. The portfolio has Gross Profit Income of $2,830.00/mo in the past 12 months. All 21 ATMs are owned by the seller and...

$69,500

Sterling, VA

Established in 1989. Retirement minded owner. 25% Accounting. 75% Income Tax & Other Serve small to medium sized businesses and a few stand alone individual tax clients....

$617,500

Hampstead, NC

800 tax clients and 100 monthly bookkeeping /payroll clients....

$775,000

Las Vegas, NV

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations:...

$605,000

Singapore

Business Start Date: 2020 Business Location: Singapore Business Valuation: $4,590,000 USD Employee Number (Inc. Owners): 3 Business Model: Online education and mentorship (courses, subscriptions,...

$4,590,000

Idaho

This CPA firm, founded in the early 2000s, presents an exceptional opportunity for a buyer seeking a profitable, low-overhead virtual practice with nationwide reach. With an early move into...

$330,000

Jackson County, MI

This is a well-established Enrolled Agent practice offering a balanced mix of personal and business tax preparation, accounting, and other client services. The firm has a strong and loyal client base,...

$301,548

British Columbia

PRICE REDUCED TO $345,000 FROM $375,000 Service Breakdown: - T1 Personal Tax Returns: Approx. 1,193 returns annually - T2 Corporate Tax Returns and Other: Approx. 67 returns annually (Note additional...

$345,000

Scotch Plains, NJ

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA &...

Not Disclosed

Connecticut

Overview ABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire but is willing to provide transitional assistance to the...

Not Disclosed

Florida

- purchase price pre-approved by lender -2024 cash flow $665,000 -Strong projections -Owner is willing to stay on -Located in Tampa/Orlando area This well-established firm located in the Tampa/Orlando...

$1,450,000

Garfield County, NE

This is a well-established, high-performing firm with a loyal client base and consistent growth. The practice delivers strong profitability through efficient operations and balanced revenue streams,...

$180,000

East Longmeadow, MA

Retirement minded owner. Firm established in 1993. Total gross income - $320,000 23 Monthly Clients - Avg Fee - 176 - Total - $40480 9 Quarterly Clients - Avg Fee - $818 - Total - $7362 13 Annual...

$375,000

Jackson 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 $360,000! • Year-round service mix includes tax (58%)...

$400,000

Maricopa County, AZ

• The owner is a CPA • Serving clients for 30+ years • Seller prefers a buyer located in the greater Phoenix area • Software in use includes Pro Series, Accounting XPert, QuickBooks • Approximately...

$620,000

Polk County, IA

Geographic Location: Story County Here’s your chance to own a high-quality CPA practice. Buying has never been easier. A flexible seller and a strong community reputation make it possible. We’ll walk...

$1,250,000

Orange County, FL

Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with...

$240,000

Tippecanoe County, IN

This is a well-established and highly reputable CPA practice located in the Lafayette, Indiana area. The firm has built a strong reputation for providing quality accounting, tax, and advisory services...

$458,300

Tippecanoe County, IN

Well-established CPA/tax practice with a loyal and long-term client base located in the Lafayette, Indiana area. The firm generates approximately $136,000 in annual gross revenue, primarily from...

$136,109

Harris County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue are anticipated at $270,000! • The service mix is a balance of both tax and...

$315,000

Oklahoma

• Seller retiring but willing to assist buyer as needed during transition. • Yearly revenues around $174,000. • Key employees in place and ready to work for new owner. • Large office space available...

$210,000

Michigan

Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients,...

$1,950,000

Anchorage County, AK

This established, high-performing agency has been serving the Anchorage community for over three decades and continues to show impressive growth. With 8,336 policies in force, an outstanding 88.99%...

$3,700,000

Roswell, GA

Overview ABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This provides a significant opportunity for a buyer to...

Not Disclosed

Geneva

A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million. There is the...

$272,000,000

Zug

This is a rare opportunity to acquire a fully licensed, vintage Swiss Trust Company with a Para-Banking license. Incorporated in 1967 in Zug, Switzerland, this company offers a turnkey solution for a...

$2,000,000

Geneva

This is a unique opportunity to acquire a Swiss FINMA Regulated Trust Company based in Geneva. The firm is a limited company (“Société anonyme”) registered in Geneva, Switzerland, it is fully...

$750,000

Victoria, BC

Project Dinero is a privately held ATM services provider with a network of 57 active machines across British Columbia. The business generates recurring cash flow from surcharge and network fees and...

Not Disclosed