Financial Services Established Businesses For Sale

Monterey County, CA

• The owner is a CPA • This firm was established in 1970 • Seller prefers a buyer located in Monterey County • Software in use includes ProSystem FX • Approximately 213 individual tax returns with an...

$950,000

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

Dakota County, MN

Listing MN1116 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. Established in 2014 2ith a loyal and well-established...

$3,500,000

Kentucky

• Well established, single owner CPA practice • 63% tax preparation, 24% accounting & payroll, 13% other • Strong staff in place, including a CPA and an EA • Seller discretionary earnings over 55% of...

$2,450,000

Plymouth County, MA

This well-established CPA practice is located in an affluent and highly desirable suburb of Boston, MA and has annual gross revenue of approximately $1,165,000. The practice boasts a loyal,...

$900,000

Quebec

- Clientèle corporative semi-virtuelle - Exigence : Acheteur détenteur du titre CPA-auditeur et habilité à signer des rapports de mission d’examen. - Situé dans Lanaudière Sud, à environ 15 minutes de...

$256,000

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

Autauga County, AL

Nothing to hide in this gem of a Pro level Allstate Agency touting $4.2M in earned premium and great retention at 85%. Located in central Alabama with great growth potential and retention. A...

$975,000

Los Angeles County, CA

Boutique HOA Management Company- Serving 18 large communities across Orange County and the San Gabriel Valley, this established firm provides full-service HOA management with an impressive 100% client...

$280,000

Buenos Aires

Information Technology Services, with a focus on value-added services (software development, IT support, managed services). The Company is a well-established global IT services provider with a...

$8,250,000

Oklahoma

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly revenues being sold around $355,000. • Revenues comprised of Individual and business tax (87%) accounting and...

$390,000

New Mexico

NM1004: The seller of this virtual CPA firm in Albuquerque is ready to retire. The ideal buyer is an experienced CPA who also has knowledge of the NM Gross Receipts System or a willingness to learn....

$875,000

New York

NY1003: The seller of this CPA firm in Syracuse is approaching retirement and is seeking a buyer with public accounting and tax preparation experience. The firm boasts a loyal client base and a nice...

$340,000

Overland Park, KS

KS1114: The seller of this Overland Park CPA firm is approaching retirement and is ready to sell. The firm is well established and well known in the area. High retention rate, strong referral sources...

$290,000

King County, WA

This tax firm offers a full suite of services year-round. These include individual and business tax preparation, bookkeeping, payroll support, and small business advisory. Specialized offerings also...

$525,000

Murray County, GA

Started as a check cashing business in 1999. Starting Tax Preparation in 2008. Same location since business started. Road frontage on very busy road in the city with easy access to other cities. Could...

$25,000

Simi Valley, CA

EA firm for sale in Simi Valley, CA. This Firm has been operating for almost 40 years and in the same location for the past 8 years. This is a partial sale with the Sellers transitioning approximately...

$625,000

Taunton, MA

Price reduced!!! This long-standing firm has a strong fee structure in place leading to cashflow to the owner of over 50% of gross income. Revenue streams are desirably diverse, and include individual...

$595,000

Lake County, IL

This is a rare opportunity to acquire a well-established, highly profitable accounting firm located in a desirable and growing suburb of Chicago. The practice enjoys a loyal client base and consistent...

$2,159,801

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2025 are expected to settle at $467,000! • The service mix includes tax (66%) and...

$515,000

San Antonio, TX

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

$15,000

Worcester County, MA

Established check cashing business located on main street. Affordable rent, superior franchise support. Business offers all financial services including check cashing, bill payments, wire transfers,...

$50,000

Jackson County, OR

Motivated Seller - Price and Guarantees Available • The owner is an EA • This practice was established in 1970 • Software in use: QuickBooks (desktop & online), Intuit ProSeries, Quicken, Tax Dome,...

$300,000

Florida

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer. -All Value Billing, with billing taken upfront. No AR! -This firm is known for its fantastic...

$1,700,000

Maryland

-This firm offers a healthy mix of services with phenomenal average fees of $3,722 for personal tax returns and $7,500 for business returns. -This firm is well-staffed with over 7+ employees and 3...

$1,300,000

Queens, NY

Turnkey Opportunity: Acquire a Top-Performing Elite Allstate Agency Established in 1997, this elite-status Allstate insurance agency represents an exceptional acquisition opportunity in Queens, NY....

$4,999,998

New Mexico

We are pleased to present an exceptional CPA Firm for sale located in Southeastern New Mexico with annual gross revenues of approximately $882,000. This highly profitable practice presents the perfect...

$970,000

Arlington, TX

Retirement minded CPA. Will only sell to an accountant/tax professional. Firm Established in 1999. Owner does all work. One employee is Admin Staff/Assistant who has been with the firm for 13 years....

$312,500

Bristol County, MA

We are pleased to present an exceptional CPA Firm for sale located in South Coast, MA with annual gross revenues of approximately $515,000. This successful and reputable practice offers an opportunity...

$640,000

California

-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a...

$800,000

Texas

Founded in 2021, this Texas-based abstract and title company has demonstrated consistent year-over-year growth in both revenue and EBITDA. Built on a reputation for reliability and client-focused...

$550,000

Minnesota

The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services to a loyal, longstanding client base. For the trailing twelve months ending May 2025, the...

$900,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 2015 • The practice has a strong concentration of restaurant clients, presenting a niche opportunity for a buyer experienced in the food service...

$425,000

San Luis Obispo County, CA

• This bookkeeping practice was established in 2015 • Software in use includes QuickBooks Desktop and Online • Approximately $1,525,000 in annual revenue, via Bookkeeping (263 clients) • Approximately...

$1,675,000

Westchester County, NY

• Buyer will need to be local to Westchester County and have established office (no virtual). Also, the buyer should be familiar with Yardi software. • Seller retiring but willing to assist buyer with...

$1,100,000

Georgia

-Annual Gross Projections for 2025 are $800,000 -Cash flow to owner September year-to-date is $319,000 -Well established in the community for over 30 years -Strong staff and loyal clients -Owner...

$800,000

Bristol County, MA

Step into a thriving, professionally operated tax preparation business with three well-established locations. This is a rare opportunity to acquire a turnkey operation backed by a nationally...

$600,000

West Virginia

This well-respected CPA firm for sale is located in the Northwestern Region of the Ohio Valley Area in West Virginia (bordering Ohio) and has annual gross revenue of approximately $471,000. The...

$550,000

Hartford County, CT

• Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for individuals (90%) and...

$85,000

Florida

This is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 2,000 clients across 46 states. This firm specializes in monthly retainer-based tax advisory and...

$7,000,000

New Jersey

I am an insurance Agent and I have a book with a Carrier that reduced their commissions for our agency. Another Agency could easily take over the book and continue with the standard commissions....

$100,000

Georgia

-Cash flow is approximately 40% -Great location within the 285 in Atlanta -Trusted reputation within the community for over 50 years This well-established CPA firm has been a trusted presence in its...

$500,000

Spokane County, WA

• The owner is a CPA • This practice was established in 1990 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately $637,000 in annual revenue, via bookkeeping (70 clients) •...

$2,300,000

Texas

-Cash flow was $656,000 in 2024 -Experienced leadership team and highly skilled staff -20% additional capacity available (CAS and Tax) with the current team for easy growth -Premium pricing...

$2,500,000

Texas

Overview ABA Advisors represents this CPA firm located in the San Antonio, TX area. The owner is willing to work part-time for the buyer for at least a year following closing to help ensure a smooth...

Not Disclosed

Cash Flow: $336,409

Montgomery County, OH

• Well established, multi-partner CPA practice • Only 25% of revenue from individual tax prep • 30% business tax prep, 41% attest services, 4% other • Strong staff in place, including 2 staff...

$895,000

Ohio

• Well established, single owner tax & accounting practice • 67% tax prep, 18% accounting, 15% payroll • High volume with opportunities for price increases • Strong seasonal staff • Tax software used...

$330,000

Oakland County, MI

This is a well-established accounting firm offering a turnkey opportunity for a buyer seeking a solid foundation and immediate revenue. The practice features a team of experienced and capable staff...

$437,109

Arkansas

AR1173: This CPA firm is a second location for a well-established CPA firm. The owners are seeking a CPA or EA buyer for this business as they are approaching retirement. With a large number of...

$460,000