Financial Services Established Businesses For Sale

King County, WA

• The owner is a CPA • This practice was established in 2013 • Software in use includes QuickBooks, ATX • Approximately $280,000 in annual revenue, via bookkeeping (50 clients) • Approximately 140...

$650,000

Fairfax County, VA

• Seller retiring but willing to assist buyer through initial tax season. • 2025 revenues estimated around $94,000! • Revenues comprised of accounting and write-up (54%), individual and business tax...

$110,000

Broward County, FL

This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and...

$120,000

Chicago Heights, IL

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its...

$525,000

Oregon

• The owner is a CPA • This practice was established in 1993 • Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks • Approximately $325K in annual...

$600,000

Atlanta, GA

This Atlanta portfolio currently operates 41 ATMs machines around the Atlanta area. The portfolio in 2024 had ATM Gross Profit after merchant splits of nearly $93,500 of Owned and Loaded ATMs....

$295,000

St Lucie County, FL

For $199,000, acquire a single, high-visibility retail franchise location in a proven tax and financial services model. This turnkey opportunity includes seasonal tax preparation along with year-round...

$199,000

St Lucie County, FL

This is a rare and strategically positioned opportunity to acquire a multi-unit, multi-revenue stream franchise operation within the highly stable and recession-resistant tax and financial services...

$978,380

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

Putnam County, NY

Step into a thriving 15-year established public adjusting practice that delivers immediate income potential while positioning you as the advocate homeowners and businesses desperately need when facing...

$675,000

Sussex County, DE

This business only requires a part-time commitment (5 to 10 hours per week). Owner is confident that he can teach you over the first six to twelve months; the skills needed to be successful with the...

$325,000

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

El Paso, TX

TX1058: The seller of this El Paso CPA firm is approaching retirement and seeking a CPA buyer for the firm. Boasting a loyal clientele, a large number of business clients, an experienced staff, and a...

$1,045,000

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

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

Falls Church, VA

This Allstate Agency comes with a stable and loyal customer base in a great area just outside of Arlington, VA! Growth potential and a high retention rate at 85% are driving this agency towards...

$320,000

Santa Fe County, NM

This well-established and reputable practice for sale in Santa Fe, NM has annual gross revenues of approximately $318,000. Revenue is derived primarily from tax services with strong fees, which make...

$295,000

Texas

The Company is an Insurance Broker which sells a vast array of insurance policies and manages policy renewals on behalf of Insurance Carriers. The Company handles all lines of retail insurance sales,...

Not Disclosed

Sibley County, MN

Are you ready to seize a golden opportunity in the thriving world of tax services? This well-established tax preparation and planning company offers a loyal client portfolio. With streamlined...

$70,000

Coral Gables, FL

Rare once in a lifetime Opportunity to own an Insurance Wholesale Brokerage Agency in beautiful sunny South Florida. Perfect Business for someone in the Insurance Industry, or looking to get into the...

$300,000

Minnesota

Long-established, 20+ year franchise tax practice located in the south metro. Business provides personal income and small business tax preparation services. Existing repeat customers with high...

$300,000

Trumbull County, OH

**REDUCED PRICE** 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...

$475,000

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

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

Indiana

This is a rare opportunity to acquire a well-established CPA firm with a loyal client base and solid average fees. The practice is supported by a seasoned, dependable staff, allowing for a smooth...

Not Disclosed

Indiana

Take advantage of this rare opportunity to acquire a respected and established accounting firm with strong community ties and built-in growth potential. The practice includes a knowledgeable and...

Not Disclosed

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

North Carolina

-Owner hours less than 1,800 -Cash flow averaging $500,000 -Deep institutional knowledge is held by a thoughtfully selected and tenured team. Many staff members have been with the firm for over 20...

$1,599,000

San Joaquin County, CA

• This practice was established in 1975 • Seller prefers a local buyer fluent in Spanish or with staff who speak Spanish • Software in use includes UltraTax, Datatech & Crosslink • Approximately...

$410,000

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

Cambria County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues are estimated to be around $200,000! • Service mix includes bookkeeping (49%),...

$200,000

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

Everett, WA

Outstanding opportunity in this $3.6M Farmers Agency nestled near the coast and just north of Seattle, WA. While the physical location of this Farmers Agency is in Washington, the agency is licensed...

$399,000

Richardson, TX

Diamond and Gold Store Monthly Gross Sales: $93,000 Monthly Net Profit: $20,000 ........................................................... $2,850 Rent + Utilities + Water + Internet...

$150,000

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

Jersey City, NJ

This New Jersey portfolio of approximately 77 ATM machines is based in and around New Jersey and New York and the surrounding area. This portfolio is showing steady Net Profit income over the past 12...

$825,000

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

Listing Price: Market Value Location: Fully Remote A seasoned advisory group delivers strategic guidance and hands-on consulting to organizations across the health and social-services landscape....

Not Disclosed

Northampton County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent with 2024 at $225,000! • Primarily tax practice with...

$270,000

Columbia, SC

This incredible ATM portfolio of 166 ATM machines in South Carolina is built with ease of management in mind. The portfolio is showing Income of about $7,300/mo in early 2025. The 166 ATMs are...

$375,000

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

Columbia, SC

This incredible ATM portfolio of 106 ATM machines in South Carolina for $950,000 was built intelligently by the current owner operator for ease of management and great returns. The portfolio is...

$950,000

Marietta, OH

A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation,...

Not Disclosed