Financial Services Established Businesses For Sale

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

Suffolk County, NY

HS Listing ID-65485 Long established book, 35 years. – High Retention Rate. – 4341 policies enforce. – Aside from exclusive lines this agency has a large broker business that adds another $100,000 in...

$2,700,000

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

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

Dallas, TX

This well-established CPA firm has built a strong reputation over the past 20+ years, with consistent year-over-year revenue growth. Services include bookkeeping (40%), tax compliance (52%), and...

$2,075,000

Hartford County, CT

Accounting and tax practice for sale in Northern Hartford County, near the communities of Enfield and Suffield, Connecticut and Springfield, Massachusetts Revenue mix: Accounting (approximately 67%),...

$600,000

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

Alameda County, CA

Well established CPA practice, recognized for its exceptional service and strong client relationships. This SBA- approved firm has built a solid relationship over the years, making it an ideal...

$660,000

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

Alberta

-Owner hours only 1,300! -95% paperless -20% revenue increase This nearly 20-year-old bookkeeping firm presents an excellent opportunity for a buyer seeking a turnkey operation with a trusted...

$550,000

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

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

Norfolk County, MA

This respected CPA tax practice has been providing quality accounting and tax services to individuals and local businesses for over 50 years. Tax returns are nicely balanced between individuals (67%)...

$575,000

Oregon

With more than six decades of success, this well-established firm has been delivering comprehensive tax and accounting services to a diverse mix of business and individual clients. As of April 2025,...

$1,250,000

Georgia

-Over 7 dedicated and intelligent staff -Each owner works less than 2,000 hours annually -Located less than an hour to Jacksonville, FL! This well-established 2-partner CPA firm has been a trusted...

$1,250,000

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

Santa Clara, CA

CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the...

$550,000

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

Cash Flow: $165,337

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

Cash Flow: $172,893

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

Modesto, CA

Allstate Agency for Sales and Services. Elite Status - Variable Comp Confirmed. Outstanding staff able to handle Sales and Retention - Excellent Loss Ratio...

$2,399,000

Denver, CO

This privately owned CPA practice is operated by an experienced and highly regarded CPA. The firm has built a strong and loyal client base through years of reliable service and high-quality work....

$325,000

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

Texas

This successful 25-year-old residential appraisal business has a stellar business reputation, and robust referral network that would serve as a great entry point for an experienced TX Certified...

$195,000

Dallas County, TX

An exceptional opportunity to acquire a top-performing insurance agency with a 35-year history and deep ties to the North Dallas community. This agency is a proven performer with $5.8M in premium,...

$1,200,000

Anchorage, AK

This well-established, highly-profitable CPA Tax Practice for sale in Anchorage, AK has annual gross revenues of approximately $310,000. The practice has earned a reputation for providing first-rate...

$350,000

Pennsylvania

• Desire to transition ownership of firm to new organization to facilitate current owner retirement. • Expected revenues for 2025 are $1,920,000! • Primarily a tax practice that provides small...

$2,150,000

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

Westchester County, NY

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents this CPA firm located north of White Plains, NY. The Firm The firm focuses on tax and compliance work but also provides...

Not Disclosed

Cash Flow: $692,000

McHenry County, IL

Opportunity: A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to...

$649,000

Forsyth County, NC

This $5.45M, 24-year old emerging Allstate agency is well-established by a second generation Allstate agent. Nestled in a growth-rich area of North Carolina, with a bundle rate of 89%, this agency is...

$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

New Mexico

NM1003: This tax and bookkeeping firm for sale is located in south central NM but could be converted to a virtual firm if desired by the buyer! It has a lot to offer including a nice mix of services,...

$220,000

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

Mecklenburg County, NC

• Seller retiring but willing to assist buyer with transitioning clients. • Gross revenues for 2025 estimated around $360,000! • Revenues comprised of nearly 100% Tax with a small percentage of...

$425,000

Beaufort County, SC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues expected around $320,000! • Revenues comprised of nearly 100% individual and business tax with some monthly...

$345,000

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