Financial Services Established Businesses For Sale

Somerset County, PA

• Owner looking to retire and move from the area but still available for transitional help as agreed with buyer. • 2024 gross revenues to be consistent around $112,000. • Service mix includes tax...

$135,000

Cowlitz County, WA

• The owner is a CPA • This practice was established in 1959 • Software in use includes Lacerte, QuickBooks, SmartVault • Approximately $93,000 in annual revenue, via bookkeeping (37 clients) •...

$830,000

Miami, FL

Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade County This well-established firm offers comprehensive accounting, tax preparation, and property & casualty insurance...

$9,000,000

Harris County, TX

• CPA owner looking to semi-retire and is available for transition as agreed with buyer. • Primarily tax services to client book. • Year-round revenues in a prime location with great cashflow. • An...

$550,000

Pima County, AZ

• The owner is an EA • This practice was established in 1992 • Software in use includes Lacerte & QuickBooks Plus Pro 2024 • Approximately $83,000 in annual revenue, via bookkeeping (31 clients) •...

$515,000

Toms River, NJ

*** THIS LISTING IS CURRENTLY SALE PENDING. *** The firm was started in 1991 and provides bookkeeping, tax preparation for small businesses and individuals. The owner provides tax planning, business...

Not Disclosed

Cash Flow: $379,976

Worcester County, MA

Step into a proven and profitable business model with this well-established tax preparation service, operating successfully since 2006. As part of a nationally recognized franchise, this business...

$185,000

Spokane County, WA

• The owner is a CPA • This practice was established in 2000 • Software in use includes Ultra Tax, QuickBooks, Windows, Creative Solutions • Approximately $200,000 in annual revenue, via bookkeeping...

$440,000

Oklahoma County, OK

• Seller retiring but willing to assist buyer with client transition. • Estimated future yearly revenues around $300,000!! • Revenues comprised of Tax (77%) and Accounting (23%). • Large office space...

$375,000

Texas

• UPDATED FINANCIALS! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue came in higher than anticipated at $290,000! • The service mix...

$315,000

Santa Clara County, CA

• The owner is a CPA • This practice was established in 2003 • Seller prefers a CPA or EA with 10 years of public accounting/tax experience • Software in use includes CCH Axcess Tax, QuickBooks,...

$1,550,000

Yolo County, CA

Seller prefers a local buyer as clients are not serviced remotely • The owner is a CPA • This practice was established in 2005 • Software in use includes Lacerte, QuickBooks, MS Office, CFS Tax Tools...

$860,000

Deschutes County, OR

• The owners are EAs • This practice was established in 2014 • Software in use includes Lacerte • Approximately 545 individual tax returns with an average fee of $468 per return • Approximately 23...

$380,000

Dare County, NC

OVERVIEW ABA Advisors represents this tax & accounting practice located in the Outer Banks of North Carolina. The seller is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Cash Flow: $223,781

Hampshire County, MA

PRICE REDUCED!!! This successful practice is trending to generate gross revenues of over $580,000 this year and has been servicing accounting and tax clients for over 30 years. Located in an...

$615,000

Naples, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this Accounting & Tax practice located in Naples, FL. The seller is willing to provide transitional assistance to the...

Not Disclosed

Cash Flow: $257,851

Richland County, SC

• UPDATED INFORMATION • Seller retiring but willing to assist buyer with transitioning clients. • 2024 revenue of $135,000! • Revenues comprised of nearly 100% individual and business tax. • Office...

$160,000

Delaware County, PA

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2024 are expected to be $750,000! • The service mix includes tax (59%),...

$885,000

Denver, CO

This established CPA firm in the Denver area boasts a remarkable 50%+ cash flow and a well-balanced workload, with the current owner working just 1,050 hours annually. The firm has fostered long-term,...

$799,000

Saskatchewan

This two-partner tax practice is well known for consistently producing excellent work in a timely manner. The practice has a client-centric strategy that makes each client feel important. The majority...

$899,000

Fresno, CA

CPA firm for sale in Fresno, CA. ref # FRE124. The firm was established by the Seller in 2000 and has operated in its current location for the past ten years. The office is situated in an upscale,...

$425,000

Westchester County, NY

• Seller retiring - available for transition assistance as needed. • Estimated revenues of $1,250,000 for 2024! • Revenues comprised of Tax (53%) Accounting and Write-Up (33%) and Other Services...

$1,385,000

Hollywood, FL

Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy north-south...

$1,100,000

Allegheny County, PA

• UPDATED FINANCIALS with consistent revenues year upon year. • REDUCED ASKING PRICE to promote a quick sell to experienced CPA Firm buyer. • Desire to transition ownership of firm to new organization...

$1,550,000

Mississippi

MS1006: PRICE REDUCED: The seller of this Mississippi Gulf Coast CPA firm is approaching retirement and seeking to sell to a CPA buyer. The price has been reduced as the seller is motivated to sell...

$595,000

Idaho

This well-established and steadily growing CPA practice for sale in Mountain Home, Idaho has been providing high-quality tax and accounting services to businesses and individuals throughout the area...

$375,000

Colorado

- Well established, Single-owner CPA practice serving individuals and businesses with complex tax returns - 92% Tax Preparation (30% Individuals; 67% Business; 3% Trusts); 7% Reviews; 1% Bookkeeping -...

Not Disclosed

Cash Flow: $325,000

This well-known Construction Consulting Services Organization, located in the Northeast, consists of construction, scheduling, engineering, and architectural professionals. The firm provides services...

$4,060,000

Nevada County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in greater Sacramento CA area • Practice supported by trained and dedicated staff willing to stay on with...

$375,000

Akron, OH

Secure entrepreneurial dynamics in your future career. Position yourself in the path of prosperity with market fundamentals aligned for outstanding growth. Systems and programs have been confirmed for...

$189,000

Canton, OH

Pursue freedom and independence in your career track. Become an owner as a franchise member in the world's largest group of its kind. Benefit from the leading brand name in the industry. The owner has...

$179,000

Monroe County, NY

A Well-Established Income Tax Service (for over two decades) for Sale in Monroe County. With annual sales of over $300,000, this turn-key tax service awaits a tax professional to keep operating in top...

$360,000

Burlingame, CA

This is one of the Premier Elite Agencies with Allstate Insurance Company. It has a 49% Loss Ratio and 90% Retention. The Staff is highly trained and Manager has been with the Agency over 15 years....

$1,950,000

Lebanon County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent around $200,000! • The service mix includes tax (82%),...

$240,000

Arkansas

AR1166: The seller of this CPA firm located in the Northwest Metro Area of Little Rock is ready to retire and is seeking a CPA buyer. With a large number of business clients, a loyal clientele, and an...

$735,000

California

Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending services and real estate...

$35,000,000

Hampden County, MA

This new CPA Tax, Accounting, and Payroll Practice for sale in Western Hampden County, MA generates revenues to be sold of approximately $485,900 - Well established practice in nice suburb of...

$550,000

Paramus, NJ

Mix of small to medium sized businesses and individuals....

$350,000

Hampden County, MA

This quality CPA Tax & Accounting Practice for sale in a greater Springfield, MA suburb generates annual gross revenues of approximately $341,000. The long-standing firm has grown organically and...

$330,000

South Carolina

*Purchase price approved by lender* -Cashflow to owner consistently over 40% -Remote capability -All work papers scanned, pdfs -Consistent revenue growth -Recent billing rate increase of 10% This is a...

$700,000

Philadelphia County, PA

This store, part of the most respected franchise in the industry, is growing and on pace to do over $18m in check cashing volume this year. In addition, the business has multiple other revenue...

$240,000

Hudson County, NJ

This store is located in a highly populated New York City suburb with upside growth potential. The outfit offers multiple streams of revenue and has a steady long-term history of profitability. The...

$129,000

Pembroke Pines, FL

Specializing in tax, accounting, payroll, and business consulting, this franchise combines over 49 years of experience with its proprietary digital platform to deliver efficient solutions to...

$130,000

Virginia

• UPDATED INFORMATION! REVENUES HAVE INCREASED! • Seller retiring, but willing to assist buyer as needed. To be discuss in more detail in face-to-face meeting. • 2024 revenues of $560,000! Significant...

$550,000

King County, WA

• The owner is a CPA only interested in selling to an equally licensed buyer • This practice was established in 1988 • Software in use includes ProSystems FX, Workpapers CS, MS Office • Approximately...

$1,100,000

Tulare County, CA

• The owner is a CTEC • This practice was established in 1975 • Software in use includes Lacerte and Dillners • Approximately $133,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$270,000

Chicago, IL

Geographic Location: Chicago Here's your chance to own a high-quality CPA practice. Buying a practice has never been easier. We'll walk you through the process, from pre-qualification to...

$599,000

Florida

High volume Check Cashing Business is offered for sale. On average, this store cashes around 22M per year at a very attractive % rate. Very loyal clientele and low overhead. Prime location, with...

$1,400,000

New Mexico

This exceptional CPA practice is located in Northern New Mexico-Santa Fe Area and has annual gross revenues of approximately $1,925,000. The practice has earned a first-rate reputation for providing...

$1,925,000