Financial Services Established Businesses For Sale

Monmouth County, NJ

Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by insurance companies, they get paid by...

$2,500,000

North Carolina

Highlights: ? 2 partners willing to stay past transition ? Average personal tax return exceeding $1,400 ? Annual fee increases of 5% This long-standing CPA firm, trusted for over 30 years, is renowned...

$3,250,000

White Plains, NY

- The firm does tax returns for about 200 high net worth families in the region with high invoices. We also have one very large family business (not related to seller) that we do monthly accounting...

$1,000,000

Virginia

This accounting and tax practice has been serving business owners and individuals throughout Virginia for nearly 10 years. The firm has multiple revenue streams including primarily tax work,...

$525,000

Michigan

-Cash Flow is close to over 650,000 in 2024 and projected around 800,000. -Owner hours are 400! -Proven Growth: 27% annual average growth and consistent fee increase twice yearly. -Exceptional Team:...

$2,990,000

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

Wake County, NC

• Seller retiring but willing to assist buyer in transitioning clients. • Year-round revenues estimated to be around $700,000 for 2025! • Revenues comprised of individual and business tax (74%) and...

$875,000

Dallas County, TX

This digital subscription business delivers expert analysis and education focused on stocks and options trading. Serving a global community of over 1,800 members, the company generates consistent...

$13,395,000

This virtual tax and bookkeeping company focuses on assisting entrepreneurs based outside the United States who own or manage U.S. entities. Its expertise lies in ensuring these clients meet American...

$3,695,000

Macomb County, MI

Profitable Payday Loan, Check Cashing business for sale. Not franchised. Has one owner. Business was established in 2008. High volume business with payday loans, check cashing services. You can add...

$125,000

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

Lakewood, CO

Firm Established in 1995. Income Tax Individuals - 1168 - Avg fee - $426.00 - Total - $497,568 Businesses - 99 Avg Fee - $613.00 - Total - $60,687 Other - 43 - Avg Fee - $228 - Total - $9,804 About...

$650,000

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

Escondido, CA

Remotely operated Southern California CPA firm for sale. This Firm’s clients are primarily located throughout California, with a few out of state. The firm has been operated for several years by a...

$550,000

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

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$699,999

Ventura County, CA

• The owner is a CPA • This practice was established in 1989 • Software in use includes Lacerte and QuickBooks • Approximately $1,800 in annual revenue, via bookkeeping (2 clients) • Approximately 170...

$160,000

San Mateo County, CA

• The owner is a CPA • Seller prefers a licensed practitioner located in the San Francisco or Peninsula area • This practice was established in 2010 • Software in use includes UltraTax • Approximately...

$425,000

Riverside County, 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

Texas

Key Strengths & Opportunities --High Average Fees – Controller + Bookkeeping average fee is over $60,000 and Bookkeeping is over $18,000 annually --High-Quality Team: Experienced, credentialed staff...

$2,390,000

Michigan

This well-established, fully remote tax practice in Michigan’s Northern Great Lakes region generates approximately $564,000 in annual gross revenue. It caters to a highly loyal and quality client...

$630,000

TRANSWORLD BUSINESS ADVISORS OF SOUTH & WEST TEXAS - LISTING REF # 76931-693543 Discover an exciting opportunity to own a dynamic bookkeeping franchise and white-label partnership business. This...

$120,000

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

Saint Peters, MO

This established Allstate insurance agency presents a compelling acquisition opportunity in the thriving Saint Peters, Missouri market. With $1.2 million in earned premium, the agency demonstrates...

$322,000

Beaverton, OR

This established Allstate insurance agency represents a compelling acquisition opportunity in the Portland metropolitan market, generating $4.2 million in annual earned premium with demonstrated...

$799,000

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

Arenac County, MI

This long-standing property inspection business has been operating successfully, earning trust from major financial firms and service aggregators. The company conducts residential inspections,...

$330,000

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

Hollywood, FL

Independent Insurance Agency – $3M Premium Book – Prime Location Hollywood, FL Price: $650,000 Location: Downtown Hollywood, Florida Gross Revenue: Contact Seller Cash Flow: Contact Seller...

$650,000

Missouri

MO1169: The seller of this growing East Kansas City CPA firm is approaching retirement and ready to sell. They would be willing to continue working a few years after the sale as needed by the buyer....

$325,000

York County, SC

• Seller retiring but willing to assist buyer in transitioning clients. • 2025 practice revenues expected around $500,000! • Revenues comprised of Tax (60%), Monthly Accounting (38%) and Other...

$515,000

Carroll County, NH

• Tax and accounting (Enrolled Agent) practice for sale in the White Mountain Region of New Hampshire (Carroll County) • Revenues are derived from accounting (7%); and tax services for individuals...

$300,000

Virginia Beach, VA

• Seller retiring but would like to continue working for new owner. • Gross revenue of $450,000 with 2025 expected around $465,000! • Revenues comprised of Tax (68%), Accounting/Bookkeeping (29%) and...

$550,000

Maricopa County, AZ

Proven healthcare service business with strong recurring revenue now available in the Southwest! This home-based company has operated since 2017 with zero marketing spend—built entirely on referrals...

$250,000

Foster City, CA

CPA firm for sale in Foster City, CA. This home-based Firm has been operating in the area since 2001, and the Seller is looking to reduce their workload in anticipation of retirement. This sale...

$185,000

Michigan

The Company is a specialized consulting and administration firm that offers a comprehensive suite of products and services focused on helping employers and financial advisors effectively manage 401(k)...

$3,500,000