Other Financial Services Businesses For Sale

Tennessee

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee • Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%)...

$445,000

Cochise County, AZ

• The owner is a CPA • This practice was established in 1990 • Software in use includes QuickBooks, Drake Tax • Approximately $48,000 in annual revenue, via bookkeeping (3 clients) • Approximately 290...

$185,000

E Baton Rouge County, LA

• The owner is a CPA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks • Approximately $127,400 in annual revenue, via bookkeeping (35 clients) • Approximately...

$600,000

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes Prosystems fx, QuickBooks, Office Tools, Doc.It, Word, Excel, Outlook • Approximately $52,400 in annual revenue,...

$1,385,000

Bristol County, MA

This new Tax Practice for sale in Southern Mass generates annual gross revenue of approximately $180,000. This well-established practice has been delivering high quality tax services to a loyal client...

$195,000

DuPage County, IL

Established practice offering an outstanding growth opportunity with exceptional profitability—seller's discretionary earnings exceed 60%! The owner is flexible and ready to support a smooth...

Not Disclosed

Cash Flow: $300,790

Union County, NC

This highly productive Allstate agency boasts: $9.0mm earned premium 83% retention; 5+ years: 85% 55% overall bundling Low loss ratios across all major product lines Appointments in NC & SC Five...

Not Disclosed

Cash Flow: $650,000

Mcpherson County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2024 gross revenues to be around $200,000! • Service mix includes tax (79%) and accounting/payroll (21%). •...

$235,000

Quebec

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant...

$699,000

Ghana

Company Overview: The target company is a leading agritech firm, founded in 2016, focused on providing market access and financial services to smallholder farmers in a West African country. Through...

$12,760,000

New York

This is a unique factoring franchise service where cash is truly king. It is a profitable territory, which can easily be expanded. This firm provides real estate professionals with immediate cash flow...

$350,000

Lee County, IA

This well-established, yet growing Tax & Accounting Practice for sale is located in Lee Country, Iowa and has annual gross revenue of approximately $416,000. The practice caters to a desirable client...

$415,000

New Mexico

Great opportunity in this $3.2M, Pro-level, Allstate agency in southern New Mexico! Great retention at 87% and a well-serviced customer base with 1818 policies in force. This agency has binding...

$650,000

Fairfield County, CT

• Quality accounting and tax (CPA) practice for sale in the Danbury area of Fairfield County, Connecticut • Revenue mix: Accounting (approximately 19%) and tax services for individuals (57%) and...

$325,000

Wyoming

This well-established, reputable CPA practice for sale in Northeast Wyoming, with annual gross revenues of approximately $510,000, has been providing high-quality, professional tax and accounting...

$474,000

Bernalillo County, NM

This established, yet rapidly growing CPA firm for sale is located in Albuquerque, NM and has been a cornerstone of the local business community for decades. The firm has annual gross revenues of...

$2,340,000

Lancaster County, NE

This well-established, yet growing CPA practice for sale is located in Lincoln, NE and has annual gross revenues of approximately $190,000. The practice has been delivering high quality tax and...

$170,000

Madison, WI

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview - ABA Advisors represents this CPA firm located in the Madison, WI / Dane County area. The owner is a CPA and wishes to retire but is willing...

Not Disclosed

Cash Flow: $339,179

Texas

• UPDATED FINANCIALS! • Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $194,000! • Service mix comprised of tax (72%) and...

$200,000

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

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

Portland, OR

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW - ABA Advisors represents this CPA practice located in Portland, OR. The owner operates the firm from a home office and has no employees. The...

Not Disclosed

Cash Flow: $141,142

Pinellas County, FL

DISCLAIMER: DO NOT CONTACT SELLER DIRECTLY Strictly confidential. Unauthorized contact with the seller, their associates, or directly visiting the property to inquire about the sale is strictly...

$3,500,000

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

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

Hampshire County, MA

This successful practice is trending to have gross revenues of over $580,000 this year and has been servicing accounting and tax clients for over 30 years. Located in an economically thriving area of...

$615,000

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

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

Coeur D'alene, ID

This reputable CPA Tax & Accounting Practice for sale in Coeur d'Alene, ID has annual gross revenues of approximately $349,000. This well-established, reputable practice provides quality tax and...

$380,000

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

Schaumburg, IL

This well-established CPA practice for sale is located in Schaumburg, IL and has annual gross revenues of approximately $380,000. The practice consists of a stable and high-quality client base,...

$456,000

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

Peoria, IL

Well established CPA practice with a great mix of client services for a consistent, yearlong revenue stream. Fabulous growth opportunity for a motivated buyer. Office space is available or the...

$200,118

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

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