Other Financial Services Businesses For Sale

Emporia, KS

• Owner looking to retire and will provide additional transitional help after closing. • 2025 gross revenues already exceeded 2024 and anticipated to be $350,000! • Primarily a tax service practice...

$350,000

Michigan

This well-established and highly profitable CPA practice is now available for acquisition. With an impressive 60%+ SDE, this firm offers a strong return on investment and a stable client base. The...

$563,763

Grants Pass, OR

This established agency has P&C binding across California and Oregon and features a strong book of business generating $4.5M in premium and $419K in revenue. The agency manages 2,515 policies with an...

$799,000

Tampa, FL

WebsiteClosers® presents a cutting-edge B2B Lead Generation Company that has become a formidable player in both the Financial Services and Marketing sectors. With a specialization in cold email...

$1,250,000

Indiana

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The firm was started in 1999 as a partnership but is owned by...

Not Disclosed

Cash Flow: $530,392

Massachusetts

Overview ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season . The Firm This...

Not Disclosed

Cash Flow: $295,641

Step into a ready-to-run online business offering a curated range of practical financial tools — including anti-theft wallets, premium cash boxes, advanced budgeting journals, and books packed with...

$725,000

Eaton County, MI

This well-established CPA practice offers a diverse mix of client services and is positioned for continued success. With a proven track record of profitability and strong average fees per client, this...

$346,500

Marion County, IN

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition. . The...

Not Disclosed

Cash Flow: $390,009

Sandy Spgs, GA

HomeVestors of America/We Buy Ugly Houses HomeVestors is an opportunity to buy houses at deep discounts from motivated sellers. These sellers call our Franchisees every day from our national "We Buy...

$45,000

Benton County, OR

• The owners are CPAs • This practice was established in early 1990's • Software in use includes UltraTax • Approximately $165,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$3,875,000

Queens County, NY

This well-established 12-year book presents a fantastic opportunity for growth and expansion. With $5,185,025 in premium, $462,425 in revenue, and 1,394 policies in force, the portfolio demonstrates...

$1,100,000

Grand Rapids, MI

A rare opportunity to acquire a well-established CPA firm with a diverse mix of client services, strong profitability, and a highly capable team. This practice is turnkey and positioned for a smooth...

Not Disclosed

Cash Flow: $395,432

Cleveland, OH

PRICE & TERMS REDUCED - Priced to Sell Quickly!!! A rare opportunity to acquire a well-established CPA firm with everything in place for a smooth handoff to new ownership. Backed by an experienced...

$549,500

Multnomah County, OR

• The owner is a CPA • This practice was established in 1979 • Software in use includes UltraTax, Checkpoint Research, Mango Practice Management, MS Office • Approximately $105,000 in annual revenue,...

$800,000

Johnson County, IA

This business is well-suited for a buyer seeking a streamlined, profitable operation with niche expertise and significant potential for growth. Key Highlights: - Generates about 80% of gross revenue...

$270,000

Waynesboro County, VA

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly gross revenues around $230,000. • Revenues comprised of individual and business tax (62%),...

$290,000

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

Orlando, FL

Overview ABA Advisors is pleased to represent a well-established CPA firm located in the Orlando, Florida area. This practice presents an outstanding opportunity for a qualified buyer to acquire a...

Not Disclosed

Cash Flow: $172,686

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

Kentucky

• Well established, single owner CPA practice • 63% tax preparation, 24% accounting & payroll, 13% other • Strong staff in place, including a CPA and an EA • Seller discretionary earnings over 55% of...

$2,450,000

Quebec

- Clientèle corporative semi-virtuelle - Exigence : Acheteur détenteur du titre CPA-auditeur et habilité à signer des rapports de mission d’examen. - Situé dans Lanaudière Sud, à environ 15 minutes de...

$256,000

Autauga County, AL

Nothing to hide in this gem of a Pro level Allstate Agency touting $4.2M in earned premium and great retention at 85%. Located in central Alabama with great growth potential and retention. A...

$975,000

Buenos Aires

Information Technology Services, with a focus on value-added services (software development, IT support, managed services). The Company is a well-established global IT services provider with a...

$8,250,000

Oklahoma

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly revenues being sold around $355,000. • Revenues comprised of Individual and business tax (87%) accounting and...

$390,000

Lake County, IL

This is a rare opportunity to acquire a well-established, highly profitable accounting firm located in a desirable and growing suburb of Chicago. The practice enjoys a loyal client base and consistent...

$2,159,801

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2025 are expected to settle at $467,000! • The service mix includes tax (66%) and...

$515,000

San Antonio, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive San Antonio, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation...

$15,000

Jackson County, OR

Motivated Seller - Price and Guarantees Available • The owner is an EA • This practice was established in 1970 • Software in use: QuickBooks (desktop & online), Intuit ProSeries, Quicken, Tax Dome,...

$300,000

Bristol County, MA

We are pleased to present an exceptional CPA Firm for sale located in South Coast, MA with annual gross revenues of approximately $515,000. This successful and reputable practice offers an opportunity...

$640,000

West Virginia

This well-respected CPA firm for sale is located in the Northwestern Region of the Ohio Valley Area in West Virginia (bordering Ohio) and has annual gross revenue of approximately $471,000. The...

$550,000

Hartford County, CT

• Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for individuals (90%) and...

$85,000

Spokane County, WA

• The owner is a CPA • This practice was established in 1990 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately $637,000 in annual revenue, via bookkeeping (70 clients) •...

$2,300,000

Montgomery County, OH

• Well established, multi-partner CPA practice • Only 25% of revenue from individual tax prep • 30% business tax prep, 41% attest services, 4% other • Strong staff in place, including 2 staff...

$895,000

Ohio

• Well established, single owner tax & accounting practice • 67% tax prep, 18% accounting, 15% payroll • High volume with opportunities for price increases • Strong seasonal staff • Tax software used...

$330,000

Marin County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

Nassau County, NY

Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...

$2,500,000

DuPage County, IL

Well-established and extremely lucrative CPA firm with a long track record of success and client loyalty. This practice boasts a strong and diverse client base across multiple industries, offering...

Not Disclosed

Cash Flow: $393,436

Cuyahoga County, OH

• Well established, single owner CPA practice • 73% tax prep, 27% accounting • Experienced staff, including an EA Tax Manager • Tax software used is ProSeries • Office space available for lease •...

$450,000

Gillette, WY

This well-established and steadily growing CPA practice for sale in Gillette, WY, generates annual gross revenues of approximately $450,000. The practice caters to a loyal, high-quality client base,...

$330,000

Boca Raton, FL

Located on the southeastern coast of Florida, this Allstate agency is positioned at a prime intersection with strong visibility and growth potential. With over $3.4M in premium and more than 1,100...

$499,000

Marianna, FL

Established and high-performing Allstate agency in North Western Florida, generating over $11.7M in premium. Has P&C binding in GA, AL, and Florida! The book includes strong Allstate, Ivantage, and...

$2,400,000

Littleton, CO

Tax practice only. Room for additional growth with slow prices increases. Easy expansion by adding bookkeeping, accounting and other services. No website. Owner has been turning down most referrals....

$220,000

Marinette County, WI

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and...

Not Disclosed

Cash Flow: $170,109

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

Lane County, OR

• The owner is a CPA • This practice was established in 1987 • Software in use includes Ultra Tax, Pro-Series Intuit, QuickBooks • Approximately 290 individual tax returns with an average fee of $835...

$700,000

Texas

Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...

$4,750,000

Florida

TTM May 2025 Revenue: $1,520,000 TTM May 2025 Adjusted EBITDA: $488,000 YTD May 2025 Revenue: $422,000 YTD May 2025 Adjusted EBITDA: $113,000 2024 Revenue: $1,511,000 2024 Adjusted EBITDA: $440,000...

$1,159,400