Other Financial Services Businesses For Sale

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

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

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

Illinois

The Company is a boutique commodity introducing brokerage firm that specializes in risk management for mid-market cattle feeders and grain farmers. Key Aspects · The Company has developed proprietary...

Not Disclosed

EBITDA: $1,407,000

Norfolk, NE

This well-established Accounting Firm Business for sale in NE has been in business for 7 years. This must be purchased by a CPA or firm as a secondary location. This firm provides comprehensive...

$717,000

San Antonio, TX

Located in San Antonio, TX, this well-established insurance agency boasts a strong book of business with over $5.8 million in premium across 2,106 policies. The agency generates $643,898 in annual...

$1,225,000

Chicago, IL

This well-established CPA firm offers a balanced mix of client services, generating consistent revenue and long-term client relationships. The practice provides an excellent opportunity for a buyer...

$277,140

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

San Antonio, TX

Located in San Antonio, TX, this well-established insurance agency boasts a strong book of business with over $5.2 million in premium across 1,859 policies. The agency generates $567,898 in annual...

$1,100,000

Lake County, IL

This well-established, independently owned tax practice offers a strong local reputation, loyal client base, and efficient, modern operations. With nearly all clients using virtual or drop-off...

$180,000

York County, SC

• Owner retiring but willing to assist buyer to ensure smooth transition. • 2025 revenue estimated to increase to $245,000! • Revenues comprised of individual and business tax (80%),...

$290,000

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

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

Delaware County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be around $224,000! • Service mix includes tax (88%) accounting (11%)...

$275,000

Switzerland

Established Historical FINMA Swiss Asset Management available for an acquisition. The firm offers a range of investment services, including portfolio management, wealth management, and advisory...

$12,242,000

Cyprus

Exceptional opportunity to acquire a well-established Historical Asset Management Business regulated under the Cyprus Securities and Exchange Commission (CySEC). Key Highlights Regulatory Compliance:...

$11,540,000

Virginia Beach County, VA

• Seller retiring but willing to assist buyer as agreed with transitioning clients. • Yearly practice revenues around $160,000. • Majority of revenue comes from Individual and Business Tax (96%) with...

$165,000

Oakland County, MI

This established CPA practice offers a strong mix of tax, accounting, and advisory services, making it an ideal acquisition for a growth-minded accountant or firm. The client base is loyal and...

$171,950

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

Indianapolis, IN

This long-standing accounting practice delivers consistently high average fees and benefits from a loyal, multi-generational client base—providing a stable and scalable platform for continued growth....

$319,988

Boulder County, CO

- Single-owner CPA practice - 100% Tax Preparation (66% Individual; 32% Business; 2% Other) - Cashflow to owner before potentially duplicate expenses is 47% of revenue - Practice utilizes QuickBooks,...

Not Disclosed

Cash Flow: $98,000

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

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

Sedgwick County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues consistent year to year around $150,000! • Service mix includes tax (46%),...

$175,000

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 $35,800 in annual revenue, via bookkeeping (10 clients) • Approximately 575 individual tax...

$700,000

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 Elite 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...

$1,200,000

Fort Bend County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $170,000! • Service mix comprised of tax (80%) and accounting (20%). •...

$200,000

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

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 full-service accounting. The firm has a limited...

Not Disclosed

Cash Flow: $692,000

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

California

The business consists of a high-performing portfolio of 10+ locations (year-round storefronts and seasonal high traffic retail kiosks). With a solid operational structure and minimal owner...

$1,000,000

Ontario

- A block of clients to augment your current core of business and increase your profitability, no staff to assume - Firm has been in business over 30 years - Well established firm, long time client...

$65,000

Multnomah County, OR

• The owner is a CPA • This practice was established in the 1970s, current owner since 2009. • Less than 15% of clients meet with the seller and staff • Software in use includes Thomson Reuters Suite...

$1,800,000

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

Omaha, NE

This Nebraska / Iowa portfolio of 140 ATM machines is based in a large population center and the surrounding area. This portfolio has Gross Profit Income of nearly $65,000/month. All equipment is...

$1,980,000

Manchester, NH

CPA practice for sale in a Manchester, New Hampshire suburb, in the Nashua to Concord corridor The practice derives its revenue from tax services for individuals (approximately 37%) and business /...

$575,000

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

Dallas, TX

This great Dallas based portfolio currently operates 27 ATMs machines around Dallas, TX for $275,000.00! The portfolio in 2025 has averaged over $7,500/mo in Mixed Profit (over $8000 in March). In...

$275,000

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

Polk County, IA

This is an excellent opportunity for an experienced buyer to acquire a profitable, well-established practice with a loyal client base, strong support in place and long-term success. - Generates 50% of...

$1,400,000

Listing Price: Market Value Location: Fully Remote A seasoned advisory group delivers strategic guidance and hands-on consulting to organizations across the health and social-services landscape....

Not Disclosed

Cash Flow: $3,213,045