Other Financial Services Businesses For Sale

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

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

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

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

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

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

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

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

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

AVAILBLE SPRING 2026 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...

Not Disclosed

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

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

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

San Antonio, TX

Great opportunity in the San Antonio area for an existing agent looking to purchase and merge. This ECP agency is already on track for Elite status in 2026 and offers a strong foundation to build...

$99,000

Broward County, FL

This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and...

$120,000

Chicago Heights, IL

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its...

$525,000

Oregon

• The owner is a CPA • This practice was established in 1993 • Software in use includes Thomson Reuters CS Professional Suite, Adobe and TTC, MS Office, and QuickBooks • Approximately $325K in annual...

$600,000

Atlanta, GA

This Atlanta portfolio currently operates 41 ATMs machines around the Atlanta area. The portfolio in 2024 had ATM Gross Profit after merchant splits of nearly $93,500 of Owned and Loaded ATMs....

$295,000

Union County, NC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues estimated around $290,000! • Revenues comprised of individual and business tax (67%), accounting and write-up...

$365,000

Sussex County, DE

This business only requires a part-time commitment (5 to 10 hours per week). Owner is confident that he can teach you over the first six to twelve months; the skills needed to be successful with the...

$325,000

Dallas, TX

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

$7,000

North Richland Hills, TX

This exceptional CPA Practice for sale is centrally located in North Richland Hills, TX and has annual gross revenues of approximately $1,209,000. Desirably situated within the Mid-Cities area of the...

$1,330,000

Albuquerque, NM

This well-established CPA practice for sale in Albuquerque, NM has annual gross revenues of approximately $297,000. The practice has been providing quality accounting and tax services for over 30...

$275,000

Falls Church, VA

This Allstate Agency comes with a stable and loyal customer base in a great area just outside of Arlington, VA! Growth potential and a high retention rate at 85% are driving this agency towards...

$320,000

Santa Fe County, NM

This well-established and reputable practice for sale in Santa Fe, NM has annual gross revenues of approximately $318,000. Revenue is derived primarily from tax services with strong fees, which make...

$295,000

Texas

HS Listing ID-66680 Subscription-based, AI-powered credit repair SaaS platform built for both consumers and credit professionals. Founded in 2022 by software developer and certified ethical hacker,...

$3,000,000

Riverside County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, QuickBooks, CFS • Approximately $100,200 in annual revenue, via bookkeeping (40 clients) •...

$975,000

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

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

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