Other Financial Services Established Businesses For Sale

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...

$625,000

Massachusetts

Price: $15,000,000 (Excludes Inventory & Finance Capital) Gross Revenue: $88,000,000 Cash Flow: $3,000,000 Monthly Payroll: $447,000 Inventory: $29,000,000 (Not Included) Years in Business: 20...

$15,000,000

Wayne County, MI

2025 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Not Disclosed

Cash Flow: $294,317

Huntington, NY

Golden opportunity to own this Compliance Software, an exceptional compliance technology platform that has been trusted by some of the world’s largest financial institutions for over 14 years. This...

Not Disclosed

Cash Flow: $1,195,433

Fort Lauderdale, FL

This established Allstate agency, operating as a HUB, is positioned in an excellent coastal location in Southeast Florida. The office is supported by a strong team, including two part-time employees...

$990,000

Utah

(Not a medical billing) This established Utah-based company offers a unique opportunity to acquire a business specializing in early out-patient management billing and proactive revenue optimization,...

$425,000

Quebec

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une...

$399,000

Tampa, FL

Specialized tax preparation firm with a seasonal model, recurring clients, and a strong track record — consistently processing 500+ returns per year for the past 8 years. Located on a high-traffic...

$145,000

Texas

OVERVIEW ABA Advisors represents this CPA practice located in NE Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE This...

Not Disclosed

Cash Flow: $226,100

Wisconsin

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Tax & Accounting practice located on the SW side of Milwaukee. The seller is...

Not Disclosed

Cash Flow: $140,350

Minnesota

Well-established and profitable CPA practice located less than 1 hour from the twin cities. The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services,...

$1,300,000

Quebec

Established CPA practice with steady growth since 2019. The firm serves a diverse client base across industries including IT, medical, legal, professional services, real estate, retail, and...

$305,000

Boca Raton, FL

Precious Metals Broker Dealer offers a comprehensive precious metals broker dealer franchise opportunity in Palm Beach County, Florida. This established financial services franchise provides a proven...

Not Disclosed

Cash Flow: $250,000

Peoria, IL

Looking to expand your practice or step into ownership with confidence? This well-established CPA firm offers a rare opportunity to acquire a business with a strong foundation and loyal client base....

$436,122

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

Ontario

- A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Toronto, Canada, with consistently strong cash flow to owners. - Founded in 2015, the firm has demonstrated...

$5,750,000

Dutchess County, NY

• Owner retiring but willing to assist buyer with transition • Revenues for 2025 estimated to be around $575,000! • Revenues comprised of accounting/write-up work (67%), individual and business tax...

$700,000

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

British Columbia

Opportunity to acquire a profitable semi-virtual accounting and tax practice with a diversified client base. The firm generates strong recurring revenues from bookkeeping, accounting, and payroll,...

$725,000

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

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

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...

$68,000

California

This absentee-run healthcare overpayment recovery company has been specializing in recovering payer account balances for major health insurers since 1996. It’s earned a strong reputation as a trusted...

$10,500,000

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

Dothan, AL

• Multi-office tax and accounting practice for sale in the Dothan, Alabama area • Revenues are comprised of accounting (approximately 10%), payroll (3%), and tax services for individuals (79%) and...

$240,000

Sarasota County, FL

This established 25-year agency, located in a prime area of Southwest Florida, has been serving clients from the same location since 1996. The agency manages $6,180,888 in premium with $562,000 in...

$999,999

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

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 staff and a history of consistent performance, this...

$576,975

Ellis County, TX

This established firm has built a loyal, nationwide client base with a strong niche in the real estate industry and, particularly, in multifamily properties and syndications. This opportunity would be...

$1,200,000

Ontario

- Well-established accounting, bookkeeping, and tax practice with diverse, recurring revenue streams: - Compilations, bookkeeping, and accounting – 17% of revenue from reliable annual services - T1...

$325,000

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

Round Rock, TX

At only five months old, this portfolio is about to enter its first renewal cycle, offering immediate retention commissions and strong cross-sell potential. The book features a healthy mix of home,...

$40,000

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

New York County, NY

LISTING ID # 36928 The seller is offering several high-volume ATM routes in parts of New York County and Kings County, all equipped with state-of-the-art Hyosung machines featuring wireless satellite...

$200,000

Frisco, TX

Centrally located in the highly desirable and affluent Frisco area, this first-rate virtual CPA practice has annual gross revenue of approximately $950,000 and growing. It has built a strong...

$1,200,000

Monterey County, CA

• The owner is a CPA • This firm was established in 1970 • Seller prefers a buyer located in Monterey County • Software in use includes ProSystem FX • Approximately 213 individual tax returns with an...

$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

Plymouth County, MA

This well-established CPA practice is located in an affluent and highly desirable suburb of Boston, MA and has annual gross revenue of approximately $1,165,000. The practice boasts a loyal,...

$900,000

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