Financial Services Businesses For Sale

Missouri

MO1164: The seller of this S St Louis Suburb CPA Firm is approaching retirement. They are motivated to sell and would consider offering terms, including some seller financing to a qualified buyer. The...

$272,000

West Seneca, NY

Excellent opportunity to plug yourself in to solid exclusive P&C insurance agency. Strong revenue and low office expenses. Average 4yr gross commission revenue is $250k. Average SDE $120k. Yearly...

$110,000

Montgomery County, MD

Practice Details: This fine tax practice has an experienced staff of 4 CPAs with a total staff of 9. CPA owner intends to stay on for at least 2 years to smoothly transition clients. Average...

$1,300,000

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

Pierce County, WA

Profitable & Growing Small Business Accounting & Tax Firm – Turnkey Operation An excellent opportunity to acquire a well-established and respected Accounting, Bookkeeping, and Tax Services firm...

$400,000

Clackamas County, OR

This EA Practice is a locally owned, full-service tax and accounting practice based south of Portland, Oregon in Clackamas County. The firm is dedicated to providing high-quality, professional...

$1,650,000

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

ESTABLISHED FRANCHISE BOOKKEEPING & TAX PRACTICE – OFF MARKET...

$204,000

Grand Traverse County, MI

NEW CPA Tax Practice for Sale LISTING NUMBER MI3077 Geographic Location: Northern Lower Michigan Practice Details: Highly profitable CPA tax practice located in the Northern Lower area of Michigan on...

Not Disclosed

Cash Flow: $422,000

Carson, CA

This is a growing Allstate Insurance Agency. It has an outstanding staff . It has been in business for over 15 years. The Seller has been a multi line producer and the Agency would make a great...

$750,000

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

Fresno, CA

• This practice was established in 2017 • Software in use includes Tax Slayer Pro • Approximately $50,000 in annual revenue, via bookkeeping (8 clients) • Approximately $32,000 in annual revenue, via...

$425,000

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

Greensburg, PA

Full Team in place and easy to operate The business is a well-established and reputable brand in the tax preparation industry and has 35 years+ . The group services over 1600 returns yearly. The full...

$899,000

Texas

This fully virtual CPA Tax and Accounting practice for sale serves clients across the Dallas, TX area, generating annual gross revenues of approximately $350,000. The firm has experienced steady...

$475,000

Sacramento, CA

This is a rare opportunity to acquire a well-established payroll processing and compliance company with a strong client base and recurring monthly revenue. The company provides full-service payroll...

$325,000

Los Angeles County, CA

• The owner is an EA • This practice was established in 2004 • All clients are serviced remotely • Software in use includes ProSeries • Approximately 180 individual tax returns with an average fee of...

$240,000

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

Los Angeles, CA

CPA firm for sale in Los Angeles, CA. This Firm has been operating in the city of Los Angeles for the past 4 years and the Seller is looking forward to new opportunities outside of LA. This is not a...

$250,000

Anaheim, CA

CPA firm for sale in Anaheim, CA. This well-established firm is offering a partial sale in order to reduce the Seller’s workload in anticipation of retirement. The Seller is retaining the current...

$129,000

Kansas

KS1115: The seller of this SE Kansas CPA firm is approaching retirement, but will be available to assist with a smooth transition after the sale. The firm boasts a strong fee structure with low...

$395,000

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues anticipated to increase to $265,000! • Service mix includes tax (82%), accounting/payroll...

$275,000

British Columbia

More than $140,000 in new client work secured 2026 cash flow projected to exceed 35% Phenomenal staff Established in 2016, this fast-growing, fully virtual CPA firm specializes in serving...

$1,250,000

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

Tazewell County, IL

Opportunity: A highly respected EA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to...

Not Disclosed

Cash Flow: $237,000

REAL ESTATE INCLUDED

Tennessee

Seize this rare chance to acquire a thriving, well-established CPA practice paired with a valuable office building! Perfect for a new or mid-level CPA, this turnkey business boasts a loyal client base...

$500,000

Harris County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be consistent around $1,650,000! • Services offered are tax (64%)...

$1,950,000

Tampa, FL

Step into a thriving business opportunity with the chance to own Commission Express franchises in three highly desirable Florida markets: Central FL, West FL, and SW FL. This unique package deal...

$275,000

Ontario

Multiple offers have been received and we are holding all offers until 5:00 PM EST on September 5. Interested parties are encouraged to submit their best and final offers by this deadline for...

$4,500,000

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

Oklahoma

OK1023: There are so many things to like about this growing CPA firm in the SE Tulsa metro area, including a great location, nice mix of services and a strong cash flow to the owners! The client base...

$2,000,000

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

Pendleton, OR

Tax practice with 650 clients in 2023. Located at the base of the beautiful Blue Mountains and 30 minutes away from the Columbia River, perfect location for hunters, boaters, and campers....

$125,000

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

Founded in 1994, this thriving firm has built a stellar reputation providing comprehensive tax, audit, bookkeeping, and specialty services across three locations. As of May 2025, the Practice serves...

$10,000,000

Livonia, MI

This well-respected CPA Tax & Accounting Practice for sale in Livonia, MI has annual gross revenues of approximately $1,473,000. The practice provides a range of comprehensive tax and accounting...

$1,500,000

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

Dakota County, MN

Listing MN1116 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. Established in 2014 2ith a loyal and well-established...

$3,500,000

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