Financial Services Businesses For Sale

Hudson, FL

tax business, over 20 years in the area...

$65,000

Frederick, MD

This well-established yet growing CPA practice has been providing reliable tax and accounting services for over 50 years. The firm has earned an excellent reputation in the community, cultivating a...

$1,350,000

Albany County, NY

• Seller retiring but willing to assist buyer with transition. • 2025 Revenues estimated around $230,000. • Revenues comprised of nearly 100% individual and business tax. • Large office space...

$255,000

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

Concord, CA

CPA firm for sale in Concord, CA. ref # CON125. This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase...

$535,000

Encino, CA

CPA firm for sale in Encino, CA Ref# ENO125. This CPA Seller has 35 years of practice experience and is ready to transition into retirement. The Seller is open to assisting the Buyer on a part-time or...

$895,000

Guilford County, NC

• BUYER NEEDS TO BE BI-LINGUAL (ENGLISH/SPANISH). • Seller retiring but willing to assist buyer with transition for initial tax season and beyond. • 2025 revenues expected around $1,300,000! •...

$1,450,000

Torrance, CA

CPA firm for sale in Torrance, CA. ref # TOR125. This long-standing and highly respected practice has been serving the South Bay area since 1996 and now the Seller would like to plan for retirement....

$1,300,000

El Paso, TX

TX1058: The seller of this El Paso CPA firm is approaching retirement and seeking a CPA buyer for the firm. Boasting a loyal clientele, a large number of business clients, an experienced staff, and a...

$1,045,000

British Columbia

An established very profitable bookkeeping firm with offices approximately 90 km north of Vancouver. • $510,000 of bookkeeping billings of which 92% are monthly clients providing a consistent cash...

$649,000

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

Alberta

•Very successful well-established compilation, accounting, bookkeeping and tax practice with an excellent reputation. •Firm has been in existence since 2007 •Owners are not designated •Service...

$1,950,000

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...

$300,000

Texas

- Single-owner CPA practice - 94% Tax Preparation (59% Individual; 39% Business; 2% Other); 6% other (amended returns; QuickBooks assistance, & bookkeeping & payroll for 4 long-term clients) - Cash...

Cash Flow: $393,000

Tampa, FL

WebsiteClosers® presents a 5-year-old Salesforce-based Software Firm delivering deeply specialized case and Financial Management Solutions to Public Sector Government Agencies. With a track record of...

$4,000,000

Bernalillo County, NM

This well-respected CPA practice is located in an affluent, desirable area in Albuquerque, NM and generates annual gross revenues of approximately $670,000. The practice caters to a premier client...

$670,000

Florida

• Cash flow to owner 50% • Owner hours less than 2,000 • Recession proof niche This virtual, two-partner CPA firm offers an exceptional opportunity for growth and profitability. Renowned for its...

$2,400,000

Santa Fe County, NM

This well-established and reputable practice for sale in Santa Fe, NM has annual gross revenues of approximately $310,000. Revenue is derived primarily from tax services with strong fees, which make...

$310,000

Summit County, OH

• Well established Enrolled Agent practice • 80% tax prep, 20% accounting/payroll/other • High volume with opportunities for price increases • Experienced staff available to transition • Tax software...

$445,000

Indiana

This established CPA practice offers an outstanding opportunity for acquisition, with SDE margins exceeding 60%. Located in a growing community with increasing demand for tax and accounting services,...

$472,221

Orange County, CA

• The owner is a CPA • This practice was established in 2016 • Software in use includes Lacerte • Approximately 400 individual tax returns with an average fee of $350 per return • Approximately 100...

$300,000

Snohomish County, WA

• The owner is a Registered Tax Return Preparer • This practice was established in 1990 • Software in use includes Thompson Reuters UltraTax • Approximately $20,400 in annual revenue, via bookkeeping...

$360,000

Texas

The Company is an Insurance Broker which sells a vast array of insurance policies and manages policy renewals on behalf of Insurance Carriers. The Company handles all lines of retail insurance sales,...

Texas

HS Listing ID-66680 The company targets both consumers seeking to improve personal credit and professionals looking to streamline client services. With recurring subscription revenue, scalable SaaS...

$3,500,000

Sibley County, MN

Are you ready to seize a golden opportunity in the thriving world of tax services? This well-established tax preparation and planning company offers a loyal client portfolio. With streamlined...

$50,000

Mcleod County, MN

Established Farmers Insurance Agency for Sale – Retirement Opportunity A well-established Farmers Insurance agency is now available due to the owner’s upcoming retirement—presenting a turnkey...

$120,000

Coral Gables, FL

Rare once in a lifetime Opportunity to own an Insurance Wholesale Brokerage Agency in beautiful sunny South Florida. Perfect Business for someone in the Insurance Industry, or looking to get into the...

$300,000

York County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be around $275,000! • Service mix includes a balanced mix of tax and...

$275,000

Oklahoma

BUSINESS HIGHLIGHTS: This Company is a tax and accounting firm that has prepared individual, corporate and partnership returns for clients since 1947. The Company also provides bookkeeping services...

Cash Flow: $493,000

Strafford County, NH

• Well-established accounting and tax (Enrolled Agent) practice for sale in Strafford County, New Hampshire • The practice derives its revenue from accounting (approximately 14%), payroll (10%), and...

$300,000

Cumberland County, ME

• Quality accounting and tax (CPA) practice for sale in a western Portland, Maine suburb • Revenue is comprised of accounting (approximately 15%), tax services for individuals (57%) and business /...

$160,000

Rockland County, NY

• Seller retiring but willing to assist with transition as agreed with buyer. • Yearly revenues around $400,000! • Revenues comprised of individual and business tax (57%), accounting/write-up (28%),...

$515,000

Minnesota

Long-established, 20+ year franchise tax practice located in the south metro. Business provides personal income and small business tax preparation services. Existing repeat customers with high...

$300,000

New York

HS Listing ID-64811 In business since 1997 – No physical location, present owner resides in FL and the administrator lives on Long Island. – One employee, the Administrator. – Very low client...

$5,000,000

Suffolk County, NY

HS Listing ID-65485 Long established book, 35 years. – High Retention Rate. – 4341 policies enforce. – Aside from exclusive lines this agency has a large broker business that adds another $100,000 in...

$2,700,000

Ventura County, CA

• The owner is a CPA • This practice was established in 1990. • About 15% of clients meet with the seller and staff • Software in use includes Lacerte, Smart Vault, TPS, QuickBooks, and Adobe Pro •...

$3,500,000

Costa Mesa, CA

? Description (Asset-Only Sale): Asset-Only Sale – Ingenious Tax Relief Selling assets only (no liabilities or legal entity transfer). Includes: ?? Brand & Business Name: Ingenious Tax Relief ?? #1...

$225,000

Colorado Springs, CO

This check cashing business is a long-standing and trusted service provider in the community, ideally situated in a high-traffic area with affordable rent and consistent revenue. The excellent service...

$2,200,000

Trumbull County, OH

**REDUCED PRICE** This four-decade firm is thriving, generating revenue of $478,000 in 2024 with ~50% or $237,000 returned to the owner. Business tax and accounting services make up almost 77% of...

$475,000

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

Cook County, IL

This new CPA Accounting & Tax Practice for sale in a southern suburb of Chicago generates annual gross revenues of approximately $927,000. This well-respected firm has been providing exceptional and...

$1,000,000

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

Dallas, TX

This well-established CPA firm has built a strong reputation over the past 20+ years, with consistent year-over-year revenue growth. Services include bookkeeping (40%), tax compliance (52%), and...

$2,075,000

Georgia

• Seller looking to retire and is available as needed after closing to help with the transition. • Expected gross revenues for 2025 are $800,000 with already engaged clients! • Year-round service mix...

$800,000

Hartford County, CT

Accounting and tax practice for sale in Northern Hartford County, near the communities of Enfield and Suffield, Connecticut and Springfield, Massachusetts Revenue mix: Accounting (approximately 67%),...

$600,000

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

Alameda County, CA

Well established CPA practice, recognized for its exceptional service and strong client relationships. This SBA- approved firm has built a solid relationship over the years, making it an ideal...

$660,000

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