Financial Services Businesses For Sale

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...

Missouri

• Owner looking to retire and will be available for transitional help as agreed with buyer. • REMOTE OPPORTUNITY for buyer to move within surrounding counties! • 2025 gross revenues to be consistent...

$235,000

Texas

This well-respected CPA practice for sale is located in East Texas within an hour of Dallas and has annual gross revenue of approximately $840,000. The practice has been a trusted advisor in the...

$950,000

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

Alberta

-Owner hours only 1,300! -95% paperless -20% revenue increase This nearly 20-year-old bookkeeping firm presents an excellent opportunity for a buyer seeking a turnkey operation with a trusted...

$550,000

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

Shepherdsville, KY

This one is a gem and earned ELITE achievement level for 2025! $3.6mm earned premium and growing The agency consistently achieves and exceeds variable compensation 81% net retention 54% overall...

$665,000

Texas

Great opportunity in a growth rich area and at a great time, with a company that is focused on exponential growth in 2025-2026. That translates to aggressive pricing in the marketplace. This a "name...

$400,000

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

Newton, NJ

Firm Established in 1985. Retirement minded CPA. Gross Revenue - $697k Accounting 1 Weekly Client - $11,960 12 Monthly Clients - $56,028 1 Quarterly Client - $2,400 Income Tax Individuals - 457 -...

$800,000

Berks County, PA

• Owner looking to retire and is available for additional transition after closing as agreed with buyer. 2025 gross revenues expected to be around $325,000! • Service mix includes tax (75%),...

$375,000

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

Norfolk County, MA

This respected CPA tax practice has been providing quality accounting and tax services to individuals and local businesses for over 50 years. Tax returns are nicely balanced between individuals (67%)...

$575,000

Bountiful, UT

This well-established, reputable CPA Tax & Accounting Practice for sale in Bountiful, Utah has annual gross revenues of approximately $843,000 and growing. The practice caters to a quality client base...

$1,050,000

San Antonio, TX

This San Antonio-based scratch agency presents a unique merger opportunity for a growth-minded agency owner. With $567,642 in premium, $76,000 in annual revenue, and 247 policies in force, this book...

$120,000

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

Oregon

With more than six decades of success, this well-established firm has been delivering comprehensive tax and accounting services to a diverse mix of business and individual clients. As of April 2025,...

$1,250,000

Georgia

-Over 7 dedicated and intelligent staff -Each owner works less than 2,000 hours annually -Located less than an hour to Jacksonville, FL! This well-established 2-partner CPA firm has been a trusted...

$1,250,000

British Columbia

-Cash flow greater than 40% -Owner hours less than 2,000 per year -Fantastic revenue growth -Exceptional reputation for over 40 years! This well-established, full-service two-partner CPA firm has been...

$1,650,000

South Carolina

Firm Highlights: • Low Owner hours - 1250 • Experienced leadership team and highly skilled staff • Strong client retention with a carefully curated client base • Great Referral Sources A...

$699,000

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

Westlake Village, CA

CPA firm for sale in Westlake Village, CA. Ref# WLV125. This is a highly profitable, long-established tax and advisory practice with a select block of clients being offered for sale as part of the...

$320,000

Santa Clara, CA

CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the...

$550,000

Palm Desert, CA

EA firm for sale in Palm Desert, CA. Ref# PAL125 This firm has been in the Coachella Valley for the past 15 years and now the Seller would like to retire. Approximately 1/3 of the clientele remit...

$160,000

La Mesa, CA

CPA firm for sale in La Mesa, CA. Ref# LAM125. This firm has served the greater San Diego area since 1991, and the Seller is now preparing for retirement. Approximately 35% of clients remit their tax...

$155,000

Mecklenburg County, NC

• Seller retiring but willing to assist buyer as agreed with transition assistance. • Yearly practice revenues around $250,000. • Revenues comprised of 82% Individual and Business Tax (82%),...

$300,000

Nassau County, NY

• Owner selling tax portion of practice- will still be in office to work with buyer to ensure successful client transition. • Estimated revenues for 2025 around $745,000! • Revenues comprised of...

$925,000

Toledo, OH

For Sale!! A well-established complete turnkey Accounting Firm in Toledo, Ohio. This particular firm was first established in 1949, and the current owner purchased in 2004 and currently has an...

$319,900

Fort Lauderdale, FL

Well-established CPA firm for sale in North Broward. This CPA has served individuals and businesses for over 32 years, offering tax preparation, accounting, bookkeeping, and consulting services. The...

$800,000

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

New York, NY

ax Preparation Individuals -726 - Avg Fee - $425 Total $308.5k Businesses - 24 - Avg Fee -$750- Total $18k PAYROLL RETURNS - $3,500 SALES TAX RETURNS - $1,500 3,500 1,500 331,500 (2025 year)...

$425,000

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

Miami, FL

Excellent Investment Opportunity in the Insurance Sector! Active book of business from Univista Insurance for sale, with a proven track record of renewals and client loyalty. Ideal for agents,...

$125,000

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...

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...

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,...

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

North Carolina

-Owner hours less than 1,800 -Cash flow averaging $500,000 -Deep institutional knowledge is held by a thoughtfully selected and tenured team. Many staff members have been with the firm for over 20...

$1,595,000

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

Denver, CO

This privately owned CPA practice is operated by an experienced and highly regarded CPA. The firm has built a strong and loyal client base through years of reliable service and high-quality work....

$355,000

Saint Petersburg, FL

Established Medical Billing & RCM Firm | Recurring Revenue | Scalable Operations | SBA Eligible Above numbers based in Cash Basis from Sellers records and represents a projection for 2025 based on May...

$1,800,000

Pierce County, WA

Practice is commanding a high multiple as this is a fully virtual practice with cash flow of 92%. • The owner is a CPA • This practice was established in 2015 • Less than 10% of clients meet with the...

$550,000