Financial Services Established Businesses For Sale

Beach Haven, NJ

$9,700 in Bookkeeping Services Revenue $91,000 in Individual Tax Return Revenue $64,000 in Business Tax Return Revenue $11,000 Other Projects Revenue $6,500 in Sales Tax Revenue $20,000 in Annual...

$200,000

Bristol County, MA

We are pleased to present an exceptional CPA Firm for sale located in South Coast, MA with annual gross revenues of approximately $515,000. This successful and reputable practice offers an opportunity...

$640,000

California

-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a...

$800,000

Chattanooga, TN

This business offers access to a highly resilient segment of the financial services space. The operation is designed to let you focus on sales while back-end processes and carrier coordination are...

$134,900

Minnesota

This well-established CPA firm in the Twin Cities metro area has provided over 20 years of trusted service. The business prepares approximately 350 tax returns annually and offers monthly bookkeeping,...

$250,000

Minnesota

The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services to a loyal, longstanding client base. For the trailing twelve months ending May 2025, the...

$900,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 2015 • The practice has a strong concentration of restaurant clients, presenting a niche opportunity for a buyer experienced in the food service...

$425,000

Suffolk County, NY

• 100% VIRTUAL practice! • Seller retiring but willing to assist buyer with transition. • Yearly revenues around $240,000. • Revenues comprised of individual and business tax (69%) and...

$350,000

San Luis Obispo County, CA

• This bookkeeping practice was established in 2015 • Software in use includes QuickBooks Desktop and Online • Approximately $1,525,000 in annual revenue, via Bookkeeping (263 clients) • Approximately...

$1,675,000

Westchester County, NY

• Buyer will need to be local to Westchester County and have established office (no virtual). Also, the buyer should be familiar with Yardi software. • Seller retiring but willing to assist buyer with...

$1,100,000

Georgia

-Annual Gross Projections for 2025 are $800,000 -Cash flow to owner September year-to-date is $319,000 -Well established in the community for over 30 years -Strong staff and loyal clients -Owner...

$800,000

Missouri

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be consistent around $155,000! • Primarily a tax practice servicing a variety of...

$170,000

Bristol County, MA

Step into a thriving, professionally operated tax preparation business with three well-established locations. This is a rare opportunity to acquire a turnkey operation backed by a nationally...

$600,000

West Virginia

This well-respected CPA firm for sale is located in the Northwestern Region of the Ohio Valley Area in West Virginia (bordering Ohio) and has annual gross revenue of approximately $471,000. The...

$550,000

Peabody, MA

This CPA Tax Book of Clients for sale in Peabody, MA has annual gross revenues of approximately $222,000. The well-established practice has been providing quality tax and accounting services to...

$315,000

Hartford County, CT

• Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for individuals (90%) and...

$85,000

Florida

This is a rare opportunity to acquire a nationally recognized CPA and advisory firm serving over 2,000 clients across 46 states. This firm specializes in monthly retainer-based tax advisory and...

$7,000,000

New Jersey

I am an insurance Agent and I have a book with a Carrier that reduced their commissions for our agency. Another Agency could easily take over the book and continue with the standard commissions....

$100,000

Texas

TX1059: This CPA firm in the south Austin metro area is a great opportunity for an experienced preparer to go out on their own or for an existing firm looking to expand. With a great fee structure and...

$249,000

Georgia

-Cash flow is approximately 40% -Great location within the 285 in Atlanta -Trusted reputation within the community for over 50 years This well-established CPA firm has been a trusted presence in its...

$500,000

Spokane County, WA

• The owner is a CPA • This practice was established in 1990 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately $637,000 in annual revenue, via bookkeeping (70 clients) •...

$2,300,000

Texas

-Cash flow was $656,000 in 2024 -Experienced leadership team and highly skilled staff -20% additional capacity available (CAS and Tax) with the current team for easy growth -Premium pricing...

$2,500,000

Texas

Overview ABA Advisors represents this CPA firm located in the San Antonio, TX area. The owner is willing to work part-time for the buyer for at least a year following closing to help ensure a smooth...

Not Disclosed

Cash Flow: $336,409

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

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

Oakland County, MI

This is a well-established accounting firm offering a turnkey opportunity for a buyer seeking a solid foundation and immediate revenue. The practice features a team of experienced and capable staff...

$437,109

Michigan

Highly Profitable, Well-Established EA Practice with Experienced Staff and Smooth Transition Support This is an excellent opportunity to acquire a well-established Enrolled Agent (EA) practice with a...

$810,591

Arkansas

AR1173: This CPA firm is a second location for a well-established CPA firm. The owners are seeking a CPA or EA buyer for this business as they are approaching retirement. With a large number of...

$460,000

Levittown, PA

Over $2.3 million in premiums on the books, a 88% retention rate and 45% loss ratio. Great Office space with a good rent if you want to stay in Levittown, Pa....

$450,000

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

Parkland, PA

**NDA Required for address** NOTE: Yes, it is still available. If interested, please schedule a call to discuss further: https://calendly.com/christian-zarama/15min Asking Price: $1,000,000.00 2023...

$875,000

-2025 Projection is on track for $1,000,000 -VAT Management services average around $13,000 -30% of clients are over $20M in revenue and another 30% are over $10M. Several are multibillion dollar...

$1,195,000

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

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

Pleasant Grove, UT

Established Tax & Accounting Practice - 30+ Years of Success This profitable tax and accounting practice in Pleasant Grove, Utah County presents an exceptional opportunity for an experienced...

$170,000

Fort Mill, SC

Accounting 41 Monthly Clients Total $56,500 28 Annual Clients - Total $8,200 2 Quarterly Clients - Total $850 Income Tax Individuals 560 Total $202,615 Businesses 117 Total $ 63.062 Other 6 Total...

$450,000

Montgomery County, OH

This is a highly profitable CPA practice offering a well-balanced mix of accounting, tax, and advisory services. The firm has cultivated a loyal and long-standing client base, built on years of...

$569,784

Idaho

We are pleased to present a new CPA Tax, Accounting, and Payroll Practice for sale in Eastern Idaho! With gross revenue having increased by nearly 20% since 2022, the practice has continued to grow...

$350,000

Menifee, CA

EA firm for sale in Southwest Riverside County, CA. Due to the small-town nature of the location, we are holding off on publicly sharing the city until the Practice Profile is reviewed and you express...

$199,000

Lake Forest, CA

EA firm for sale in Lake Forest, CA. This Firm has been operating in the city for over 20 years and in the same location for the past 10. The clients can easily be relocated to the Buyer’s office...

$110,000

Billings, MT

This well-established CPA practice for sale in Billings, MT has been growing consistently in recent years. Annual gross revenues of approximately $270,000 are composed largely of profitable tax work...

$325,000

Missouri

MO1166: This south of St Louis CPA firm has lots to offer including a desirable mix of services, a good fee structure and a nice cash flow to the owner! The seller is seeking a CPA buyer. The office...

$490,000

Missouri

MO1165: The sellers of this CPA firm in SE Missouri are approaching retirement and seeking CPA buyers. The firm is well-established in the area, has a nice mix of work, and a good cash flow to the...

$1,500,000

DuPage County, IL

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 industries, offering...

Not Disclosed

Cash Flow: $393,436

Concord, NH

• Quality tax (CPA) practice for sale in Concord, New Hampshire (near Manchester) • Revenue mix: Tax services for individuals (71%) and business entities (25%); and other professional services (4%) •...

$135,000

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

Madison, WI

We are pleased to present the sale of this Tax and Accounting firm located in Madison, Wisconsin. The firm has a long, consistent history spanning over multiple decades, providing services to...

$400,000

Grand Junction, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Mesa County's...

$185,000