Financial Services Established Businesses For Sale

Florida

-Cash flow exceeding $200,000 -Located in a fast-growing area -Wait list of new clients This thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and...

$625,000

Missouri

MO1168: This rural NW Missouri Audit & Tax Firm is well established and well known in the area. The firm offers a good fee structure, a nice mix of services and a good cash flow to the owners. The...

$560,000

Jersey City, NJ

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,599,000

New York, NY

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,600,000

Florida

Overview ABA Advisors represents this CPA firm located in the SE part of Palm Beach County, FL. The firm has an EA and a CPA that are expected to continue with the buyer. The Firm Founded over 40...

Not Disclosed

Cash Flow: $155,232

Broward County, FL

OVERVIEW ABA Advisors represents this CPA practice located in Broward County, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE...

Not Disclosed

Cash Flow: $312,339

Albuquerque, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $100,000 in dependable recurring revenue from renewals alone,...

$180,000

Bergen County, NJ

Opportunity for individual or small cpa firm to purchase a south bergen county practice. Practice has strong cash flow and loyal clientele. Work includes personal/business/sales tax returns, payroll...

$200,000

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

New Hanover County, NC

• Buyer MUST HAVE cross-border tax knowledge regarding working with clients in Canada! • VIRTUAL practice with clients in both U.S. and Canada. • Seller retiring but willing to assist buyer with...

$560,000

Lee County, FL

Established Bookkeeping Firm for Sale • Over 160 Tax Preparation and 55 + incorporated businesses, 21 Payroll/Accounting (estimate) • All word-of-mouth referrals and repeat customers—no advertising,...

$250,000

Nashville, TN

• Accounting and tax (Enrolled Agent) practice for sale in Nashville, southeast of downtown • Revenues are derived from accounting and payroll (approximately 38%, mostly monthly accounting) and tax...

$410,000

North Ridgeville, OH

This long-standing agency west of Cleveland, Ohio, offers a well-established book of business with a proven track record. Serving clients since the early 1990s, the agency has consistently delivered...

$499,000

Ontario

This well-established accounting and tax practice generates annual revenues of approximately $278,000, offering buyers a solid mix of recurring business clients and a large, loyal tax base. Key...

$325,000

Nova Scotia

We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service. Key Highlights:...

$495,000

Saint Louis, MO

Accounting practice is selling a portion of their customer list to focus on their other core businesses....

$138,640

REAL ESTATE INCLUDED

Richmond, VA

This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...

$700,000

Glendale, AZ

Established Insurance Agency - Turn-Key Opportunity in Glendale, AZ This thriving insurance agency represents an exceptional acquisition opportunity for qualified buyers seeking an established...

$275,000

Sebastian, FL

Tax Preparation established 26 years. Majority individual returns with long established repeat clientele. The book of business is available or an option to lease the 8oo sq. ft office for $1000 month...

$149,000

Rhode Island

Tax practitioner with 30+ years of experience seeking applicants interested in acquiring or merging with a very successful and profitable tax practice. Owner's desire to continue practicing for...

$500,000

Boston, MA

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$104,899

Elgin, AZ

This is an 8 year old upstart business with a great reputation in the community. There is great potential for client growth as Sonoita is a sought after place to live. Present owner did not do a lot...

$49,000

Framingham, MA

- Highly curated client base and strong billing rates, high fees per return. - Individuals average over $1,600, businesses over $2,600, and estates/gifts/trusts nearly $3,000 per return! - Very...

$540,000

Broward County, FL

Well-established, bilingual (Spanish/English) Accounting, Financial, and Strategy Solution firm with over two decades of proven performance. Founded by a husband-and-wife team now ready to retire, the...

$1,000,000

El Paso County, TX

LISTING ID # 37155 A unique chance to acquire a well-established, profitable accounting practice in El Paso County, Texas. For over 10 years, this firm has built a strong reputation providing a full...

$650,000

Colorado

- Single-owner CPA practice - 47% Tax Preparation (57% Individual; 41% Business; 2% Other); 43% Bookkeeping; & 10% Payroll - Cash flow to owner before potentially duplicate expenses is 62% - Practice...

Not Disclosed

Cash Flow: $159,000

Lenexa, KS

KS1117: The seller of this Lenexa CPA firm is seeking an experienced CPA buyer for the business. This firm is well established, well known in the area, and has experienced steady growth over the...

$635,000

Duval County, FL

Profitable CPA Firm with Strong Recurring Revenue, Nationwide Client Base An exceptional opportunity to acquire a 25-year established CPA firm with outstanding recurring revenue, loyal clients, and...

$3,300,000

Lexington, NC

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025...

$1,395,000

Dallas County, TX

This long-established tax and accounting practice for sale in Northeast Dallas, TX has annual gross revenues of approximately $292,000. The practice is focused on tax services, with exceptionally high...

$320,000

Tennessee

• Quality CPA practice for sale east of Memphis, Tennessee • Revenue is comprised of accounting and payroll (approximately 50%), tax services for individuals and business / other entities (47%),...

$550,000

Kansas

KS1116: The sellers of this CPA firm located in the central part of southern Kansas are seeking a CPA buyer for the firm. Well-established and well-known in the area, the firm has a good fee structure...

$500,000

Gurnee, IL

This well-established CPA firm in Northern Chicago has built a strong reputation for responsiveness, fair pricing, and high ethical standards, resulting in loyal clients, long-standing relationships,...

$385,000

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

Kentucky

Single-Location Practice – Systems Ready for Seamless Transition History of rising recurring income. Loyal clients. This tax & accounting firm is a rare find — with increasing margins, streamlined...

$978,500

Carson, CA

This is a very successful medium sized Allstate Agency 1 Full- Time employee Lease at $1,520. It has Elite Status.. Allstate has International Agency Trips Annually when an Agent is meeting Company...

$640,000

Pinellas County, FL

35+ year established accounting and tax preparation practice in Pinellas County for sale: excellent reviews and low rent. Direct all inquiries to Dave Decamella for ref # 3353231433....

$350,000

Vermont

Overview ABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention. The...

Not Disclosed

Cash Flow: $149,481

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$188,000

This is a fully digital, absentee-run business offering specialized licensing, registration, and IRP (International Registration Plan) services tailored for trucking companies operating across state...

$80,000

Franklin County, MO

• Seller looking to retire and is available as needed after closing to help with the transition. • Expected gross revenues for 2025 are $980,000! • REMOTE option to Buyer or Buyer can continue in...

$1,200,000

Johnson County, KS

Established Kansas City Metro Accounting Services and Tax Practice This profitable accounting practice, operating successfully since 2016, presents an exceptional opportunity for expansion or...

$750,000

Cave Creek, AZ

Farmers Insurance is one of America's top insurance carriers and the explosive growth in Arizona has created a tremendous opportunity for Farmers Insurance Agency Owners to thrive! This opportunity is...

$140,000

New Mexico

This established CPA practice for sale in Southeastern New Mexico has been a trusted provider in the are for decades. It is a profitable, well-rounded practice with a loyal client base, offering an...

$1,125,000

Boise, ID

Established Farmers Insurance Agency in High-Growth Boise Metro Market This well-established insurance agency, operating continuously since 2007, presents a rare opportunity to acquire a profitable...

$210,000

Miami-Dade County, FL

This insurance agency specializes in Maritime and Commercial Insurance policies. Approximately 65% of the policies are of Maritime related insurance policies. The agency also does commercial and a...

$449,000

Morrisville, PA

-Consistent Year-Over-Year Growth -2024 Revenue: $962,436 | 2025 Projection: $1,000,000+ -Talented and collaborative client-facing staff Located in the Greater Philadelphia Area, this CPA firm has...

$1,250,000

Plantsville, CT

-$326,616 (2024), $360,000 (2025 Projected) ~40% Cash to Owner -Established client relationships with steady recurring revenue -Professionally renovated office space with convenient access and ample...

$400,000

Clackamas County, OR

• The owner is a CPA • This practice was established in 1990 • Software in use includes Drake • Approximately $35,500 in annual revenue, via bookkeeping (10 clients) • Approximately 240 individual tax...

$325,000