Financial Services Businesses For Sale

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

Sedgwick County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues consistent year to year around $150,000! • Service mix includes tax (46%),...

$175,000

San Joaquin County, CA

• This practice was established in 1975 • Seller prefers a local buyer fluent in Spanish or with staff who speak Spanish • Software in use includes UltraTax, Datatech & Crosslink • Approximately...

$410,000

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $35,800 in annual revenue, via bookkeeping (10 clients) • Approximately 575 individual tax...

$700,000

Rusk County, TX

This confidential offering presents an exceptional opportunity to acquire a well-established property tax consulting firm with a niche focus on the oil and gas industry. The firm is highly regarded...

$675,000

Texas

This successful 25-year-old residential appraisal business has a stellar business reputation, and robust referral network that would serve as a great entry point for an experienced TX Certified...

$195,000

Dallas County, TX

An exceptional opportunity to acquire a top-performing Elite insurance agency with a 35-year history and deep ties to the North Dallas community. This agency is a proven performer with $5.8M in...

$1,200,000

Maryland

? Over $300,000 cash flow ? High Fees: Average personal returns - $1,200, business returns - $5,500 & Estate/trust average - $2,401 ? Loyal, Long-Term Client Base: Trusted advisor for multiple...

$795,000

Lake County, IL

Located in the desirable Lake County, IL area, this established and reputable CPA firm presents an excellent opportunity for a buyer seeking a turnkey practice with strong cash flow and efficient...

$435,000

Fort Bend County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $170,000! • Service mix comprised of tax (80%) and accounting (20%). •...

$200,000

Anchorage, AK

This well-established, highly-profitable CPA Tax Practice for sale in Anchorage, AK has annual gross revenues of approximately $310,000. The practice has earned a reputation for providing first-rate...

$350,000

Pennsylvania

• Desire to transition ownership of firm to new organization to facilitate current owner retirement. • Expected revenues for 2025 are $1,920,000! • Primarily a tax practice that provides small...

$2,150,000

South Dakota

This well-established tax & bookkeeping practice generates annual gross revenues of approximately $327,000. Nearly 95% of revenue comes from reliable, recurring tax preparation services, complemented...

$260,000

Cambria County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues are estimated to be around $200,000! • Service mix includes bookkeeping (49%),...

$200,000

Westchester County, NY

Overview ABA Advisors represents this CPA firm located north of White Plains, NY. The Firm The firm focuses on tax and compliance work but also provides full-service accounting. The firm has a limited...

Cash Flow: $692,000

McHenry County, IL

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

$649,000

Colorado

- Single-owner CPA practice - 72% Tax Preparation (62% Individual; 38% Business); 21% Bookkeeping; 7% Consulting & Other - Cash flow to owner before potentially duplicate expenses is 51% of gross...

Cash Flow: $158,000

Everett, WA

Outstanding opportunity in this $3.6M Farmers Agency nestled near the coast and just north of Seattle, WA. While the physical location of this Farmers Agency is in Washington, the agency is licensed...

$399,000

Richardson, TX

Diamond and Gold Store Monthly Gross Sales: $93,000 Monthly Net Profit: $20,000 ........................................................... $2,850 Rent + Utilities + Water + Internet...

$150,000

New Mexico

NM1003: This S Central, NM Tax & Bookkeeping firm has a lot to offer including a nice mix of services, a stable revenue stream, a nice fee structure, and a strong cash flow to the owner! The building...

$220,000

California

The business consists of a high-performing portfolio of 10+ locations (year-round storefronts and seasonal high traffic retail kiosks). With a solid operational structure and minimal owner...

$1,000,000

Washoe County, NV

• The owner is a CPA • This practice was established in 2019 • Software in use includes Intuit Pro series, QuickBooks Desktop and online 2024 Revenue includes: • Approximately $51,000 in annual...

$910,000

Ontario

- A block of clients to augment your current core of business and increase your profitability, no staff to assume - Firm has been in business over 30 years - Well established firm, long time client...

$65,000

Multnomah County, OR

• The owner is a CPA • This practice was established in the 1970s, current owner since 2009. • Less than 15% of clients meet with the seller and staff • Software in use includes Thomson Reuters Suite...

$1,800,000

Edison, NJ

This amazing, real HANDS OFF, New Jersey portfolio of 66 ATM machines is a processing only portfolio with all of the equipment in great condition. Approximately 90% contract coverage. Based in and...

$220,000

Jersey City, NJ

This New Jersey portfolio of approximately 77 ATM machines is based in and around New Jersey and New York and the surrounding area. This portfolio is showing steady Net Profit income over the past 12...

$825,000

Omaha, NE

This Nebraska / Iowa portfolio of 140 ATM machines is based in a large population center and the surrounding area. This portfolio has Gross Profit Income of nearly $65,000/month. All equipment is...

$1,980,000

Manchester, NH

CPA practice for sale in a Manchester, New Hampshire suburb, in the Nashua to Concord corridor The practice derives its revenue from tax services for individuals (approximately 37%) and business /...

$575,000

Clarksville, TN

Quality accounting and tax practice for sale in the Clarksville, Tennessee area, Northwest of Nashville and near the Kentucky border Revenues are desirably blended to include monthly accounting...

$650,000

Mecklenburg County, NC

• Seller retiring but willing to assist buyer with transitioning clients. • Gross revenues for 2025 estimated around $360,000! • Revenues comprised of nearly 100% Tax with a small percentage of...

$425,000

Dallas, TX

This great Dallas based portfolio currently operates 27 ATMs machines around Dallas, TX for $275,000.00! The portfolio in 2025 has averaged over $7,500/mo in Mixed Profit (over $8000 in March). In...

$275,000

Beaufort County, SC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues expected around $320,000! • Revenues comprised of nearly 100% individual and business tax with some monthly...

$345,000