Financial Services Established Businesses For Sale

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

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

Collin County, TX

This well-established Accounting & Tax Practice, operating under a trademark-registered brand name currently in the process of franchise development, offers an exceptional opportunity for...

$2,295,000

Las Vegas, NV

Key Highlights: o Strong client retention o Diversified service offerings o Excellent reputation in the community o Significant opportunities for expansion through cross-selling additional services,...

$300,000

Gillette, WY

This well-established and steadily growing CPA practice for sale in Gillette, WY, generates annual gross revenues of approximately $450,000. The practice caters to a loyal, high-quality client base,...

$330,000

Boca Raton, FL

Located on the southeastern coast of Florida, this Allstate agency is positioned at a prime intersection with strong visibility and growth potential. With over $3.4M in premium and more than 1,100...

$499,000

Marianna, FL

Established and high-performing Allstate agency in North Western Florida, generating over $11.7M in premium. Has P&C binding in GA, AL, and Florida! The book includes strong Allstate, Ivantage, and...

$2,400,000

Rockwall County, TX

This fully remote, high-performing insurance agency generates $2.1 million in annual revenue and holds binding authority across six states: Texas, Arizona, Colorado, Oklahoma, Arkansas, and New...

$6,500,000

Littleton, CO

Tax practice only. Room for additional growth with slow prices increases. Easy expansion by adding bookkeeping, accounting and other services. No website. Owner has been turning down most referrals....

$220,000

Colorado

- Single-owner CPA practice - 85% Tax Preparation (58% Individual; 35% Business; 7% Other) 15% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 48% - Practice utilizes...

Not Disclosed

Cash Flow: $169,000

Winchester County, VA

NEW CPA Practice for Sale LISTING NUMBER VA2068 Geographic Location: Northern Virginia Practice Details: Top quality CPA tax practice located west of DC. CPA owner plus 1 other CPA, three accountants,...

$600,000

Miami, FL

Established in 2024, this tax preparation service has already achieved strong first-year sales and is well-positioned for continued growth. Built on modern systems and efficient processes, the...

$110,000

Marinette County, WI

This Tax + Accounting firm in Marinette County, WI (north of Green Bay) provides mostly simple tax returns for individuals and small businesses plus also does their business accounting and...

Not Disclosed

Cash Flow: $170,109

Monmouth County, NJ

Profitable Check Cashing Business – $10M Annual Volume – Exclusive Territory Rare opportunity to own a high-volume, low-overhead check cashing business with over 30 years of continuous operation in...

$120,000

North Carolina

-CAAS services are billed on a recurring fixed fee basis with a packaged structure -50% Cashflow -Average CAAS fees are $3,500, and business tax is $1900 -Several remote employees, with only 1 going...

$750,000

King County, WA

• The owner is a CPA • This practice was established in 2013 • Software in use includes QuickBooks, ATX • Approximately $280,000 in annual revenue, via bookkeeping (50 clients) • Approximately 140...

$650,000

Michigan

This long-established CPA practice for sale in Northwest Lower Michigan generates annual gross revenues of approximately 739,000. The firm has built a strong reputation over nearly four decades,...

$695,000

Miami-Dade County, FL

Established tax and bookkeeping business with strong Latin community ties. Recurring revenue, loyal client base, and excellent reputation. Ideal for a bilingual owner-operator. Turnkey opportunity!...

$500,000

North Carolina

-Cash flow at 65% -Owner hours 650 per year -Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of...

$525,000

Maryland

Based in Montana, the Company is a professional collection services provider. The Company specializes in accounts receivable management as well as other debt recovery along with related services...

Not Disclosed

Cash Flow: $530,000

Fairfax County, VA

• Seller retiring but willing to assist buyer through initial tax season. • 2025 revenues estimated around $94,000! • Revenues comprised of accounting and write-up (54%), individual and business tax...

$110,000

Lane County, OR

• The owner is a CPA • This practice was established in 1987 • Software in use includes Ultra Tax, Pro-Series Intuit, QuickBooks • Approximately 290 individual tax returns with an average fee of $835...

$700,000

Middlesex County, MA

This well-established Tax & Accounting Practice for sale in Merrimack Valley, MA has annual gross revenues of approximately $350,000. Desirably located in an affluent and thriving suburb north of...

$450,000

San Antonio, TX

Great opportunity in the San Antonio area for an existing agent looking to purchase and merge. This ECP agency is already on track for Elite status in 2026 and offers a strong foundation to build...

$150,000

Broward County, FL

This established tax preparation and financial services business has operated profitably for over 10 years in a high-traffic South Florida shopping center. The location offers strong visibility and...

$120,000

Osceola County, FL

Accounting and tax services practice that also offers paralegal services with well established clientele operating for over 15 years in the Osceola County. We have been selected as the best Accounting...

$2,000,000

Miami, FL

Exceptional Relocatable Accounting & Tax Practice with Nearly 30 Years of Proven Success We are pleased to present an outstanding opportunity to acquire a well-established and highly reputable...

$300,000

Marshall, TX

A reputable CPA practice in Marshall, TX has clients for sale with annual gross revenues of approximately $163,000. The high-quality clients for sale are the heart of a well-established firm, known...

$163,000

Tennessee

Outstanding $3.84M, Elite-level Allstate agency with so many positives ; Award winning, bonus achieving, top-ten growth nationwide in 2024, red-hot market in SE Tennessee and the list goes on! Earned...

$950,000

Monmouth County, NJ

This business finances commercial truck purchases for individual truck operators. It was established 15 years ago and has grown consistently with currently 250+ outstanding loans. The loans are...

$4,800,000

Monmouth County, NJ

This reputable CPA Practice for sale is ideally located in an affluent town in northern Monmouth County, NJ and has annual gross revenues of approximately $1,000,000. The practice has established a...

$1,150,000

Wake County, NC

• BUYER MUST BE FLUENT IN SPANISH AS MAJORITY OF CLIENTS ARE NATIVE SPANISH SPEAKING. • Seller retiring but willing to help assist buyer for at least the first tax season. • 2024 revenue of $1,00,000...

$1,250,000

Chicago Heights, IL

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its...

$525,000

Miami, FL

Well-established CPA practice located in Miami, serving a diverse portfolio of 115 business owners, including a handful of monthly and quarterly bookkeeping clients, as well as 160+ individual...

$175,000