Financial Services Established Businesses For Sale

Worcester County, MA

Established Tax Preparation & Filing Services - 35 Years of Success This well-established accounting and tax practice has been serving clients since 1990, generating $650,000 in annual revenue with...

$550,000

Florida

The Business is dedicated to providing the finest management consulting services in the healthcare field, maintaining the highest standards of professionalism, integrity, and ethics, and exceeding our...

$625,000

Washington County, OR

• The owners are CPAs • This practice was established in 2021 • Less than 5% of clients meet with the seller and staff • Software in use including Lacerte • Approximately 250 individual tax returns...

$350,000

Garland, TX

Established Liberty Tax Service franchise opportunity featuring two profitable locations in the Dallas metropolitan area. This turnkey operation has been serving clients since 2013, generating a...

$150,000

Honolulu County, HI

This well-established CPA practice for sale in the Leeward-Central Oahu Area generates annual gross revenues of approximately $865,000. The firm caters to high-quality clients, including individuals...

$780,000

Covington, KY

This well-established, 30-year insurance agency is a seasoned and stable operation with a strong foundation and excellent performance metrics. Licensed with P&C binding authority in Kentucky, Ohio,...

$450,000

Kansas

• Desire to transition ownership and management of firm to new organization to facilitate current owner retirement. • Expected revenues for 2025 are $980,000! • Year-round service mix includes tax...

$1,200,000

Northampton County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent with 2024 at $225,000! • Primarily tax practice with...

$270,000

Columbia, SC

This incredible ATM portfolio of 166 ATM machines in South Carolina is built with ease of management in mind. The portfolio is showing Income of about $7,300/mo in early 2025. The 166 ATMs are...

$375,000

Mattapoisett, MA

This South Coast Massachusetts portfolio currently operates 49 ATMs machines around the South Coast of Massachusetts. The portfolio in 2024 had ATM Gross Profit of almost $14,000/mo of Owned and...

$575,000

Columbia, SC

This incredible ATM portfolio of 106 ATM machines in South Carolina for $950,000 was built intelligently by the current owner operator for ease of management and great returns. The portfolio is...

$950,000

Santa Maria, CA

CPA firm for sale in Santa Maria, CA. Ref# SAM125. This CPA firm is well-established and has been located in the central coast region for almost 30 years. The Seller has really enjoyed working with...

$695,000

Mohave County, AZ

• This practice was established in 2012 • Software in use includes Tax Act Professional Enterprise Edition • Approximately 1440 individual tax returns with an average fee of $151 per return •...

$290,000

Nebraska

Highlights: • Cash flow over 70%! • Owner hours low at 1,250 per year! • 2 CPAs on staff This top-performing virtual Accounting Firm uses a boutique, concierge-style approach to provide outstanding,...

$585,000

Clackamas County, OR

• The owner is a CPA • This practice was established in 1994 • Software used is Lacerte • Approximately $6,600 in annual revenue, via bookkeeping • Approximately $53,100 in annual revenue, via other...

$650,000

New York

• Seller retiring but willing to work part-time for buyer. • Practice revenues around $1.5MM! • Revenues comprised of Individual and Business tax (38%), Audits/Reviews/Consulting (34%) and...

$1,875,000

Cook County, IL

Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car...

$1,150,000

Marietta, OH

A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation,...

Not Disclosed

EBITDA: $2,068,509

Santa Clara County, CA

This is a great size Allstate Agency $1.5 Million in Gross Premium with an Annual Income of $140,000. Downtown Location. Profitable with a good Loss Ratio and good Retention. Finance by SBA. Contact...

$290,000

Chicago, IL

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...

$105,000

Melville, NY

Located in Long Island, NY, just east of Queens, this well-established insurance agency has been serving its community for over 45 years. With $2,686,699 million in premium and $250,630 in annual...

$610,000

Saratoga Springs, UT

Ascendancy Consultants is a consulting firm that maximizes tax credits for their customers. Ascendancy is THE specialty tax incentive expert! Ascendancy Consultants is a team of attorneys, CPAs,...

$849,995

Cleveland, NY

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...

$104,900

Salt Lake City, UT

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...

$105,000

Taylor County, TX

This well-established, reputable tax and accounting practice for sale in Abilene, TX has annual gross revenues of about $496,000. It is built on a strong foundation of recurring revenue, with no audit...

$500,000

Las Vegas, NV

Established check cashing store with a 35 year history! With the ability to do deferred payment loans, check cashing, buy gold and silver, and provide title loans, this store would be perfect for a...

$199,000

Fishkill, NY

8% Attest 20% Individual Tax 30% Business Tax 42% Accounting/Bookkeeping/Advisory Net Profit - $186000 For more information you must subscribe to become a member of our buyer inner circle -...

$725,000

Burbank, CA

CPA/Business Management firm for sale in Burbank, CA. Ref# BUR125. This CPA Business Management firm has been located in Burbank for over 30 years. The Seller has enjoyed working with the clients and...

$825,000

San Diego County, CA

A well-established professional services firm based in a major Southern California city provides outsourced bookkeeping, controller-level support, and operational services to small and growing...

$550,000

Lake County, IN

This is a rare opportunity to acquire a well-established and highly profitable CPA practice with a long-standing, loyal client base. The firm enjoys consistent revenue and strong client retention,...

$180,000

Santa Fe, NM

This reputable CPA firm is in Santa Fe, NM and has annual gross revenue of approximately $320,600. It caters to a high-quality, established client base that includes loyal individuals and many...

$285,000

Los Angeles County, CA

• The owners are CPAs and only open to selling to equally licensed buyers in the Los Angeles area • This practice was established in 1996 • Less than 5% of clients meet with the seller and staff •...

$995,000

E Baton Rouge County, LA

• The owners are CPAs (Inactive) • This practice was established in 2022 • Software in use includes ProSeries & QuickBooks • Approximately $64,000 in annual revenue, via bookkeeping (200 clients) •...

$600,000

Texas

This well-established CPA practice for sale in East Texas, located within an hour’s drive of Dallas, has annual gross revenues of approximately $187,000. The practice has been delivering high quality...

$187,000

Melville, NY

290 Individuals - $150,000 50 Businesses - $238,000 Other - $12,000 Net Profit - $305,000 https://thrivefinancialgrp.com/listing/accounting-practice-for-sale-in-long-island/...

$500,000

This thriving Real Estate Coaching Company offers comprehensive real estate education, featuring engaging hands-on coaching, mentorship, and digital products tailored for both aspiring and seasoned...

Not Disclosed

EBITDA: $1,393,875

North Carolina

• Price reduced, motivated seller! • Owner hours only 1,800! • Fee increases will add $60,000 in 2026. • Signed Engagement Agreements. • Seller willing to stay on part time. • Room to onboard new...

$485,000

Santa Clara County, CA

This San Jose/Silicon Valley Metro Area firm provides comprehensive outsourced accounting, bookkeeping, controllership, and advisory services to small businesses, start-ups, venture capital firms, and...

$879,000

Gwinnett County, GA

This is a rare opportunity to acquire a well-established, highly reputable mortgage business with consistent cash flow, strong referral relationships, and built-in growth opportunities. With over 30...

$100,000

Ardmore, OK

This well-established insurance agency has P&C Binding in both Oklahoma and Texas and is widely recognized in the community for its exceptional customer service. It has earned a strong reputation,...

$749,000

Oklahoma

• Seller retiring but will remain in the area to assist buyer with transitioning clients. • 2025 Revenues estimated around $160,000. • Majority of revenue from Individual and business tax, with some...

$185,000

Brooklyn, NY

This great hands-off ATM portfolio of 34 ATMs in New York City, NY and the surrounding areas. The portfolio has Net Profit Income of nearly $58,584 in the past 12 months. All 34 ATMs are owned by the...

$245,000

Charlotte, NC

This great ATM portfolio of 27 Arcade ATMs in Charlotte, NC and the surrounding areas. The portfolio has Net Income of nearly $19,000 per month in the past 12 months (Gross Profit of $35,845). Link to...

$700,000

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

Santa Cruz County, CA

• The owner is a CPA • This practice was established in 1988 • Software in use includes Thomson Reuters • Approximately $38,000 in annual revenue, via bookkeeping (12 clients) • Approximately $4,500...

$875,000

Monmouth County, NJ

This well-structured practice focuses exclusively on tax and bookkeeping services, with no attestation work: - Approximately two-thirds of revenue is generated from business clients. - A strong fee...

$495,000

Washington County, MD

This well-established CPA practice is located in Hagerstown, MD and has annual gross revenue of over $135,000 and growing! Despite the overall size of the firm, the fee structure is that of a larger,...

$175,000

Tucson, AZ

Well balanced and diverse customer base that does not all depend on April 15 filings. Focused on bookkeeping and tax returns for small business owners and helping them not just crunch the numbers but...

$40,000

Oklahoma

• Seller retiring but willing to assist buyer with transition. • 2025 Revenues estimated around $145,000. • Revenues comprised of nearly 100% Individual and Business Tax. • Large office space...

$160,000