Financial Services Businesses For Sale

Hampton City County, VA

This well-established tax and bookkeeping business has built a strong reputation for delivering reliable, high-quality financial services to individuals and small business clients. The company...

$350,000

Washington County, 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

Tennessee

• The owner is a CPA • This practice was established in 1995 • Software in use includes Drake, EasyAcct • Approximately $121,100 in annual revenue, via bookkeeping (40 clients) • Approximately $42,800...

$650,000

BUSINESS HIGHLIGHTS The Company is a full service financial services and insurance agency offering personal, business, and life insurance. The Company believes in investing for the long term, has over...

Not Disclosed

Arlington, TX

This long-standing CPA practice is conveniently located in North Arlington, TX and has annual gross revenue of approximately $505,000. The practice has served a loyal base of individual and business...

$605,000

Pleasant Hill, CA

After more than 30 years of serving the community, this well-established tax preparation business is available for sale. This is a turnkey opportunity for a tax professional, CPA, EA, bookkeeping...

$442,500

Idaho

This long-standing practice for sale in Northern Idaho generates approximately $600,000 in annual gross revenue. The practice serves a solid base of business and individual clients across a variety of...

$690,000

Little Rock, AR

Picture yourself running a thriving financial services business from the comfort of your home office. This established franchise financing advisory has been helping entrepreneurs achieve their dreams...

$425,000

Leon County, FL

Tallahassee, FL Area – CPA Practice for Sale – $300K Revenue ABA Advisors represents this CPA practice located in the Tallahassee, FL area. The seller is willing to provide transitional assistance to...

Not Disclosed

San Francisco, CA

ATM portfolio for sale $279,000! This amazing hands-off ATM portfolio of 157 Processing Only ATMs in California is such an opportunity. The portfolio has Average Monthly Net Profit Income of $5079.59...

$279,000

Middlesex County, MA

A well-established tax preparation book of business is available for acquisition, offering an excellent expansion opportunity for a licensed CPA or existing accounting practice. The portfolio includes...

$90,000

Skagit County, WA

# Business Listing Description This is a rare opportunity to acquire a family-owned Smoke Shop and Western Union & Check Cashing business that have been successfully operated together for years. The...

$200,000

Greenville County, SC

• Owner is retiring and is available to assist with a smooth transition, as mutually agreed. • Seller estimates approximately $260,000 in 2026 gross revenues. • Revenues comprised of individual and...

$325,000

Dallas County, TX

This Elite Allstate agency offers an exceptional opportunity to acquire a well-established operation with significant scale and a strong presence in the Northeast Dallas market. The agency generates...

$8,000,000

Fairfield County, CT

CPA Firm for Sale - Fairfield County, CT - $775,000 Revenue Overview ABA Advisors represents this CPA firm located in eastern Fairfield County, CT. This is a one owner firm where the owner is willing...

Not Disclosed

Westmoreland County, PA

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to increase to $340,000! • Year-round service of tax (80%) accounting...

$350,000

Marblehead, OH

This established Marblehead/Fremont agency offers a strong book of business with 2,670 policies and an impressive 91.22% retention rate, reflecting a loyal and well-established customer base. The...

$599,000

Phoenix, AZ

Step into ownership with an established insurance agency featuring a $3M book of business and approximately $300K in annual revenue. Located in the high-growth Phoenix, Arizona market, this...

$450,000

Santa Fe, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $199,000 in dependable recurring revenue from renewals alone,...

$230,000

Loudoun County, VA

• Owner retiring but willing to assist buyer through initial tax season to ensure maximum retention. • Gross revenue for 2026 projected around $180,000! • Revenues comprised of individual and business...

$225,000

Cook County, IL

Northwest Chicago Suburb Tax and Accounting Practice For Sale Grossing $644,416 | Up to 90% Bank & Seller Financing Available This well-established Northwest Chicago-area practice offers strong growth...

Not Disclosed

Indiana

This well-established and highly profitable CPA practice in the Northwest Indiana area is available for sale due to the owner's upcoming retirement. The practice offers solid average fees per client...

Not Disclosed

Summit County, CO

- Single-owner CPA practice - 78% Tax Preparation (55% Individual; 45% Business); 11% Payroll; 10% Tax Planning; 1% Bookkeeping - Cash flow to owner before potentially duplicate expenses is...

$450,000

Massachusetts

-15+ tenured and loyal staff with deep institutional knowledge -Full-service practice: tax compliance, audit and assurance, and estate and trust work -Loyal client base spanning individuals,...

$3,200,000

Mobile County, AL

• The owner is a CPA • This practice was established in 1990 • Software in use includes ProSeries, Peachtree • Approximately $77,400 in annual revenue, via bookkeeping (32 clients) • Approximately 300...

$350,000

Chicago, IL

This well established CPA tax practice in downtown Chicago has built a loyal, recurring client base with very strong average 1040 fees, the average individual return generates over $700. The practice...

$226,192

Knox County, IL

Location: Western Illinois Asking Price: 1.0x Gross Billings Based on Retention Terms: 1/2 to 3/4 down, balance negotiable Reason for Selling: Retirement 2026 Projected Revenue Breakdown Personal Tax...

$113,290

Davis, CA

Established Enrolled Agent tax practice for sale in Davis, California. The practice is operated by an EA with more than 23 years of experience serving the Davis community. The Seller is looking to...

$248,000

Montgomery County, PA

• Owner seeking retirement and available for transitional assistance as agreed with CPA buyer. • 2026 gross revenues to increase to approximately $891,000! • Desirable mix of services including tax...

$1,260,000

San Diego County, CA

• The owner is an EA • This practice was established in 2010 • Software in use includes Crosslink • Approximately $117,840 in annual revenue, via bookkeeping (40 clients) • Approximately $17,320 in...

$425,000

Attleboro, MA

Acquire a well-established tax preparation business operating from three strategically located offices with a long-standing reputation for delivering reliable tax, bookkeeping, and financial services....

$580,000

Westchester County, NY

• Owner is seeking to transition ownership while remaining with the practice, providing exceptional continuity for clients and staff. • Gross revenue projected around $1,000,000 for 2026! • Revenues...

$1,200,000

Bucks County, PA

Tax and Accounting Practice For Sale - Bucks County, PA - $173,000 Revenue Overview This tax and accounting practice generates an impressive 83% Seller’s Discretionary Earnings (SDE) margin. Located...

$230,000

Milwaukee County, WI

This CPA/EA Tax practice seeks a new owner for the Tax Clients due to a departing Partner. 250 Individual Returns and 50 Business Returns Double digit growing 3 year revenue trend. Good rates and...

$200,000

North Carolina

-Exclusive medical niche, with deep specialized industry expertise -Cash flow to owner exceeding 50%, with fees increasing 4 to 5% annually -Low owner hours, with a dedicated, low-turnover team...

$850,000

Georgia

-Established reputation serving an affluent client base -Well-developed niche spanning audit, review, and tax engagements -Approximately $2.95M in revenue with consistent, organic growth driven...

$4,000,000

Butte County, CA

Established in 1995, this well-established CPA practice offers an excellent opportunity for a local CPA or accounting firm seeking to expand its client base. 2026 Projected gross revenue has increased...

$875,000

Humboldt County, CA

Established Humboldt County CPA Practice – Serving Clients Since 1982 Practice highlights: • The owner is a CPA • Software in use includes Lacerte • Seller prefers a buyer located in Humboldt County...

$475,000

Virtual Audit and Tax Practice for Sale – $680,000+ Revenue Overview ABA Advisors represents this fully virtual audit and tax practice with clients all over the United States. The owner wishes to exit...

Not Disclosed

Boulder County, CO

- Single-owner CPA practice in vibrant, growing community - Stable practice in same location for over 35 years - Demonstrated strong revenue growth for several years is expected to continue for 2026...

$900,000

King County, WA

LISTING ID # 33833 This business is a sales, contact manager inventory & accounting system. Fully customizable to create industry specific solutions. Written in MS Access & Visual Basic. Data is...

$300,000

Everett, WA

Located in Everett, Washington, this established ELITE Allstate agency offers a rare opportunity to acquire a well-maintained, 60-year book of business with a strong history of stability. The agency...

$999,000

Sacramento County, CA

This well-established practice generates a balanced mix of recurring bookkeeping & financial reporting revenue and tax compliance services, providing stable cash flow and long-standing client...

$800,000

La Mesa, CA

Established CPA firm for sale in La Mesa, California. The practice was founded in 1992 and has built a long-standing presence in La Mesa. The Seller is preparing for retirement and is seeking to sell...

$525,000

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues are expected to increase to $685,000! • Service mix includes Tax (59%),...

$875,000

Texas

Located in a highly desirable, growing community Southwest of Fort Worth, TX, this long-standing CPA practice has annual gross revenue of approximately $672,000. It has been serving the area for...

$750,000

Mclennan County, TX

Established Property & Casualty Insurance Agency for Sale in McLennan County, TX This turnkey P&C insurance agency represents an exceptional opportunity to acquire a well-established franchise...

$200,000

Ontario

This is a great opportunity to acquire a long‑standing, highly reputable bookkeeping and tax practice. Founded in 1998, this firm has built a loyal client base over nearly three decades, with many...

$225,000

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$750,000