Financial Services Businesses For Sale

Shasta County, CA

• The owner is a CPA • This practice was established in 1995 • Software in use includes Lacerte, QuickBooks, TValue, ATB, CFS, Excel, Word Perfect • Approximately $25,000 in annual revenue, via...

$315,000

Fenton, MO

Established Farmers Insurance Agency for sale in the Fenton/ Valley Park area. Owner willing to assist with the transition process. 800K Premium Insurance Agency Location: Fenton MO Office- Leased...

$115,000

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

Salt Lake City, UT

Nationwide Accounting Firm seeking merger partners with strong culture and exceptional clients. Currently 35 offices from California to New York with a focus on boutique culture and local autonomy....

Not Disclosed

Aiken County, SC

• Owner looking to retire and will be available for transitional help as agreed with buyer. • Great location with a reputation in the community that brings in constant referrals. • 2023 gross revenues...

$285,000

Brazoria County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2023 gross revenues to be around $285,000. • Service mix comprised of tax (94%) and accounting (6%). •...

$325,000

Cook County, IL

Don't miss out on this Pro level, on pace to be Elite, $2.5M Allstate book with great retention and growth! This agency shows great growth and is primed for even more growth under the right owner....

$430,000

Appleton, WI

Listing WI1127 Practice Details: Profitable, established CPA practice in Appleton Wisconsin Revenue breakdown: 2022 Gross $234,000, Individual and Business Tax 50% Write-Up, Payroll, Etc. 50%...

$219,000

Wisconsin

LISTING WI1128 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. In business over 20 years a loyal and well-established...

$1,400,000

Nebraska

This lucrative and successful CPA firm is nestled in a thriving town in North Central Nebraska and has annual gross revenues of approximately $195,000. The firm is proudly operated by the seller and...

$170,000

Iowa

This real estate and private lending opportunity has developed a proven system to identify lucrative deals with a steady and customizable deal flow pipeline. The business focuses on high-margin real...

$995,000

Brooklyn, NY

This portfolio currently operates 75 ATM machines, primarily with location agreements. The route is showing ATM Average Gross Profit of approximately $22,000/mo in 2023. The route is based in the...

$600,000

Jefferson County, MO

Motivated Seller Farmers Insurance agency ownership opportunity located in the Jefferson County area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on....

$300,000

Alameda County, CA

• The owner is an EA • Staff of 3 full time bookkeepers willing to stay on • Over $400,000 in reoccurring revenue • Centrally located in the Oakland/San Francisco corridor (580/880) • This practice...

$1,200,000

Idaho

This high-quality, growing CPA Tax & Accounting Practice for sale in Fruitland, ID has annual gross revenues of approximately $380,000. The practice has a nice mix of services to provide year-round...

$345,000

Bel Air, MD

Baltimore SMSA based accounting practice for sale. Specializing in tax preparation and business consulting. Serves over 1,200 "seasoned" clients. No auditing services offered. Annual sales averaged...

$1,900,000

Georgia

• Owner is available for transitioning as agreed with buyer. • NEW FINANCIALS AVAILABLE! • 2025 gross revenues are estimated to be around $250,000! • Service mix includes tax (70%) and accounting...

$270,000

Ford County, IL

Geographic Location: Ford County, IL - Listing IL2319 First-time practice owner? Build your practice and raise your family in a beautiful city with friendly people, wide diversity, and strong economic...

Not Disclosed

Walled Lake, MI

Projected 2025 Gross Income - $160,000 Accounting Clients 19 Monthly Clients 11 Annual Clients Income Tax 15 1120/1120S 3 1065 2 Other Retirement minded CPA...

$160,000

North Carolina

• Owner looking to retire and willing to assist buyer with transition period as needed. • 2023 revenues of $520,000! • Service mix comprised of Tax (50%), Accounting (49%), and Other (1%). • Office...

$575,000

Benton County, MN

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base....

$107,000

Dane County, WI

Practice Details: Outstanding Accounting and Tax practice in Dane County Wisconsin Cash Flow: Cash flow to owner 60% Revenue breakdown: Individual and Business Tax 75% Write-Up/Other 25% Facilities:...

$459,000

Brown County, WI

Practice Details: Profitable Accounting and Tax practice in Green Bay Wisconsin Cash Flow: 50%+ Revenue breakdown: Individual and Business Tax 65% Write-Up/Other 35% Facilities: Leased Office...

$499,000

Brown County, WI

Practice Details: Profitable 25 year established Accounting and Tax practice in Brown County Wisconsin Cash Flow: Cash flow to owner 48% Revenue breakdown: Individual and Business Tax 46% Write-Up 20%...

$300,000

Benton County, MN

Practice Details: Retiring owner seeking qualified buyer for this tax and accounting practice. This firm has been in business over 18 years with an excellent area reputation and loyal client base....

$107,000

Wyoming

This established, and steadily growing tax practice is located in a booming North Central Wyoming community with loyal, quality clients that should continue to provide referrals and opportunities for...

$295,000

Allegheny County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be consistent around $110,000. • Service mix includes tax (84%), accounting (12%),...

$115,000

Oklahoma County, OK

• UPDATED INFORMATION NOW AVAILABLE! • Owner looking to sell a portion of their practice and will be available for transitional help as agreed with buyer. • 2024 revenues arounf $1.1MM! • Service mix...

$1,125,000

Cook County, IL

Great practice with over 900 1040's, 500 1120's, and 200 miscellaneous returns. $$ Gross of almost $800,000 $$. Seller putting over $325,000 in pocket easily! One full time and one part-time staff...

$999,000

South Carolina

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2023 gross revenues to be around $140,000!! • Service mix includes tax (93%), accounting (6%), and other...

$185,000

Novato, CA

• The owner is a CPA and prefers to sell to a CPA • The seller prefers a local buyer • This practice was established in 1991 • Software in use includes UltraTax, QuickBooks, CFS (Payroll) 2024 revenue...

$800,000

Texas

TX1043: The sellers of this Ark-La-Tex CPA firm are approaching retirement and seeking a CPA buyer for the firm. With a strong fee structure, a nice cash flow, a loyal clientele along with a stable...

$1,200,000

Pine Bluff, AR

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues to be around $45,000! • Service mix includes tax (92%) and accounting (8%). • Turn-key...

$55,000

Idaho

Hedge your investment portfolio with a lucrative precious metals shop operating both in-person and online. In operation for many years, the establishment is built on excellent customer service and...

$3,800,000

Colorado

- Single-owner CPA practice - 62% Tax Preparation (68% Individual; 27% Business; 5% Other); 31% Bookkeeping; 7% Payroll - Cash flow to owner is 39% of gross revenue - Significant opportunity for...

Not Disclosed

This well-established company provides employers and financial institutions with the ability to prepare and file the full range of IRS information returns and annual wage reports documenting payments...

$5,000,000

Norman, OK

• UPDATED FINANCIALS!! • 2022 gross revenues of $270,000! • Service mix includes tax (58%) and accounting (42%). • Staff available if needed by the buyer after closing. • Very strong owner cash flow!...

$290,000

Texas

Sunbelt Business Brokers of Dallas presents this life insurance settlement business for sale in Texas. This very profitable business has been in operation for nearly two (2) decades and has a large...

$5,500,000

Mesa, AZ

Commercial Brokerage Business For Sale. Consistent Profitability and Sales Revenues for more than a decade, 95% Home Based, easily relocatable, designed as a simpler profitable operation with low...

$78,000

Austin, TX

Established 35 year business brokerage company in Austin, Texas specializing in Main Street and Middle Market business sales and acquisitions ranging in price from 100K to twenty million dollars in...

$150,000

Grayson County, TX

Captive Farmers Insurance Book for Sale This profitable insurance agency represents an excellent opportunity to acquire an established book of business with strong fundamentals and growth potential....

$250,000

Palm Beach, FL

This is a rare opportunity to acquire a cutting-edge financial platform concept built to streamline bill payments, monitor multiple accounts, manage money efficiently, and optimize credit scores. With...

$5,000

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

Not Disclosed

Schenectady County, NY

HS Listing ID-69497 An excellent opportunity to acquire an established Insurance agency in New York, featuring a healthy, well-performing book of business and meaningful growth potential. The agency...

$700,000

Los Angeles, CA

Top Producing Los Angeles County, CA lender is selling his 20 year database of over 8000+ clients in his database. Loans provided by Bank of the West, Bank of Montreal, Newrez, Guaranteed Rate,...

Not Disclosed

Panama City Beach, FL

Are you ready to escape the corporate grind and step into a lucrative business opportunity in a beautiful, high-growth area? An established Allstate Agency in desirable Panama City, FL is now...

$975,000

Fort Myers, FL

Established Insurance Agency Franchise Opportunity in Fort Myers, Florida This turnkey Sebanda Insurance franchise (#95) presents an exceptional acquisition opportunity for a licensed insurance...

$82,000

Chicago, IL

An established CPA firm in the Chicago area is seeking to divest its assurance services division, presenting an excellent opportunity for a buyer looking for immediate growth and recurring revenue....

$502,680

Union County, NJ

The specialized machinery is custom made. Challenge MPC 30” Paper cutting machine 2- Heidelberg Die cutting machines Hamada 600 CD Printing machine Hamada RS34LSII Printing Machine Ultra Flip Top...

$150,000