Financial Services Businesses For Sale

New York

This is a unique factoring franchise service where cash is truly king. It is a profitable territory, which can easily be expanded. This firm provides real estate professionals with immediate cash flow...

$350,000

Lee County, IA

This well-established, yet growing Tax & Accounting Practice for sale is located in Lee Country, Iowa and has annual gross revenue of approximately $416,000. The practice caters to a desirable client...

$415,000

New Mexico

Great opportunity in this $3.2M, Pro-level, Allstate agency in southern New Mexico! Great retention at 87% and a well-serviced customer base with 1818 policies in force. This agency has binding...

$650,000

Fairfield County, CT

• Quality accounting and tax (CPA) practice for sale in the Danbury area of Fairfield County, Connecticut • Revenue mix: Accounting (approximately 19%) and tax services for individuals (57%) and...

$325,000

Wyoming

This well-established, reputable CPA practice for sale in Northeast Wyoming, with annual gross revenues of approximately $510,000, has been providing high-quality, professional tax and accounting...

$474,000

Bernalillo County, NM

This established, yet rapidly growing CPA firm for sale is located in Albuquerque, NM and has been a cornerstone of the local business community for decades. The firm has annual gross revenues of...

$2,340,000

Arkansas

AR1155: PRICE REDUCED! The sellers of this NWA CPA firm are approaching retirement but are willing to assist with a smooth transition of the firm after a sale and are seeking a CPA or EA buyer. There...

$495,000

Lancaster County, NE

This well-established, yet growing CPA practice for sale is located in Lincoln, NE and has annual gross revenues of approximately $190,000. The practice has been delivering high quality tax and...

$170,000

Madison, WI

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview - ABA Advisors represents this CPA firm located in the Madison, WI / Dane County area. The owner is a CPA and wishes to retire but is willing...

Cash Flow: $339,179

Florida

OVERVIEW ABA Advisors represents this CPA practice located in the Orlando, FL area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE...

Cash Flow: $250,000

Texas

• UPDATED FINANCIALS! • Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $194,000! • Service mix comprised of tax (72%) and...

$200,000

Somerset County, PA

• Owner looking to retire and move from the area but still available for transitional help as agreed with buyer. • 2024 gross revenues to be consistent around $112,000! • Service mix includes tax...

$135,000

Cowlitz County, WA

• The owner is a CPA • This practice was established in 1959 • Software in use includes Lacerte, QuickBooks, SmartVault • Approximately $93,000 in annual revenue, via bookkeeping (37 clients) •...

$830,000

Miami, FL

Full-Service Accounting, Tax Preparation, and Insurance Business – Miami-Dade County This well-established firm offers comprehensive accounting, tax preparation, and property & casualty insurance...

$9,000,000

Harris County, TX

• CPA owner looking to semi-retire and is available for transition as agreed with buyer. • Primarily tax services to client book. • Year-round revenues in a prime location with great cashflow. • An...

$550,000

Pima County, AZ

• The owner is an EA • This practice was established in 1992 • Software in use includes Lacerte & QuickBooks Plus Pro 2024 • Approximately $83,000 in annual revenue, via bookkeeping (31 clients) •...

$515,000

Beachwood, OH

• Well established, single owner CPA practice • 71% tax & accounting for business clients • 29% tax prep for individuals; avg 1040 fee ~ $775 • Staff consists of 3 full-time employees • Tax software...

$655,000

Toms River, NJ

*** THIS LISTING IS CURRENTLY SALE PENDING. *** The firm was started in 1991 and provides bookkeeping, tax preparation for small businesses and individuals. The owner provides tax planning, business...

Cash Flow: $379,976

Portland, OR

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW - ABA Advisors represents this CPA practice located in Portland, OR. The owner operates the firm from a home office and has no employees. The...

Cash Flow: $141,142

Pinellas County, FL

DISCLAIMER: DO NOT CONTACT SELLER DIRECTLY Strictly confidential. Unauthorized contact with the seller, their associates, or directly visiting the property to inquire about the sale is strictly...

$3,500,000

Worcester County, MA

Step into a proven and profitable business model with this well-established tax preparation service, operating successfully since 2006. As part of a nationally recognized franchise, this business...

$185,000

Spokane County, WA

• The owner is a CPA • This practice was established in 2000 • Software in use includes Ultra Tax, QuickBooks, Windows, Creative Solutions • Approximately $200,000 in annual revenue, via bookkeeping...

$440,000

Oklahoma County, OK

• Seller retiring but willing to assist buyer with client transition. • Estimated future yearly revenues around $300,000!! • Revenues comprised of Tax (77%) and Accounting (23%). • Large office space...

$375,000

Texas

• UPDATED FINANCIALS! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue came in higher than anticipated at $290,000! • The service mix...

$315,000

Santa Clara County, CA

• The owner is a CPA • This practice was established in 2003 • Seller prefers a CPA or EA with 10 years of public accounting/tax experience • Software in use includes CCH Axcess Tax, QuickBooks,...

$1,550,000

Yolo County, CA

Seller prefers a local buyer as clients are not serviced remotely • The owner is a CPA • This practice was established in 2005 • Software in use includes Lacerte, QuickBooks, MS Office, CFS Tax Tools...

$860,000

Deschutes County, OR

• The owners are EAs • This practice was established in 2014 • Software in use includes Lacerte • Approximately 545 individual tax returns with an average fee of $468 per return • Approximately 23...

$380,000

Dare County, NC

OVERVIEW ABA Advisors represents this tax & accounting practice located in the Outer Banks of North Carolina. The seller is willing to provide transitional assistance to the buyer to help ensure...

Cash Flow: $223,781

Hampshire County, MA

This successful practice is trending to have gross revenues of over $580,000 this year and has been servicing accounting and tax clients for over 30 years. Located in an economically thriving area of...

$615,000

Naples, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this Accounting & Tax practice located in Naples, FL. The seller is willing to provide transitional assistance to the...

Cash Flow: $257,851

Richland County, SC

• UPDATED INFORMATION • Seller retiring but willing to assist buyer with transitioning clients. • 2024 revenue of $135,000! • Revenues comprised of nearly 100% individual and business tax. • Office...

$160,000

Delaware County, PA

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2024 are expected to be $750,000! • The service mix includes tax (59%),...

$885,000

Tennessee

With over 40 years of dedicated service in the community, this 2-partner CPA firm has built a strong reputation for being highly responsive to clients’ needs. Each owner has their own clients but all...

$1,150,000

Denver, CO

This established CPA firm in the Denver area boasts a remarkable 50%+ cash flow and a well-balanced workload, with the current owner working just 1,050 hours annually. The firm has fostered long-term,...

$799,000

Georgia

Firm Highlights: -Seller is open to seller financing -Majority are business clients, with growing accounting and tax needs -Consistent revenue growth and 70% cashflow to owner! -Dedicated staff that...

$337,500

Saskatchewan

This two-partner tax practice is well known for consistently producing excellent work in a timely manner. The practice has a client-centric strategy that makes each client feel important. The majority...

$899,000

Fresno, CA

CPA firm for sale in Fresno, CA. ref # FRE124. This firm was established by the Seller in 2000 and has been operating in its current location for 8 years. This office is located in an upscale, single...

$425,000

Little Rock, AR

AR1167: The seller of this West Little Rock CPA firm is seeking to sell the firm and pursue retirement. Offering a nice cash flow to the owner and a loyal clientele, the practice is ready for a new...

$150,000

Westchester County, NY

• Seller retiring - available for transition assistance as needed. • Estimated revenues of $1,250,000 for 2024! • Revenues comprised of Tax (53%) Accounting and Write-Up (33%) and Other Services...

$1,385,000

Huntington Beach, CA

CPA firm for sale in Huntington Beach, CA. ref # HTB124. The Seller is looking forward to retirement but will be available to assist the Buyer with continued transition assistance as needed. This...

$500,000

Hollywood, FL

Profitable Auto Insurance Franchise in Prime South Florida Location Own a highly successful franchise of one of South Florida’s most recognized insurance brands, situated on a busy north-south...

$1,100,000

Coeur D'alene, ID

This reputable CPA Tax & Accounting Practice for sale in Coeur d'Alene, ID has annual gross revenues of approximately $349,000. This well-established, reputable practice provides quality tax and...

$380,000

Allegheny County, PA

• UPDATED FINANCIALS with consistent revenues year upon year. • REDUCED ASKING PRICE to promote a quick sell to experienced CPA Firm buyer. • Desire to transition ownership of firm to new organization...

$1,550,000

Dane County, WI

This well established Bookkeeping, Accounting, and Tax Preparation firm has a rock-solid history serving Madison and Dane County for nearly 25 years. The firm is owner operated with a lean P&L and...

$215,000

Schaumburg, IL

This well-established CPA practice for sale is located in Schaumburg, IL and has annual gross revenues of approximately $380,000. The practice consists of a stable and high-quality client base,...

$456,000

Suffolk County, MA

Discover an exceptional investment opportunity with a well-established tax and accounting firm located in Boston, MA. Founded in 1984, this business has grown from a part-time venture into a full-time...

$200,000

Mississippi

MS1006: The seller of this Mississippi Gulf Coast CPA firm is approaching retirement and seeking to sell to a CPA buyer. This firm is perfect for a buyer wanting to become a firm owner or for a larger...

$660,000

Idaho

This well-established and steadily growing CPA practice for sale in Mountain Home, Idaho has been providing high-quality tax and accounting services to businesses and individuals throughout the area...

$375,000

Colorado

- Well established, Single-owner CPA practice serving individuals and businesses with complex tax returns - 92% Tax Preparation (30% Individuals; 67% Business; 3% Trusts); 7% Reviews; 1% Bookkeeping -...

Cash Flow: $325,000