Financial Services Businesses For Sale

Alberta

This well-known, full-service CPA firm for sale in Alberta has two partners and provides a variety of financial services, including bookkeeping, tax planning and preparation, audits, reviews and...

$1,250,000

Mecklenburg County, NC

• Owner willing to assist in transition through the 2025 tax season if needed. • Gross revenues are around $330,000! • Year-round revenues comprised of Tax (90%) and Accounting (10%) services. •...

$385,000

North Carolina

This is a well-established and profitable (70%) full-service CAS and tax firm that works with both small and medium-sized businesses. This is a highly professional CPA practice with excellent staff...

$3,995,000

District of Columbia, DC

Well-established check cashing business for sale. This is a long-standing and trusted service provider in the community, ideally situated in a high-traffic area with affordable rent and consistent...

$175,000

Milwaukee, WI

Discover a top-tier CPA firm renowned for its excellence in accounting, tax preparation, tax planning, and payroll services. Notably, this firm does not engage in audits or reviews. Their primary...

$550,000

Montgomery County, MD

SALE PENDING - Located in very affluent Montgomery County immediately north of Washington D.C., this profitable firm is projected to return Seller’s Discretionary Earnings of $150,000+ in 2024....

$440,000

Mcpherson County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2024 gross revenues to be around $200,000! • Service mix includes tax (79%) and accounting/payroll (21%). •...

$235,000

Quebec

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant...

$699,000

Ghana

Company Overview: The target company is a leading agritech firm, founded in 2016, focused on providing market access and financial services to smallholder farmers in a West African country. Through...

$12,760,000

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

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

Florida

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in the Orlando, FL area. The seller is willing to provide transitional assistance to the...

Not Disclosed

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

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...

Not Disclosed

Cash Flow: $379,976

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

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...

Not Disclosed

Cash Flow: $223,781

Hampshire County, MA

PRICE REDUCED!!! This successful practice is trending to generate gross revenues of over $580,000 this year and has been servicing accounting and tax clients for over 30 years. Located in an...

$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...

Not Disclosed

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

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

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

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

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 -...

Not Disclosed

Cash Flow: $325,000

This well-known Construction Consulting Services Organization, located in the Northeast, consists of construction, scheduling, engineering, and architectural professionals. The firm provides services...

$4,060,000