Financial Services Established Businesses For Sale

Lake County, IN

THE OPPORTUNITY Step into a thriving, highly reputable accounting practice strategically positioned in Lake County, IN, in a Chicago suburb near the IN/IL border. Boasting an enviable fee structure...

$1,700,000

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

Scottsdale, AZ

This is a rare opportunity to acquire a well-established tax practice in one of the Phoenix area's most desirable, fast-growing markets. The firm has built a strong reputation over many years,...

$149,900

Philadelphia, PA

**NDA Required for address** NOTE: Yes, it is still available. If interested, please schedule a call to discuss further: https://calendly.com/jason-hartman-hedgestone Asking Price: $750,000 Financial...

$750,000

Marin County, CA

Located in beautiful Marin County, this well-established San Francisco area tax practice is paperless and profitable and has an outstanding reputation in the community. While helpful, a CPA license is...

$450,000

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$300,000

Ontario

Alan Liverman is pleased to introduce: The seller is a CPA/CA/LPA and a 50% partner in a full service CPA firm and is selling his/her book of business. The buyer (should be an LPA), has a choice of...

$1,700,000

Los Angeles County, CA

• This practice was established in 2000 • Software in use includes Proseries, Revver, Financial Microsystems • Approximately $12,000 in annual revenue, via bookkeeping (10 clients) • Approximately...

$225,000

BUSINESS HIGHLIGHTS This outstanding acquisition opportunity is for an established, accredited management firm providing support to membership-based organizations. The Company delivers governance...

Not Disclosed

Massachusetts

Well-established Massachusetts CPA practice with approximately $1.6 million in 2025 gross receipts. The firm offers a niche audit service. The owner is willing to remain involved for a reasonable...

Not Disclosed

Palm Beach County, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** PRACTICE OVERVIEW The practice is made up of a combination of individual tax clients (28%), business tax returns (31%), accounting/bookkeeping clients...

Not Disclosed

West Virginia

This premier, steadily growing CPA firm has established a strong and respected presence throughout the Huntington-Ashland Tri-State Area of West Virginia and serves a high-quality and well-established...

$2,250,000

Washington County, UT

Serious inquiries only! You will need to acquire an insurance license and have $100,000 in liquidity to apply for this business. to Established insurance agency for sale with 1400 policies in force...

$240,000

Mecklenburg County, NC

• Seller is retiring and is willing to assist with the transition through at least one tax season to help ensure client retention and a smooth ownership transfer. • 2026 revenues are projected to...

$450,000

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1994 • 40% of clients meet with the seller and staff • Software in use includes Lacerte • Approximately 335 individual tax returns with an...

$400,000

King County, WA

• The owner is a CPA • This practice was established in 1987 • Software in use includes Lacerte and QuickBooks • Approximately 200 individual tax returns with an average fee of $1,465 per return •...

$450,000

Mississippi

-Approximately 600 active clients with consistent revenue growth year over year -Cash flow exceeding 40% in 2025 -Monthly bookkeeping clients represent 46% of revenue, providing a strong recurring...

$750,000

Monmouth County, NJ

UNDER CONTRACT! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by insurance companies,...

$2,500,000

Sarasota, FL

Turnkey, well-established tax preparation and bookkeeping franchise operating in the growing Sarasota, Florida market. The business serves a loyal, recurring client base built over multiple tax...

$140,000

South Carolina

This established consumer finance platform represents a premier investment opportunity in the automotive finance sector, featuring over 10 years of continuous operations and generating $7.3 million in...

Not Disclosed

Parker, CO

- Single-Owner CPA practice just outside of Denver, CO - 69% Tax Preparation (47% Individual; 50% Business; 3% Trust/Estate); 31% Bookkeeping - Cashflow to the owner before potentially duplicate...

$325,000

Newfoundland and Labrador

•An established franchise is available in Central Labrador, NL, offering a rare opportunity to acquire a well-established tax preparation business with a strong recurring client base and consistent...

$399,000

El Dorado County, CA

This practice offers a strong platform for a buyer looking to acquire a full-service CPA practice with excellent cash flow, established client relationships, experienced staff support, and meaningful...

$1,400,000

Fort Collins, CO

Tax Preparation, Bookkeeping and Payroll Service Established accounting tax service in Fort Collins. Serving Fort Collins and the surrounding area for more than 20 years. Majority of business is tax...

$130,000

Washington

Works with US Government and industrial organizations to implement and support strategic energy management systems. Owner’s day to day: is 5-6 hrs/day supervising and servicing customers along with...

$3,000,000

Orange, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

Corpus Christi, TX

Established insurance agency serving the Corpus Christi area with approximately $2.67 million in total written premium, including a strong windstorm portfolio, and generating $268,621 in annual...

$540,000

Los Angeles, CA

Established CPA firm with a book of clients for sale in Los Angeles, CA. The Seller is looking to reduce their workload in anticipation of eventual retirement. The Seller is retaining one major client...

$345,000

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

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2026 revenues expected around $320,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

York County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be $525,000! • Service mix includes tax (88%) and bookkeeping (12%)....

$630,000

North Carolina

-30+ years of referral-only growth across a diverse industry client base -Revenue stable at approximately $1.38M for three consecutive years -$548,100 cash flow at a 40% margin in 2025 -Both partners...

$1,500,000

Ontario

Alan Liverman is pleased to introduce: • Established in 1991, this experienced and respected CPA practice offers a comprehensive suite of income tax and bookkeeping services tailored to both...

$449,000

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $540,000! • Service mix includes tax (77%) and accounting (23%)....

$625,000

Wake County, NC

• Seller retiring but willing to assist buyer in transitioning clients. • 2026 revenues estimated to be over $725,000! • Revenues comprised of individual and business tax (74%) and accounting/client...

$895,000

Illinois

- ~35% cash to owner (2025), ~40% cash to owner (2026 projection) - $943,060 (2025) with projected growth to $1,075,000 (2026) - Hybrid operating model with both in-office staff and several remote...

$1,600,000

Pennsylvania

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven...

$600,000

Nassau County, NY

• Seller is transitioning out of accounting industry. Willing to provide transition assistance for as long as needed to help ensure a smooth client transition. • Yearly practice revenues around...

$450,000

Illinois

This long-established accounting and tax practice for sale in the heart of Southwestern Illinois generates approximately $986,000 in annual gross revenue. The practice has built a loyal and...

$740,000

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $435,000. • Primarily a tax practice with limited annual...

$550,000

Cuyahoga County, OH

This well-established CPA practice has served clients since 1993, offering a comprehensive range of services including live payroll, sales tax, CFO services, bookkeeping, accounting, compiled...

$733,818

Plymouth, MA

This premium CPA practice for sale in Plymouth, Massachusetts is projected to gross approximately $1,675,000 in 2026! Over the years, the seller has cultivated a specialty for providing uniquely...

$1,950,000

Dallas, TX

The clients included in this sale are loyal, high-quality, consisting primarily of individuals, professionals and the mix of businesses should continue to provide opportunities for continued growth...

$340,000

Mount Dora, FL

Exceptional Opportunity: Long-Established Allstate Agency for Sale in Mount Dora, Florida Since 1997, this mature Allstate insurance agency has built a solid foundation in one of Central Florida's...

$950,000

Hancock County, ME

This unique and niche Financial Services company started in 1992 and has been going strong for over 30 years! The company provides tax, financial, and consulting services to a wide variety of business...

$390,000

Fort Collins, CO

This is an existing 20+ year national franchise tax prep business located in thriving Ft Collins, CO. We have the highest Google rating in the area and has an experienced staff and great support from...

$200,000

Outagamie County, WI

Practice Details: Retiring owners are seeking a qualified Buyer for this profitable CPA practice. In business over 25 years with a loyal and well-established client base. Owners willing to offer...

$2,000,000

Brazil

This transaction represents a rare opportunity to acquire a long-established, fully regulated banking institution with active international transaction capabilities, scalable infrastructure, and...

$69,000,000

Miami-Dade County, FL

A rare opportunity to acquire a dominant, multi-line insurance agency and brokerage with more than four decades of continuous operation in one of South Florida's highest-premium insurance markets....

$4,500,000