Financial Services Established Businesses For Sale

Florida

Confidential Listing. NDA and financial statement required prior to release of details. Buyer must demonstrate Finical capability. Showings by appointment only through listing broker. Years...

$2,100,000

Naples, FL

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

Not Disclosed

Lake Worth, FL

This Florida-based accounting firm provides a broad spectrum of services, including tax planning and compliance, small business accounting, and estate planning. The firm serves individuals,...

$900,000

Albuquerque, NM

Desirably located in the Uptown area of Albuquerque, NM this highly reputable and well-established CPA practice produces annual gross revenue of approximately $419,000. The practice serves a stable,...

$482,000

Burlington, VT

Why build from scratch when you can acquire a turnkey wealth-building machine? This PRO-achievement Allstate agency in Chittenden County, VT, offers an established, highly profitable footprint with...

$598,000

Minnesota

Expand Your Firm’s Reach with a Turnkey Strategic Execution Engine An exceptional opportunity is available to acquire a high-performing, national management consulting firm designed for seamless...

$2,500,000

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$400,000

British Columbia

-100% value-based subscription pricing model generating fully predictable monthly recurring revenue -Cash flow improved by over 30% in the past 24 months through disciplined operational focus...

$3,800,000

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

Portland, OR

• The owner is a CPA • This practice was established in 1989 • Software in use includes Thomson Reuters, Ultra Tax, Filecabinet, Microsoft 365 Pro Suite • Approximately 225 individual tax returns with...

$400,000

Kissimmee, FL

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor...

$125,000

Clinton, TN

• The owner is a CPA • This practice was established in 1989 • Software in use includes Drake, QuickBooks, and MS Office • Approximately $24,000 in annual revenue, via bookkeeping (12 clients) •...

$300,000

North Carolina

-Fully staffed with long-tenured professionals deeply committed to client success -Value billing model with fees collected at time of service and minimal accounts receivable -Revenue projected at...

$1,100,000

Boston, MA

Established Allstate agency in the Boston, MA area with a strong 12-year book of business. The agency generates $5,863,859 in premium with 76% retention. Producing $528,244 in revenue and $299,000 in...

$1,000,000

Missouri

MO1170: THE OPPORTUNITY This well-established CPA firm in the Springfield area is an ideal acquisition for a CPA or EA looking for a turnkey operation with a modern edge. Whether you are looking to...

$1,055,000

Sherman Oaks, CA

• The owners are CPAs • This practice was established in 2011 • Less than 10% of clients meet with the seller and staff • Software in use includes Lacerte, QuickBooks • Approximately $823,567 in...

$2,800,000

Palatine, IL

As the seller prepares for retirement, they're now offering their established tax and accounting book of business (client list only) for acquisition. This client-only opportunity is ideal for an...

$385,000

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

$600,000

Fairfield County, CT

Specialty film, TV and Media firm with a focus on lending to a massive National client base comprised of major film, TV, social media and other media production companies. Owners have extensive track...

$2,500,000

Montgomery County, TX

• The owner is looking to sell NOW before tax season is far along. Quick ROI! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue are...

$280,000

Georgia

• Seller semi-retiring to other career. Available to assist buyer with transition as agreed after closing. • Meetings can be requested in portal and scheduled with owner after busy season. • 2026...

$175,000

Vermont

-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

South Carolina

-One CPA partner willing to stay on to run daily operations -Nearly 100% paperless with efficient, scalable systems -Annual fee increases already in place providing predictable revenue growth -Young,...

$1,150,000

Monroeville, PA

Established Accounting & Tax Practice - Monroeville, area great location This well-established accounting firm has maintained continuous operations for 15 years, serving a diverse clientele of...

$599,000

Louisiana

Overview ABA Advisors represents this CPA tax practice located in the New Orleans, LA area. The owner wishes to retire from public accounting but is willing to provide transitional assistance to help...

Not Disclosed

British Columbia

Alan Liverman is pleased to introduce: For sale: Established cloud-based CPA & premium bookkeeping practice (founded in 2002) Key highlights 350+ active clients; cloud-first operations Revenue mix:...

$2,975,000

Santa Fe, NM

This well-established CPA practice is located in Santa Fe, NM and generates approximately $174,000 in annual gross revenue. The firm has been providing high-quality tax and accounting services to...

$174,000

North Carolina

-Tenured team with most staff having been with the firm for over a decade -Cash flow exceeding 40% -60+ years of established community reputation -Owners willing to remain on a part-time basis to...

$2,200,000

Ontario

Practice for Sale – Established Tax and Accounting Firm Presented by Alan Liverman We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting...

$175,000

Plano, TX

This established insurance agency in the Plano, Texas area offers an excellent opportunity for a new owner to put their own stamp on a well-performing book of business. With an 11-year book, the...

$550,000

Chattanooga, TN

This established Property & Casualty insurance agency represents a compelling acquisition opportunity in the Chattanooga metropolitan market. The business has demonstrated consistent operational...

$85,000

Kailua, HI

This highly-profitable, well-established CPA practice generates excellent cashflow to the owner of nearly 80% of gross income! Revenue is desirably balanced between monthly bookkeeping (56%) and tax...

$310,000

Minnesota

This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team...

$675,000

Beaver County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to be consistent around $282,000! • Primarily a tax practice with loyal clientele...

$330,000

Broward County, FL

Nobody else can do what this portfolio does. The 55+ community where these units sit has closed off new rentals entirely. These 10 units got in before it closed. That Grandfathered Rental Status...

$1,300,000

Englewood, CO

Boutique CPA tax firm with strong tax fees and a good business tax return base. The $726,000 in revenue for 2025 consists of 373 individual tax returns which averaged just under $1000 or $ 361,000 in...

$729,000

Dyer County, TN

•Accounting and tax practice for sale near Dyersburg, TN (North of Memphis) • Revenue mix: Audits and reviews (31%), accounting (19%), and tax preparation for individuals (37%) and business / other...

$350,000

Cumberland County, TN

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee • Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%)...

$445,000

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$80,000

Kent County, RI

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence) • Revenues are derived primarily from business clientele representing a broad range of industries • Revenue mix:...

$1,010,000

Strafford County, NH

Well-established EA accounting and tax practice available in Strafford County, New Hampshire. The owner has thoughtfully streamlined operations and begun transitioning the practice toward a more...

$330,000

Hartford County, CT

AVAILABLE AFTER 4/15 • Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for...

$85,000

Texas

Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...

$4,500,000

The offering includes three separate entities working in conjunction: one acts as a brokerage selecting Professional Employer Organizations (PEO); the second provides guidance for wide-ranging...

Not Disclosed

Fort Worth, TX

This successful, multiple Honor Ring Allstate agency is located in the mega-growth corridor of West Fort Worth and is supported by a highly experienced, well-tenured team. The agency operates with 9...

$2,800,000

Mendham, NJ

Located in a desirable and affluent area of Morris County, NJ, this well-established practice generates approximately $240,000 in annual gross revenue. It serves a loyal client base of individuals and...

$340,000

Washington County, MD

This well-established insurance agency has served its community for over 50 years and has consistently grown its book of business year after year. Recognized as Best in Company in 2006, the agency has...

$999,999

Plano, TX

Located in a highly desirable and affluent area, this steadily growing CPA practice in Plano, TX generates approximately $506,000 in annual gross revenue. The practice caters to a diverse and loyal...

$605,000

Cook County, IL

This growing practice has been providing quality tax and accounting services to individuals and local businesses for over 15 years. New clients, fee increases, and improved operational efficiencies...

$560,000