Financial Services Established Businesses For Sale

Middlesex County, MA

Founded in the 1960s in Middlesex County, MA, this established firm has built a strong reputation for delivering dependable tax filing, bookkeeping, and accounting services to small and mid-sized...

$949,000

Pima County, AZ

• The owner is a CPA • This practice was established in 1984 • Software in use includes Microsoft Office 365 • Approximately 566 individual tax returns with an average fee of $366 per return •...

$290,000

Maricopa County, AZ

TThis long-standing Tax and Accounting firm has been around for over three decades and benefits from a loyal and ever-expanding customer base, with numerous repeat clients seeking their expertise. The...

$985,000

Pennsylvania

Overview ABA Advisors represents this CPA firm located in western Pennsylvania. The firm has solid staffing that is expected to continue with the buyer. This should help ensure a smooth transition....

Cash Flow: $274,005

Tennessee

• 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

Cochise County, AZ

• The owner is a CPA • This practice was established in 1990 • Software in use includes QuickBooks, Drake Tax • Approximately $48,000 in annual revenue, via bookkeeping (3 clients) • Approximately 290...

$185,000

E Baton Rouge County, LA

• The owner is a CPA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks • Approximately $127,400 in annual revenue, via bookkeeping (35 clients) • Approximately...

$600,000

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes Prosystems fx, QuickBooks, Office Tools, Doc.It, Word, Excel, Outlook • Approximately $52,400 in annual revenue,...

$1,385,000

Bristol County, MA

This new Tax Practice for sale in Southern Mass generates annual gross revenue of approximately $180,000. This well-established practice has been delivering high quality tax services to a loyal client...

$195,000

Dallas County, TX

-Cashflow is over $650,000 and continues to grow annually -Owner hours are only 1,900 -Annual revenue growth is between $130,000 and $250,000 -Less than 5% of clients meet in office -Very strong fees...

$2,295,000

Marion County, OR

• The owner is an EA • This practice was established in 2001 • Software in use includes Drake and QuickBooks • Approximately $83,000 in annual revenue, via bookkeeping (39 clients) • Approximately...

$780,000

DuPage County, IL

Established practice offering an outstanding growth opportunity with exceptional profitability—seller's discretionary earnings exceed 60%! The owner is flexible and ready to support a smooth...

Cash Flow: $300,790

Las Vegas, NV

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations:...

Cash Flow: $205,000

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...

$1,350,000

Hopewell Junction, NY

Brief History of the Firm: The firm was started on 3/31/2010 on sole prop, focusing on QB, and Accounting and Tax. The core business is ongoing Accounting, payroll and tax support on monthly...

$432,000

Union County, NC

This highly productive Allstate agency boasts: $9.0mm earned premium 83% retention; 5+ years: 85% 55% overall bundling Low loss ratios across all major product lines Appointments in NC & SC Five...

Cash Flow: $650,000

South Carolina

Founded in the mid-1980s, this CPA practice has built a devoted clientele and a reliable reputation. The company is loved for its welcoming, family-like environment, which makes both clients and staff...

$850,000

Stuart, FL

Long established CPA Practice in Martin County. Seller has relocated to the West coast of Florida and it's time to retire. Relocatable or rent from the seller's office condo. 2024 Sales $60k. Seller...

$70,000

Mecklenburg County, NC

• Owner willing to assist in transition through the 2025 tax season if needed. • Gross revenues expected to be around $330,000 in 2024! • Year-round revenues comprised of Tax (90%) and Accounting...

$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

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