Other Financial Services Established Businesses For Sale

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

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

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

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

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

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

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

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

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

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

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

Tarrant County, TX

Established Allstate agency in Tarrant County generating $751,970 in annual revenue from a $6.4M written premium book. The agency services 2,011 policies-in-force and maintains an 84.69% retention...

$1,300,000

Lyon County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $340,000! • Service mix includes tax (84%) and accounting (16%)....

$340,000

Sacramento County, CA

Full Virtual CPA Tax Practice with Excellent Cash Flow • The owner is a CPA • This practice was established in 2003 • Software used is Lacerte • Approximately 185 individual tax returns with an...

$675,000

Colorado

- Solo, tax-focused CPA practice - 91% Tax Preparation (68% Individual; 32% Business); 6% Bookkeeping; 3% Planning & Consulting - Cash flow to owner before potentially duplicate expenses is...

$185,000

Texas

- Single-owner CPA Practice - 69% Tax Preparation (37% Individual; 63% Business); 31% Bookkeeping - Cashflow to owner before potentially duplicate expenses is 44% of gross revenue - Practice utilizes...

$1,020,000

Bexar County, TX

- Highly profitable, well established single-owner CPA practice - 62% Bookkeeping; 38% Tax Preparation (52% Individuals; 48% Business) - Cashflow to the owner before potentially duplicate expenses is...

$1,860,000

El Paso County, CO

Single-owner CPA practice with a long history in the community 73% Tax Preparation (53% individuals; 47% Businesses); 15% Bookkeeping; 12% Other (Periodic Reports, Payroll Prep, Consulting,...

$720,000

San Diego County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, Rightworks hosting, and Practice CS • Approximately $32,700 in annual revenue, via payroll (40 clients)...

$675,000

Wyoming

This long-established CPA practice in Northwest Wyoming generates approximately $644,000 in annual gross revenues. The practice's stable and loyal client base includes many locally owned businesses as...

$515,000

Wyoming

This well-established and consistantly growing CPA practice for sale in North Central Wyoming generates approximately $1.1M in annual gross revenues. The desirabel client base is composed largely of...

$975,000

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$138,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 1981 • 5% of clients meet with the seller • Drake Software is used • Approximately $6,000 in annual revenue, via payroll • Approximately 528...

$275,000

South Carolina

• Seller retiring but willing to provide transition support through initial tax season after closing. • 2025 revenue of $186,000 with 2026 estimates around $225,000! • Revenues comprised of individual...

$285,000

Ontario

Presented by Alan Liverman Practice for Sale – Established Bookkeeping,Tax and Wealth Management Firm. This is not a virtual practice and it is recommended that the buyer be located in the same...

$249,000

Louisiana

Sunbelt Business Brokers of New Orleans presents this established financial services business that provides cash advance solutions to a diverse customer base and offers an excellent opportunity to...

$300,000

Union County, NJ

This highly respected Tax Practice located in Northwest Union County, NJ, has created a loyal client community that has continued to grow throughout the years. This scalable opportunity is not only...

$120,000

Kentucky

Grossing $207,500 | Bank & Seller Financing Available This is a growing and well-run CPA practice located in south central, serving a diverse client base that includes retail businesses, service...

$207,500

Frisco, TX

This Virtually Operated Bookkeeping Practice for sale in Frisco, TX has annual gross revenues of approximately $224,500. Utilizing efficient, cloud-based systems and a fixed monthly fee subscription...

$330,000

Folsom, CA

• The owner is a CPA • This practice was established in 2018 • Software in use includes Lacerte, Canopy, Ignition and QuickBooks • Approximately $520,000 in annual revenue, via bookkeeping (79...

$2,400,000

Texas

This well-established CPA practice for sale in Northeast Texas near I-30 has a well-balanced service mix to generate year-round income and is supported by an experienced staff. With no immediate...

$215,000

Texas

This well-established CPA practice for sale in Dallas, Texas (East Dallas), generates approximately $806,000 in annual gross revenue. Revenue is predominantly tax-driven and highly recurring in nature...

$960,000

Maricopa County, AZ

This specialized commercial finance advisory practice connects middle market companies with alternative lending solutions when traditional bank financing falls short. Operating entirely remotely for...

$1,905,000

Clackamas County, OR

This brokerage company has successfully served a niche market for over twenty years providing a full service offering including financing through established lender relationships. The skilled staff...

$625,000