Buy a Financial Services Business Today!

Financial services businesses are a main part of the U.S. economy, making up over 7% of the gross domestic product and producing over $7 trillion in revenue every year! This sector has a wide variety of different businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types. 

The financial consulting market continues to grow by about 5% annually, delivering over $60 billion in revenue. Private equity funds are going strong, increasing by around 8% even when the stock market has slower gains. There are a wide variety of options in financial services that let business owners cater to their areas of expertise.

 If you’re looking at financial services businesses for sale, it’s not hard to find one that harmonizes with your long-term goals. Whether you have a talent for recognizing talent, or you prefer explaining complex tax forms in simple terms, the financial industry can be a great opportunity for business success.

To get started in the financial services industry, you may need an impressive background that people and businesses can trust. This often requires advance preparation, such as post-grad education and business management experience. Majoring in economics and mathematics is helpful for any financial career. 

Before you buy a financial services business, you should carefully analyze its accounting records to make sure it has a strong market position or valuable potential for growth. Owning an investment company is easier if you have the liquid capital to lend to startups, and prior investment experience is a must.

Financial services businesses for sale

  • https://www.investopedia.com/ask/answers/030315/what-financial-services-sector.asp
  • https://www.thebalancecareers.com/starting-financial-services-career-2059870
  • https://www.investopedia.com/articles/personal-finance/091415/howto-guide-being-venture-capitalist.asp
  • https://www.selectusa.gov/financial-services-industry-united-states
  • https://www.ibisworld.com/industry-statistics/market-size/financial-planning-advice-united-states
  • https://www.forbes.com/sites/antoinedrean/2019/02/01/10-predictions-for-private-equity-in-2019/#7a27bdd65098
Financial Services

Select Categories Any State/Region
Community Driven for the Past 22 years!
$300,000Seller Financing
Community Driven for the Past 22 years!

Indianapolis, IN

Over the past 21 years, this Allstate agency has developed a substantial presence and relationship in the Indianapolis community. The office is located on the corner of Emerson Ave and Stop 11 Road which is directly across the street from St. Francis Hospital. The agency has high visibility in the community and has a current customer retention rate of 85.9%. In the past year, the agency has invested in updates on the exterior and interior of the building. With a continual increase in new customer activity, the agency portfolio holds approximately $1,397,445 in earned premium. The agency will remain a branded Allstate agency. The new owner will not be allowed to sell outside competing products or services. Insurance and Financial Licenses are not required to inquire about this business as long as the buyer obtains licensing post purchase approval from Allstate corporate.

Niche Financial Services in 25 States - With High Asset Value!
$10,000,000Cash Flow: $1,621,851
Niche Financial Services in 25 States - With High Asset Value!

Los Angeles, CA

This small 16 year old firm, which operates in 25 states, is the undisputed national leader in its highly niche area of the financial services market (broadly speaking – as it does not engage in traditional financial service related activities). The company relies on its private investigation licensing, data collection and data management abilities, and in-house 18 person print, direct mail and customer service staff to facilitate client’s financial settlements. It is not a debt collection or debt settlement company or legal service; in fact, is quite the opposite. It could best be described as a ‘feel good’ service whose 400,000 plus past clients welcome its unique value proposition. In fact, those who do not qualify to become clients wish they did, as the company is only paid on a performance basis!

Anchorage, AK CPA Practice for Sale
$585,000
Anchorage, AK CPA Practice for Sale

Anchorage, AK

This well-established, reputable CPA practice for sale in Anchorage, Alaska produces annual gross revenues of approximately $650,000 and serves a quality client base composed largely of businesses and businesses owner. Revenues are nicely balanced between services to provide year round income, including 37% tax, 24% audits, reviews, and compilations, 18% bookkeeping, and 21% consulting and other services. The practice has a strong fee structure and experienced staff in place. This is the perfect opportunity for any experienced CPA ready to start or expand a profitable practice in the Anchorage market.

Captive Insurance Agency (1817)
$159,000
Captive Insurance Agency (1817)

Orange County, NY

Established nationally branded captive insurance agency. Contact us for more details.

Captive Insurance Agency (1836)
$119,000
Captive Insurance Agency (1836)

TX

Established nationally branded captive insurance agency. Contact us for more details.

Check Cashing Store Nets $201k
$449,900Seller Financing
Check Cashing Store Nets $201k

Oakland Park, FL

CASHES $12,737 A YEAR AT 2.2% AND NETS $201K. DOES NOT DO PAYDAY LOANS OR SELL LOTTO OR MONEYGRAMS. OWNER BENEFIT IS $201K. SELLER WORKS A FEW HOURS A WEEK. GOOD BOOKS AND RECORDS. THERE IS ONE EMPLOEE WHO RUNS THE BUSINESS AND WOULD STAY WITH NEW OWNER. SHE IS WELL VERSED IN THE CHECK CASHING BUSINESS AND SELLER SAYS SHE NEVER CAME UP SHORT.

Well Established Tax and Payroll Service
$450,000
Well Established Tax and Payroll Service

Sterling, VA

Well established tax and payroll service. In business for more than 10+ years. Turn key operation that is located in a prime location attracting tremendous number of walk-in customers, nearby business accounts and neighbors. Recover all of your investment back in just over a year. Owner is retiring and will provide all of the needed support for transition.

South Lake Tahoe CPA Practice For Sale
$350,000
South Lake Tahoe CPA Practice For Sale

South Lake Tahoe, CA

• The owner is a CPA and shares office space with two other CPAs • This practice was established in 1988 • Software in use includes Lacerte and Quickbooks • Revenue generated in 2018: Bookkeeping and Consulting: $71,530 Tax returns: $217,700 Payroll Processing: $21,770 • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $200,000 • Lease expires in N/A - seller has 1/3 ownership of the building

Western Kentucky (Land Between the Lakes area) CPA Firm
$1,000,000
Western Kentucky (Land Between the Lakes area) CPA Firm

KY

KY1002: This western Kentucky CPA firm is located near the desirable Land Between the Lakes area. The firm has a good reputation with long term clients and loyal employees. Building is available for sale or lease and sellers are willing to assist with a smooth transition. With a potential for growth, revenues currently include: 53% from accounting and bookkeeping services 14% from income tax preparation services for individuals 17% from income tax preparation services for business and other clients 15% from research and tax resolution services 1% from miscellaneous services

Established Expense Reduction Company with Residuals
$249,000Cash Flow: $54,872
Established Expense Reduction Company with Residuals

Broward County, FL

Reason For Sale: Focusing on other businesses owned. Established expense reduction company with residuals. Seller helps Business clients reduce their cost in one of their largest monthly expenses. Established long term clients. Nationwide potential. 2018 revenue $66k. Minimal expense. All clients under contract. All clients are automatically billed. Great lifestyle business. Work from home less than 10/hrs month. Great monthly annuity.

Port St. Lucie, Florida Enrolled Agent Practice for Sale
$470,000
Port St. Lucie, Florida Enrolled Agent Practice for Sale

Port Saint Lucie, FL

Port St. Lucie enrolled agent is selling his profitable accounting and tax practice. The practice services include 34% accounting and 66% tax (individual – 58%, business – 36% and nonprofit – 6%). The revenues and owner benefit for 2017 were $450,000 and $240,000, respectively. The practice revenues have steadily grown, and the practice is in a good location. The selling price is $470,000. The owner will assist with the transition. Also, the building is for sale. It is a standalone building on a corner lot of a major road. It includes 2,200 square feet with eight offices, a reception area and a waiting area.

Established Profitable Pawn Shop
$450,000Seller Financing
Established Profitable Pawn Shop

Baltimore City County, MD

25 Year established Pawn Shop in desirable area of Baltimore. 20% monthly return on loan inventory on the street. Approximately $ 200,000 retail store inventory. The store is located on high traffic count thoroughfare near Baltimore County/City Line Call Bob Walker or Harry Cohen at Re/Max First Choice Commercial. Cell 410-977-5493 or 410-370-9094..

Tax Prep Franchise Territory for Sale!!!
$60,000
Tax Prep Franchise Territory for Sale!!!

Brooklyn, NY

This Jackson Hewitt Location is for sale along with it's protected territory. A combined 30+ years tax preparation experience with core staff preparing tax returns since opening of the business over a decade ago. Office will be opened December for the facilitation of Holiday Loans!!! Getting the biggest refund possible makes everyone happy. Our friendly and knowledgeable Tax Pros love digging through the complexities of the tax code to find each and every credit and deduction our customers have coming. We're obsessed with accuracy, and our integrity is second to none.

Southeast Charlotte Metro CPA Practice For Sale
$365,000
Southeast Charlotte Metro CPA Practice For Sale

Mecklenburg County, NC

• Seller Retiring- but open to assisting buyer to ensure optimal client transition. • Steady revenues over the last several years, around $350,000 gross each year! • Located minutes from downtown Charlotte directly off interstate; Prime Location! • Revenues comprised of 87% business and individual tax, 7% bookkeeping, and 6% review (no audits). • Excellent reputation with clients, giving quality service at reasonable prices. • Well-trained, and tenured staff in place.

CPA Practice for Sale Milwaukee Madison WI Corridor
CPA Practice for Sale Milwaukee Madison WI Corridor

Jefferson County, WI

Profitable CPA Tax Practice for Sale Geographic Location: Milwaukee Madison Corridor Listing # WI 1092 Practice Details: The CPA owner is retiring and ready to sell this highly profitable firm located in central South East Wisconsin. The practice has been in business for over 20 years and has a loyal client base with the majority of revenue coming from business accounting and tax plus individual tax preparation. Note: this firm has an excellent growth potential as the owner has been declining new clients as part of plan to downsize and retire. Annual Revenue: 2017 at $163,000. Revenue Breakdown: 55% Business monthly accounting and taxes 45% Individual tax preparation Staff: None. Facilities: Located in office building with high visibility and an assumable lease if buyer wishes to continue operations in the same location. Utilities included in rent. Furniture and Equipment: All office furniture and equipment included in price. Software: Accounting: Sage. Tax: Intuit Pro Series. Don’t pass up this opportunity if you want to acquire a profitable tax practice with an excellent opportunity for growth potential. Note: Owner will consider seller financing! For more information about this opportunity contact: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (414) 962-6333

Tax and Accounting Practice for Sale SE North Dakota
Tax and Accounting Practice for Sale SE North Dakota

Richland County, ND

Tax and Accounting Practice for Sale Geographic location: SE North Dakota (Listing #ND 1050) Practice details: Owners seeking buyer for very profitable well established tax and accounting practice. The Practice has been in business over 6 years with a diversified, (business and individual), established and loyal client base. Annual revenue: 2017 $190,000 Owners Cash Flow: 2017 $76,000 Revenue breakdown: Individual and Business tax preparation: 78% Write-up/Accounting/Payroll: 22% Facilities: Excellent downtown location. Multiple fully equipped working offices plus reception and conference areas. Assumable lease. Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Staff will stay on with new owner plus current owner will provide transition support. Software: Accounting: Quick Books Pro. Tax: Pro Series Professional Asking Price: $195,000 For more information about this opportunity call or e-mail today: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (414) 962-6333

REDUCED 25 Year Paralegal Business
$150,000Cash Flow: $102,800Seller Financing
REDUCED 25 Year Paralegal Business

Osceola County, FL

Guardian Business provides guardianship, legal document services, notary, and limited paralegal services throughout Central Florida for 25+ years. This business is licensed, bonded, and certified and has been providing reliable services to the community. This business averages 40 to 60 clients of guardianship and trustees a year and could expand to the Villages. There is also paralegal expansion opportunities. Owner wants to retire but is willing to stay on as a consultant. SELLER FINANCING AND PROPERTY AVAILABLE.

Salem, OR EA Practice For Sale
$338,700
Salem, OR EA Practice For Sale

Salem, OR

This EA practice is very well balanced with tax services providing the bulk of revenues but also contains a combination of write up and payroll services as well. The revenue stream particulars are 54% tax, 24% write up and 22% payroll. The firm also benefits from an excellent referral network with most all new clients coming from these referrals. The other quality of this practice is the excellent staff that assists the owner in providing the professional services. With seasoned employees in place and a balanced work load through the year, this firm is primed for a new owner and continued prosperity. The Seller will consider any reasonable offer provided the buyer has excellent credit and collateral.

Thunder Bay , ON CPA Sole Practitioner For Sale
$250,000
Thunder Bay , ON CPA Sole Practitioner For Sale

Thunder Bay, ON

Established in 1988, this CPA practice located in Thunder Bay has annual gross revenues of more than $300,000. The practice is highly profitable, generating good cash flow to owner around 40%. Software in use includes Sage Simply, Tax Prep Suite, others. Approximately 80 bookkeeping clients, generating $208,000 of the gross revenue including T2. Between 750 and 1000 individual tax returns generating approximately $100,000. Gross revenues from Jan. 1 to July 31st, 2018 are $255,000. This is an ideal opportunity for any CPA to step into a profitable, turn-key practice with an established book of business, staff in place, and seller’s availability to ensure a seamless transition in this very professional office setting. Thunder Bay is the capital of Northwestern Ontario which offers a relaxing, natural atmosphere with lively urban space, a beautiful place for people that are looking to expand their horizons, their careers and themselves. A place for those looking to leave behind a high stress lifestyle with hours spent in commuter traffic and the financial pressures of exorbitant house prices. Thunder Bayans are modern, happy, proud and hardworking with a history of welcoming newcomers and enfolding them in their circle of friends

Lodi, CA CPA Practice For Sale
$450,000
Lodi, CA CPA Practice For Sale

Lodi, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes Lacerte 11/19/2017 YTD Gross Revenue: • Bookkeeping/Write-Up: $50,235 • Approximately 520 individual tax returns with an average fee of $432 per return • Approximately 150 business tax returns with an average fee of $790 per return • Lease expires in N/A. Month-to-month. Owner owns 50% of building.

Durham, NC CPA Practice for Sale with high income clients
$595,000
Durham, NC CPA Practice for Sale with high income clients

Durham, NC

Durham, NC CPA practice for sale with high net worth and high income individuals as clients. To give you an idea – the average 1040 fee is over $ 900. This is a well-established CPA practice with loyal clients in a variety of different industries and professions. The firm enjoys an excellent reputation and has great office space in a prime location. The firm has experienced nice growth over the last several years. The local economy in Durham is excellent and offers additional growth opportunity if desired. There is also a very capable staff. The firm does very little advertising and receives referrals from clients and other professionals in the community.

CPA Firm for Sale Northwest of Saskatoon
$599,000
CPA Firm for Sale Northwest of Saskatoon

Saskatoon, SK

Well-established firm that has been providing great service and quality work since 1982. This is a high-quality CPA firm for sale near Saskatoon, SK. This firm has an exceptional atmosphere for clients and staff alike. Growth is steady and there is still room to grow. Staff get along very well and produce high-quality work. Clients are willing to pay reasonable fees. New business comes from other satisfied clients. There is a concentration of agricultural clients, in addition to sophisticated professional clients. Office is in a wonderful location. NO Review or Audit work! The ideal buyer for this CPA firm will have a high commitment to client relationships. They should have broad public accounting experience. Buyer should be thorough, a good communicator and some experience with farm clients will be helpful. This is a nice, friendly office and the buyer should want to continue that.

East/Southeast Texas CPA Practices for Sale
$290,000
East/Southeast Texas CPA Practices for Sale

TX

This unique listing includes two CPA practice opportunities that are being presented as a combined opportunity for sale in the East/Southeast Texas area with annual gross revenues of approximately $290,000. Both are well-established, reputable practices that serve loyal, high-quality client bases. Revenues are composed predominantly of tax services, which make up just over 70% of the total. The practices also provide bookkeeping services for a good number of business clients and, in fact, services for businesses make up approximately 2/3rds of the total revenue. The practices have solid fee structures and, combined, they are an ideal-sized, turn-key opportunity for an experienced accountant ready to step into practice ownership. They would also be a profitable addition to another established firm in the area looking to expand.

Lawrenceburg/Frankfurt, KY Area EA Practice For Sale
$100,000
Lawrenceburg/Frankfurt, KY Area EA Practice For Sale

Lawrenceburg, KY

This EA practice built on a bed rock of personalized service is for sale. As mentioned, the firm is fully engaged in the clients individual tax lives to provide the utmost in service. This personalized approach has resulted in a very loyal and growing tax practice. The practice has a great base of clients that will enhance an existing practice or provide a solid base to jump start a new firm. All of these factors make this firm an excellent prospect for those in search of a purchase opportunity.

Tax Prep Seasonal
$310,000Cash Flow: $230,000
Tax Prep Seasonal

Los Angeles County, CA

Established in 1993, and at current location since 2004. Owner and seasonal assistants service clientele base of 1500. Highly functioning and profitable during four months tax season. Owner shuts down business and enjoys life. Or stay open year round and expand services such as legal, insurance, immigration assistance, corporate business, bankruptcy, etc. The office space has cubicle style partitions with five fully equipped work stations, a computer server room, small break room area, and storage room. The front receptionist lobby is large and spacious to accommodate waiting clientele during the busy tax season. Business is located on high visibility boulevard. The business has gated private rear parking for 7 spaces. Plaza parking for public. Low rent. Contact Kellie Fish, Business Broker. Direct (760) 898-8265

San Lorenzo, CA Tax Practice For Sale
$280,000
San Lorenzo, CA Tax Practice For Sale

San Lorenzo, CA

• The owner is an EA • This practice was established in 1967; seller purchased in 2010 • Software in use includes Drake • Approximately 1200 individual tax returns with an average fee of $200 per return • Approximately 22 business tax returns with an average fee of $500 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $165,000 • Lease expires in - details to follow

High Quality Richmond CPA Firm Available
$725,000
High Quality Richmond CPA Firm Available

Richmond, VA

Well established CPA firm for sale near Richmond, Virginia. Most of the corporate and business clients are small business clients representing a variety of sectors. The firm focuses on tax, bookkeeping and payroll. There is no audit. The firm has an excellent reputation for responsiveness, client service, and quality of work. Most new clients come through referrals. There is excellent opportunity for growth. Average Fees are strong. The average 1040 is charged out at approximately $ 425. Great staff.

NE Arkansas CPA Firm
NE Arkansas CPA Firm

AR

AR1115: The seller of this NE Arkansas CPA firm is ready to approach retirement. The firm offers a great cash flow to the owner and services a large number of business clients! The firm offers a nice mix of work with: 22% of revenues from monthly and quarterly accounting and bookkeeping services 32% of revenues income tax preparation services for individual clients 37% of revenues from income tax preparation services for business clients 5% of revenues from income tax preparation services for trusts 4% of revenues from payroll services and preparation of reviews

Redding, CA CPA Practice For Sale
$430,000
Redding, CA CPA Practice For Sale

Redding, CA

• The owner is a CPA • This practice was established in 1979 • Software in use includes Lacerte and Quickbooks • Approximately 19 bookkeeping clients, generating $132,300 of the gross revenue • Approximately 317 individual tax returns with an average fee of $400 per return • Approximately 59 business tax returns with an average fee of $1,825 per return • $6,800+/- revenue is generated via audit, review, and consulting • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $133,000 • Lease expires in September 2018

CPA Tax & Accounting Practice for Sale Northern MN
CPA Tax & Accounting Practice for Sale Northern MN

Kittson County, MN

CPA Tax and Accounting Practice for Sale Geographic location: Northern Minnesota (Listing # MN1080) Practice details: CPA Owners seeking buyer for very profitable well established tax and accounting practice. The Practice has been in business over 25 years with a diversified, (business and individual), and established loyal client base. Steady revenue and profit stream. Annual revenue: 2016 $670,000 Owners Cash Flow: 2016 $328,000 Revenue breakdown: Individual tax preparation: 30% Business tax preparation: 50% Write-up/accounting/other business services: 20% Facilities: Excellent location. Multiple fully equipped working offices plus reception and conference areas. Assumable lease. Furniture and equipment: Networked Computers, work stations and full complement of office and conference room furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Staff will stay on with new owner plus current owner will provide transition support. Software: Accounting: Easy Acct, Quick Books. Tax: Ultra Tax Asking Price: $600,000 For more information about this opportunity call or e-mail today: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (414) 962-6333

Niche Financial Services-28279
$5,200,000Cash Flow: $1,897,443Seller Financing
Niche Financial Services-28279

NY

Regional Check Cashing Service. TRULY UNIQUE BUSINESS. Long established, this business handled nearly $200,000,000.00 in gross services last year. Cash flow was approx. $1,897,443.00 after paying all management and staff salaries. THESE FIGURES COME DIRECTLY FROM THE TAX RETURNS. This is ideal for an institutional investor or private equity group The business has not needed any bank borrowing since 1992 as they have enough revenue to self-sustain. They handle small private clients as well as large corporate accounts. They have enough working capital to cover large accounts that most of their competitors cannot. The current owners spend less than 20 hrs/wk operating the business. The owners will stay on for a training and transition period. We are seeking a serious and qualified buyer with roughly $5.7mil. in liquid funds to cover the $3.2 mil downpayment and roughly $2.5 mil in working capital. Proof of Funds, Buyer Registration and Seller's NDA will be requested prior to releasing the physical addresses, tax returns or meeting with the owners. If you meet the criteria, please call 1-877-735-5224. Attention Business Owners: We are always in search of quality businesses to list, so if you are thinking of selling your business or would like to acquire another business, please email us at listingmanager@vestedbb.com or call us at 1-877-735-5224 to discover the difference that is Vested Business Brokers.

East Central Missouri CPA Firm
$245,000
East Central Missouri CPA Firm

MO

PRICE REDUCED: The owner of this east central Missouri CPA firm is approaching retirement and is a motivated seller! This well-established paperless office offers a great mix of work, a good location, and a staff committed to quality and service. Seller is available for a smooth transition. Revenue breakdown is as follows: 42% accounting, bookkeeping, and payroll 30% income tax preparation services for individuals 23% income tax preparation services for business clients 1% income tax preparation services for trusts 4% tax planning and consulting

Profitable CPA Practice for Sale in the Gatineau Area, QC
$450,000
Profitable CPA Practice for Sale in the Gatineau Area, QC

Gatineau, QC

This is an established CPA practice for sale with long-term staff and a diverse client base. Core practice is business clients from a broad range of industries. The firm is very profitable, with excellent cash flow to owner. Income is consistent throughout the year. Staff is very capable and requires very little supervision. Office systems and technology are kept current, which allows for a very efficient paperless operation. The firm has loyal clients and boasts an excellent reputation in the community.

Allstate Insurance Agency
$190,000Cash Flow: $120,000
Allstate Insurance Agency

Idaho Falls, ID

This business serves as a trusted advisor providing asset protection and financial service products to families in Idaho.  Growing with two experienced employees, this established book of business has great retention and low operating costs. Furniture and equipment are included. Qualifies for Allstate’s lucrative bonus program. Purchasing or starting an agency from scratch, requires a sufficient amount of liquid capital. Allstate does not take possession of your capital and there are no franchise fees or licensing fees. These funds remain in your control and you will use them to cover your operational expenses such as payroll, lease, marketing, utilities, etc.

Farmers Insurance Agency - Own Your Book!
Cash Flow: $60,000Seller Financing
Farmers Insurance Agency - Own Your Book!

Phoenix, AZ

We have a Farmers Insurance Agency opportunity in the Phoenix market. Our Agents Own Their Books of Business! This is an Agency Acquisition opportunity for a smaller book or a combination of 2 smaller books with total renewal commissions of $75,000. We're also looking to expand and add 2 Retail Agencies in our market. The newly updated Retail Agency Program is our most lucrative opportunity with 300% to 400% total commission bonuses available to the qualified agency candidate. New office startup bonus of $10K available for all of our start-up Agency Owners. Please contact our office to arrange a time to visit about the opportunities. Farmers has an approval process that will require background review (criminal/credit/driving) as well as minimum liquid asset verification of $70K. Financing for an agency purchase is available through our Farmers Credit Union. Agency Owners will need to obtain their AZ state insurance licenses for Property/Casualty and Life/Health before their start date.

Accounting Merger Wanted
Cash Flow: $300,000
Accounting Merger Wanted

Fraser, MI

Looking for a merger of Accounting firms.

South East Portland-Clackamas, OR CPA Practice For Sale
$312,500
South East Portland-Clackamas, OR CPA Practice For Sale

Clackamas County, OR

This CPA firm is tax focused with 78% of revenues from tax and good balance with write up equaling 22%.As you would expect, tax season is busy with a large percentage of the annual revenue earned in this time period. The off season is a relaxed pace with ample opportunity to grow the practice in the preferred direction of the owner. The firm has through time pruned the practice leaving only the solid clients and professional wold want in their practice. The firm's long term location consistently produces excellent income. All of these factors make this firm an obvious choice for any professional. The best news of all is that the Seller will accept any reasonable offer for this opportunity.

Large Office Building - Recently Renovated - Downtown Sault Ste Marie
$87,500
Large Office Building - Recently Renovated - Downtown Sault Ste Marie

Sault Sainte Marie, MI

Attention Investors!! This large office space has loads of potential and is already generating income! The building has approximately 3,000 square feet of finished space and 2500 square feet of storage space with renovated conference rooms, private offices, break room, and restroom. 3 overhead doors allow for large items and delivery vehicles. Excellent location and great visibility. You'll find this building in the heart of Sault Ste. Marie with good access, multiple entrances and ample parking. Call listing agent for details.

Allstate Insurance Agency - Agent Retiring
$415,000Cash Flow: $175,000Seller Financing
Allstate Insurance Agency - Agent Retiring

Boise, ID

This company serves as a trusted advisor providing asset protection and financial services products to families in Idaho. Located in one of the fastest growing cities in America, this established book of business has great retention and low operating costs. Super attractive location with high traffic and visibility. Furniture and equipment included. Owner is moving out of the area.

Northern ID CPA Practice for Sale
$340,000
Northern ID CPA Practice for Sale

Orofino, ID

This CPA tax and accounting practice for sale in Orofino, Idaho has annual gross revenues of approximately $363,000. This well-established, full-service CPA practice serves a high-quality, diverse client base of businesses, government entities, and individual clients, which should offer plenty of opportunities for expansion of services and continued growth through referrals. Revenues are nicely mixed between services to provide year-round cash flow, including 39% tax, 45% accounting, and 16% audit/review. The practice has a solid fee structure and produces solid cash flow to owners of approximately 50% of gross. It has a knowledgeable staff in place to assist in a smooth transition and provide capacity for growth. Priced below one times gross revenue, this is the perfect-sized, bargain opportunity for an experienced CPA ready to step into practice ownership. It would also make a profitable addition to any other established firm looking to expand in this area.

Southeast of Des Moines CPA Practice for Sale
$290,000
Southeast of Des Moines CPA Practice for Sale

IA

This CPA Practice for sale in a smaller town southeast of Des Moines has annual gross revenues of approximately $292,000. Revenues are predominately tax work for individuals and businesses (82%); and accounting (18%), and the quality client base should provide plenty of opportunities for expansion of services and continued growth through referrals. With a tenured staff in place, this turn-key practice would be the perfect size and opportunity for an individual ready to transition into practice ownership and grow a profitable business or addition to an established practice in the area.

Multiple Location Franchised Tax Preparation Business
$145,000Cash Flow: $70,000
Multiple Location Franchised Tax Preparation Business

Los Angeles County, CA

Contact business broker for more information regarding this Franchised Income Tax Preparation Business for sale located in Los Angeles County. The business is a profitable, turnkey, professional, in-person full service franchised seasonal tax preparation business with 3 established locations. The business has been established for 20 years with a large repeat customer base and under the current non-working ownership for the last two years. The Franchise is with the 2nd largest tax preparation company in the nation with over 30 years of experience in the industry. This is a proven business model that includes multi-million-dollar national advertising campaigns that capture millions of tax returns nationally every year. The Business operates from a year-round storefront office and two seasonal high-traffic kiosks in two major big box stores. Business assets include fully equipped office and kiosks, proprietary interview-based tax preparation software, competitive tax-related products and services that are proven to attract and retain customers each tax season. Cash flow is for a non-working owner and the revenues and cash flow could be greatly increased by the addition of a part time working owner for the several months of the “tax season”. In addition there is an opportunity to expand locations within the franchised territory. Contact business broker to complete a Non-Disclosure Agreement and receive more information regarding this unique pre-owned auto and truck dealership for sale located in the Inland Empire area of Southern California.

CPA Accounting and Tax Practice for Sale MO2081
$340,000Cash Flow: $167,000
CPA Accounting and Tax Practice for Sale MO2081

Pulaski County, MO

CPA Accounting and Tax Practice for Sale Geographic Location: South Eastern Missouri Listing # MO2081 Practice Details: CPA is retiring and ready to sell this highly profitable CPA firm located in South West Missouri. The practice has an excellent location and has been in business for over 15 years. The revenue is nicely split between tax preparation and other accounting services. Annual Revenue: Revenue pattern is growing annually with 2017 at $360.000. Revenue Breakdown: 40% business and personal tax preparation 45% monthly and quarterly accounting services 15% payroll and other services Owner Cash Flow: $167,000 Staff: Experienced and knowledgeable staff will stay on with new owner, plus the seller will provide transition support. Facilities: Located in highly visible office facility with multiple offices, reception area, and conference room. Assumable lease if buyer wishes to continue operations in the same location. Furniture and Equipment: Networked computers, scanners, printers, work stations, etc. and software and all office furniture and equipment included in price. Software: Accounting: Quick Books Tax Prep: Ultra Tax Don’t pass up this opportunity if you want to acquire a profitable CPA tax practice with growth potential. Note: Owner is asking only $360 000. For more information about this opportunity contact: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (414) 962-6333

High Volume Station with High Volume Check Cashing!!
$1,650,000
High Volume Station with High Volume Check Cashing!!

Azle, TX

Current Sales Figure are: Inside Sales: $60,000 Outside Sales: 30,000 gallons Check Cashing: $15,000 (net) Game Machine: $10,000 Call me for more information!! Must completely fill out confidentiality agreement form in order to receive information see "download additional information" link on right side for form.

Stockton, CA CPA Practice For Sale
$675,000
Stockton, CA CPA Practice For Sale

Stockton, CA

• The owner is a CPA • This practice was established in 2002 • Software in use includes Ultra Tax and Quickbooks • Approximately 21 bookkeeping clients, generating $36,300 of the gross revenue • Approximately 1,297 individual tax returns with an average fee of $287 per return • Approximately 149 business tax returns with an average fee of $637 per return • Approximately 53 other tax returns with an average fee of $963 per return • $8,100+/- revenue is generated via resolution services • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $275,000 • Lease expires in May 2018

Susanville, CA CPA Practice For Sale
$230,000
Susanville, CA CPA Practice For Sale

Susanville, CA

• The owner is a CPA • This practice was established in 1995 • Software in use includes Thompson Reuters CS Accounting &Tax Software as a Service (SAAS) • Practice generated $191,080 in 2016, as follows: • Bookkeeping/Write-Up: approximately $89,480 of gross revenue • Individual tax returns: approximately $86,300 of gross revenue • Business tax returns: approximately $10,300 of gross revenue • $5,000+/- revenue is generated via audit/review • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $97,600 • Lease expires in N/A

Surveying Company - A Top-Quality Small Business
$275,000Cash Flow: $175,000Seller Financing
Surveying Company - A Top-Quality Small Business

Orlando, FL

BUSINESS IS SOLD. Central Florida / Greater Orlando area. Boundary, topographical, elevation certificates and ALTA work, plus occasional flood zone removals and staking for developers. Many years in practice. The company has over 19,000 completed projects on file, a good percentage of which generate repeat business for updates. There are many positive reviews for professionalism, and for completing jobs on time. This is a top-quality, well-run small business that any professional licensed surveyor would be proud to own. For more information, contact Jeff Lockett at Florida Brokers - www.FB23.com - or phone 407-210-6529.

Johnson County, MO Accounting & Tax Practice
$259,000
Johnson County, MO Accounting & Tax Practice

Johnson County, MO

The sellers of this Johnson County, MO tax and accounting practice are ready to sell and pursue other interests. The practice offers a nice cash flow to the owners and a great office space available for continued lease. The sellers are available for a smooth transition. The revenue breakdown is: 36% from accounting, bookkeeping, and payroll services 50% from income tax preparation services for individual clients 14% from income tax preparation services for business and other clients

Title Insurance Company For Sale
$1,800,000Cash Flow: $327,039Seller Financing
Title Insurance Company For Sale

Hudson County, NJ

Our client is comprised of individuals possessing over 30 years of combined practical experience in the legal, real estate, and title insurance fields. This title company offers a variety of specialized services. Title insurance is the essential aspect of the business, accompanied by other integral services necessary to meet the needs of the most demanding customer. In addition, their offices are fully equipped with state-of-the-art technology, and will be continuously upgraded as necessary to meet the ever-changing needs of the title insurance industry. This progressive company fully understands that the needs of prospective clients, attorneys, mortgage lenders and real estate professionals are a vital part of their business. A qualified professional staff has worked both in and out of the typical law and/or real estate office. They have first-hand knowledge of the title insurance business. It is imperative for their clientele to have committed title insurance experts supporting them throughout each transaction. An extremely knowledgeable staff works with passion, devotion and commitment, providing thorough, efficient and professional services at all times Contact Michael Bernstein 888-869-6069, Ext. 18 or mbernstein@moxiebrokeragegroup.com NDA Required and POF

Santa Maria CPA Practice For Sale
$200,000
Santa Maria CPA Practice For Sale

Santa Maria, CA

• The owner is a CPA • This practice was established in 1980 • Software in use includes Quickbooks, Lacerte, Drake 2015 Data: • Approximately 2 bookkeeping clients, generating $8,740 of the gross revenue • Approximately 125 individual tax returns with an average fee of $458 per return • Approximately 30 business tax returns with an average fee of $633 per return • Approximately 11 other tax returns with an average fee of $1,192 per return • $86,100+/- revenue is generated via audits and reviews • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $78,600 • Lease expires in N/A. Month-to-Month


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