Financial Services

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Kansas City Area CPA Firm
$1,120,000
Kansas City Area CPA Firm

MO

This Kansas City Area CPA firm has a lot to offer, including a nice mix of work, a large number of business clients, and a great fee structure! The partners are approaching retirement but will be available to work after closing to assist with a smooth transition. Firm revenues are as follows: 27% accounting, bookkeeping and payroll services 46% income tax preparation services for individual clients 25% income tax preparation services for business and other clients 2% tax audits and planning

Northern Tampa Area CPA Practice For Sale
$1,115,000
Northern Tampa Area CPA Practice For Sale

Pasco County, FL

Northern Tampa area CPAs with retirement minded partner are selling their profitable practice. The practice services include 12% accounting, 45% tax, 26% audits, reviews and compilations, 12% peer review and 5% other accounting. The estimated revenues and cash flows for 2019 are $1,115,000 and $450,000, respectively. The practice is located in a growing area. The selling price is $1,115,000. The owners are willing to stay on indefinitely or assist with a shorter transition.

Western Kansas CPA Practice For Sale
$1,100,000
Western Kansas CPA Practice For Sale

KS

• Seller retiring; willing to work for buyer to ensure optimal client transition. • Well established practice with year-round revenue stream. • 2018 revenues of $937K with 2019 projected over $960,000! • Revenues comprised of 67% Tax, 19% Consulting, and 13% Accounting/Write-up. • Excellent and experienced staff in place!

Allstate Agency 30 years in the Community
$1,100,000Seller Financing
Allstate Agency 30 years in the Community

Eastpointe, MI

This Allstate Agency has been in business for 30 years! The agency is staffed with three reliable employees including two licensed sales professionals and one telemarketer. The agency’s business portfolio holds over $4.4MM in earned premium and operates with an 84% customer retention. Included in the price are all the office furniture. The agency is located on a heavy trafficked corner and the agency provides a welcoming environment for customers. Allstate is unlike many other insurance opportunities in that you own an economic interest in your agency from day one. You can pass it down to the next generation or you can sell it back to Allstate (buyback is guaranteed at 1.5 times the renewal commission value of the book at 5-year vesting). There is no ceiling on the amount you can earn through Allstate's highly competitive commissions. You can also earn performance incentives and rewards. You won’t pay franchise or royalty fees as Allstate would prefer you use those funds to grow your business in areas that you feel will make the best impact. And better still, you can make a difference as an Allstate Agency Owner in your community by helping people protect what matters most.

Captive Insurance Agency (1883)
$1,100,000
Captive Insurance Agency (1883)

Niagara Falls, NY

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

Financial Center
$1,100,000Seller Financing
Financial Center

US

Excellent location, long history of ownership and management, high volume check cashing, ample parking and terrific visibility

South East Washington-Tri-Cities Area CPA Firm For Sale
$1,100,000
South East Washington-Tri-Cities Area CPA Firm For Sale

Kennewick, WA

This CPA firm renders all types of professional services except for auditing in a practice that provides multiple areas of professional services. The revenue stream is income tax 53%, write up and related services 43% and reviews 4%. The firm has significant depth with the combined experience of the professionals being multiple decades which cover all the professional services rendered. Reflecting the vision of the Partners, the practice has been paperless for approx. 20 years and offers multiple opportunities for clients and staff to utilize these technologies for the best in client service and productivity for the professional staff. A final strength of the practice is the clients whom are considered a very valuable resource for their ongoing quality referrals to the firm. In a sense, the clients are a silent partner who have assisted in the long-term success of the practice. This practice provides an excellent opportunity for any expansion minded firm both in or outside of the Tri-Cities area in search of an excellent group of quality professionals and their equal in top notch clients.

Exceptional CPA Firm Available in Waterloo Region
$1,100,000
Exceptional CPA Firm Available in Waterloo Region

Waterloo, ON

This is an established CPA firm with a strong and diverse business client base. Client engagements include compilations, a small number of reviews, three not-for-profit audits, corporate tax returns, tax advisory, personal tax and other consulting services. Office processes are streamlined, and support staff is capable and dependable. The firm has a commitment to helping clients reach their financial goals. Revenue is solid and cash flow to owner is very good. Services are priced using a time-billing model. The clients pay on time and accounts receivable is kept to a minimum. IDEAL BUYER: The ideal buyer will be a Licensed Public Accountant or firm with several years of public accounting experience and strong general business knowledge. They must be experienced with owner-managed businesses and enjoy serving this clientele. Good interpersonal skills are a must as well as the ability to adapt to client style and level of sophistication. The buyer will be able to manage staff and an efficient workflow. The buyer would be expected to maintain the firm’s exceptional reputation and grow the firm to meet the service needs of the client base. Buyer must have capacity or hire staff to take advantage of the increasing referral opportunities. There are numerous opportunities for the right buyer to capitalize on the growing client list and services.

3Jackson Hewitt Tax Service - Denver, CO16 Storefront Locations and 26 Walmart locations
$1,086,820
Jackson Hewitt Tax Service - Denver, CO16 Storefront Locations and 26 Walmart locations

Denver, CO

Since 1982, Jackson Hewitt® has grown to nearly 6,000 franchised and company-owned locations, including 3,000 in Walmart® stores throughout the US. Our low start-up investment offers new Franchisees the opportunity to choose their own path to success: a single tax office location or expansion into multi-units, applying a strategy shared by nearly 75% of our system. On average, our Franchisees own and operate over seven Jackson Hewitt® locations. Jackson Hewitt® is an innovator in the tax industry with a mission of offering hardworking clients access to simple, low-cost solutions to manage their taxes and tax refunds. Jackson Hewitt has more than 35 years’ experience and operates in year-round neighborhood storefronts and seasonal kiosks in select Walmart® stores. We’ve built a solid business model structured around helping millions of people prepare and submit their tax returns each year. We also maintain strategic partnerships with brands like Walmart® and American Express®. Brand strength: Jackson Hewitt is the 2nd largest in-person full service tax preparation company in the nation – ranked #135 overall by Franchise Times in 2018 and #21 on Entrepreneur's 2018 Top Brands List. Stable industry: According to the IRS.gov website, over 154 million Americans filed a tax return in 2018, with nearly 60% of all individual tax returns prepared by a paid tax professional. Lifestyle choice: Tax preparation is a seasonal business, allowing new Franchisees a flexible work-life balance. This advertisement is for informational purposes only and is not an offering or a solicitation of an offering to purchase a franchise. NY Residents: An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MN File: F-7505.

Small Business Accounting and Tax Practice For SaleWell-established Company With A Strong Business Reputation
$1,085,000Cash Flow: $270,000
Small Business Accounting and Tax Practice For SaleWell-established Company With A Strong Business Reputation

Glen Allen, VA

With the exception of auditing and payroll, this growth-oriented accounting practice is a full-service accounting and tax company that serves the small business community in Central Virginia. The 3 CPAs, 1 Enrolled Agent, 1 Para-Paro-Professional, and 1 Administrative Assistant see as their forte effective, long-term relationships with clients.

Modern Accounting Firm for Sale on the Sunshine Coast
$1,075,000
Modern Accounting Firm for Sale on the Sunshine Coast

Sunshine Coast, BC

This accounting practice for sale on the Sunshine Coast boasts modern systems with excellent cash flow to owner. Owner hours are also relatively low. This is an exceptional combination allowing the new owner to enjoy time, money and a great lifestyle on or near the coast! The firm serves small, owner-managed businesses and individual tax clients, with a focus on creating a positive client experience. This firm has grown rapidly in the last few years, and has mostly come from word-of-mouth. There is strong demand for services on the Sunshine Coast. The firm also has a cohesive, trained team of professionals. There are no audits or reviews. Ideal buyer - A CPA who is well-rounded, yet tech savvy with good public practice experience will be successful here. Buyer needs to be highly experienced with QuickBooks and QuickBooks Online, and will also have experience leading and managing a small team. Seller wants buyer to have clear, long-term goals for the practice and its employees. Clients are looking for personalized customer service, and they want someone who is a personable problem solver and willing to talk with them directly. Sunshine Coast residents want service with that “small-town” feel.

Bakersfield, CA CPA Practice For Sale
$1,050,000
Bakersfield, CA CPA Practice For Sale

Bakersfield, CA

• The owner is a CPA • This practice was established in 1980 • Software in use includes Lacerte, Accounting CS • Approximately 63 bookkeeping clients generating $401,500 in revenue • Approximately 710 individual tax returns with an average fee of $310 per return • Approximately 297 business tax returns with an average fee of $400 per return • Approximately 81 other tax returns with an average fee of $450 per return • $105,600 +/- in revenue is generated via consulting and other miscellaneous services • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $470,000 • Lease expires in N/A. Seller owns the building. Seller is open to selling the building as well, if needed.

Southeast Missouri CPA Firm
$1,025,000
Southeast Missouri CPA Firm

MO

The sellers of this southeast Missouri CPA firm are approaching retirement. The firm has lots to offer including a loyal client base, great local reputation, and the ability to stay in the current office space. Sellers are also willing to assist with a smooth transition. Revenue breakdown is as follows: 39% accounting, bookkeeping and payroll services 23% income tax preparation services for individuals 15% income tax preparation services for business and other clients 23% consulting and other misc services

Redmond/Bend, OR Area CPA Practice For Sale
$1,018,000
Redmond/Bend, OR Area CPA Practice For Sale

Redmond, OR

This CPA firm is as well balanced as you will find with professional fees being earned from tax of 60% and write up of 40% on an annual basis. In today’s world of challenging staffing this firm is one of a kind with a solid mature staff steeped in the challenges of providing tax and accounting services in the arena that is public accounting. The exceptional qualities continue with a practice that has grown to its current gross revenue by relying on consistent client referrals. The practice revenues are earned year round with extended returns and the write up practice contributing all year long. This firm is an excellent opportunity for any growth minded firm or individual who desires a practice with a bevy of skilled professional staff members coupled with an owner who desires to provide a solid transition.

Established Fintech Credit Card and loan comparisson website.Credit Cards Comparisson website
$1,000,000
Established Fintech Credit Card and loan comparisson website.Credit Cards Comparisson website

VALENCIA, ES

We trust in the best information for our clients and we have in spain a website that aims to assist users in making personal financial decisions. Our Established and trusted comparisson website in spain is doing 1.000.000 Gross revenue in 2018 with more than 100.000 in net profit. We're now moving so we want to sell our business worldwide.

West of Montgomery, Alabama CPA Practice for Sale
$1,000,000
West of Montgomery, Alabama CPA Practice for Sale

AL

• Strong cash flow of approximately 60% of gross annual revenue • Solid fee structure, with average 1040 and entity return fees of approximately $865 and $1813, respectively • Revenue mix: 22% accounting, 76% tax preparation and 2% other revenue • Stellar historical retention rate of 95%+ • Great office location, with the practice established in the same building since the 1950s • Loyal skilled workforce in place, including five accountants and one secretary/receptionist • Seller is willing to assist in transitioning clients to Buyer

Orlando - Insurance Agency Ownership
$1,000,000Cash Flow: $400,000
Orlando - Insurance Agency Ownership

Orlando, FL

We are looking for entrepreneurial individuals to represent our company. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, and financial services. We have agency ownership opportunities for successful, self-motivated entrepreneurs who have: The skills to run their own business The capital to invest in their own agency business The ability to hire and manage their own staff The drive to meet business objectives All while delivering superior customer experience. Don't have an insurance background? That's fine with us. We provide you with insurance education. If this sounds like you, here are three compelling reasons to consider owning your own agency: An Exceptional Entrepreneurial Opportunity to run your own business and watch its value grow with every sale with no franchise fees. An Industry Powerhouse that is a financially sound business leader with one of the most recognized consumer brands in America. A Product Portfolio to help meet consumer needs of virtually every household, in good economic times and bad. Contact Jeff for details.

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

Buffalo, NY Area CPA Practice For Sale
$1,000,000
Buffalo, NY Area CPA Practice For Sale

Erie County, NY

• Seller retiring, but open to transition assistance to buyer. • Steady yearly gross revenue of approximately $800,000! • Revenues comprised of 88% Individual and Business tax; remainder from other services including Personal Finance and Retirement Planning. • Excellent Cash-Flow to owner! • Located in busy, highly populated area of the Buffalo suburbs.

Huge Price Reduction! Tax Refund Business
$1,000,000
Huge Price Reduction! Tax Refund Business

Garland, TX

This Income Tax Preparation Business Grosses $1,500,000+ in Revenue and is a solid 12 year old business. The owner will convey the IRS ERO Certification as well as transfer the Company IRS Account to the buyer.

Napa, CA CPA Practice For Sale
$995,000
Napa, CA CPA Practice For Sale

Napa, CA

• The owner is a CPA • This practice was established in 1978 • Software in use includes CCH Prosystem • Approximately 7 bookkeeping clients, generating $21,800 in revenue • Approximately 510 individual tax returns with an average fee of $823 per return • Approximately 295 business tax returns with an average fee of $915 per return • Approximately 71 other tax returns with an average fee of $1,111 per return • $86,000 +/- revenue is generated via payroll, consulting, audit, review, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $274,000 • Lease expires in N/A. Seller owns building.

Century 21 Residential Brokerage for Sale ( Multi Offices)Century 21 Residential Brokerage for sale
$995,000Cash Flow: $280,277Seller Financing
Century 21 Residential Brokerage for Sale ( Multi Offices)Century 21 Residential Brokerage for sale

San Bernardino County, CA

This well established Century 21 Real Estate Brokerage company with Three Offices Over 100 Agents with In-house Escrow Service, available for immediate acquisition. The seller runs Very Organize operation with a great web-based lead generation source. This is a great buy for a broker's license or in the process of getting a broker's license. This operation currently has over 100 agents across 3 offices. Buying this brokerage will instantly establish you as a serious player in the Southern California Real Estate Market. The Owner may be available to stay on for a short period of time to train the new buyer broker. This is a very Unique opportunity. may not last long so Contact Wasim Rahman at 909-262-0973 for further information

Palm Beach County Title Company & Law Firm
$995,000Cash Flow: $417,320
Palm Beach County Title Company & Law Firm

Palm Beach County, FL

Title Company and Law Firm has over 20 years with fantastic following and established and diversified referral base of realtors, mortgage brokers, banks, investors and more. Approximately 85% of revenues from title insurance premiums, 15% from legal services, which is typically buyer/seller representation in real estate transactions. Great Central Palm Beach County location. Well known for prompt and high quality service. Excellent, tenured staff in place so that the owner does not have to handle the day-to-day processing of files. This Florida based Title Company and Law Firm for sale is presented by Sunbelt Business Brokers of South Florida, a division of SUNBELT, the largest organization of business brokers and M&A professionals in the world. With a local presence and global marketing reach, Sunbelt Business Brokers of South Florida has provided main-street and lower middle market business owners and buyers with unsurpassed deal expertise for nearly 20 years. For more information on this business for sale contact Ryan Cave at rcave@sunbeltnetwork.com or 561-832-9222.

NEW PRICE with $1,000 MARKETING BONUS! Casper, Wy. Allsate Agy
$995,000Seller Financing
NEW PRICE with $1,000 MARKETING BONUS! Casper, Wy. Allsate Agy

Casper, WY

Established 23-year agency is in a desirable non- metro location. Strong gas & oil industry presence with an abundance of recreational opportunities. Low overhead, excellent revenue history and outstanding retention/profitability. This $3.65M earned premium agency consistent of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. Good potential to increase revenues through new & renewal commissions as well as performance bonus based on growth, retention, etc. Excellent customer loyalty ratings. Experienced, licensed staff are open to transition with the sale while the current owner is open to a short term transitionary consulting relationship if desired.

Franchise Tax Accounting Services- Multiple Locations!$200K in cash flow for 4 months work! Summers off!
$985,000Cash Flow: $310,086
Franchise Tax Accounting Services- Multiple Locations!$200K in cash flow for 4 months work! Summers off!

NY

One of the top tax preparation service names in the industry has become available. With 18 years of success and 10 locations throughout upstate New York, this business has an excellent reputation with best in class products. Thousands of returns are produced and filed each year. The business also handles tax preparation and business services in the off season. This business does not require an accountant degree to be a great operator. Don't miss this opportunity as these offices do not become available very often. Call to get started on acquiring the #1 name in tax preparation services!

San Luis Obispo, CA CPA Practice For Sale
$980,000
San Luis Obispo, CA CPA Practice For Sale

San Luis Obispo, CA

• The owner is a CPA • Software in use includes Lacerte, Office Tools, QuickBooks • Approximately 17 bookkeeping clients generating $28,440 in revenue • Approximately 901 individual tax returns with an average fee of $438 per return • Approximately 213 business tax returns with an average fee of $839 per return • Approximately 204 other tax returns with an average fee of $486 per return • Approximately 23 audit/review clients generating $75,700 in revenue • $82,200 +/- in revenue is generated via fiduciary accounting, tax planning, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $295,800 • Lease expires in N/A. Month-to-month

Jacksonville, FL Accounting/Tax Practice for Sale
$975,000
Jacksonville, FL Accounting/Tax Practice for Sale

Jacksonville, FL

Jacksonville Tax & Accounting Practice for sale. This established practice has been in business for over 20 years. The office is staffed with Enrolled Agents and other Accounting Professionals. The owner is retiring and is willing to assist and stay on to assure a smooth transition. The practice dynamics of gross sales are 5% accounting, 91% tax (45% business, 46% individual) and 4% business consulting and other services. The 2018 revenues and cash flow are $845,199 and $365,000 respectively. The expected revenues and cash flow for 2019 are $850,000 plus and $385,000, respectively. The practice is in a highly desirable area with excellent traffic flow. The practice owns the real estate on which it is located and willing to sell or lease the property separately. The selling price is $975,000.

Established Accounting and Tax Practice AvailableEstablished, Highly Profitable Accounting and Tax Practice
$975,000Cash Flow: $365,000
Established Accounting and Tax Practice AvailableEstablished, Highly Profitable Accounting and Tax Practice

KY

The Company is a full-service accounting firm that specializes in a diverse range of services, including individual and business tax preparations, estates and trusts, bookkeeping and payroll services, small business consulting, retirement and estate planning as well as non-profit organization consulting. The Company has proven expertise in providing unsurpassed accounting services that improve efficiencies, control costs and maximize profits for their growth-minded clients. The Company strives to be a strategic partner in the long-term success of their clients.

South West Portland, OR Area CPA Practice For Sale
$966,000
South West Portland, OR Area CPA Practice For Sale

Yamhill County, OR

This CPA firm is a tax practice but has a significant write up practice as well. The revenues on an annual basis are generated 75% from income tax, 24% write up with a nominal amount of consulting. The firm’s most important quality is the reputation of being family oriented with excellent service. This quality is the focal point in the daily operation of the practice and attitude in helping all clients. This service is only capable of being provided by a staff that performs these professional services but also is thoroughly versed in the challenges of current tax law and good business practices. All of these attributes are in a firm with a solid income stream to its owner. This practice is a strong addition to any firm or practitioner looking for a varied and challenging firm, an excellent staff to make it happen, and the financial reward of ownership.

Show Low, AZ CPA Practice For Sale
$959,000
Show Low, AZ CPA Practice For Sale

Show Low, AZ

• The owner is a CPA • This practice was established in 1999 • Software in use includes UltraTax, Thomson Reuters, Windows 2009 & 2012 • Approximately 47 bookkeeping clients generating $150,000 in revenue • Approximately 540 individual tax returns with an average fee of $440 per return • Approximately 252 business tax returns with an average fee of $1,565 per return • $100,200 +/- in revenue is generated via consulting and payroll, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $311,467 • Lease expires in N/A. Seller owns building.

Scottsdale CPA Practice - $750k+ Billings$750k+ Single Partner CPA Firm for sale, built on a 35+ year history o
$950,000Cash Flow: $371,000Seller Financing
Scottsdale CPA Practice - $750k+ Billings$750k+ Single Partner CPA Firm for sale, built on a 35+ year history o

Maricopa County, AZ

This Scottsdale based firm boasts: 1) continuous incoming business clients (77%+ of billings); 2) a large, diverse and profitable client base; 3) multi-state relationships and tax work; and 4) growth/resistance through prior recessions. Partner is seeking a liquidity event to transition into a consulting role. Buyer will be a someone with the ability to take over as the managing partner. Excellent opportunity for mid-size firms, an individual interested in owning their own tax practice or those ancillary providing services to a higher-end client base. Attractive Customer Base: • 77% of billings are businesses (or related) • 62% Tax Preparation and 22% Consulting • 600+ engagements/returns • Typical Relationship bills at $2-3k annually, is in their mid-50s, with corporate/trust/personal tax returns

*** SBA Pre-Approved *** Tax Franchise - Multi Location
$950,000Cash Flow: $325,000Seller Financing
*** SBA Pre-Approved *** Tax Franchise - Multi Location

San Diego, CA

TAX FRANCHISE ** SBA READY ** NO EXPERIENCE NECESSARY If you're looking for a solid business with a proven track record and great growth potential, then look no further. This business provides a rare opportunity to take part in a large tax franchise operation on the market today. The business runs smoothly with managers in multiple locations. These 15 locations are spread across Southern California. The managers handle the daily activities and oversee their employees. This allows the owners the freedom to focus on the big picture of the business. The franchisor is recognized as an industry leader in training, and on-boarding of new franchisees. They have an entire department specializing in training owners new to the system, and make it a very seamless process for people without industry experience. As a new owner you'll have tremendous support as part of a national franchise network with more than 6,800 franchised and company-owned locations. Reach out to Van Daughtry today to receive a detailed financial packet on this exciting listing upon signing an NDA. This will not last long! You'll love these numbers.

Edgewater - Insurance Agency Ownership
$950,000Cash Flow: $380,000
Edgewater - Insurance Agency Ownership

Edgewater, FL

We are looking for entrepreneurial individuals to represent our company. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, and financial services. We have agency ownership opportunities for successful, self-motivated entrepreneurs who have: The skills to run their own business The capital to invest in their own agency business The ability to hire and manage their own staff The drive to meet business objectives All while delivering superior customer experience. Don't have an insurance background? That's fine with us. We provide you with insurance education. If this sounds like you, here are three compelling reasons to consider owning your own agency: An Exceptional Entrepreneurial Opportunity to run your own business and watch its value grow with every sale with no franchise fees. An Industry Powerhouse that is a financially sound business leader with one of the most recognized consumer brands in America. A Product Portfolio to help meet consumer needs of virtually every household, in good economic times and bad. Contact Jeff for details at 727-573-6910.

Niceville - Insurance Agency Ownership
$950,000Cash Flow: $380,000
Niceville - Insurance Agency Ownership

Niceville, FL

We are looking for entrepreneurial individuals to represent our company. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, and financial services. We have agency ownership opportunities for successful, self-motivated entrepreneurs who have: The skills to run their own business The capital to invest in their own agency business The ability to hire and manage their own staff The drive to meet business objectives All while delivering superior customer experience. Don't have an insurance background? That's fine with us. We provide you with insurance education. If this sounds like you, here are three compelling reasons to consider owning your own agency: An Exceptional Entrepreneurial Opportunity to run your own business and watch its value grow with every sale with no franchise fees. An Industry Powerhouse that is a financially sound business leader with one of the most recognized consumer brands in America. A Product Portfolio to help meet consumer needs of virtually every household, in good economic times and bad. Contact Jeff for details.

North Houston, TX Area CPA Firm for Sale
$950,000
North Houston, TX Area CPA Firm for Sale

Harris County, TX

• CPA owner looking to relocate. Available for transition with new CPA owner as needed. • 2019 expected to be $825,000! • Great mix of services includes business only tax (48%), bookkeeping (38%), and consulting (14%). • Year-round revenues and stable sophisticated business clientele with continuous growth. • Well trained staff already in place ready to transition with new owner. • Turn-key opportunity in prime office location with assumable lease. More could be discussed in seller meeting. • Opportunity for an individual CPA buyer looking to go out on their own or someone wanting to add revenues or another office to their existing CPA firm.

*NO BRAINER* WOW Check Cashing & Money Services-ABSENTEE RUNWOW - BEST Check Cashing Business-Solid Profits
$950,000Cash Flow: $339,000
*NO BRAINER* WOW Check Cashing & Money Services-ABSENTEE RUNWOW - BEST Check Cashing Business-Solid Profits

Dallas County, TX

*WOW* Here is a Rare Opportunity!! This is a SUPER SUCCESSFUL HIGH VOLUME Check Cashing & Money Services Business. It is on target to do $32,000,000 IN CHECKS CASHED THIS YEAR!!! Previous year checks cashed were $30,806,320. A business like this rarely becomes available. It is a complete turnkey opportunity to purchase a Money Services Business that has been serving the community for 33 Great years. They have built a Strong Established Commercial & Customer base of reliable, repeat customers. It offers a wide array of Money, Financial, and Other Services such as: * Check Cashing * Notary * Bill Pay * Fax * Prepaid Debit Cards * Copies * Western Union * Money Transfers * Money Grams * Mail Box Rentals * A.T..M. The business uses the BEST SOFTWARE SYSTEM there is. It also has great automated systems in place that keep the average transaction to a short time. This allows customers to have all their financial needs taken care of conveniently and efficiently, in an environment that is upbeat, professional and friendly. LOOK!! This 33 year old business has a great reputation and is Very Customer Focused, offering the friendliest, courteous, and most professional services anywhere. IT HAS A VERY ABSENTEE OWNER With Management in place. It continues to Grow; 9% last year. It has consistently produced huge profits, in an ideal location, all the right equipment, and State of the Art Check Cashing Software. NOTE: A buyer will need to be per-approved, sign a non-disclosure (Confidentiality Agreement) and have proof of $300,000 in working capital for the business before receiving any further information.

Credit Counseling, Credit Remediation & Consulting Firm
$947,000Cash Flow: $325,616
Credit Counseling, Credit Remediation & Consulting Firm

Clark County, NV

This thirteen-year-old, well-established firm specializes in credit counseling and business consulting. Low overhead and high volume result in a very lucrative opportunity for a part time owner. Long term professional referral sources include banks, realtors, auto dealerships, the Better Business Bureau and other professional organizations. An experienced manager is in place and there are dozens of existing employee training videos to simplify ownership of this proven, successful brand. This business can immediately be moved to a smaller space, substantially reducing the current rent and increasing the net income! The price may be negotiated to include the current account receivables and the business has been pre-approved by an SBA lender. For additional information, contact Listing Agent Mike Faust at (702) 610-1966 / mikef@fcbb.com.

Tax Practice | Accounting
$938,000Cash Flow: $308,638
Tax Practice | Accounting

Orlando, FL

This Practice Office has been in business over 17 years and is highly respected with an excellent area reputation and loyal client base. Turn-key operation for an individual or existing owner looking to grow their practice. Fully equipped with all office furniture and all other equipment, networked computers, monitors, copiers, printers etc. Seller is open to continue working on a PT basis for as long as new owner needs to ensure the smooth transition of ownership and retention of clientele and professional staff. Company has an excellent support staff in place and available to assist new owner upon closing.

3Jackson Hewitt Tax Service - Boston, MA/Manchester, NH7 Storefront Locations and 42 Walmart locations
$926,340
Jackson Hewitt Tax Service - Boston, MA/Manchester, NH7 Storefront Locations and 42 Walmart locations

Leominster, MA

Since 1982, Jackson Hewitt® has grown to nearly 6,000 franchised and company-owned locations, including 3,000 in Walmart® stores throughout the US. Our low start-up investment offers new Franchisees the opportunity to choose their own path to success: a single tax office location or expansion into multi-units, applying a strategy shared by nearly 75% of our system. On average, our Franchisees own and operate over seven Jackson Hewitt® locations. Jackson Hewitt® is an innovator in the tax industry with a mission of offering hardworking clients access to simple, low-cost solutions to manage their taxes and tax refunds. Jackson Hewitt has more than 35 years’ experience and operates in year-round neighborhood storefronts and seasonal kiosks in select Walmart® stores. We’ve built a solid business model structured around helping millions of people prepare and submit their tax returns each year. We also maintain strategic partnerships with brands like Walmart® and American Express®. Brand strength: Jackson Hewitt is the 2nd largest in-person full service tax preparation company in the nation – ranked #135 overall by Franchise Times in 2018 and #21 on Entrepreneur's 2018 Top Brands List. Stable industry: According to the IRS.gov website, over 154 million Americans filed a tax return in 2018, with nearly 60% of all individual tax returns prepared by a paid tax professional. Lifestyle choice: Tax preparation is a seasonal business, allowing new Franchisees a flexible work-life balance. This advertisement is for informational purposes only and is not an offering or a solicitation of an offering to purchase a franchise. NY Residents: An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MN File: F-7505.

Modesto, CA CPA Practice For Sale
$925,000
Modesto, CA CPA Practice For Sale

Modesto, CA

• The owner is a CPA • This practice was established in 1947 • Software in use includes Lacerte, QuickBooks, Workpapers CS, Fixed Assets CS Projected 2020 revenue: • Approximately 10 bookkeeping clients generating $20,000 in revenue • Approximately 300 individual tax returns with an average fee of $1,400 per return • Approximately 86 business tax returns with an average fee of $2,790 per return • Approximately 90 other tax returns with an average fee of $767 per return • $61,000 +/- in revenue is generated via audit, review, and compilations, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $494,000 • Lease expires in N/A. Month-to-month

Growing 5 Location Tax Franchise Company for Sale
$925,000Cash Flow: $240,000Seller Financing
Growing 5 Location Tax Franchise Company for Sale

Minneapolis, MN

Mostly Absentee, this Business is a multi-location, franchised Tax Preparation Company serving the Greater Metro of Minneapolis-St. Paul. The Company has a proven marketing strategy and a database of over 10,000 past clients. The franchisor does an excellent job with brand management and training. The Business is growing quickly and has operational managers in place. The seller does not prepare returns and works approximately hours per week during tax season on general management.

Stable CPA Firm (Tax Only) For Sale - Phoenix, AZStable CPA Firm (Tax only) - Phoenix, AZ
$900,000Cash Flow: $378,000Seller Financing
Stable CPA Firm (Tax Only) For Sale - Phoenix, AZStable CPA Firm (Tax only) - Phoenix, AZ

Phoenix, AZ

This has been an incredibly stable firm over the years, with tenured staff, stable location and great long-term clients. The firm is almost exclusively tax and tax consulting with very nice return margins. The principals believes they will bill and collect over $825,000 in 2019. The principal would prefer to stay on for 3 years and potentially longer if the situation presents itself. This will create an optimal transition period for any new buyer. This is a single partner firm and the principal historically bills between 400-500 hours a year. The real estate is located within Phoenix, AZ and is a class A property and is aesthetically pleasing to the eye. The lease expires in November of 2019. This firm can stay in the location it has been for decades or buyers can also relocate this firm to new real estate infrastructure as long as it is within 10 miles or so of the current location.

Turn-Key Brokerage & Insurance Co. with a Niche Market
$900,000Cash Flow: $316,467Seller Financing
Turn-Key Brokerage & Insurance Co. with a Niche Market

Boca Raton, FL

Turn-key boutique, brokerage and insurance company. Specializing in the senior market protecting and preserving clients assets, along with creating income flow to provide security for their lifestyle. The Company's ability to achieve this model is based on the unique proprietary marketing system. The system enables the company to be in front of thousands of potentials clients each and every month. partnership possible with the right Buyer. Very clean books and Records. Financial information above from Dec 31, 2018 P&L. Listing - 13463503

Hickory, NC CPA Practice For Sale
$900,000
Hickory, NC CPA Practice For Sale

NC

• Practice established in 1995. Has grown to over $800,000 in revenue! • Seller would like to slow down, and eventually retire- willing to work for buyer! • Revenues comprised of 71% Tax, 14% Accounting/Write-Up, and 15% Payroll/Consulting. • Stand alone office building available for rent to buyer. • Key staff members in place to also help ensure smooth transition! • Excellent Cash flow to owner!

CPA Firm with High Income Clients for sale in Mississauga
$900,000
CPA Firm with High Income Clients for sale in Mississauga

Mississauga, ON

Well-established CPA firm with a commitment to providing exceptional service to a loyal base of clients. This is a high-quality CPA firm that serves wealthy, high net worth individuals, and small to mid-sized businesses in a number of different industries. The practice is very well positioned in the market to provide high-level client service that has historically come from the big 4 or regional firms. The firm offers their clients top-notch service and has been able to create trusted relationships where clients turn to their CPA for needs beyond traditional compliance work. The practice has a balanced mix of services including compilations, bookkeeping, business and personal tax as well as some review, audit, and consulting. 90% of the practice work is business or business-related engagements. Clients look to the firm to provide tax planning and business advice for their growing companies. Consulting work is involved, complex and profitable. Clients are sophisticated and are not averse to paying high fees. Client confidence is high. They appreciate the attention to detail and that their accounting needs are managed for them. Industries include real estate, transportation, manufacturing, consulting, associations, software, pharmacists, legal, entertainment, construction, service, and investment. Most clients come to the office. Clients are extremely loyal and long tenured with the firm. Revenue is strong with 50% cash flow to owner.

Growing Tax and Accounting Firm - SacramentoFully Staffed and Centrally Located Tax and Accounting Firm
$895,000
Growing Tax and Accounting Firm - SacramentoFully Staffed and Centrally Located Tax and Accounting Firm

Sacramento, CA

Traditional firm with income tax preparation, bookkeeping and sales tax preparation. The firm focuses on small businesses and its owners. The firm has an excellent staff and has a mix of senior tax preparers and bookkeepers and also younger professionals who can help propel this firm well into the future. The principal believes that all of the staff will want to transfer. The firm is producing solid financial results and attractive profitability from its core group of long-term business and individual clients serviced from a centrally located office. The firm has grown principally through referrals from satisfied customers and limited web-based marketing. The principal of this attractive firm is an absentee owner spending just a few hours a week in his ownership duties. He has approached the business from an entrepreneurial perspective which he believes has positioned the firm to thrive in the future. The business is a steady money maker solidly positioned to continue to grow by serving the needs of small businesses in Sacramento

The Woodlands, TX CPA Practice for Sale
$890,000
The Woodlands, TX CPA Practice for Sale

The Woodlands, TX

• CPA owner looking to retire and is available to help transition during this tax season if needed. • 2018 revenues were $730,000! 2019 expected to be $740,000! • Mix of services includes tax (62%), accounting (33%), payroll (3%), and reviews (2%). • Year-round revenues with great rates and a friendly loyal client base. • Staff support already in place ready to continue with new owner. • Prime office location with assumable lease available. • Great opportunity for an individual CPA to get on their own or a CPA looking to add to existing practice.

Thriving Portland-Based Tax & Accounting Practice
$885,000Seller Financing
Thriving Portland-Based Tax & Accounting Practice

Portland, OR

Private Practice Transitions is assisting a client in the Portland area with the sale of a turn-key, private tax and accounting practice. The service breakdown by revenue is approximately 75% Business & Personal Tax Services, 8% IRS/ODR Representation, 10% Tax Planning & Consultation, and 7% Other. With 2017 gross revenues of approximately $709,000, 8.8% year-over-year growth as compared to 2016, and 2018 YTD billing numbers that are up 11% from the same period in 2017, you don't want to miss out on this exciting opportunity. Email "Listing #1035 - Thriving Portland-Based Tax & AccountingPractice" to info@privatepracticetransitions.com or call 253.509.9224.

3Jackson Hewitt Tax Service - Portland, OR-Vancouver, WA23 Storefront Locations, 16 Walmart locations and 1 Retail Location
$878,150
Jackson Hewitt Tax Service - Portland, OR-Vancouver, WA23 Storefront Locations, 16 Walmart locations and 1 Retail Location

Portland, OR

Since 1982, Jackson Hewitt® has grown to nearly 6,000 franchised and company-owned locations, including 3,000 in Walmart® stores throughout the US. Our low start-up investment offers new Franchisees the opportunity to choose their own path to success: a single tax office location or expansion into multi-units, applying a strategy shared by nearly 75% of our system. On average, our Franchisees own and operate over seven Jackson Hewitt® locations. Jackson Hewitt® is an innovator in the tax industry with a mission of offering hardworking clients access to simple, low-cost solutions to manage their taxes and tax refunds. Jackson Hewitt has more than 35 years’ experience and operates in year-round neighborhood storefronts and seasonal kiosks in select Walmart® stores. We’ve built a solid business model structured around helping millions of people prepare and submit their tax returns each year. We also maintain strategic partnerships with brands like Walmart® and American Express®. Brand strength: Jackson Hewitt is the 2nd largest in-person full service tax preparation company in the nation – ranked #135 overall by Franchise Times in 2018 and #21 on Entrepreneur's 2018 Top Brands List. Stable industry: According to the IRS.gov website, over 154 million Americans filed a tax return in 2018, with nearly 60% of all individual tax returns prepared by a paid tax professional. Lifestyle choice: Tax preparation is a seasonal business, allowing new Franchisees a flexible work-life balance. This advertisement is for informational purposes only and is not an offering or a solicitation of an offering to purchase a franchise. NY Residents: An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MN File: F-7505.

West of Fort Worth, TX CPA Practice for Sale
$875,000
West of Fort Worth, TX CPA Practice for Sale

Decatur, TX

Located in a rapidly growing, rural community within an hour of DFW, this well-established and profitable CPA practice for sale West of Fort Worth has annual gross revenues of approximately $750,000. It has a solid fee structure and generates strong cash flow to owner of about 60% of gross. The practice is focused on high-quality tax work and caters to a desirable, loyal client base composed of individuals and businesses, which should offer plenty of opportunities for expansion of services and continued growth through referrals. The firm has a knowledgeable, experienced staff in place to assist with a smooth transition and continued growth. This practice is the perfect-sized, turnkey opportunity for an experienced professional ready to step into practice ownership. It would also make a nice addition for a nearby firm looking to expand.


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