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

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CPA Firm Available in the Belleville Area
$450,000
CPA Firm Available in the Belleville Area

Belleville, ON

This is a unique CPA firm with a strong community presence and committed relationship to its clients. Services include corporate and personal tax, NTRs, bookkeeping, payroll and compliance, general consulting, and some estate work. No reviews or audits. The revenue trend is growing with good cash flow to owner. Services are priced as a combination of time and value billing. Clients pay on time and accounts receivable is kept to a minimum. Clients are loyal and look to the firm for solid tax and business advice. The majority of clients visit the office. Quality business clients include professionals, insurance agents, mortgage brokers, real estate, lawyer, farming, construction, landscaping, maintenance, logging, resorts, advertising companies, various service industries and a variety of trades as well as non-profit organizations.

Accounting Practice Available North of Calgary
$1,225,000
Accounting Practice Available North of Calgary

Calgary, AB

This CPA firm is highly profitable. It has excellent, thoroughly-documented systems in place, a great reputation, long-term staff and loyal clients. It has a heavy focus on agricultural clients. The cash flow to owner is extremely attractive and owner hours are less than 2,000 per year. The firm is proud of its’ excellent reputation and the growth that has accompanied it. Most staff members have been with the firm for several years. They are very capable, well-liked by clients and committed to high quality work and exceptional customer service. New clients are primarily found through referral from existing client base and industry colleagues. The firm has an excellent reputation for quality work, personal service and the highest ethical standards. Ideal buyer A CPA who is well-rounded with strong experience with farm clients and good overall public practice experience will be successful here. An individual, pair of individuals, or perhaps a firm out of Calgary that would like to establish a strong satellite office could all be possible candidates for this practice. Buyer would need to be a strong partner-level or senior manager level professional who is willing to re-locate to this community. Buyer needs to be strong in tax, and have experience with leading and managing a small team.

Chatham-Kent, ON Tax and Bookkeeping Practice
$345,000
Chatham-Kent, ON Tax and Bookkeeping Practice

Chatham-Kent, ON

•Owner is not a CPA •Practice with a mix of T1, T2, Farm Taxation, Write Up/Bookkeeping. • 29% Personal Income Tax, ; 26% Farm Tax returns; 20% Business Tax, 16% Bookkeeping and compilations • Computer Software in use: Sage, Quickbooks, TaxPrep, Cantax Suit. • Practice in operation for 23 years, with 16 years at current location.  • 1,670 square foot office building available for sale at $220,000. Seller prefers to sell building with practice but not an absolute requirement and if not seller will sign a LT lease at current market conditions.

Cranbrook, BC Bookkeeping, Compilations and Tax Practice For Sale
$379,000
Cranbrook, BC Bookkeeping, Compilations and Tax Practice For Sale

Cranbrook, BC

•Very well balanced practice with a mix of T1, T2, Bookkeeping and Compilations. •43% T1; 12% T2; 46% Bookkeeping and compilations •Computer Software in use: Profile T1, T2, QuickBooks,Client Track •Approximately 900 sf of modern office space, building owned by owner and will sign a lease with the buyer •Practice in operation for twenty years, last five years at current location • Share sale •Excellent long term staff willing to stay on: 5 FT, 2 PT •Seller retiring from practice however available for generous transition period

CPA Firm Available South Central Durham Region, ON
$230,000
CPA Firm Available South Central Durham Region, ON

Durham, ON

This is a full-service CPA firm with a great reputation in the community. Client engagements include compilations, personal and corporate tax preparation, bookkeeping, and some review and audit work. The firm provides good cash flow to owner and clients are used to paying promptly for their services. Client industries include wholesale, professionals, retail, hospitality, various service industries, consulting and investment companies. Clients are very loyal and provide quality referrals. Clients appreciate the personal and friendly service that the firm provides. The office culture is casual but efficient. Management style is relaxed but procedures are in place to ensure efficient workflow and quality control. The staff is conscientious, attentive to accuracy, and organized. Almost all clients come to the office. Clients are used to the owner being available for follow up and specific questions. The ideal buyer will be a Licensed Public Accountant with several years of accounting and tax experience. One CPA can run the practice but will require additional help at tax time. Focused client attention will provide a great opportunity to grow the existing client base with additional services. Based on regular inquiries, there are numerous opportunities for growth in this region. The business development-minded owner will be able to capitalize on the firm’s history and experience.

CPA Firm in Southwest Durham Region
$395,000
CPA Firm in Southwest Durham Region

Durham, ON

This is an established CPA firm with a personal focus. Client engagements include compilations, individual and corporate tax returns and tax planning, bookkeeping and payroll services. Some minor tax advisory and consulting. No reviews or audits. Revenue trend is solid with good cash flow to owner. Excellent billing and payment track record. Clients pay on time and are used to paying before work is released. Clients are very loyal and enjoy a high touch, personal service. They represent a variety of industries including professionals, service corporations, trades, and associations. Mainly owner-managed businesses with none being particularly large. The firm enjoys a reputation for strong, long–term client relationships. Staff members have a great work ethic and require little supervision. The office runs very smoothly with good processes in place. Client work follows a predictable pattern and is spread throughout the year. Management style is delegative and weekly team meetings ensure that work is distributed appropriately among the team. Regular recurring work is handled efficiently by the staff.

East Central, SK CPA Practice For Sale
$515,000
East Central, SK CPA Practice For Sale

SK

•Very well balanced compilation and bookkeeping practice (52%) plus a mix of T1 (36%), Audit (10%) and Agristability (2%). •Owner is a CPA •Computer Software in use: Profile and Excel •Practice located in a two storey well maintained building occupying 2,800 SF with monthly rent of $1,333 and an open-ended lease •Practice was changed to an incorporated company from a sole proprietorship in 2002 and seller is offering to sell his shares

Edmonton Accounting firm for sale!
$675,000
Edmonton Accounting firm for sale!

Edmonton, AB

Well-established Edmonton firm providing clients customized financial accounting, assurance, and tax services. This practice is committed to providing close, personal attention to clients and have expanded services to provide comprehensive financial and tax solutions. Excellent staff in place. They work very well together and produce quality work. Ideal Buyer Good public accounting experience would be helpful. Some assurance and estate planning background would benefit this client base. A buyer would want to maintain this firm’s exceptional reputation, and hopefully grow the firm to meet even more service needs for the client base.

Accounting Firm available North of Edmonton
$540,000
Accounting Firm available North of Edmonton

Edmonton, AB

This is a well-established accounting and tax firm located one hour north of Edmonton. Owner’s hours are less than 2000 per year and cash flow is good. The firm enjoys a very good reputation within the community. Clients come from a variety of industries and are loyal. Office atmosphere is casual and off-season hours are very low. Great staff are in place, they work well together and produce high quality work. Ideal Buyer The ideal buyer should be friendly and enjoy a laid-back office environment. Some farm experience would be helpful. There is an opportunity to grow this firm with additional services or enjoy a great quality life with very low owner hours.

Long Established and Reputable Collection AgencyReputable Collection Agency For Sale
$395,000Cash Flow: $87,969
Long Established and Reputable Collection AgencyReputable Collection Agency For Sale

Fraser Valley, BC

Located in British Columbia, this profitable niche collection agency has valuable long term clients. The company has been in business for over 30 years and enjoys a recognized brand, reputation for quality and innovation and an extremely stable customer retention. The company has several competitive advantages and is ready for its growth opportunity under new ownership. This is an ideal opportunity for synergistic or strategy acquiring parties within the legal, collection or credit industry experience. It is also a great fit for an owner-operator entrepreneur.

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.

CPA Practice for sale in the Gatineau Area
$450,000
CPA Practice for sale in the Gatineau Area

Gatineau Area, ON

This is an established CPA firm 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. Gatineau is located in the Outaouais region of the province of Quebec. With a population of 276,000, it is the fourth largest city in Quebec and is part of Canada’s National Capital Region.

CPA firm for sale Georgian Bay Area, ON
$375,000
CPA firm for sale Georgian Bay Area, ON

Georgian Bay, ON

This is an established and very profitable CPA firm with a community focus. Client engagements include compilations, bookkeeping with some payroll, as well as business and individual tax. There are three review engagements. The revenue trend is growing, and the firm has excellent cash flow to owner of 63%. The firm has an excellent billing track record with no bad debts in ten years. Owner hours are about 2000 per year. Georgian Bay is located in south-central Ontario, about an hour and a half from Toronto. The area has a great potential for economic and human development because of the superior environment for tourism-based jobs, scientific and educational pursuits, as well as a quality lifestyle.

CPA Firm for sale in Barrie/Georgian Bay, ON
$575,000
CPA Firm for sale in Barrie/Georgian Bay, ON

Georgian Bay, ON

This is an established CPA firm with a community focus. Client engagements include compilations, personal and business tax, bookkeeping, reviews and some consulting and tax advisory. Clients are very loyal and enjoy the firm’s personal service. There is very little client turnover. Clients represent a broad range of industries including professionals, service, construction, farming, and investment companies. Most clients come to the office. Office processes are streamlined. The owner has made significant technology upgrades to prepare the firm for the next level of client service and workflow efficiency. The staff is reliable, well-trained, and can work with little supervision. Management style is relaxed, but procedures are in place to ensure efficient workflow and quality control. The office culture is people-focused for both clients and employees. Employee schedules are flexible for life circumstances. Owner hours are low at about 1,700 per year. This presents a great opportunity for the new owner to pursue business development and grow the firm or focus on client work to maximize profitability.

Kent County (NB) Tax & Accounting Practice For Sale
$350,000
Kent County (NB) Tax & Accounting Practice For Sale

Kent County New Brunswick, BA

Long established tax and accounting practice in Kent County, NB. Client focused practice. • Ideal Buyer should be a young couple where one has a degree in accounting, or both, and want to work in the business and raise a family in a friendly area. • 2017 Billings: $495,665. 2018 billings: $520,175. • Practice established since 1975 • Software in use : Sage 50 and Profile. • Approximately 140 accounting, bookkeeping Payroll, Copmilations and T2 returns clients. • Approximately 8000 individual tax returns. • Commercial Property generating $90,0000 per year of additional revenue is also available for sale at $495,000. Cash flow wioll be adjusted if practice is purchased with the building. • Practice is located in a rural area, 1 hour away from Moncton, NB and 30 minutes from some of the most beautiful beaches.

Kitchener, ON Professional Corporation CPA Practice For Sale
$509,900
Kitchener, ON Professional Corporation CPA Practice For Sale

Kitchener, ON

•Very well balanced growing CPA practice with revenues as follows: Compilation and bookkeeping (75%); T1 (15%); T2 (10%) •Owner is a CPA, CA •Practice was established in 1984, is very profitable and the owner is ready to retire. • Excellent cash flow to owner at 45% • Office occupies 600 SF of space with a reception area and lots of parking space. Lease is $900 per month all in and expires in August 2020 with a 60 day notice clause • New furniture in the last several years and modern updated computer equipment included in the purchase price • Client base is primarily owner managed businesses, including professionals, manufacturing, holding companies, rental, construction and retail. •Firm has some audits which are Not For Profits and some reviews •Software in use: Profile, Casewear, PEG, Simply, QuickBooks, Sentry File and MS Office

Lower Central AB Multi-Location CPA Practice Two Hrs From City
$2,600,000
Lower Central AB Multi-Location CPA Practice Two Hrs From City

Lower Central Alberta, AB

•Very well balanced growing CPA practice with revenues as follows: Compilation and bookkeeping (19%); T1 (15%); T2 (32%); Audit and reviews (32%); Succession planning & Agristability (5%) •Owner is a CPA, CA •Practice consists of one main location which houses most of the staff members, a secondary location with one full-time employee plus three satellite locations to meet local clients. These satellite locations are only staffed as necessary. • Excellent cash flow to owner at 35% • Included in the asking price is approximately $200,000 of furniture and equipment and updated newer computer hardware and software •The ideal buyer will be an existing accounting practice or 2 to 3 designated professionals establishing a practice together. The buyer will have previous audit experience working with municipal clients as well as non-profit clients. As the firm has a large number of farm and ranch clients previous agricultural experience would be a benefit as well as a strong tax background. •Outgoing partners will be available for an orderly transition in order to ensure a successful transition to the new owner.

British Columbia Lower Sunshine Coast - Bookkeeping and Tax
$149,000
British Columbia Lower Sunshine Coast - Bookkeeping and Tax

Lower Sunshine Coast, BC

•Owner is CGA, CFP. •Practice with a mix of T1, T2, Write Up/Bookkeeping. •27% T1; 41% T2; 34% Bookkeeping and compilations •Computer Software in use: Sage, US Tax Ac, Cantax Suit. •Approximately 950 sf on main street. 2 work stations. Lease on a month to month basis. •Practice in operation for twenty eight years, last five years at current location •Seller retiring but willing to say on in an assistant capacity as the only one employee is leaving for maternity leave.

Exceptionally Profitable CPA Firm Available in Markham
$575,000
Exceptionally Profitable CPA Firm Available in Markham

Markham, ON

This is a full-service CPA firm with continuing growth and exceptional profitability. Client engagements include compilations and corporate tax, bookkeeping, some payroll, and some review and audit. Personal tax is generally connected with businesses. The firm has been maintaining steady growth, with over 50% of its revenue from clients in the health-related industry. Client industries include professionals (dentistry, medicine, optometry, chiropractic, physiotherapy), financial (insurance, real estate broker, insurance broker), investment, manufacturing, optical, pharmacy, and other service-related companies. Basically, a recession-proof group of businesses including many high net worth clients and families. Cash flow to owner is an exceptional 80%. Client relationships are the key to this practice. Business experience is important as is a willingness to effectively listen to a client in order to properly service them. The clients are busy people who want to know that someone is looking after them. The firm has a reputation for quality service and responsiveness. Clients continue to refer within their respective connections and industries.

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.

Montreal, Quebec Tax and Accounting Practice For Sale
$274,900
Montreal, Quebec Tax and Accounting Practice For Sale

Montreal, QC

•Very well balanced tax and bookkeeping practice with a mix of T1, T2, T3, payroll, GST and consulting. •Revenues: 37% T1; 27% T2; 36% Bookkeeping, accounting and consulting •Computer Software in use: Profile-Intuit, Sage 50, QuickBooks, Actif Solution •Approximately 850 sf of modern office space in Central West side of Montreal with lease expiring in October, 2021 renewable for five additional years •Practice in operation for over fifteen years and seller ready to retire •Note to Buyer: Seller is selling the SHARES of his operating company and NOT the assets

Cabinet CPA à vendre – Québec (Région), QC
$225,000
Cabinet CPA à vendre – Québec (Région), QC

Quebec, QC

Cabinet comptable bien établi comptant une équipe polyvalente en place depuis plusieurs années ainsi qu’une clientèle fidélisée, amicale et très diversifiée provenant de différents secteurs d’activités : entreprises de services, travailleurs autonomes, secteur agricole, construction, professionnels et organisations à but non lucratif.

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.

Simcoe County, ON CPA Practice For Sale
$269,000
Simcoe County, ON CPA Practice For Sale

Simcoe County, ON

•Owner is a CPA, CA •Firm has mostly audits and reviews (68%), some personal tax (8%) and 10% NTR. •Practice was established in 2005 • Excellent cash flow to owner at 45% • Home Office. •Software in use: Caseware, Caseview, Taxprep.

Sturgeon County Alberta Accounting and Tax Practice For Sale
$195,000
Sturgeon County Alberta Accounting and Tax Practice For Sale

Sturgeon County Alberta Accounting and T, AB

•Extremely well balanced tax and bookkeeping practice with revenues as follows: Monthly accounting (27%); T1 (38%); T2 (22%); Other including T4, T5, Estate and Agri-stability/Agri-invest (13%) •Owner has no designation •Practice was established in 1989, is very profitable and the owner is ready to retire. • Excellent cash flow to owner at 80% • Owner takes 18 weeks per year of vacations and turns away business as a result • This is a home based practice • Very little competition as this is the only accounting office in the area

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.

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

Toronto, ON Professional Corporation CPA Practice For Sale
$579,000
Toronto, ON Professional Corporation CPA Practice For Sale

Toronto (CPA), ON

• This practice will be available after June 15th. • The owner is a CPA, CA. • This practice was established in 1986. Revenue for 2017: $439,000. 2018 will be available after tax season. • Software in use includes Caseware, Profile, Client Track. • Approximately 3 bookkeeping clients generating $18,400 in revenue. • Approximately 500 individual tax returns generating $56,250. • Approximately 110 non-audit clients with an average fee of $2,714. • Approximately 4 other tax returns with an average fee of $2,250 per return. • $55,425 of revenue is generated from 3 audits and 6 reviews. • Lease expires in September 2021.

Cabinet CPA À Vendre – Trois Rivieres, QC
$225,000
Cabinet CPA À Vendre – Trois Rivieres, QC

Trois Rivieres, QC

Cabinet comptable bien établi comptant une équipe polyvalente en place depuis plusieurs années ainsi qu’une clientèle fidélisée, amicale et très diversifiée provenant de différents secteurs d’activités : entreprises de services, travailleurs autonomes, secteur agricole, construction, professionnels et organisations à but non lucratif. Les revenus sont en tendance croissante et la pratique est très rentable avec environ 50% de flux de trésorerie pour le propriétaire. Les heures du propriétaire sont relativement basses à 1,500 heures/an. La société a un excellent historique de facturation avec des clients qui paient à temps et très peu de mauvaises créances au fil des ans. Le travail est généré principalement par référence. Trois-Rivières a su diversifier sa base économique en misant sur l’éducation collégiale et universitaire, de même que sur l’animation culturelle et touristique. La ville peut se vanter d’avoir gardé vivant et rayonnant son centre-ville, qui abrite une intense activité culturelle, dont fait partie le Festival International de la Poésie. Elle est aussi une ville de loisir et de sport, qui présente chaque année un Grand Prix automobile à dimension internationale.

Licensed financial company
Licensed financial company

Vancouver, BC

Licensed financial company in Canada, ready for operating payments and forex business. Bank account in USD, EUR, CAD, CHF and GBP where you can receive clients' funds in their name and make payouts freely. You may operate business like Paxum or ePayments. SWIFT and LEI code available

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.

Online Accounting firm available West Kootenay, BC
$280,000
Online Accounting firm available West Kootenay, BC

West Kootenay, BC

Clients come from various industries and enjoy great service. The firm is a trusted advisor who helps them grow their business. Owner hours are very low and there is an opportunity for a great lifestyle or to grow this loyal client base. Firm is paperless and set up for remote and long-distance management. There is a full spectrum of services excluding reviews and audits. The firm enjoys a reputation for being innovative, responsive, and for providing great service. Client Google feedback is exceptional, and the firm has a loyal and growing following. This is a unique and beautiful setting that offers a wonderful lifestyle. Staff is extremely capable. Schedules are very flexible and staff enjoys a great work environment. Buyer should have quality public accounting experience and knowledge of online businesses and technology. Buyer will want to offer great service and quality work. Someone with experience managing a quality staff will be helpful. There is a huge opportunity to grow the SRED services business. This location offers many opportunities in this area.

SOLD: Profitable Whistler Business For Sale, Financial Services
SOLD: Profitable Whistler Business For Sale, Financial Services

Whistler, BC

This is a great opportunity to acquire a well-established business with an enviable reputation and strong referral base. The industry has proven recession-proof, and sales have grown steadily, year over year. This is an ideal business for a detail-oriented person looking for stability and a steady revenue stream. With experienced, well-trained staff, an open and friendly office environment, and a sound customer base, this opportunity offers the full recipe for ongoing profitability. The owner is committed to seeing the business and staff succeed and is offering transitional training to a new owner. If you are looking for a profitable business with stability and more customer demand than supply, a positive monthly cash flow, excellent systems, no inventory, in one of the best mountain towns on earth, this is it.

CPA firm for sale in Southern Vermont
$595,000
CPA firm for sale in Southern Vermont

US

This firm has experienced significant growth over the past few years and there is a great opportunity for even more. Clients are loyal and willing to pay good fees; individual tax returns average $450. Cash flow to owner is approximately 47%! Firm enjoys an excellent reputation and has a high quality referral network.

Anchorage, AK Tax Practice for Sale
$52,000
Anchorage, AK Tax Practice for Sale

Anchorage, AK

This tax practice for sale in Anchorage, Alaska produces annual gross revenues of approximately $64,000. The well-established practice serves a quality, loyal client base composed predominately of individuals plus some small businesses. The clients should offer opportunities for expansion of services as well as continued growth through referrals. Priced to sell below one times gross, this practice is the perfect-sized, bargain opportunity for any experienced tax professional looking to start or expand a practice in the Anchorage market.

4Tax Practices For Sale in Anchorage County! Two Locations!Tax Practice in Anchorage, AK for Sale!
Tax Practices For Sale in Anchorage County! Two Locations!Tax Practice in Anchorage, AK for Sale!

Anchorage, AK

This is a turnkey system in Anchorage, AK with solid results and unlimited potential. NO TAX EXPERIENCE NEEDED. Do hamburger franchise owners flip the burgers in their stores? No way. Liberty franchisees are CEO's. You manage your store, you staff it, and you network with other businesses to connect with your community. You will be in business for yourself with a very powerful partner in the franchising community.

Anchorage, AK CPA Practice for Sale
$313,000
Anchorage, AK CPA Practice for Sale

Anchorage, AK

This CPA practice for sale in Anchorage, AK has annual gross revenues of approximately $313,000. The well-established practice caters to a high-quality client base, which should offer plenty of opportunities for expansion of services and continued growth through referrals. Revenues are derived predominately from tax work for individuals and businesses (97%) with the balance from annual accounting services (3%). There is an excellent fee structure in place, generating strong historical cash flow to owner. This turn-key practice is the perfect size and opportunity for an experienced individual ready to jump into practice ownership with an established book of business with growth potential. It would also make a nice profitable addition for an established firm in the area looking to expand.

Anchorage, AK CPA Practice Tax Clients for Sale
$225,000
Anchorage, AK CPA Practice Tax Clients for Sale

Anchorage, AK

These Anchorage, Alaska CPA practice tax clients for sale are a mixture of loyal individuals and business that generate annual gross revenues of approximately $250,000. Approximately 40% of the income is derived from tax preparation for individual clients, 35% from tax preparation for businesses, 15% from bookkeeping, and 10% from consulting and other services. These clients would be perfect for any CPA looking to start or expand a profitable practice just before tax season. The seller is also willing and ready to assist in a longer term transition if desired.

3Jackson Hewitt Tax Service - Anchorage, AK2 Storefront Locations and 6 Walmart locations
$182,386
Jackson Hewitt Tax Service - Anchorage, AK2 Storefront Locations and 6 Walmart locations

Anchorage, AK

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.

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.

Anchorage, AK CPA Practice Clients for Sale
$360,000
Anchorage, AK CPA Practice Clients for Sale

Anchorage, AK

These Anchorage, Alaska CPA practice clients for sale produce annual gross revenues of approximately $400,000. They are high-quality, desirable businesses, non-profit organizations, and business owners that generate year-round income. Revenues are nicely balanced between services to provide year round income, including approximately 35% audits & reviews, 23% compilations & bookkeeping, 13% tax preparation, and 27% consulting and other services. With a strong fee structure in place, these clients would be a profitable, good-sized addition for any firm seeking expansion of their business clients and financial statement services.

PRICE REDUCED - National Insurance Agency
$120,000Cash Flow: $65,283
PRICE REDUCED - National Insurance Agency

Kenai Peninsula County, AK

Long established reputable insurance agency offering home, life, auto and annuity available on the Kenai Peninsula, Alaska. Protected territory for the right individual. Long neglected, this territory is ripe with potential for the right person or consolidation. Lucrative under-tapped market. Ideal for a local Alaskan or someone desiring relocation to the world’s greatest hunting, fishing and outdoors hotspot in Alaska. Company is confidential but educators are highly encouraged, and welcome. This acquisition will require licensing for Property & Casualty, Life and Health. Once under contract with the national agency candidate(s) will be required to obtain their series 6 & 63 licenses. Ideally candidates will already have license in hand, but this is not required. If you enjoy recurring residual income streams this may very well be your golden opportunity.

**NEW PRICE** Established FARMERS INS. AGENCY in Alexander City, AL
$139,900
**NEW PRICE** Established FARMERS INS. AGENCY in Alexander City, AL

Alexander City, AL

This established 5-year FARMERS agency is located in beautiful lakeside Alexander City, Alabama. This $765,000 earned premium agency consists of an auto and homeowner customer base with excellent opportunity for growth in cross sales as well as life and financial services. Excellent potential to increase revenues through new & renewal commissions as well as performance bonus based on profitability, growth, and retention. There are additional incentives/opportunities as well with assigned “service” accounts (contact Energia for details). The current owner is leaving the insurance/financial services industry.

Northern Alabama Accounting & Tax Practice for Sale
$650,000
Northern Alabama Accounting & Tax Practice for Sale

Ardmore, AL

• Located within commuting distance of Huntsville, Athens, and Decatur, Alabama and Southern Middle Tennessee • Revenue mix: Monthly accounting services (64%), Tax preparation for individuals (31%) and business entities (4%), and other revenue (1%) • Client mix: Almost 70% of revenues are derived from desirable business clientele representing a broad range of industries • Strong historical retention rate has resulted in steady growth • The practice experiences a year-round revenue pattern, supplemented by a nice bump up during tax season • Experienced long-term staff in place • Professional office location (assumable, if desired) with good visibility on a main road • The seller is willing to assist with the transition, including working for the buyer during the upcoming tax season, in order to facilitate client retention

S. of Birmingham / Shelby County, AL Tax Practice for Sale
$82,000
S. of Birmingham / Shelby County, AL Tax Practice for Sale

Shelby County, AL

• This practice focuses on tax preparation for individuals and businesses • Strong cash flow, with net to owner of 80%+ • Revenues have steadily grown • Buyer can potentially expand services to include accounting and payroll, which are not currently offered • Great starter practice and an affordable opportunity for buyers of all types • Attractive work/life balance • The owner is flexible regarding transition assistance

Southeast of Birmingham, Alabama CPA Practice for Sale
$465,000
Southeast of Birmingham, Alabama CPA Practice for Sale

AL

• This practice primarily focuses on accounting services and tax preparation for individuals and business entities • 2018 gross revenues were $440,000, and estimated 2019 gross revenues are $450,000 • The practice generates year-round revenue from accounting clients representing a broad range of industries • Revenues have grown steadily • Strong cash flow to owner of 59% of gross revenue • The owner prefers to work for Buyer part-time after closing, which should ensure a seamless transition and optimal client retention

Established, $3.65M Premier Allstate AgencyEstablished, $3.65M Premier Allstate Agency
$1,400,000
Established, $3.65M Premier Allstate AgencyEstablished, $3.65M Premier Allstate Agency

Mobile, AL

Established, premier quality Allstate agency. The $3.654M earned premium consists primarily of a preferred auto/homeowner customer base. Excellent potential to increase revenues through new & renewal commissions as well as performance bonus based on growth, retention, etc. Customer loyalty ratings are above average. Excellent track record earning company awards/bonus with high quality, experienced licensed support staff who will transition with the sale. Lagniappe magazine’s 2019 “Nappie” award winner for Best Insurance Agent/Agency in Mobile.

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

Tuscaloosa, Alabama Area CPA Practice for Sale
$350,000
Tuscaloosa, Alabama Area CPA Practice for Sale

Tuscaloosa, AL

• Revenue mix: Desirably blended to include accounting (58%) and tax preparation for individuals (23%) and business/other entities (19%) • Client mix: More than 75% of revenues are derived from business clientele representing a broad range of industries • 2019 gross revenues are estimated to be approximately $322,000 • Strong net cash flow to owner of approximately 62% • Great location, assumable if desired • The owner will assist with in transitioning clients to the buyer

North Central Arkansas CPA Firm
$399,000
North Central Arkansas CPA Firm

AR

AR1125 This N Central AR CPA firm has a lot to offer, including a great cash flow to the owners, a nice mix of work, and the office building is available for lease to the new owner. The owners are approaching retirement, but will be available to assist with a smooth transition. Revenues are increasing, and the breakdown of revenues is as follows: 13% Accounting, bookkeeping and payroll services 86% Income tax preparation services 1% Contractor's Licenses Renewals


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