Minnesota Financial Services Businesses For Sale

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Liberty Tax Service Office-Make Your Dreams a RealityBuy Now! Be ready for the Coming Tax Season!
$70,000
Liberty Tax Service Office-Make Your Dreams a RealityBuy Now! Be ready for the Coming Tax Season!

Oakdale, MN

A turnkey system in a tax office with solid results and unlimited potential. NO TAX EXPERIENCE NEEDED. Do hamburger franchise owners flip the burgers in their stores? No way. Liberty Tax franchisees are CEOs. You manage your store, payroll and marketing. You staff it. Network with other businesses. Connect with your community. You will be in business for yourself with a very powerful partner in the franchise community.

Accounting & Auditing, Tax Preparation & ConsultingEstablished CPA practice with good reputation for sale!
$275,000Cash Flow: $38,227Seller Financing
Accounting & Auditing, Tax Preparation & ConsultingEstablished CPA practice with good reputation for sale!

MN

Established CPA practice with good reputation generating revenues by doing tax prep, auditing and bookkeeping with a seasoned staff. Almost 500 clients (individual and business), many are decades long relationships. Owner will work with buyer on contract basis to enhance the buyers value proposition. Spin-off, Book of Business Buy, or Roll-up acquisition opportunity.

CPA/Tax Firm Southern MN- Highly ProfitableHighly profitable CPA, accounting and tax firm for sale!
$1,250,000Cash Flow: $426,035Seller Financing
CPA/Tax Firm Southern MN- Highly ProfitableHighly profitable CPA, accounting and tax firm for sale!

MN

Highly profitable CPA, accounting and tax firm for sale in southern MN. This accounting firm offers a full range of accounting services from audits to payroll to over 1600 clients. With 2 partners and 4 full time staff this firm has a solid reputation and great customer list. 5 additional staff come on to handle the work during tax season. 95% of tax clients drop off tax information vs coming in for face-to-face meetings. This firm has a niche position in the public/non-profit audit market. Current owners are willing to stay on for a short or extended time frame to help with the transition to new ownership. Spin-off, Book of Business Buy, or Roll-up acquisition opportunity.

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

Saint Louis County, MN

CPA Tax and Accounting Practice FOR SALE Our Listing # MN 1083 PRACTICE DETAILS Geographic Location: Duluth MN Metro Area Practice Details: Retiring CPA owner seeking qualified buyer for this very profitable CPA practice. This firm has been in business over 20 years with an excellent area reputation and loyal client base. Annual Revenue: Growing revenue stream with 2017 at $132,000. . Revenue Breakdown: 60% personal and business tax preparation 40% monthly accounting and payroll services Owner Cash Flow: Averaging 60% of Gross Revenue Facilities: Office is located in high traffic location. Lease is assumable. Furniture and Equipment: All office furniture, computers, printers, file cabinets etc. included in the selling price. Staff: The owner will be available for transition support to optimize client retention. Note: Owner will consider Seller Financing Software: Accounting: Quick Books/Peachtree Tax: Drake Asking Price: $120,000 For more information about this opportunity contact: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (920) 355 0175

Leading Farmers Insurance Agency
$1,495,000Cash Flow: $431,171Seller Financing
Leading Farmers Insurance Agency

Dakota County, MN

This top farmers Insurance Agency. Located in the Twin Cities metro area. The owner has been part of the community for over 30 years and will work with the new agent/owner to transfer clients and build relationships. This agency has been providing excellent personal service which is reflected in their excellent client retention rate and excellent client claims history. This agency also has a fully licensed and professional staff in place to service current and new clients.

Tax Practice -Chaska Area
$100,000Cash Flow: $55,000
Tax Practice -Chaska Area

MN

Tax Preparation located in the Southwest Metro. Great location, on a very busy street. Established in 2002 by the present owner. In 2017 tax season they completed approximately 480 tax returns, including 14 corporate and nonprofit returns. The business uses Drake software. The owner works this business five (5) days per week during the tax season and three (3) days per week during the non-tax season. The owner indicates that the business is growing because of the community and quality of the work performed.

Established CPA Firm
$649,000Cash Flow: $220,883
Established CPA Firm

MN

Established CPA firm specializing in tax and accounting, QuickBooks Certified Pro Advisor which include setup and training, tax assistance, financial statement preparation and more. Reviews and compilations, Bookkeeping, Depreciation, Business entity selection, Business succession planning, Estate and trust tax preparation, services, Sales tax services and Tax planning. Seller is retiring but is willing to stay for a year to transition their clients. Contact Mike Wheelock or Nacia Dahl at 952-210-1672 or 952-210-1692

Tax and Accounting Practice For Sale St. Paul Metro
Tax and Accounting Practice For Sale St. Paul Metro

Washington County, MN

Tax and Accounting Practice for Sale Geographic location: East Minneapolis St Paul Metro #MN1082 Practice details: Retiring owner seeking buyer for very profitable and well established tax and accounting practice. In business over 20 years with a very stable and loyal individual and business client base. Annual revenue: 2017 $132,000 Owners Cash Flow: 2017 $121,000 Revenue breakdown: Individual tax preparation: 39% Business tax preparation: 25% Write-up/accounting/other business services: 36% Facilities: Owner is closing the office and wishes to transfer client records and files to buyer’s facilities. Furniture and equipment: The full complement of office furniture, printers, copiers, plus all other equipment and software included in selling price. Staff: Owner will provide transition support. Software: Accounting: Quick Books. Tax: Drake Asking Price: $129,000 Plus owner will consider financing. For more information about this opportunity call or e-mail today: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (414) 962-6333

Bookkeeping and Tax Practice, Ag Focused
$90,000Cash Flow: $49,239Seller Financing
Bookkeeping and Tax Practice, Ag Focused

Fillmore County, MN

Accounting and tax practice in the heart of southeast Minnesota. This practice offers tax preparation, payroll processing, bookkeeping and consulting services to over 300 clients. Employing one staff year round (FT tax season, PT off season) and another during tax season, the majority of this business' revenues come in during the tax season. Practice has enjoyed steady growth over the past 5 years with many more growth opportunities available. Over the past several years the owner has brought in staff to help with the work.

Tax Practice -Western MN
$115,000Cash Flow: $71,000
Tax Practice -Western MN

MN

Tax and accounting business located 3 hours west of the metro. Established in 1995 and by the current owner 7 years. In 2017 tax season they completed approximately 508 individual tax returns, plus 40 corporation returns, 12 partnership, and 20 miscellaneous returns. The practice does accounting work which is approximately $20,000 a year in revenue. Average charge for an individual return is $150.00 to $160.00. The business uses Drake software. The owner works five (5) days per week during the tax season. During non-tax season, couple of days a week. The seller lives in the metro area. The owner indicates that the business is growing because of the lack of competition in the area

Multi Location Tax Prep Company
$925,000Cash Flow: $240,000Seller Financing
Multi Location Tax Prep Company

Minneapolis, MN

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 15-20 hours per week during tax season on general management.

Residual Income, Farmers Insurance Agency
$120,000Cash Flow: $48,820
Residual Income, Farmers Insurance Agency

Anoka County, MN

Start Day One with residual income in this Farmers Insurance business. Perfect business for a sales oriented person to grow an already existing residual income. Insurance background helpful. Sales support, back office system already in place. Corporate financing available from Farmers Insurance for good credit buyers. Build a business you can sell at the end of your career.

Motivated Seller. 2 Location Money Services Company
$240,000Cash Flow: $91,500
Motivated Seller. 2 Location Money Services Company

Maplewood, MN

MOTIVATED SELLER. Established since 2001, this two location Money Services Store has a loyal client base and creates recurring revenue with low overhead. New owner could focus on growth while not having to worry about day to day operations.

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

Kittson County, MN

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

Business Consulting Franchise
$34,550Cash Flow: $0
Business Consulting Franchise

Prior Lake, MN

Business management consulting in the U.S. is a 201 billion-dollar with a projected 5.2% growth rate. This franchisor has packaged their proven, proprietary strategic planning and business modelling technology and packaged it with marketing and sales process to give a franchisee a great business. The investment for a geographic territory of 5,000 establishments is $34,550 per territory. Master franchise and firm franchise opportunities are also available.

CPA Accounting & Tax Practice
Cash Flow: $236,000
CPA Accounting & Tax Practice

Itasca County, MN

CPA Accounting, and Tax Practice FOR SALE Our Listing # MN 1078 PRACTICE DETAILS Geographic Location: Northern Minnesota Practice Details: CPA owner ready to retire. This firm has a great location and has been in business over 30 years with an excellent area reputation and loyal client base. The practice has had a stable revenue pattern with a nicely balanced revenue stream. The owner is ready to sell, however willing to provide transition support to optimize the client retention for the new owner. Annual Revenue: Gross revenue for 2016 $587,000. . Revenue Breakdown: 25% monthly accounting services 50% personal and business tax preparation 25% payroll and other business services Profitability: Owner’s discretionary cash flow has been stable at 40% of gross revenue. Facilities: Seller owned facility with 3 plus offices and a reception area, Seller will lease or sell to buyer. Furniture and Equipment: Fully equipped with all Office Furniture and all other equipment, networked computers, monitors, copiers, printers etc. included in the price Staff: The experienced and knowledgeable staff have non-competes and will stay on with new buyer. The owner will be available for an extended transition to provide tax season support and transition support to optimize client retention. Software: Accounting: CS Accounting. Tax: UltraTax. Windows 7. Quick Books and other office and billing software. For more information about this opportunity contact: Willow Whitney willow.aps@gmail.com Phone (414) 962-7773 Fax (920) 355 0175

CPA - Rochester MN area - Solid Client list; profitable.
$482,850Cash Flow: $175,200Seller Financing
CPA - Rochester MN area - Solid Client list; profitable.

Goodhue County, MN

CPA firm located in the Rochester, MN, area. The well-established business is located in a carefully-maintained, professional office building. The practice has experienced staff in place to assist in the retention of clients. Remote access available for employees. Virtually all client information is digitized. The firm’s revenue consists of monthly/quarterly accounting clients and individual/corporate tax return clients. The firm has shown steady, consistent revenue for the past several years; it serves many small businesses in various industries. Firm has long-term clients, average fees, and solid margins. The 2018 tax season registered continued consistency in revenue and profit. Practices in similar areas have been selling for multiples from 1.0 – 1.2 times gross billings, plus furniture and equipment. Terms are negotiable. Asking price (1.12 x revenue) includes assets. The motivated seller seeks an experienced CPA who will be attentive to clients and staff. The seller is: open to staying on to assist the transition of clients; wants to create a deal that makes sense for both parties. Target Buyers: - Existing CPA firm wishing to expand market via acquisition; - Entrepreneurial CPA seeking to acquire firm as a stand-alone practice.


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