Financial Services Businesses For Sale in North Carolina

Mecklenburg County, NC

• Seller is retiring but willing to assist the buyer to ensure a smooth transition and strong client retention. • Annual revenues of approximately $205,000. • Revenue mix includes individual and...

$260,000

Mecklenburg County, NC

• Partial sale of practice- Owner will continue servicing clients with trustee related work. • 2025 revenues expected around $300,000! • Owner will be available to assist buyer by working side by side...

$350,000

North Carolina

Highlights: ? 2 partners willing to stay past transition ? Average personal tax return exceeding $1,400 ? Annual fee increases of 5% This long-standing CPA firm, trusted for over 30 years, is renowned...

$3,250,000

Wake County, NC

• Seller retiring but willing to assist buyer in transitioning clients. • Year-round revenues estimated to be around $700,000 for 2025! • Revenues comprised of individual and business tax (74%) and...

$875,000

Hampstead, NC

800 tax clients and 100 monthly bookkeeping /payroll clients....

$775,000

Rocky Mount, NC

EXECUTIVE SUMMARY Established Allstate insurance agency generating $3.9M+ in earned premium with 28 years of proven operations at this location in Rocky Mount, NC. This data-rich opportunity...

$1,270,000

Boone, NC

FINANCIAL PERFORMANCE OVERVIEW This established Allstate PRO Agency generates $3.4M in earned premium with 15 years of continuous operations in Boone, NC (Watauga County). The agency demonstrates...

$805,000

Cary, NC

Established award winning $5.3 million dollar agency is located in the great town of Cary NC! This turnkey PRO agency is located in the heart of a great small town community. Agency consists of a...

$995,000

North Carolina

-2025 projections $1,100,000 -Seller open to creative purchase structures -Poised for future success Founded in 1963 as a family-run practice, this well-established two-partner CPA firm has built a...

$1,000,000

New Hanover County, NC

• Buyer MUST HAVE cross-border tax knowledge regarding working with clients in Canada! • VIRTUAL practice with clients in both U.S. and Canada. • Seller retiring but willing to assist buyer with...

$560,000

Lexington, NC

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025...

$1,395,000

North Carolina

-CAAS services are billed on a recurring fixed fee basis with a packaged structure -50% Cashflow -Average CAAS fees are $3,500, and business tax is $1900 -Several remote employees, with only 1 going...

$750,000

North Carolina

-Cash flow at 65% -Owner hours 650 per year -Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of...

$525,000

Wake County, NC

• BUYER MUST BE FLUENT IN SPANISH AS MAJORITY OF CLIENTS ARE NATIVE SPANISH SPEAKING. • Seller retiring but willing to help assist buyer for at least the first tax season. • 2024 revenue of $1,00,000...

$1,250,000

Union County, NC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues estimated around $290,000! • Revenues comprised of individual and business tax (67%), accounting and write-up...

$365,000

Guilford County, NC

• BUYER NEEDS TO BE BI-LINGUAL (ENGLISH/SPANISH). • Seller retiring but willing to assist buyer with transition for initial tax season and beyond. • 2025 revenues expected around $1,300,000! •...

$1,450,000

North Carolina

-Owner hours less than 1,800 -Cash flow averaging $500,000 -Deep institutional knowledge is held by a thoughtfully selected and tenured team. Many staff members have been with the firm for over 20...

$1,599,000

Forsyth County, NC

This $5.45M, 24-year old emerging Allstate agency is well-established by a second generation Allstate agent. Nestled in a growth-rich area of North Carolina, with a bundle rate of 89%, this agency is...

$749,000

Mecklenburg County, NC

• Seller retiring but willing to assist buyer with transitioning clients. • Gross revenues for 2025 estimated around $360,000! • Revenues comprised of nearly 100% Tax with a small percentage of...

$425,000

North Carolina

• Price reduced, motivated seller! • Owner hours only 1,800! • Fee increases will add $60,000 in 2026. • Signed Engagement Agreements. • Seller willing to stay on part time. • Room to onboard new...

$485,000

Union County, NC

• Practice is 100% VIRTUAL with owner and employees all working remotely from home! • Buyer NEEDS be able to speak Portuguese as this is the main language spoken by client base. • Seller pursuing...

$625,000

North Carolina

• Seller retiring but willing to assist buyer through transition. • 2024 gross of $193,000 with 2025 expected around $202,000! • Revenues comprised of Individual and Business Tax (53%) and Accounting...

$225,000

Matthews, NC

$4.3mm earned premium (and growing) 84% net retention; 5+ years: 86% Super low loss ratios across all major product lines P&C appointments in NC & SC Highly visible office location Seller owns the...

Not Disclosed

Cash Flow: $390,000

Wilkes County, NC

• UPDATED INFORMATION! REDUCED PRICE! • Seller retiring - willing to provide transition assistance to buyer. • Gross revenues for 2025 expected around $195,000. • Revenues comprised of Tax (83%),...

$195,000

North Carolina

For high-net-worth businesses and clientele, this top CPA firm specializes in advanced tax strategy and complete tax planning services. The firm is committed to increasing financial growth and tax...

$1,100,000

North Carolina

This CPA firm is dedicated to providing clients with the highest level of service, ensuring clients receive personalized attention tailored to their unique needs. The team, consisting of both licensed...

$1,500,000

North Carolina

*purchase price pre-approved by lender* -Owner hours less than 1,800 -Cash flow exceeding $300,000 -Revenue growth of 13% from 2023-2024 This is a rare opportunity to own a highly successful and...

$550,000

North Carolina

Highlights: -Less than 2,000 owner hours! -Over $297,000 cash flow -Fantastic client and staff tenure -CPA staff wants to remain with new owner -Flexible schedule This reputable CPA practice is...

$520,000

North Carolina

This is a well-established and profitable (70%) full-service CAS and tax firm that works with both small and medium-sized businesses. This is a highly professional CPA practice with excellent staff...

$3,995,000

Dare County, NC

OVERVIEW ABA Advisors represents this tax & accounting practice located in the Outer Banks of North Carolina. The seller is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Cash Flow: $223,781

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

North Carolina

• Owner looking to retire and willing to assist buyer with transition period as needed. • 2023 revenues of $520,000! • Service mix comprised of Tax (50%), Accounting (49%), and Other (1%). • Office...

$575,000