financial services for Sale in New York
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48-Year-Old NYC Accounting Firm with $2.6M Revenue & 60%+ EBITDA Margi
Respectfully, absolutely NO SEARCH FUNDS OR INDEPENDENT SPONSORS. Established in 1976, this full-service accounting and advisory firm provides tax preparation, small business accounting, payroll, estate planning, and business formation services to over 1,500 clients nationwide. With a 48-year operating history, the firm combines deep client relationships with strong recurring revenue and scalable operations. It maintains a balanced portfolio of individual and corporate clients (roughly 50/50) and enjoys strong referral-driven growth. The business produced $2.2M revenue and $1.35M EBITDA (61.7% margin) YTD 2025, and is projected to reach $2.6M revenue in FY2025. Operations are lean, digitally enabled, and well-positioned for expansion into advisory and remote client servicing. This represents an ideal succession-ready platform for strategic buyers, CPA networks, or PE-backed consolidators seeking to acquire a high-margin, recession-resistant professional services business with long-term client retention and proven performance.
Established Allstate Agency – Grossing $900K / Netting $480K
Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ? Net Profit: Approx. $480,000/year ? Policy Count: 2,575+ active policies ? Product Mix: 90% P&C | 5% Life | 5% Commercial ? Retention Rate: High client loyalty ? Location: Nassau, NY – Easily accessible and well-established office ? Staff: Experienced 3-person sales/service team, average tenure of 2+ years ? Technology: Fully digitized records, E-Agent management system ? Lease: 5-year lease at $2,900/month with 3% annual increases ? Real Estate: Option to purchase the building where the agency is located ? FFE Included: Furniture, fixtures, and equipment valued at approx. $50,000 This agency offers an exceptional return and solid foundation for continued growth. With strong brand recognition, stable earnings, a seasoned team in place, and real estate optionality, this is a perfect fit for experienced operators or first-time buyers seeking a plug-and-play opportunity in a high-demand region. ? Inquire today to receive the full information package and take the first step toward acquiring this top-performing Allstate agency.