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financial services for Sale
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25 results
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Accounting & Tax Practices
Accounting & Tax Practices
EA Practice South of Portland in Clackamas County, Oregon
Clackamas County, Oregon, United States
Clackamas County, OR, US
This EA Practice is a locally owned, full-service tax and accounting practice based south of Portland, Oregon in Clackamas County. The firm is dedicated to providing high-quality, professional services to both individual and business clients throughout Oregon, Washington, and nearby states. With the oversight of a highly experienced Enrolled Agent, the business is recognized for its personalized service and emphasis on building long-term, trust-based client relationships. The practice delivers a broad range of accounting and tax solutions, including tax preparation and planning, general accounting, payroll support, business consulting, and representation before tax authorities.
$1,595,000
$1,436,505Revenue
-Cash Flow
Check Cashing
Check Cashing
Semi-Absentee Check Cashing
Lauderdale Lakes, Broward County, Florida, United States
Lauderdale Lakes, Broward County, FL, US
Semi-Absentee Check Cashing Business for Sale Reason for Sale: Retirement- Semi-Absentee Opportunity to acquire an established check cashing franchise. The business provides essential neighborhood services including check cashing, money orders, Western Union, bill payment services, bus pass sales, and related cash services. The business serves a local customer base and benefits from a convenient location in a busy commercial area. Its services are valuable to customers seeking fast, reliable access to check cashing, money transfers, and other financial services outside of traditional banking. Revenue is generated through multiple service lines, including payroll check cashing, government check cashing, tax refund check cashing, cashier’s checks, money orders, wire transfers, bill payments, and cash advance services. This variety of offerings provides several potential income streams from one operating location. Florida check cashing businesses operate in a regulated industry with established compliance requirements. Transactions are processed through a statewide real-time database, helping support secure operations and fraud prevention. Great franchise support & training. This is a strong opportunity for a buyer looking to acquire or expand within the check cashing and money services market.
$95,000
$342,768Revenue
$98,878Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
Tech-enabled tax, bookkeeping & compliance for real estate pros
Confidential
Confidential
Profitable, tech-enabled direct-to-consumer (DTC) tax management and virtual accounting platform serving independent real estate agents, investors, licensed professionals, and high‑service small businesses. Fully remote asset-sale carve‑out generating approximately $5.1M annual net revenue (≈ $4.6M recurring) with ~$2.5M adjusted contribution EBITDA on a fully burdened standalone basis. Included: established consumer brand and DTC marketing assets; active client contracts and recurring subscription base; documented operations and client‑success playbooks; experienced remote team; and continued commercial access to the seller’s proprietary delivery platform via a scalable license agreement. Buyer opportunity: Parent is divesting a high‑margin, recurring business to refocus on B2B technology and professional services. This is a low‑risk, Day‑1 go‑to‑market acquisition with predictable recurring revenue, immediate ARPU uplift opportunities through tiering and add‑ons, and customary non‑use/rebrand protections. Ideal buyers: accounting firms, bookkeeping consolidators, or growth‑oriented operators seeking stable cash flow and plug‑and‑play scale. Platform & licensing: Seller retains a proprietary delivery platform (5+ years’ development). Clients continue on-platform under a commercial, scalable license (per‑client and/or revenue‑linked), preserving high gross margins and minimizing transition friction. Platform capabilities include accounting/document management, owner payroll, monthly bookkeeping and reviews, quarterly tax estimates, annual close, business tax preparation/filing (1120S & Schedule C), customer management tools, Slack integration, and knowledge‑base upkeep. Platform costs are included in the carve‑out P&L. Optional add‑ons: 1040s, 1099 management, non‑owner payroll, entity renewals, notices, AI chat/support. Licensing terms negotiable and to be memorialized in the LOI. Transition support: Up to 90 days of reasonable post‑closing assistance (client handoffs, leadership availability, technical onboarding). Core services: business & personal tax preparation and filing (1120S, Schedule C, 1040), year‑round tax planning, entity formation and S‑Corp/LLC structuring, monthly bookkeeping and reconciliations, payroll processing, retirement plan administration, benefits coordination, and bank/account integrations. Technology Stack: Core Operations: Tax & Accounting: CCH Axcess (tax preparation), Xero (accounting software), Safe Send Returns (tax return signatures), Hurdlr/Tight (bookkeeping ledger/API) CRM & Client Communication: HubSpot (CRM), Zoom (video calls/webinars) Document Management: Citrix ShareFile (client document storage), OneDrive (internal file storage) Collaboration & Communication: Slack (internal messaging), Microsoft Teams (video meetings), Notion (documentation/project tracking), Google Workspace (email/collaboration) Security: LastPass (password management) Payroll: Gusto (US payroll), Humi (Canada payroll), GEP/Gusto Embedded Payroll (product integration) Business Tools: Microsoft Outlook (email), Chrome (browser) Sales & Marketing: Nooks (dialer) Salesroom (demo recording) Zoom Revenue Accelerator (call recording) Sakari (SMS messaging) Client-Facing: Proprietary branded app (client portal) Stripe (payment processing) Key value drivers: scalable unit economics, recognizable brand, seasoned remote team with repeatable playbooks, clear ARPU expansion paths, flexible integration or standalone growth options. Full diligence materials and financial workbooks available to qualified buyers upon profile submission and management approval.
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$5,113,770Revenue
$2,538,103Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
Atlanta Bookkeeping & Tax Firm — $1M+ Revenue, $300k+ SDE
Atlanta, Georgia, United States
Atlanta, GA, US
Established Atlanta bookkeeping, tax, and outsourced CFO firm with a proven recurring-revenue model—$1M+ in annual revenue and $300k+ SDE. Serves loyal small-business, entertainment, and streaming clients across two strategic locations. Team includes experienced accounting professionals and licensed Enrolled Agents, with documented processes and turnkey service delivery. Strong reputation in niche markets, predictable cash flow, and multiple expansion opportunities (advisory services, tech integrations, client cross-selling, and geographic growth). Ideal acquisition for an accounting practice, investor, or operator seeking a profitable, scalable business with seasoned staff and stable client relationships. Hundreds of google reviews, 4.9 Stars.
$1,500,000
$1,200,000Revenue
$550,000Cash Flow
Insurance Agencies
Insurance Agencies
Insurance -Multi Locations For Sale
San Antonio, Bexar County, Texas, United States
San Antonio, Bexar County, TX, US
Established: 2013 Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees: Experienced licensed agents, account managers, and administrative support The agency offers a one-stop solution for personal and commercial clients, delivering comprehensive coverage across multiple lines and carriers. Its operational model blends personalized service with process automation, driving both retention and efficiency.
$2,820,000
$848,497Revenue
-Cash Flow
Insurance Agencies
Insurance Agencies
Broward Insurance Franchise
Pembroke Pines, Broward County, Florida, United States
Pembroke Pines, Broward County, FL, US
Established Franchise Insurance agency located in South Broward. Turnkey opportunity in a dense, high-traffic market. The business provides a full range of products including auto, home, commercial, and specialty insurance, supported by strong carrier relationships and a loyal, diverse client base. Bilingual service drives consistent referrals and repeat business. Revenue is generated through commissions and renewals, creating stable, recurring income. The operation is well-positioned for growth through expanded marketing, cross-selling, and additional product lines. Ideal for an owner-operator looking for an established presence with immediate cash flow in the South Florida insurance market. 2025 Commissions $450k. Purchaser pays for transfer fee. Must have a 220 license.
$700,000
$451,599Revenue
$130,444Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
48-Year-Old NYC Accounting Firm with $2.6M Revenue & 60%+ EBITDA Margi
New York, New York, United States
New York, NY, US
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.
$8,100,000
$2,450,000Revenue
$1,350,000Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
Tri-MSA CPA Platform | $2.6M EBITDA Across Detroit, Miami & New York
Confidential
Confidential
Tri-MSA CPA Platform | $2.6M EBITDA Across Detroit, Miami & New York Company Overview Established multi-market CPA and accounting services platform serving clients across the Detroit, Miami, and New York metropolitan areas. The business provides a diversified suite of recurring professional services including tax compliance and planning, bookkeeping, client accounting services (CAS), payroll, audit and assurance, estate planning support, business advisory, and fractional CFO solutions. The platform is built upon three long-standing accounting practices with a combined operating history of more than 145 years and a multi-generational client base. Revenue is highly recurring, supported by annual tax filings, monthly bookkeeping engagements, payroll services, and ongoing advisory relationships. The business benefits from strong client retention, diversified revenue streams, and minimal customer concentration. Serving more than 1,100 clients across multiple industries, the company maintains a strong presence in three of the nation’s largest and most economically diverse metropolitan markets. With experienced leadership teams, established operating infrastructure, and succession-ready ownership, the platform is positioned for continued growth through service expansion, operational modernization, and strategic acquisitions. Key KPIs * Combined Revenue: $6.0 Million * Adjusted EBITDA: $2.6 Million * EBITDA Margin: ~43% * Metropolitan Markets: Detroit, Miami & New York * Combined Operating History: 145+ Years * Active Client Relationships: 1,100+ * Client Retention: Approximately 87% * Largest Client Concentration: Less than 4% of Revenue * Service Lines: Tax, Bookkeeping, Payroll, Audit & Assurance, Advisory, Fractional CFO, Estate Planning, Business Formation * Geographic Coverage: Multi-State & Nationwide Client Reach * Revenue Profile: Predominantly Recurring and Compliance-Driven * Industry: Accounting & CPA Services * Growth Strategy: Cross-Selling, Advisory Expansion, Operational Modernization & Strategic Acquisitions
$15,600,000
$6,000,000Revenue
$2,600,000Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
136 active client relationships / TTM Adj EBITDA ~$600K EBITDA
Miami, Florida, United States
Miami, FL, US
Company Overview This business is a boutique, full-service accounting, tax, and advisory firm headquartered in Miami, Florida, with nearly four decades of operating history. Founded in 1988, the firm provides a comprehensive suite of financial services to individuals, small businesses, and corporate clients nationwide. Its reputation has been built on personalized service, technical expertise, responsiveness, and long-standing client relationships that often span multiple generations. The firm offers a diversified service portfolio including individual and corporate tax preparation, bookkeeping, payroll processing, financial reporting, estate planning, financial advisory services, business formation support, and specialized financial consulting. Its integrated service model promotes strong client retention, recurring revenue, and meaningful cross-selling opportunities. Serving a broad client base across business and individual segments, the company has established a resilient revenue profile supported by recurring accounting, payroll, tax compliance, and advisory engagements. Approximately 228 clients utilize multiple service lines, reflecting deep client relationships and strong engagement across the platform. The organization is led by an experienced management team with established operational processes and succession-ready infrastructure. With remote service capabilities and a nationwide client footprint, the business is positioned as a scalable platform capable of supporting future geographic expansion and strategic growth initiatives. Investment Highlights * Established 38-year operating history with strong brand recognition and client loyalty. * Diversified revenue base supported by recurring tax, accounting, payroll, and advisory services. * Balanced mix of corporate and individual clients reduces concentration risk. * Consistent profitability, with gross margins exceeding 55% over the last three fiscal years. * Scalable operating model with nationwide reach and remote service capabilities. * Succession-ready management structure supporting ownership transition opportunities. Key KPIs (TTM April 2026) * Revenue: $1.3M * Gross Profit: $773K * Gross Margin: 59.0% * EBITDA: $294K * EBITDA Margin: 22.4% * Adjusted EBITDA: $601K * Adjusted EBITDA Margin: 45.9% * Corporate Clients: 545 * Individual Clients: 621 * Total Billing Clients: ~1,200 * Multi-Service Clients: 228 * Years in Operation: 38 Years * Founded: 1988 * Headquarters: Miami, FL * Nationwide Client Footprint * Founder Experience: 40+ Years as CPA
$3,005,000
$1,300,000Revenue
$601,000Cash Flow
Other Financial Services
Other Service Businesses
Other Financial Services
+1
San Antonio, TX Coaching Franchise - Now Available
San Antonio, Bexar County, Texas, United States
San Antonio, Bexar County, TX, US
This is a lucrative regional franchise opportunity for a professional services firm to bolt on a successful, 32-year old firm with a successful track record in 87 different countries! The expansion of this franchise is now available to the San Antonio, Texas area. There will be only one Regional Firm in San Antonio. This regional opportunity won't be available very long! This business model would be ideal as an “Expansion of an Existing Business Through Strategic Acquisition”. It is an opportunity to leverage your existing business relation- ships throughout the San Antonio market with a synergistic "bolt-on business" that could give an existing base of business a significant boost in volume and in profitability. Seize the opportunity! Key Points to Consider: 1. Highly Scalable – Recommendation is to build out the San Antonio area to 165 Certified Business Coaches each capable of generating from $500,000 to $1,000,000 gross annual revenues. 2. Fast ramp-up to Positive Cash flow in 60-days when built per guidance 3. Potential for 9-month ROCE (return on capital employed) when built per Best Practices 4. As a "bolt-on" addition to an existing business, can be run by existing management team from the start 5. Repeatable results and multi-year clients provide consistent growth, performance & cash flow. Why Clients Find the Services Appealing: 1. 17-Week Guarantee: Industry-Exclusive since 2009 – Client perceives no risk 2. Clients gain a 700% return on investment by year 2…this is our Global average. Most offices across Texas have clients averaging 1,300-2,200% return on investment when using our coaching services. 3. Five (5) Main Service Categories Ranging from $125-$18,000/mo – Business Coaching, Business, Education, Tactical & Strategic Planning, Business Valuations and a Suite of Team Assessment Tools – Something for everyone 4. We Multiply Profits and accelerate their pathway to greater success…and take their business to higher levels so that they can live a more extraordinary life NOW! 5. Our offices are in Texas, serving Texas and creating Legacies in Texas. What You Get: 1. Our Proven Framework of 3500 business tools, solutions, strategies, and resources is the most comprehensive in the world. 80-90% of the value comes from this proven framework, which is ever-evolving. This framework is a major distinction…already tested & proven. 32 years of refinement & results and we continue to innovate to be at the cutting edge. We customize the approach for each business using a broad & deep framework. 2. The Business Operating System is installed in the client’s business to multiply profits and achieve sustained scalability and a wealth event when they exit their business. 3. Turnkey programs to serve All Sizes of businesses from micro startups to the Fortune 50 businesses. The programs include business owner coaching, Executive coaching, group coaching, management team development, education & training for all levels in the organization, tactical & strategic planning, business valuations and an employee assessment suite. 4. A complete training program for each of the coaching firm’s team members…lead generation, sales and coaching teams. 5. Local support from the Texas headquarters in Dallas and overall systems support from the Global Office located in the US. Why We Do What We Do: We are uniquely equipped to solve the dual problems of the 90% business failure rate in Texas and 75% of businesses failing to sell while listed with a business broker. Our Mission: 1. 90% of Business Owners Expand their Success and Achieve their Goals & Dreams Across All of Texas! 2. More than 75% of Business Owners Create a Multi-Generational Legacy at Exit…either sell for a Multiple of Earnings to Create a Wealth Event or Achieve a Successful Generational Ownership Transition 3. Be a Key Catalyst in Texas Becoming the #1 GDP in America and Surpassing Germany’s GDP
$714,000
-Revenue
-Cash Flow
Market Snapshot
National transaction benchmarks for financial services businesses.
Under $500K
Median revenue$227k
Median cash flow$102k
Median sale price$200k
Multiple range1.4x - 2.5x
$500K to $2M
Median revenue$793k
Median cash flow$310k
Median sale price$875k
Multiple range2.1x - 4.0x
Over $2M
Median revenue$2.40m
Median cash flow$733k
Median sale price$3m
Multiple range3.7x - 6.9x
A variety of factors can cause businesses to trade outside this range, including earnings quality, operational transferability, key-person risk, growth trajectory, and geography, so a listing priced above or below the typical multiple usually reflects real differences in the underlying business.
What to know about financial services acquisitions
GW
Cofounder & CEO
Key diligence, valuation, financing, and transition considerations for buyers evaluating financial services acquisitions.
Confirm the licenses and carrier appointments transfer
A CPA firm, agency, or registered advisory carries credentials and appointments that may not pass automatically; verify what you must hold or re-apply for.
Separate recurring revenue from project revenue
Monthly retainers and renewing policies are worth more than seasonal tax work; get the split in writing.
Look hard at client and carrier concentration
A few large accounts or one dominant carrier can carry the business — and walk. Quantify the exposure.
Check compliance and liability history
E&O claims, regulatory exams, and audit findings are liabilities you may inherit; review coverage and open matters.
Plan for the transition of trust, not just the keys
Clients stay because they trust a person — negotiate a transition period, introductions, and non-competes.
Frequently Asked Questions
Answers to common buyer questions for this market.
Yes, recurring, high-margin revenue is exactly what lenders want. Expect scrutiny of client retention, the owner's role, and license transfer; a documented transition plan makes it far easier.