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28 results
Accounting & Tax Practices
Accounting & Tax Practices
ADD-ON / Metro Detroit CPA & Advisory Firm / FY2025 Revenue ~$2.2MM
Detroit, Michigan, United States
Detroit, MI, US
ADD-ON / Metro Detroit CPA & Advisory Firm / FY2025 Revenue ~$2.2MM / Adj. EBITDA ~$640K Company Overview Established in 1959, this Michigan-based CPA and advisory firm provides accounting, tax, audit, assurance, fractional CFO, and business consulting services to closely held businesses, professional practices, real estate operators, and high-net-worth individuals throughout the Metro Detroit region. Operating from its headquarters in Macomb County, the firm has built a multi-generational client base and a reputation for delivering recurring, relationship-driven financial services across more than 20 industry verticals. The firm operates with a principal-led delivery model supported by 13 full-time professionals, including licensed CPAs, accountants, and administrative staff. Services span the full client lifecycle, creating recurring engagement opportunities and strong client retention through tax compliance, bookkeeping, advisory, and assurance work. Key Performance Indicators * Founded: 1959 * Operating History: 67 Years * Headquarters: Mount Clemens, Michigan * Employees: 13 Full-Time Professionals * FY2025 Revenue: $2.2 Million * FY2025 Adjusted EBITDA: $639,000 * Adjusted EBITDA Margin: 29.3% * Estimated Active Clients: ~650 * Client Retention Rate: ~87% * Industry Verticals Served: 20+ * Largest Client Concentration: 3.8% of Revenue * Median Client Spend: $1,075 * Geographic Coverage: Macomb, Oakland, and Wayne Counties, with virtual service capability throughout Michigan Service Mix (FY2025 Revenue) * Accounting & Bookkeeping: 28.8% * Business Consulting & Specialty Services: 29.6% * Tax Compliance & Planning: 22.1% * Audit & Assurance: 15.4% * Fractional CFO & Advisory: 4.2% Competitive Strengths * 67-year operating history with multi-generational client relationships * Recurring revenue model driven by tax, bookkeeping, and compliance services * Diversified client base with no meaningful customer concentration * Multi-service platform combining accounting, tax, audit, advisory, and consulting capabilities * Strong presence across manufacturing, real estate, automotive, legal, and professional services sectors * Credentialed leadership team with active AICPA and state CPA society memberships * Modern cloud-based technology stack supporting scalable operations and client service delivery Growth Opportunities The business is positioned to expand through advisory and fractional CFO services, cross-selling additional services to existing clients, industry-focused specialization, and strategic acquisitions within the fragmented accounting services market. The platform benefits from favorable industry dynamics, including increasing private equity investment, ongoing CPA firm consolidation, and succession-driven acquisition opportunities.
-Asking Price
$2,200,000Revenue
$639,000Cash 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
-Asking Price
$1,300,000Revenue
$601,000Cash 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.
-Asking Price
$2,450,000Revenue
$1,350,000Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
A Highly Specialized, U.S.-based Accounting and Tax Advisory firm
Marietta, Washington County, Ohio, United States
Marietta, Washington County, OH, US
A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation, and high-value advisory engagements with referral-based revenue opportunities. With operations dating back to 1999, the firm has intentionally maintained a boutique model, prioritizing deep client relationships and personalized service over volume.
-Asking Price
$1,695,000Revenue
-Cash Flow
Insurance Agencies
Insurance Agencies
Turnkey Independent Agency | Medicare Focused
Cook County, Illinois, United States
Cook County, IL, US
Established in 2015, this independent insurance agency provides comprehensive health and Medicare insurance solutions across the Chicagoland area. Operated solely by the owner-agent, the business has built strong relationships with a broad network of reputable insurance carriers, enabling it to offer tailored coverage options to a diverse client base. The agency’s revenue is primarily driven by Medicare products, supported by additional income streams from life insurance and group insurance policies. It’s focused niche, recurring client needs, and strong carrier access position the business for continued stability and growth. Designed for flexibility, the operation is easily relocatable and well-suited for a home-based setup, offering low overhead and scalability for a new owner. Financial Highlights: • Sellers Discretionary Earnings (SDE): $94,000 • List Price: $350,000 This turnkey opportunity is ideal for a licensed agent seeking an established book of business or an existing agency looking to expand within the high demand senior insurance market
$350,000Asking Price
-Revenue
-Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
8386 - High-Performing Tax & Accounting Business in Houston
Houston, Texas, United States
Houston, TX, US
Business is a Two for One healthy, high performing Accounting and Tax practice serving upper tier main street and lower mid-market businesses. The operations exceed client expectations with experienced accountants and CPA who support monthly, quarterly, and annual reporting services as well as financial consulting and support start-up entrepreneurs. Financial & Operational Strength: • 92% client retention rate • 11% year-over-year growth Market Reputation & Location: • 4.9-star average review rating • 8 years established in an affluent Energy Corridor location, ensuring a seamless transition The franchise system offers classroom training, protected territory, and access to established tax software and client systems. This opportunity is ideal for entrepreneurs seeking a high revenue seasonal business allowing for family time during the slower months and consistent recurring revenue for stable practice growth.
$510,000Asking Price
$448,600Revenue
$220,439Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
Bookkeeping, Payroll & Tax Practice (EA, Non-CPA), ~$1.2M Adjusted Ear
North Carolina, United States
NC, US
This is a rare opportunity to acquire a 40-year-old bookkeeping, payroll, and tax practice in the Southeast with financial performance that speaks for itself: $1.5M in 2025 revenue, approximately $1.2M in adjusted EBITDA, and roughly 98% annual client retention. Importantly for buyers, this is an Enrolled Agent practice, not a CPA firm. The EA credential itself is exam-based with no degree requirement, so a buyer can build licensed capacity internally rather than hire into the constrained CPA market. A second-generation successor is already in the business. The practice serves 100+ closely held business clients on flat monthly retainers covering bookkeeping and payroll, with tax preparation for the businesses and their owners layered on top. Roughly $1M of revenue is recurring monthly billing. Client relationships span decades, and losses average only two to three clients per year, typically a business closing rather than a competitive switch. Every client has come through referral. The practice has never done marketing and currently turns away demand to protect service quality, leaving obvious growth for a buyer through basic marketing, annual price adjustments, and added licensed capacity. The books are clean, there is no debt, and no liabilities transfer at close. The owner, selling for retirement planning, will remain through a transition of one year or longer to ensure a smooth handoff of relationships.
-Asking Price
$1,540,000Revenue
$1,290,000Cash 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.
$550,000Asking Price
$451,599Revenue
$130,444Cash Flow
Accounting & Tax Practices
Accounting & Tax Practices
ADD-ON Opportunity / Chicago Accounting Practice /~$0.48MM Adj. EBITDA
Chicago, Illinois, United States
Chicago, IL, US
ADD-ON Opportunity / Chicago Tax & Accounting Business / Recurring Financial Services / LTM ~$1.09MM Revenue / ~$0.48MM Adj. EBITDA Company Overview The Company is a full-service tax and accounting firm serving the Chicago metropolitan market. Founded in 2022, it provides tax preparation and planning, bookkeeping, financial statement preparation, payroll, sales and use tax compliance, and entity advisory services to individuals and small and midsized businesses. The Company has scaled through organic client growth and the successful integration of an acquired book of business in 2024. Its technology-enabled operating model supports approximately 700 annual tax returns across roughly 455 unique client relationships. Approximately 30% of revenue is generated through recurring monthly and quarterly engagements, while the remaining revenue is primarily derived from re-occurring annual tax services with historically strong retention characteristics. The business benefits from a diversified client base, broad service penetration, and limited customer concentration. A cloud-based practice management platform centralizes client communications, documentation, billing, and workflow management, enabling the Company to operate with six full-time employees plus seasonal filing-period support. Key KPIs LTM revenue: $1.09 million FY2023-FY2025 revenue CAGR: approximately 58% LTM normalized Adjusted EBITDA: $483,000 LTM normalized Adjusted EBITDA margin: 44.5% Annual tax returns: approximately 700 Unique client relationships: approximately 455 Recurring monthly and quarterly billing: approximately 30% of revenue Largest client concentration: 7.7% of revenue Top client relationships: 15.9% of revenue Full-time employees: six, plus seasonal staff Funded debt: $0 Normalized Adjusted EBITDA includes a $135,000 provision for market-rate replacement management.
-Asking Price
$1,090,000Revenue
$483,000Cash Flow
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Accounting & Tax Practices
Accounting & Tax Practices
Bookkeeping and Accounting firm with over 15 years of history
New York, United States
NY, US
This well-established firm located in a large metro area, is known for its outstanding reputation, long-term client relationships, and exceptional service quality. The practice serves a diverse range of industries while maintaining a selective approach to onboarding, resulting in a strong base of high-net-worth clients. • Diverse, sticky client base including small nonprofits, government contractors, and service-based businesses • Fully virtual operations supported by established systems, workflows, and infrastructure • Strong digital presence with proven marketing channels • Scalable platform suitable for add-on growth or portfolio acquisition • Ideal for an owner-operator or strategic buyer seeking predictable cash flow with minimal operational burden This is a low-touch, high-margin business with durable revenue and limited customer concentration risk. Listing Type: Flat Fee Listing ID: 26385 www.listbizforsale.com
$1,200,000Asking Price
$932,700Revenue
$368,299Cash 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.