Financial Services Businesses For Sale

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

Albuquerque, NM

Exceptional growth in this well-established, long term (30 years) $4.38M Allstate Agency. This Elite Level agency has excellent retention at 88.98% and is nestled in a high growth area giving it...

$950,000

Cabin John, MD

30+ year, $2.10M Allstate agency with solid, loyal customer base nestled in SE Maryland ready for a new owner! This agency is primed for excellent growth with the right owner. With easy access to...

$375,000

Annandale, VA

Excellent Business Opportunity***Selling Tobacco, Vape, Hookah; Check Cashing, Money order, Western Union***Easy operation***High profit***Best Location in town***Same owner for last 23 years***...

$650,000

Richardson, TX

This is a rare opportunity to acquire a well-established, top-performing Elite insurance agency located in Dallas County, Texas. With a strong 27-year history and deep roots in the North Dallas...

$1,500,000

Florida

This established, independent property and casualty insurance agency operates under a leading franchise, specializing in affordable auto insurance policies. With 95% of revenue from auto insurance and...

$875,000

Kuala Lumpur

1. Executive Summary [Redacted Company Name], founded in August 2020, is a fintech company based in [Redacted Location]. It operates in the growing Buy Now, Pay Later (BNPL) sector, offering payment...

$175,000

Scottsdale, AZ

(Price Improvement!!!) This well-established insurance agency boasts a 40-year book of business with $4.0 million in premium, located in a prime Scottsdale, Arizona location. With an impressive 86%...

$899,000

Saint Charles, MO

Motivated Seller Farmers Insurance agency ownership opportunity located in the Jefferson County area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on....

Cash Flow: $200,000

Alberta

This well-established book of business is now available! Although these clients come from a variety of industries, there are concentrations in contract labor, financial holdings, and agriculture....

$550,000

Springfield, MO

This great ATM portfolio of 73 ATMs in Missouri, mostly around Springfield and the surrounding areas. The portfolio has Gross Profit Income of nearly $216,613 in the past 12 months and would have a...

$525,000

Texas

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $348,000! • Service mix comprised of tax (70%) and accounting (30%). •...

$375,000

British Columbia

With a solid foundation in place, this scalable, entirely virtual CPA practice for sale offers a remarkable opportunity for an existing firm or an individual buyer. The firm, which specializes in...

$750,000

Volusia County, FL

Are you ready to step into a thriving, long-standing CPA practice with an excellent reputation and a loyal client base? Established in 1978, this firm provides comprehensive services, including tax...

$1,599,900

King County, WA

Merger Opportunity: Tax & Accounting Firm A well-established tax and accounting firm is seeking merger partners to enhance growth, expand service offerings, and leverage operational efficiencies. The...

$1

Bradenton, FL

This is an, multiple lines, fast growing franchise, insurance company offering all lines (Auto, Home, Health, Life, Commercial) with access to several carriers which guarantees very competitive...

$230,000

Jackson County, OR

The seller is more motivated than ever. For the right buyer, Terms & Guarantees are available. • The owners are CPAs and EAs • This practice was established in 1989 • Software in use includes...

$445,000

Description: The Company is a certified public accounting (CPA) firm specializing in financial statement preparation, tax return preparation, tax planning, tax consulting, and other financial services...

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

Middlesex County, MA

This reputable accounting firm, founded in 2012, is now available for acquisition as the owner plans for retirement. Located in Central Massachusetts, the firm has built a strong client base,...

$300,000

Madison County, TN

Tax and accounting practice for sale Northeast of Memphis, in the Jackson / Humboldt area of Madison County, Tennessee 2025 estimated gross revenues are $152,000, comprised of accounting (about 36%),...

$165,000

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$800,000

Knoxville, TN

Accounting and tax (CPA) practice for sale in Knoxville, Tennessee, southwest of downtown Current year gross revenues are estimated to be approximately $150,000, comprised of accounting (approximately...

$165,000

Hillsborough County, FL

A Tampa-based hard money lending business, specializing in commercial and business-related loans, is now available for purchase. This established operation provides asset-based financing tailored to...

$5,000,000

Carson City County, NV

• The owner is an EA • This practice was established in 2006 • Trained staff willing to stay on with new owner • Software in use includes UltraTax, Sureprep, Safesend, Quickbooks, Team Viewer, Excel,...

$695,000

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

Quebec

An established and highly reputable one-partner accounting practice with 30+ years of operational success is now available for acquisition. Located in a strategic metropolitan area, the firm...

$3,200,000

New Orleans, LA

Established insurance agency for sale in the New Orleans, LA area with a total premium of $3,418,467, which consists of $1,500,000 in Allstate premium and $1,918,467 in Citizens at 10% renewal. This...

$550,000

Dallas County, TX

This well-established practice for sale is centrally located in downtown Dallas and has annual gross revenue of approximately $341,000. It has been providing high-quality, professional services to a...

$350,000

Connecticut

Decades of Excellence: Renowned Accounting Firm with Investment Expertise Established in the 1980s, this premier Certified Public Accountants and Financial Planning & Investment Services firm presents...

Cobb County, GA

This ELITE insurance agency offers a prime opportunity with 1,700 sq. ft. of office space situated in a busy shopping center, seamlessly connected to a large, thriving neighborhood. The agency boasts...

$599,000

Cuyahoga County, OH

Well-established CPA practice offering a diverse range of client services. The owner is flexible and available to assist with a smooth transition. Office space is available, or the practice can be...

$148,344

Franklin County, OH

This high-performing $2.5M premium Allstate agency is now available for the right buyer! With $216,000 in revenue, 1,425 policies in force, and an impressive 91% retention rate, this agency boasts the...

$499,999

Franklin County, OH

This unique opportunity brings together two well-established Allstate agencies, combining them into a single, high-performing operation. Together, these agencies generate nearly $7 million in premium...

$1,600,000

Brooklyn, NY

OVERVIEW ABA Advisors represents this tax practice located in Brooklyn, NY. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Cash Flow: $95,651

Cook County, IL

A highly reputable and professional CPA practice with a well-balanced client portfolio, including individuals with average to above-average net worth. Supported by an experienced and skilled staff,...

$788,400

Harris County, TX

OVERVIEW ABA Advisors represents this Audit Firm located in Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Cash Flow: $128,500

Bradenton, FL

PROFITABLE INSURANCE AGENCY franchise...

$230,000

Sacramento County, CA

Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing...

$1,400,000

Butler County, OH

Allstate agency located in NW Cincinnati is ready for a new owner! The business also has P&C Binding in Indiana and manages $2.6 million in written premium, plus an additional Ivantage premium of...

$450,000

Blaine County, ID

This well-established CPA practice for sale in the highly desirable and booming Ketchum-Sun Valley area in Blaine County, ID, generates annual gross revenues of approximately $287,000. The practice...

$316,000

Queens County, NY

Looking for a high-performing, well-established insurance agency near Queens, NY? This $5.5M premium book is a rare opportunity with 30+ years of legacy success and a strong foundation under four...

$1,300,000

Kent, WA

*** MOTIVATED SELLER *** OVERVIEW - ABA Advisors represents this tax, accounting and payroll practice located in the Kent / King County area of Washington. The owner is a CPA and as is nearing...

Cash Flow: $279,362

Coral Springs, FL

Thriving Accounting & Tax Firm – Ready for New Ownership! Take advantage of this incredible opportunity to acquire a fully established accounting and tax services firm with a strong foundation and...

$150,000

Charleston County, SC

This is an incredible opportunity to acquire a growing ELITE agency with a 50-year legacy of success and high retention at 89%. With an open floor plan, welcoming waiting area, and a private office,...

$899,000

Phoenix, AZ

This profitable, medium-sized accounting firm has been providing quality, personalized financial guidance to local individuals and businesses in Arizona for almost 20 years. Founded in 2007, the...

$1,016,250

Berks County, PA

(Price Improvement!) This well-established agency offers a thriving, long-tenured book of business with a strong mix of personal and commercial lines. This agency has experienced steady growth, now...

$615,000

Fayette County, KY

Bluegrass Business Advisors is pleased to announce the opportunity to acquire a well-established and reputable accounting firm. The firm has been a trusted presence for over 25 years all across the...

$600,000

Colorado

• Exceptional opportunity for a CPA or EA with tax experience • The firm is thriving and is on track to return Seller’s Discretionary Earnings of ~$475,000 in 2025. • 43% of revenue is recurring...

$1,800,000