Financial Services Businesses For Sale

Monmouth County, NJ

Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by insurance companies, they get paid by...

$2,500,000

Massachusetts

-Established CPA firm generating over $1.9M in annual revenue -Strong focus on audits, reviews, and tax services -Experienced, long-tenured staff with low turnover Located north of Boston,...

$2,500,000

Contra Costa County, CA

Virtual client base and above-market average fees per return. Buyers seeking a high-value, fully virtual client base will find this one hard to match. • The owner is a CPA • Software in use: UltraTax...

$360,000

Santa Barbara County, CA

Seller is only open to an established practitioner located in southern California. • The owner is a CPA • This practice was established in 2005 • No clients meet with the seller in person; all are...

$235,000

Overland Park, KS

KS1118: The sellers of this Overland Park client list are seeking to sell this client base (partial sale) and pursue other business interests. The office location will remain available through 5/1/26...

$282,000

California

? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%. ? Real-Estate Niche: Deep relationships with developers, contractors, and...

$3,890,000

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

Los Angeles, CA

Well established and well known, high quality sole practitioner CPA located in Westwood on the Westside near UCLA is retiring after 40 years. Looking for a local CPA with at least 10 years solid...

$1,490,000

Listing Price: Market Value Location: Remote This remotely operated agricultural media and consulting firm is a premier provider of actionable market intelligence and strategic insights for farmers,...

Not Disclosed

Cash Flow: $981,652

Utah

This trusted and well-regarded CPA Peer Review Practice for sale in Utah has cultivated a loyal, repeat client base of firms, primarily within the Utah, Montana, Idaho, Wyoming, and Nevada area. The...

$100,000

Mckinney, TX

This established, high-performing insurance agency located near McKinney, Texas, offers an exceptional opportunity for a buyer seeking a well-run, profitable, and growth-ready operation. With...

$2,000,000

Worcester County, MA

Established Tax Preparation & Filing Services - 35 Years of Success This well-established accounting and tax practice has been serving clients since 1990, generating $650,000 in annual revenue with...

$550,000

Aurora, IL

This is a rare opportunity to acquire a profitable portfolio of 10 ATMs located in the Chicago area. The portfolio generates an average gross profit of $45,438/year and offers strong regional presence...

$120,000

Houston, TX

This well-established tax and financial services firm in Houston has already generated $695,148 in revenue for 2025, and serves a loyal base of over 487 clients. Founded and grown by a veteran,...

$802,694

Oakland County, MI

Well-established CPA practice with a long-standing reputation and steady client base. Located in a desirable northwest Detroit suburb, this firm offers a diverse mix of personal, business, and trust...

$298,000

Levittown, PA

Over $2.3 million in premiums on the books, a 88% retention rate and 45% loss ratio. Great Office space with a good rent if you want to stay in Levittown, Pa....

$450,000

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

Columbia, SC

Picture yourself walking into your own insurance office each morning, knowing you're building something that truly matters. This established insurance agency in Columbia offers you the perfect blend...

$13,490

Castro Valley, CA

CPA firm for sale in Castro Valley, CA. ref# CSV125. This home-based Firm has been operating in the area for almost 40 years, and the Seller would like to sell in anticipation of retirement. This sale...

$235,000

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$335,000

Daly City, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$525,000

New York, NY

This great ATM portfolio of 21 ATMs in New York City, NY and the surrounding areas. The portfolio has Gross Profit Income of $2,830.00/mo in the past 12 months. All 21 ATMs are owned by the seller and...

$69,500

Sterling, VA

Established in 1989. Retirement minded owner. 25% Accounting. 75% Income Tax & Other Serve small to medium sized businesses and a few stand alone individual tax clients....

$617,500

Hampstead, NC

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

$775,000

Las Vegas, NV

Clients are small to mid size businesses, many single member LLC S Corp. Industries are restaurants, health care, real estate and others. CLIENT INFORMATION: Accounting, Bookkeeping, Compilations:...

$605,000

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

Singapore

Business Start Date: 2020 Business Location: Singapore Business Valuation: $4,590,000 USD Employee Number (Inc. Owners): 3 Business Model: Online education and mentorship (courses, subscriptions,...

$4,590,000

Rhode Island

Key Highlights: -Solid Profitability at 47% -Flexible Seller – willing to stay on in some capacity for the right buyer -No audits, no reviews and no compilations -Work/life balance is embedded in...

$2,000,000

Idaho

This CPA firm, founded in the early 2000s, presents an exceptional opportunity for a buyer seeking a profitable, low-overhead virtual practice with nationwide reach. With an early move into...

$330,000

Jackson County, MI

This is a well-established Enrolled Agent practice offering a balanced mix of personal and business tax preparation, accounting, and other client services. The firm has a strong and loyal client base,...

$301,548

Washoe County, NV

Priced at less than 2x Cash Flow Seller prefers a CPA with at least 5 years of tax experience with a CPA firm or a CPA in public accounting management (tax manager or principal) Experience in tax,...

$650,000

Atlanta, GA

Seize the opportunity to acquire a growing Farmer’s Insurance Agency in Atlanta, GA, with a strong foundation and room for expansion. This agency has been in operation for one year and has already...

$85,000

Garland, TX

Established Liberty Tax Service franchise opportunity featuring two profitable locations in the Dallas metropolitan area. This turnkey operation has been serving clients since 2013, generating a...

$150,000

Provo, UT

Opportunity to acquire a thriving, full-service CPA tax practice franchise with strong client relationships and consistent growth. This well-established firm serves a diverse mix of individual and...

$250,000

Grand Junction, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Mesa County's...

$185,000

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

British Columbia

Service Breakdown: - T1 Personal Tax Returns: Approx. 1,193 returns annually - T2 Corporate Tax Returns and Other: Approx. 67 returns annually (Note additional new clients onboarded in 2025 not...

$375,000

Scotch Plains, NJ

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA &...

Not Disclosed

Cash Flow: $448,502

Anaheim, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

Connecticut

Overview ABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire but is willing to provide transitional assistance to the...

Not Disclosed

Cash Flow: $176,567

Fort Myers, FL

Located in the heart of Fort Myers, Florida, the firm has been a trusted provider of tax, audit and attestation services for over 10 years. They specialize in delivering accurate, timely, and...

$1,200,000

Florida

- purchase price pre-approved by lender -2024 cash flow $665,000 -Strong projections -Owner is willing to stay on -Located in Tampa/Orlando area This well-established firm located in the Tampa/Orlando...

$1,450,000

Description: The Company specializes in 1031 exchange transactions, offering qualified intermediary services to ensure compliance and facilitate smooth exchanges. The Company processes forward,...

Not Disclosed

EBITDA: $4,259,325

Los Angeles County, CA

Established Farmers Insurance Agency - San Fernando Valley Opportunity This well-established Farmers Insurance franchise presents an exceptional opportunity for qualified agents seeking a profitable...

$499,000

Garfield County, NE

This is a well-established, high-performing firm with a loyal client base and consistent growth. The practice delivers strong profitability through efficient operations and balanced revenue streams,...

$180,000

Leominster, MA

• Seasoned staff members are willing to transition with new ownership if compensated and treated similarly. • Diverse tax client base with revenue desirably split about 50/50 between individuals and...

$698,500

Naples, FL

ESTABLISHED ALLSTATE AGENCY - NAPLES, FLORIDA FINANCIAL PERFORMANCE METRICS: • Total Earned Premium (EP): $16.5M annually • Annual Revenue: $1.6M • Revenue-to-Premium Ratio: 9.7% • Asking Price: $3.6M...

$3,600,000

East Longmeadow, MA

Retirement minded owner. Firm established in 1993. Total gross income - $320,000 23 Monthly Clients - Avg Fee - 176 - Total - $40480 9 Quarterly Clients - Avg Fee - $818 - Total - $7362 13 Annual...

$375,000