Financial Services Businesses For Sale

San Diego County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, Rightworks hosting, and Practice CS • Approximately $32,700 in annual revenue, via payroll (40 clients)...

$675,000

Wyoming

This long-established CPA practice in Northwest Wyoming generates approximately $644,000 in annual gross revenues. The practice's stable and loyal client base includes many locally owned businesses as...

$515,000

Wyoming

This well-established and consistantly growing CPA practice for sale in North Central Wyoming generates approximately $1.1M in annual gross revenues. The desirabel client base is composed largely of...

$975,000

Northampton County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$125,000

Mesa, AZ

This agency provides an exceptional opportunity to acquire an established business with over four decades of operational success. Founded in 1981, this Farmers Insurance Agency has built a solid...

$264,000

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$138,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 1981 • 5% of clients meet with the seller • Drake Software is used • Approximately $6,000 in annual revenue, via payroll • Approximately 528...

$275,000

South Carolina

• Seller retiring but willing to provide transition support through initial tax season after closing. • 2025 revenue of $186,000 with 2026 estimates around $225,000! • Revenues comprised of individual...

$285,000

Suffolk County, NY

A cash-flowing community staple in a prime, busy shopping plaza, Suffolk County New York. This is an established, fully operational check cashing and financial services business, strategically located...

$225,000

Ontario

Presented by Alan Liverman Practice for Sale – Established Bookkeeping,Tax and Wealth Management Firm. This is not a virtual practice and it is recommended that the buyer be located in the same...

$249,000

-Specialized EBP audit niche with 30+ years of referral-only growth from financial advisors, TPAs, and CPA firms -Fixed-fee billing collected in advance, resulting in virtually zero accounts...

$1,590,000

Louisiana

Sunbelt Business Brokers of New Orleans presents this established financial services business that provides cash advance solutions to a diverse customer base and offers an excellent opportunity to...

$300,000

Berks County, PA

Berks County, PA Tax and Accounting Practice For Sale $565,000 Revenue Practice Overview • The firm has had steady growth, with expected revenue for sale of $565,000 in 2026. • ~40% of revenue is...

$650,000

Las Vegas, NV

Established check cashing store with a 35 year history! With the ability to do deferred payment loans, check cashing, buy gold and silver, and provide title loans, this store would be perfect for a...

$199,000

Union County, NJ

This highly respected Tax Practice located in Northwest Union County, NJ, has created a loyal client community that has continued to grow throughout the years. This scalable opportunity is not only...

$120,000

Los Angeles County, CA

For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has...

$3,300,000

Kentucky

Grossing $207,500 | Bank & Seller Financing Available This is a growing and well-run CPA practice located in south central, serving a diverse client base that includes retail businesses, service...

$207,500

Frisco, TX

This Virtually Operated Bookkeeping Practice for sale in Frisco, TX has annual gross revenues of approximately $224,500. Utilizing efficient, cloud-based systems and a fixed monthly fee subscription...

$330,000

Redding, CA

Well-established independent insurance agency with a long-standing local presence and a diversified book of business across personal and commercial lines. The agency has been operating for...

$1,000,000

Arlington, TX

This is a turn-key ATM route business for sale in the Dallas-Fort Worth metroplex, now priced at $59,000 - under 2x the prior year's revenue, making this one of the most aggressively priced ATM routes...

$59,000

Kansas

THE OPPORTUNITY S Central KS Tax & Bookkeeping Firm is a well established, highly reputable, fully paperless, two-location accounting and tax practice located in South Central Kansas. The seller is...

$425,000

Arkansas

THE OPPORTUNITY This CPA firm located in the central part of northern Arkansas has built an excellent reputation by delivering high-quality professional services to a loyal client base. The practice...

$475,000

Texas

This well-established CPA practice for sale in Northeast Texas near I-30 has a well-balanced service mix to generate year-round income and is supported by an experienced staff. With no immediate...

$215,000

Texas

This well-established CPA practice for sale in Dallas, Texas (East Dallas), generates approximately $806,000 in annual gross revenue. Revenue is predominantly tax-driven and highly recurring in nature...

$960,000

Cook County, IL

Cashflow to the owner is exceptional standing at nearly 80% of gross income! Revenue is nicely distributed across three main streams: tax work (60%), accounting/bookkeeping (27%), a few...

$392,000

Middlesex County, NJ

Established Wealth Management & Financial Advisory Practice Established financial advisory and wealth management firm offering a broad range of services including retirement planning, investment...

$599,000

The offering consists of the intellectual property of two trusts, hereinafter collectively referred to as the Company. The Company specializes in the sale, operation, and financial management of...

Not Disclosed

Maricopa County, AZ

This specialized commercial finance advisory practice connects middle market companies with alternative lending solutions when traditional bank financing falls short. Operating entirely remotely for...

$1,905,000

Clackamas County, OR

This brokerage company has successfully served a niche market for over twenty years providing a full service offering including financing through established lender relationships. The skilled staff...

$625,000

Benton County, WA

This opportunity involves acquiring an independent advisory practice focused on insurance solutions and retirement income strategies for individuals approaching or living in retirement. The firm...

$540,000

Ohio

Well-Established CPA Practice for Sale - Cincinnati / Dayton Area, Ohio $516,000 Projected Revenue | Up to 90% Financing Available | Turnkey Opportunity This is a well-established, full-service...

$619,200

Columbus, OH

The business is offering a strong brand reputation and diverse clientele across multiple sectors. From administrative support to marketing and bookkeeping, this remote-operated business provides...

$540,000

Skokie, IL

Over the years the seller has been able to cultivate a practice that is a cut above the competition. The bulk of clients are business owners or higher-net-worth individuals that need more than just a...

$1,600,000

Connecticut

ABA Advisors represents this tax, accounting and investment advisory practice located in central Connecticut. The firm provides broad-based local accounting, tax, bookkeeping and investment advisory...

Not Disclosed

Walla Walla, WA

Well-Established Tax Preparation and Accounting Practice - Walla Walla, WA This thriving tax and accounting practice has served the Walla Walla community since 1980, building a loyal client base of...

$520,000

North Carolina

• Seller retiring but willing to assist with transition and available to continue working for one or more tax seasons to support client retention. • Gross revenues of $286,411 in 2025 and projected...

$345,000

Tulsa, OK

THE OPPORTUNITY An established and reputable Tulsa CPA firm is on the market as the owner prepares for retirement. This practice boasts a loyal, long-standing client base and an experienced staff,...

$2,400,000

Albuquerque, NM

THE OPPORTUNITY A nice opportunity has become available in the Albuquerque market. This established CPA firm strikes the perfect balance between stable, immediate profitability and a genuinely...

$303,000

Franklin County, OH

Located in Central Ohio, this established 15-year agency presents a rare large-scale acquisition opportunity with nearly $30M in written premium, more than 20,000 policies in force, and strong...

$8,500,000

Miami Gardens, FL

Established Sebanda Franchise Insurance Agency operating for over 5 years, located in a high-traffic shopping center in Miami Gardens on NW 27th Ave. Company established with appointments from...

$580,000

Elmhurst, IL

This longstanding practice generates strong cashflow to the owner of about 60% of gross! Additionally, revenues are derived from diverse sources with more than 40% of income coming from...

$465,000

North Carolina

-$327,447 cash flow (over 40% margin) -Higher-than-average fees across all service lines -Remote-capable operations with cloud-based systems -1,800 owner hours annually with flexible schedule...

$1,080,000

Bakersfield, CA

Imagine stepping into a business that practically runs itself! This incredible 27-ATM route in Bakersfield, CA is exactly what you've been looking for if you want a straightforward, profitable venture...

$185,000

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

Westchester County, NY

• Seller is retiring and is willing to assist buyer in transitioning clients. Not wanting to continue working though. • 2025 revenues of $385,000 with 2026 expected around $415,000! • Revenues...

$550,000

South Carolina

This exceptional Allstate Insurance Agency presents a rare acquisition opportunity with over 50 years of proven success in the South Carolina market. Established in 1970, this mature franchise...

$895,000

Illinois

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue Overview ABA Advisors represents this CPA firm located in a near west suburb of Chicago, just west of Midway Airport. The owner...

Not Disclosed

Milwaukee County, WI

Practice Details: Retiring owner is seeking a qualified Buyer for this profitable CPA practice. In business over 20 years a loyal and well-established client base. Owners willing to offer extended...

$255,000

Macomb County, MI

Profitable Payday Loan, Check Cashing business for sale. Not franchised. Has one owner. Business was established in 2008. High volume business with payday loans, check cashing services. You can add...

$125,000