Financial Services Established Businesses For Sale

Washington

Works with US Government and industrial organizations to implement and support strategic energy management systems. Owner’s day to day: is 5-6 hrs/day supervising and servicing customers along with...

$3,000,000

Corpus Christi, TX

Established insurance agency serving the Corpus Christi area with approximately $2.67 million in total written premium, including a strong windstorm portfolio, and generating $268,621 in annual...

$540,000

Los Angeles, CA

Established CPA firm with a book of clients for sale in Los Angeles, CA. The Seller is looking to reduce their workload in anticipation of eventual retirement. The Seller is retaining one major client...

$345,000

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2026 revenues expected around $320,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

York County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be $525,000! • Service mix includes tax (88%) and bookkeeping (12%)....

$630,000

North Carolina

-30+ years of referral-only growth across a diverse industry client base -Revenue stable at approximately $1.38M for three consecutive years -$548,100 cash flow at a 40% margin in 2025 -Both partners...

$1,500,000

Ontario

Alan Liverman is pleased to introduce: • Established in 1991, this experienced and respected CPA practice offers a comprehensive suite of income tax and bookkeeping services tailored to both...

$449,000

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $540,000! • Service mix includes tax (77%) and accounting (23%)....

$625,000

Wake County, NC

• UPDATED FINANCIALS AVAILABLE! • Seller is retiring but is willing to assist the buyer with a smooth transition of clients. • 2026 revenues are projected to exceed $725,000. • Well-established CPA...

$895,000

Pennsylvania

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven...

$600,000

Illinois

This long-established accounting and tax practice for sale in the heart of Southwestern Illinois generates approximately $986,000 in annual gross revenue. The practice has built a loyal and...

$740,000

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $435,000. • Primarily a tax practice with limited annual...

$550,000

Cuyahoga County, OH

This well-established CPA practice has served clients since 1993, offering a comprehensive range of services including live payroll, sales tax, CFO services, bookkeeping, accounting, compiled...

$733,818

Plymouth, MA

This premium CPA practice for sale in Plymouth, Massachusetts is projected to gross approximately $1,675,000 in 2026! Over the years, the seller has cultivated a specialty for providing uniquely...

$1,950,000

Dallas, TX

The clients included in this sale are loyal, high-quality, consisting primarily of individuals, professionals and the mix of businesses should continue to provide opportunities for continued growth...

$340,000

Mount Dora, FL

Exceptional Opportunity: Long-Established Allstate Agency for Sale in Mount Dora, Florida Since 1997, this mature Allstate insurance agency has built a solid foundation in one of Central Florida's...

$950,000

Hancock County, ME

This unique and niche Financial Services company started in 1992 and has been going strong for over 30 years! The company provides tax, financial, and consulting services to a wide variety of business...

$390,000

Winter Garden, FL

PROFITABLE COMMERCIAL VEHICLE INSURANCE PORTFOLIO - IMMEDIATE INCOME OPPORTUNITY Transform your insurance business with this established commercial vehicle insurance book that delivers consistent cash...

$350,000

Fort Collins, CO

This is an existing 20+ year national franchise tax prep business located in thriving Ft Collins, CO. We have the highest Google rating in the area and has an experienced staff and great support from...

$200,000

Outagamie County, WI

Practice Details: Retiring owners are seeking a qualified Buyer for this profitable CPA practice. In business over 25 years with a loyal and well-established client base. Owners willing to offer...

$2,000,000

Brazil

This transaction represents a rare opportunity to acquire a long-established, fully regulated banking institution with active international transaction capabilities, scalable infrastructure, and...

$69,000,000

Miami-Dade County, FL

A rare opportunity to acquire a dominant, multi-line insurance agency and brokerage with more than four decades of continuous operation in one of South Florida's highest-premium insurance markets....

$4,500,000

Tarrant County, TX

Established Allstate agency in Tarrant County generating $751,970 in annual revenue from a $6.4M written premium book. The agency services 2,011 policies-in-force and maintains an 84.69% retention...

$1,300,000

Long Beach, CA

Imagine walking into a thriving insurance agency that's been serving the South Los Angeles community for three decades. This isn't just any agency - it's an Elite Status Allstate location with...

$1,500,000

Santa Ana, CA

Imagine yourself owning a thriving Allstate Insurance Agency that's been serving customers across three prime California markets since 2008. You'll be stepping into a well-established operation...

$7,500,000

Lyon County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $340,000! • Service mix includes tax (84%) and accounting (16%)....

$340,000

Sacramento County, CA

Full Virtual CPA Tax Practice with Excellent Cash Flow • The owner is a CPA • This practice was established in 2003 • Software used is Lacerte • Approximately 185 individual tax returns with an...

$675,000

Colorado

- Solo, tax-focused CPA practice - 91% Tax Preparation (68% Individual; 32% Business); 6% Bookkeeping; 3% Planning & Consulting - Cash flow to owner before potentially duplicate expenses is...

$185,000

Texas

- Single-owner CPA Practice - 69% Tax Preparation (37% Individual; 63% Business); 31% Bookkeeping - Cashflow to owner before potentially duplicate expenses is 44% of gross revenue - Practice utilizes...

$1,020,000

Bexar County, TX

- Highly profitable, well established single-owner CPA practice - 62% Bookkeeping; 38% Tax Preparation (52% Individuals; 48% Business) - Cashflow to the owner before potentially duplicate expenses is...

$1,860,000

El Paso County, CO

Single-owner CPA practice with a long history in the community 73% Tax Preparation (53% individuals; 47% Businesses); 15% Bookkeeping; 12% Other (Periodic Reports, Payroll Prep, Consulting,...

$720,000

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 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

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

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

-Established specialty audit niche built entirely through referrals over 30+ years with no formal marketing -Fixed-fee billing collected in advance with virtually zero accounts receivable and WIP at...

$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

***SALE PENDING**** Berks County, PA Tax and Accounting Practice For Sale $565,000 Revenue Practice Overview • SBA pre-approved • 20% Seller financing available • The firm has had steady growth, with...

$650,000

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

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

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

Folsom, CA

• The owner is a CPA • This practice was established in 2018 • Software in use includes Lacerte, Canopy, Ignition and QuickBooks • Approximately $520,000 in annual revenue, via bookkeeping (79...

$2,400,000

Colorado

This tax preparation and accounting practice is currently under negotiation with a qualified buyer. Once the contract is signed, I will take down the ad for this business. The business serves over 400...

$250,000

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

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

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