Financial Services Established Businesses For Sale

Fort Worth, TX

This successful, multiple Honor Ring Allstate agency is located in the mega-growth corridor of West Fort Worth and is supported by a highly experienced, well-tenured team. The agency operates with 9...

$2,800,000

Mendham, NJ

Located in a desirable and affluent area of Morris County, NJ, this well-established practice generates approximately $240,000 in annual gross revenue. It serves a loyal client base of individuals and...

$340,000

Washington County, MD

This well-established insurance agency has served its community for over 50 years and has consistently grown its book of business year after year. Recognized as Best in Company in 2006, the agency has...

$999,999

Cook County, IL

This growing practice has been providing quality tax and accounting services to individuals and local businesses for over 15 years. New clients, fee increases, and improved operational efficiencies...

$560,000

Putnam County, NY

• BACK TO AVAILABLE! UPDATED INFORMATION! • Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $800,000! • Revenues comprised...

$1,100,000

Saratoga County, NY

• Owner retiring but willing to assist buyer with transitioning clients. • Yearly revenues around $105,000. • Nearly 100% of revenue from individual and business tax. • Very low overhead operation...

$120,000

San Diego County, CA

Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent...

$200,000

Bristol, CT

Imagine walking into your own established Allstate agency, where you'll immediately inherit a loyal customer base that's been built over 14 successful years. This Bristol, Connecticut opportunity...

$800,000

Philadelphia County, PA

This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history...

$325,000

Bibb County, GA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $145,000! • Service mix includes tax (56%) and accounting...

$170,000

Pierce County, WA

The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...

$500,000

King County, WA

• The owner is a CPA • This practice was established in 2003 • Software in use includes UltraTax • Approximately $515 in annual revenue, via bookkeeping (3 clients) • Approximately $1,275 in annual...

$300,000

The Company is a full-service tax resolution firm serving clients across the United States. The Company assists individuals and commercial businesses to settle outstanding tax filings and debts with...

Not Disclosed

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

Description: The Company is a brokerage general agency (BGA) specializing in life insurance, annuities, long-term care (LTC), and disability income insurance. Collaborating with more than 30 top-rated...

Not Disclosed

New Mexico

Overview ABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Broward County, FL

Established, home-based South Florida accounting firm serving over 200 individual and business clients with a strong, well-established client base and diversified recurring revenue. The firm provides...

$275,000

Ontario

Well-Established Cross-Border Tax & Accounting Firm – Windsor-Essex Region, Ontario Serving the Windsor–Detroit corridor since 1989, this long-standing firm has built an exceptional reputation with a...

$350,000

Aiken County, SC

This meticulously grown Pro-level Allstate agency has $3.44M in premium and 1718 active policies. Retention is strong at 85.62 and with a 43 year client base in the North Augusta area, this agency is...

$630,000

Quebec

(Français ci-dessous) Annual Revenue: ~$1.43M Well-established accounting and tax firm with a diversified corporate client base and strong recurring revenue stream. Services include taxation,...

$1,695,000

Montreal, QC

Ce cabinet offre une structure bien établie et diversifiée, composée d’une division de tenue de livres et fiscalité ainsi qu’une division examens et compilations avec des revenus récurrents d’environ...

$1,050,000

Saint Cloud, FL

Rare opportunity to acquire a well-established accounting firm with over 15 years of successful operations in the heart of Osceola County. This full-service practice provides tax preparation,...

$425,000

Georgia

• The seller is looking to retire and is available to assist buyer with transition. • 2026 revenues are expected to settle at $85,000! • Tax practice focused on individual tax returns with a great...

$95,000

Davidson County, NC

• UPDATED INFORMATION AVAILABLE! • Seller willing to transition clients to ensure smooth handoff. • 2026 revenues expected to remain around $175,000! • Revenues comprised of individual and business...

$225,000

Michigan

This well-established yet growing Tax & Accounting Practice for sale located North of Oakland County, MI has annual gross revenues of approximately $295,000. The firm has been providing high-quality...

$306,000

North Dakota

A well-established accounting and advisory franchise located in North Dakota is now available for acquisition. This business has earned a strong reputation for delivering dependable,...

$800,000

Cochise County, AZ

Flexible Terms and Sellers Guarantees Available • The owner is a CPA • This practice was established in 1980 • Seller willing to provide support and advise during transition for a year or two •...

$575,000

Niagara County, NY

• Seller retiring but willing to assist buyer as needed with transitioning of clients. • Practice revenues for 2025 projected around $440,000! • Year-round revenue consisting of individual and...

$530,000

British Columbia

This is not a virtual practice. Boutique accounting firm with a strong niche in the film, television, and media production sector. The practice generates diversified and recurring revenues across tax,...

$730,000

Indianapolis, IN

****SALE PENDING**** This rapidly growing practice generates 73% of revenue at its main location in Northeast Indianapolis and 23% from a satellite office in northern Indiana. The firm has strong...

Not Disclosed

North Carolina

Business: Incorporated in 2007, This Regional independent insurance adjusting and claims-handling firm specializes in property and casualty losses across the Southeast. Provides comprehensive field...

$2,500,000

Columbia, MD

The well-established practice EA Tax Practice for sale in Columbia, MD has annual gross revenues of approximately $261,000. The practice has built a strong reputation in the community serving a loyal...

$295,000

Cedartown, GA

This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...

$180,000

Montgomery County, PA

• Owner looking to semi-retire and is available for transition after closing as agreed with buyer. • 2026 gross revenues are estimated to be around $160,000! • Virtual Practice offers a mix of tax and...

$200,000

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333

Tampa, FL

SellerForce® presents a prominent Trading Education and funding platform that has quickly become a leader in the Financial Education sector. For the past 15 years, the brand has become renowned for...

$125,000

Bergen County, NJ

This is a licensed mortgage platform and regulatory infrastructure opportunity, not a traditional cash-flow business acquisition. Get immediate access to an established mortgage licensing structure...

$125,000

New Mexico

This well-established and steadily growing CPA practice is known for delivering high-quality, reliable service to a loyal and diverse client base. With strong profitability, balanced revenue streams,...

$2,200,000

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in Central Wisconsin. The seller is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Rensselaer County, NY

Are you looking to take over a well-established Accounting Tax Practice business in New York, United States? Look no further - we have an exciting opportunity for you! Founded in 1992, this thriving...

$175,000

Dallas County, TX

This business provides specialized remote staffing and operational support to professionals in the financial services sector. It connects experienced U.S.-based talent with firms seeking...

Not Disclosed

New Mexico

Great opportunity in this $3.2M, Pro-level, Allstate agency in southern New Mexico! Great retention at 87% and a well-serviced customer base with 1818 policies in force. This agency has binding...

$650,000

Florida

-Cash flow exceeding 50% on a lean, efficiently operated practice -Loyal, high-net-worth client base built entirely through referrals -Diverse industry mix including medical professionals, real estate...

$750,000

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

Portland, OR

Since its inception, the firm has maintained a steady and profitable client base, emphasizing high-quality tax compliance and advisory services for professional, business, and estate...

$781,000

Houston, TX

Client & Revenue Profile Accounting & Bookkeeping: Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000 Income Tax: Individuals: 360 | Avg Fee $1,200 | Total $432,000 Businesses: 82 | Avg Fee $3,000 |...

$1,200,000

Michigan

-Cash flow margins of 40-60% with owner working fewer than 400 hours annually -25%+ average annual growth driven by twice-yearly automatic fee increases and a value-billing model -Highly independent...

$3,300,000

California

-Well-established real estate niche with a loyal, high-net-worth client base -Projected revenue of approximately $1.7M for 2025 -Personalized, high-touch service model with strong market presence...

$2,300,000

Northbrook, IL

Looking to sell/merge with a larger CPA firm/platform. No individual buyers please. Firm Established in 2010. Owner willing to stay on. 3 staff. Client Mix - Accounting 16 Monthly Clients - Avg Fee -...

$1,200,000