Financial Services Established Businesses For Sale

Derby, KS

- 12 month gross revenues consist of around $130,000! - This tax preparation franchise has two locations in the area to include a Walmart Kiosk. - A loyal client base and experienced staff and can...

$135,000

Oklahoma

• Seller retiring but willing to assist buyer as needed during transition. • Yearly revenues around $174,000. • Key employees in place and ready to work for new owner. • Large office space available...

$210,000

Michigan

Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients,...

$1,950,000

Anchorage County, AK

This established, high-performing agency has been serving the Anchorage community for over three decades and continues to show impressive growth. With 8,336 policies in force, an outstanding 88.99%...

$3,700,000

Roswell, GA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This...

Not Disclosed

Cash Flow: $250,000

Geneva

A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million. There is the...

$272,000,000

Zug

This is a rare opportunity to acquire a fully licensed, vintage Swiss Trust Company with a Para-Banking license. Incorporated in 1967 in Zug, Switzerland, this company offers a turnkey solution for a...

$2,000,000

Geneva

This is a unique opportunity to acquire a Swiss FINMA Regulated Trust Company based in Geneva. The firm is a limited company (“Société anonyme”) registered in Geneva, Switzerland, it is fully...

$750,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 1981 • Software in use includes ATX MAX • Approximately 373 individual tax returns with an average fee of $449 per return • Approximately 35...

$240,000

Kent County, RI

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence) • Revenues are derived primarily from business clientele representing a broad range of industries • Revenue mix:...

$850,000

Ontario

An established CPA audit practice with 2025 annual billings of $501,720, with only 7% of audit work, is now available for sale. Service Mix: - Accounting, Bookkeeping & Compilations: 48% ($242K) -...

$620,000

Hudson, FL

tax business, over 20 years in the area...

$65,000

Houston, TX

Not often an established bail bond company comes to market. This company specializes in bail bond writing for the legal system in Harris County city bonds & county bonds. Customers secure a quick...

$450,000

New York County, NY

New York City–based CPA firm generating $2 million in annual revenue. The practice is led by a single partner and specializes in niche tax services, supported by a highly experienced and long-tenured...

Not Disclosed

Cash Flow: $2,000,000

Bexar County, TX

Farmers Insurance Agency – Strong Book of Business Step into a proven, income-generating Farmers Insurance Agency with a strong book of business and a solid presence in both personal and commercial...

$100,000

Boone, NC

FINANCIAL PERFORMANCE OVERVIEW This established Allstate PRO Agency generates $3.4M in earned premium with 15 years of continuous operations in Boone, NC (Watauga County). The agency demonstrates...

$805,000

Maine

• Quality tax practice for sale in picturesque lower Mid-Coast Maine • Revenues are derived from tax services for individuals (73%) and business / other entities (27%) • Current year gross revenues...

$340,000

Brockport, NY

FINANCIAL PERFORMANCE OVERVIEW This established Allstate agency demonstrates strong market positioning with $5.2M in earned premium, generating substantial revenue streams through a diversified...

$1,220,000

Renton, WA

EXECUTIVE SUMMARY Established Allstate insurance agency generating $8.2 million in earned premium with 9 years of continuous operations in Renton, WA market. Located in high-traffic retail center with...

$3,400,000

Ocala, FL

EXECUTIVE SUMMARY Established independent property and casualty insurance agency generating $2.0M in earned premiums with $150K annual revenue, representing a 7.5% commission rate. Located in Ocala,...

$375,000

Cedar Lake, IN

EXECUTIVE SUMMARY Established independent insurance agency partnership generating $1.9M in combined earned premiums with $220,000 annual revenue, representing an 11.6% revenue-to-premium ratio. This...

$600,000

Chicago, IL

EXECUTIVE SUMMARY Established virtual Property & Casualty independent insurance agency generating $392,000 annual revenue from $2.6 million in managed premiums. Operating remotely since inception with...

$1,200,000

Florida

Great opportunity to purchase one of the best agencies in the North Central Florida area. This is a 34 year PRO agency with 3 full-time staff that are very tenured and licensed. The agency consists of...

$1,650,000

Victoria, BC

Project Dinero is a privately held ATM services provider with a network of 57 active machines across British Columbia. The business generates recurring cash flow from surcharge and network fees and...

Not Disclosed

EBITDA: $128,000

Little Rock, AR

AR1172: The owners of this CPA firm in Little Rock are approaching retirement and seeking a CPA buyer for the firm. With a good fee structure and a large number of business clients, the firm provides...

$625,000

Naples, FL

Overview ABA Advisors represents this CPA firm located in Naples, FL. The owner is willing to continue working for the buyer for several years on a part-time basis to assist in client retention. The...

Not Disclosed

Cash Flow: $409,726

Tennessee

Well-established and highly profitable CPA practice located in Northeast Tennessee. This firm generates over $500,000 in annual revenue with an excellent service mix, including personal and business...

$579,700

Louisiana

This established independent personal lines insurance agency represents a compelling acquisition opportunity in the Louisiana market, generating $2.5 million in estimated premiums. The agency has...

$927,000

Martin County, FL

Charming Hobe Sound Pawn Shop for Sale – A Golden Opportunity with Heart Nestled in the heart of beautiful Hobe Sound, this beloved neighborhood pawn shop is more than just a business—it’s a trusted...

$65,000

Duval County, FL

Founded in 1997 this well established Enrolled Agent (EA) practice boosts the highest IRS credential specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns. This...

$80,000

Cary, NC

Established award winning $5.3 million dollar agency is located in the great town of Cary NC! This turnkey PRO agency is located in the heart of a great small town community. Agency consists of a...

$995,000

Dakota County, MN

ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL BASED BUSINESS THAT YOU CAN SCALE WITH AN EXIT STRATEGY? Buy a turnkey Farmers Insurance Agency for sale in Burnsville, MN. Asking...

$625,000

Placer County, CA

A boutique, U.S.-based advisory firm providing outsourced controller, accounting and CFO services to venture-backed SaaS, biotech and life-science companies. The company operates a 100% remote,...

Not Disclosed

EBITDA: $460,823

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $185,000! • Service mix includes...

$215,000

Minnesota

-Owner hours less than 2,000 -Strong niche in TV and film production -Fully staffed leaving the owner to focus on growth This fully virtual accounting firm has established a strong niche serving...

$800,000

San Diego County, CA

Since the Company was founded 35 years ago, it has invested in building out an independent contractor network and associated technology platform that are now well established and continue to generate...

Not Disclosed

EBITDA: $456,000

Yuma County, AZ

• The owner is a CPA • This practice was established in 1981 • Tremendous growth potential for an ambitious new owner • Software in use includes Lacerte, QuickBooks, RIA Checkpoint • Approximately...

$240,000

Montana

This highly-profitable CPA Tax & Accounting Practice for sale in Northwest Montana has annual gross revenues of approximately $990,000. Dedicated to providing first-rate customer experience, this...

$1,390,000

King County, WA

• The owner is a CPA • This practice was established in 1976 • Software in use includes Intuit ProSeries • Approximately $27,540 in annual revenue, via bookkeeping (9 clients) • Approximately $5,000...

$250,000

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes Lacerte and QuickBooks • Approximately $17,800 in annual revenue, via bookkeeping (12 clients) • Approximately...

$1,000,000

Portland, OR

Are you an entrepreneur looking for your next big opportunity? Business brokerage could be the perfect fit. This established Portland territory is backed by a 30+ year national franchise with a proven...

$54,000

North Carolina

-2025 projections $1,100,000 -Seller open to creative purchase structures -Poised for future success Founded in 1963 as a family-run practice, this well-established two-partner CPA firm has built a...

$1,000,000

Colorado

-Cash flow to owners at $396,000 -2025 projected at $1.1 million -Fully staffed Located in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal...

$1,250,000

Utah County, UT

This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the...

$1,475,000

Shepherdsville, KY

Turnkey, ELITE achievement level Allstate agency ready for a new owner The agency in on pace for ELITE in 2026 and consistently earns variable compensation $3.8mm earned premium/$4.1mm written &...

$675,000

Savannah, GA

SALE PENDING Imagine walking into your own established tax and accounting practice in beautiful Savannah, where you'll find a thriving business that's already built for success. This isn't just...

$795,000

New Hampshire

Established Allstate insurance agency for sale. Over $6 million book that is growing daily! Reach out for more information! Monthly renewal commission, plus enhanced new business income!...

$1,050,000

Beachwood, OH

• Well established, single owner CPA practice • 64% tax preparation, 23% accounting, 13% tax planning/consulting • Avg 1040 fee ~ $1,000; avg business return ~ $1,500 • Strong staff in place,...

$2,700,000

Frederick County, MD

This well-established CPA Tax & Accounting Practice for sale in Southwest Frederick County, MD has annual gross revenues of approximately $559,000. The growing practice has no competition in the...

$595,000