Financial Services Established Businesses For Sale

Cherokee County, TX

This well-established CPA practice is located in a desirable East Texas community and generates approximately $175,000 in annual gross revenue. The practice has provided quality tax and accounting...

$158,000

Oklahoma County, OK

• Seller is retiring and available to assist with a smooth client and staff transition. • 2026 gross revenues estimated at $365,000! • Revenues comprised of individual and business tax (34%),...

$450,000

Pasadena, CA

Well-established bookkeeping, payroll, and tax practice for sale in the Pasadena, California region. The practice has family roots dating back more than 50 years and has operated under the current...

$1,300,000

Arkansas

THE OPPORTUNITY A well-established, highly reputable CPA practice with a loyal client base and robust cash flow is now available for acquisition in scenic East Central Arkansas. Known for its strong...

$1,320,000

Minnesota

This established insurance agency operates under a nationally recognized brand with a mature book of business concentrated in home and multi-vehicle policies. The agency maintains a lean team...

$675,000

North Carolina

• Seller wishes to continue working for buyer as needed which will help fully support transition of clientele. • 2025 gross revenues of $698,505 with seller estimating 2026 revenues around $700,000! •...

$875,000

Worcester County, MA

This new tax and accounting practice for sale in southwestern Worcester County, Massachusetts generates annual gross revenue of approximately $520,000. Fees are strong, with business returns averaging...

$625,000

Madison County, AL

• The owner is a CPA • This practice was established in 1996 • 20% of clients meet with the seller and staff • Software in use includes Drake and EasyACCT • Approximately $53,000 in annual revenue,...

$650,000

Collin County, TX

Recently Est, Insurance Agency in Thriving Market North of Dallas This franchise Insurance Agency was recently established in a fast growing and affluent market north of Dallas. Since its launch in...

$67,000

Alberta

Well-established practice consisting of two complementary divisions under the same ownership with combined annual gross revenue of approximately $436,300. CPA Division– Annual Revenue: ~$263,900 ·...

$550,000

Quebec

Le cabinet offre une gamme de services professionnels principalement axée sur les missions de certification destinées à une clientèle d'affaires fidèle et bien établie. Les missions d'examen...

$250,000

District of Columbia

-Cash flow to owner above 70% -Sophisticated client base including high-net-worth individuals and referrals from partners at large national law firms -Value billing supports fees well above standard...

$1,100,000

Hampden County, MA

This well-established accounting and tax practice located in Hampden County, MA generates approximately $525,000 in gross revenue and has experienced steady growth since its start. With an average...

$630,000

Cameron County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue anticipated at $270,000! • The service mix is a balance of both tax (68%),...

$335,000

Mobile County, AL

• The owner is a CPA • This practice was established in 1999 • Software in use includes Sage, CFS, ATX • Approximately $111,000 in annual revenue, via bookkeeping (135 clients) • Approximately 210...

$220,000

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $680,000 with AUM of $18.6M. • Year-round service mix includes...

$860,000

Jackson County, MO

THE OPPORTUNITY An excellent opportunity to acquire a high-quality portion of an established tax and accounting practice located in desirable Lee's Summit, Missouri. Ideal acquisition for a licensed...

$249,000

Stanislaus County, CA

Established in 2010, this well-established CPA practice offers an attractive opportunity for a CPA firm seeking a substantial client base with a diversified mix of tax, accounting, payroll, and...

$1,900,000

Tulsa County, OK

• Seller is retiring and is available to assist the buyer with a smooth transition. • 2026 gross revenue expected around $816,000! • Revenues comprised of individual and business tax (44%),...

$1,020,000

Oklahoma

Rare opportunity to acquire a highly profitable, owner-independent automotive retail and finance platform consisting of two established used vehicle dealerships and a complementary lending operation....

$19,995,000

Westwood, MA

Approximately 37 years of operating history Located in affluent Westwood, Massachusetts $451,406 of 2025 gross revenue Approximately 17% revenue growth from 2024 to 2025 Approximately 752 individual...

$563,750

Sparks, NV

Independant insurance agency book of business for sale. . We are selling our book of insurance business of primarily personal lines p&c auto and home clients. It would need to be purchased by a...

$25,000

Montrose, 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 Montrose, CO....

$550,000

Montgomery County, AL

This is a rare opportunity to acquire a well-established tax preparation serving individuals, families, and small businesses throughout the Central Alabama market. The company has built a strong...

$75,000

Pleasant Hill, CA

Established Independent Insurance Agency - 30+ Years of Success This well-established independent insurance agency presents an exceptional acquisition opportunity for buyers seeking a proven business...

$285,500

Loma Linda, CA

As a dedicated Farmers agency, we offer personalized home and auto insurance solutions backed by one of the most recognized and trusted names in the industry. We take the time to understand your needs...

$185,000

Rusk County, TX

Well established insurance agency located on the main drag in a town of 15000 people with limited competition from competing agencies. Many customers have been with the agency for decades. Great...

$300,000

Lenoir County, NC

Established in 1972, this well-known Lenoir County, North Carolina CPA practice offers a strong opportunity to acquire a longstanding, locally established accounting business. The Firm generates...

$600,000

Cumberland County, PA

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2026 gross revenues to increase to approximately $500,000! • Solid book of services including tax (69%),...

$600,000

Walnut Creek, CA

Established CPA firm for sale in Walnut Creek, California. The practice was established in 2012 and began primarily as an audit practice. It has since diversified into tax, client accounting services,...

$1,150,000

Indianapolis, IN

This well-established and highly profitable CPA practice serves a diverse client base throughout the Indianapolis area, with a strong mix of tax compliance, accounting, payroll, and consulting...

$2,764,237

Colorado

-Cash flow to owner is projected around $800,000 for 2026 -Nearly paperless operations with well-documented workflows supporting independent staff coverage -Revenue approaching $1.6M, with systematic...

$3,000,000

Denton County, TX

This is a rare opportunity to purchase an established tax preparation franchise with consistent revenue and strong profit margins. Located in a high-visibility, prime location in Addison, the business...

$127,000

Reisterstown, MD

This well-established CPA Practice for sale in Reisterstown, MD has annual gross revenues of approximately $209,000. The practice has built a loyal, high-quality client base consisting predominantly...

$290,000

North Carolina

-Purchase price pre-approved by lender -Steady revenue of approximately $1.4M per year -Cash flow to owner over $290,000 -Currently turning away new client inquiries weekly, leaving opportunity for a...

$1,400,000

Schertz, TX

(Price Improvement!!) Located in the rapidly growing Northeast San Antonio market, this established Allstate agency has served the community from the same location for more than 30 years, building...

$399,000

New Haven County, CT

This Connecticut-based professional services business has served its community for more than 15 years and has built a strong local reputation supported by excellent customer reviews and long-standing...

$400,000

Suffolk County, NY

Established in 1995 --- 31 solid years -- the business is a community staple and strategically located for optimal visibility with a key location in New York. This optimized seasonal tax preparation...

$175,000

Collier County, FL

This is a very rare opportunity to own a fully operable P&C Insurance Agency located in one of the most desirable Florida markets, Naples. This agency has been in business for almost 14 years and is...

$1,800,000

Cumberland County, NC

• Seller retiring but willing to assist buyer in transitioning ownership. • 2026 revenues to be around $210,000. • Revenues comprised of individual and business tax (88%), accounting/bookkeeping (10%)...

$250,000

Dallas County, TX

This Elite Allstate agency offers an opportunity to step into an established book of business with strong scale and a proven track record in the Northeast DFW market. The agency generates $1,363,121...

$2,500,000

Hampton City County, VA

This well-established tax and bookkeeping business has built a strong reputation for delivering reliable, high-quality financial services to individuals and small business clients. The company...

$350,000

Washington County, OH

A highly specialized, U.S.-based accounting and tax advisory firm serving a national client base. It offers premium services including strategic tax planning, business and personal tax preparation,...

Not Disclosed

Tennessee

• The owner is a CPA • This practice was established in 1995 • Software in use includes Drake, EasyAcct • Approximately $121,100 in annual revenue, via bookkeeping (40 clients) • Approximately $42,800...

$650,000

BUSINESS HIGHLIGHTS The Company is a full service financial services and insurance agency offering personal, business, and life insurance. The Company believes in investing for the long term, has over...

Not Disclosed

Arlington, TX

This long-standing CPA practice is conveniently located in North Arlington, TX and has annual gross revenue of approximately $505,000. The practice has served a loyal base of individual and business...

$605,000

Pleasant Hill, CA

After more than 30 years of serving the community, this well-established tax preparation business is available for sale. This is a turnkey opportunity for a tax professional, CPA, EA, bookkeeping...

$442,500

Idaho

This long-standing practice for sale in Northern Idaho generates approximately $600,000 in annual gross revenue. The practice serves a solid base of business and individual clients across a variety of...

$690,000

Little Rock, AR

Picture yourself running a thriving financial services business from the comfort of your home office. This established franchise financing advisory has been helping entrepreneurs achieve their dreams...

$425,000