Financial Services Businesses For Sale

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$300,000

San Mateo, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$250,000

Southlake, TX

This well-established agency brings 34 years of proven performance with a highly stable book of business and consistent results. The agency will be ELITE in 2026 and generates $12.1M in premium and...

$2,500,000

Suitland, MD

P&C Binding Authority in MD, VA & DC — this powerhouse tri-state agency is built to win. Perfectly positioned for seamless cross-jurisdiction operations, it delivers an exceptional 83.85% retention...

$2,790,000

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this virtually operated bookkeeping firm. The seller is willing to provide transitional assistance to the buyer to help...

Not Disclosed

Sierra Vista, AZ

With more than 30 years of continuous operation, this residential appraisal firm is one of the most established providers in Cochise County. The company performs VA, FHA, USDA, conventional, and...

$170,000

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

San Francisco County, CA

Established Virtual CPA Practice - San Francisco Bay Area This well-established virtual accounting and tax practice represents a compelling acquisition opportunity for qualified professionals seeking...

$1,200,000

Boulder County, CO

This is an opportunity to acquire a well-established insurance agency with a little over $6 million in annual written premium and a proven book of business. The agency produces approximately $670,000...

$2,500,000

Palm Beach County, FL

For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from...

$995,000

Wake County, NC

• Long-established Wake County CPA practice with strong client loyalty and stable year-over-year revenues. • Seller retiring but available to assist with transition to ensure smooth client retention....

$385,000

Quebec

(Français ci-dessous) Annual Revenue: ~$1.43M Well-established accounting and tax practice with a strong corporate client base and stable recurring revenues. Revenue Breakdown • T1 – Personal Tax:...

$1,695,000

San Diego, CA

Owner would love to sell the business but would love to continue to work for the business and the new owner. 30 years of tax experience....

$400,000

Miami-Dade County, FL

A long-established franchisee of a well-known regional insurance franchise located in Homestead, Florida. The agency specializes in personal and commercial auto insurance, writing over $4m in premiums...

$690,000

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

Harris County, TX

• The owner is looking to do advisory services. Available for transition after closing as agreed with buyer. • 2025 gross revenue will be around $380,000! • Service mix is both tax (76%) and...

$475,000

Fairfax County, VA

Founded in 2008 and located in the heart of growing, diverse Fairfax County, Virginia, this full-service CPA firm specializes in accounting, financial statement preparation, tax planning, and...

$850,000

San Bernardino County, CA

A rare opportunity to acquire two established, turn-key staffing and recruiting offices backed by one of the most respected national organizations in the staffing industry. This system combines...

$550,000

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

California

-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care. -Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium...

$2,450,000

Travis County, TX

Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency...

$4,500,000

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

Bucks County, PA

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both...

$700,000

Syracuse, NY

Step into a thriving B2B training and leadership development business that has been transforming organizations for 40 years. This is a rare opportunity to own a business that changes how people sell,...

$434,999

Bexar County, TX

BUSINESS OVERVIEW 2025 EARNINGS: Solid Six-figure Income Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$140,000

Georgia

• The seller is looking to retire and is available to assist buyer with transition. • 2025 revenues are expected to be consistent at $90,000! • Tax practice focused on individual tax returns with a...

$105,000

Davidson County, NC

• Seller willing to transition clients to ensure smooth handoff. • 2025 revenues expected around $175,000! • Revenues comprised of individual and business tax (73%), accounting/bookkeeping (24%) and...

$225,000

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2025 gross revenues are estimated to be around $175,000! • Year-round service mix includes a balance...

$200,000

Michigan

This well-established yet growing Tax & Accounting Practice for sale located North of Oakland County, MI has annual gross revenues of approximately $291,000. The firm has been providing high-quality...

$306,000

Florida

-68% recurring bookkeeping revenue -Tax returns exclusively provided to bookkeeping clients, no stand alone 1040s! -Exceptional scalability with consistent year over year growth -Specialized niche in...

$1,100,000

Queen Annes County, MD

Own a High-Performance Allstate Agency Positioned for Exceptional Returns and Growth Step into immediate profitability with this productive $6.7 million premium sized Allstate agency that is strongly...

$1,425,000

Oklahoma County, OK

• Owner taking a job offer for a non-profit. Willing to assist buyer in transitioning clients. • Yearly gross revenues around $85,000. • Revenues comprised of tax work (81%) accounting/bookkeeping...

$105,000

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,...

$650,000

Montana

Insurance Franchise for Sale – Turnkey, Profitable, and Ready to SCALE. Are you looking to step into a high-demand, recession-resilient industry with built-in support and name recognition? This...

$250,000

Cochise County, AZ

• 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 • Practice is supported by a trained and loyal team...

$650,000

San Diego, CA

CPA firm for sale in San Diego County, CA. This well-established and highly profitable practice has operated in the same location for the past 12 years. The sale includes the full practice, and the...

$1,600,000

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

Longueuil, QC

Cabinet bien organisé offrant des services complets en conformité, comptabilité de fin d’année, fiscalité des particuliers et consultation. L’organisation interne est solide, les revenus sont stables...

$860,000

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

Dallas, TX

Great opportunity to acquire a well-established 10.5-year agency located in Dallas, Texas. With $4,356,659 in premium and $512,000 in annual revenue, this agency offers steady performance supported by...

$850,000

Indianapolis, IN

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 relationships with...

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

Santa Clara County, CA

Accountants, Bookkeepers, Controllers, Advisors This business, a San Jose Metro Area financial services firm, offers comprehensive outsourced accounting, bookkeeping, controllership, and advisory...

$795,000

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

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

Savannah, GA

Imagine owning a thriving, turn-key CPA practice that practically runs itself! This isn't just a business—it's your ticket to the lifestyle you've always dreamed of. UNDER CONTRACT: For over two...

$1,750,000

Miami-Dade County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

Monroe County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

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...

$200,000