Financial Services Businesses For Sale

Elizabethton, TN

• The owner is a CPA • This practice was established in 1992 • Software in use includes Thomson Reuters - Ultra Tax & Accounting CS, QuickBooks • Approximately $40,000 in annual revenue, via...

$200,000

Odessa, TX

Located in the Odessa, Texas area, this established agency represents a strong growth opportunity in a thriving West Texas market. The book includes 2,520 policies in force and generates $8,462,144 in...

$1,400,000

Midland, TX

This established book of business is located in the Midland, Texas area and includes 1,758 policies in force and generates $6,116,215 in written premium with $513,868.57 in annual revenue. The...

$1,000,000

Santa Clara County, CA

Opportunity to step into and operate an established Allstate insurance agency with up to approximately $7 million in premium volume. As a business broker who has built and sold businesses myself, I am...

$999,999

Clermont County, OH

This 22-year agency has built a strong and stable book with 5,434 policies and an impressive 89.57% retention rate, reflecting long-term client relationships and consistent service. The agency...

$2,100,000

Jackson County, OR

Established Agency for Sale Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the...

$114,000

Forsyth County, NC

Nationally recognized philanthropy consulting practice serving foundations, grantmakers, and high-net-worth individuals. Founded by a respected sector leader and former foundation executive, this firm...

$97,500

Jan-Feb 2026 Revenue: $584,000 Jan-Feb 2026 Recasted EBITDA: $203,000 2025 Revenue: $2,125,000 2025 Recasted EBITDA: $926,000 Location: Remote Price: $5,330,000 • Asset-light model with no inventory,...

$5,330,000

Florida

Confidential Listing. NDA and financial statement required prior to release of details. Buyer must demonstrate Finical capability. Showings by appointment only through listing broker. Years...

$2,100,000

Westminster, CO

WELL ESTABLISHED ACCOUNTING PRACTICE - WESTMINSTER, CO Established in 1996, this profitable home-based accounting practice offers an excellent opportunity for an experienced professional or someone...

$120,000

Mesa, AZ

This agency provides an exceptional opportunity to acquire an established business with over four decades of operational success. Founded in 1981, this Farmers Insurance Agency has built a solid...

$252,000

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$188,000

Naples, FL

OVERVIEW ABA Advisors represents this CPA practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Not Disclosed

Lake Worth, FL

This Florida-based accounting firm provides a broad spectrum of services, including tax planning and compliance, small business accounting, and estate planning. The firm serves individuals,...

$900,000

Austin, TX

This is a rare opportunity to acquire a remote legal services and paralegal platform that has become a trusted extension of law firms across multiple practice areas. Built for attorneys who value...

$581,000

Albuquerque, NM

Desirably located in the Uptown area of Albuquerque, NM this highly reputable and well-established CPA practice produces annual gross revenue of approximately $451,000. The practice serves a stable,...

$496,000

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$884,000

New Hyde Park, NY

Established Allstate agency opportunity in the Queens area featuring a strong, high-retention book of business. The agency generates $5,350,553 in premium across 1,965 policies, producing $534,000 in...

$1,150,000

Collin County, TX

Build a recurring B2B income stream without inventory, employees, or a storefront. This opportunity is designed for professionals with sales, marketing, or existing business relationships who want to...

$49,000

Dallas, TX

This is an exceptional opportunity to establish and grow your own finance and wealth planning agency backed by industry-leading carriers and comprehensive support systems. Perfect for ambitious...

$1,999

British Columbia

-30%+ cash flow improvement over 24 months -100% MRR-based value pricing model with predictable revenue -80% Canadian, 20% US clients with North American expansion opportunity -Deep Big 4 talent with...

$3,800,000

Middlesex County, MA

A well-established tax preparation book of business is available for acquisition, offering an excellent expansion opportunity for a licensed CPA or existing accounting practice. The portfolio includes...

$90,000

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...

$550,000

Portland, OR

• The owner is a CPA • This practice was established in 1989 • Software in use includes Thomson Reuters, Ultra Tax, Filecabinet, Microsoft 365 Pro Suite • Approximately 225 individual tax returns with...

$400,000

Van Wert County, OH

Transworld Business Advisors of Northwest Ohio represents a 40+year old tax service and bookkeeping business. After years of providing this service to the community, the owner desires to retire. This...

$85,000

Las Vegas, NV

Established Farmers Insurance Agency - Las Vegas Opportunity This thriving Farmers Insurance Agency offers a compelling acquisition opportunity in the dynamic Las Vegas market. With nearly three...

$535,000

Kissimmee, FL

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor...

$125,000

Fort Worth, TX

Established 20-year book of business located in NE Fort Worth, operating fully remote with no physical location. This agency generates $3,143,641 in premium and $289,434 in revenue across 968 active...

$599,000

Clinton, TN

• The owner is a CPA • This practice was established in 1989 • Software in use includes Drake, QuickBooks, and MS Office • Approximately $24,000 in annual revenue, via bookkeeping (12 clients) •...

$300,000

Texas

This established and reputable CPA practice for sale in Deep East Texas has provided tax and accounting services to individuals and businesses in the region for over 30 years. With mixed, year-round...

$340,000

North Carolina

-Fully staffed with tenured professionals -Staff has remote capabilities -Value billing -Projections for 2025 are $1,100,000 -One partner is willing to stay on post close as an employee for the right...

$1,100,000

Arlington, TX

This is a turn-key ATM business for sale in Arlington, Texas, including 10 ATM machines placed at 8 active locations. The business generates approximately $30,000 in annual revenue. This is a simple,...

$69,000

Macomb County, MI

Profitable Payday Loan, Check Cashing business for sale. Not franchised. Has one owner. Business was established in 2008. High volume business with payday loans, check cashing services. You can add...

$125,000

Boston, MA

Established Allstate agency in the Boston, MA area with a strong 12-year book of business. The agency generates $5,863,859 in premium with 76% retention. Producing $528,244 in revenue and $299,000 in...

$1,200,000

Missouri

MO1170: This Springfield area CPA firm is ready for new ownership. The sellers are looking to pursue other interests and are seeking a CPA or EA buyer. With an experienced staff and tech savvy...

$1,055,000

Sherman Oaks, CA

• The owners are CPAs • This practice was established in 2011 • Less than 10% of clients meet with the seller and staff • Software in use includes Lacerte, QuickBooks • Approximately $823,567 in...

$2,800,000

Palatine, IL

As the seller prepares for retirement, they're now offering their established tax and accounting book of business (client list only) for acquisition. This client-only opportunity is ideal for an...

$385,000

Santa Fe, NM

This is a prime opportunity for an Enrolled Agent (EA), CPA, or an established accounting firm looking to expand its footprint in the high-net-worth Santa Fe market. Founded in 2019, this solo-member...

$199,000

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...

$152,500

New York, NY

Our company is the oldest commission advance company in the country. We provide commission advances for real estate agents and brokers. This is financial company with excellent customer service and an...

$700,000

Los Angeles County, CA

In just its first year of operation, the agency has achieved aggressive growth, reaching over $3 Million in Total Premium. The business model is highly stable, generating approximately $250,000 in...

$975,000

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

$600,000

Round Rock, TX

Established insurance agency located in the high-growth market of Round Rock, operating under Farmers Insurance since 2020. The agency generates approximately $80,000 in cash flow, providing immediate...

Not Disclosed

Hillsborough County, FL

Established Property & Casualty Insurance Agency - Hillsborough County, FL This well-established P&C retail insurance agency presents an exceptional acquisition opportunity in the thriving...

$500,000

Fairfield County, CT

Specialty film, TV and Media firm with a focus on lending to a massive National client base comprised of major film, TV, social media and other media production companies. Owners have extensive track...

$2,500,000

Montgomery County, TX

• The owner is looking to sell NOW before tax season is far along. Quick ROI! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue are...

$280,000

Georgia

• Seller semi-retiring to other career. Available to assist buyer with transition as agreed after closing. • Meetings can be requested in portal and scheduled with owner after busy season. • 2026...

$175,000

Vermont

This well-established, three-partner CPA firm has been a trusted financial resource in Southern Vermont and Northern Massachusetts for decades offering a comprehensive suite of services including tax...

$3,200,000

South Carolina

-One CPA partner willing to stay on to run daily operations -Strong local reputation -Nearly 100% paperless with efficient systems -Young, productive team with low turnover -Annual fee increases...

$1,150,000