Financial Services Businesses For Sale

British Columbia

Alan Liverman is pleased to present an outstanding opportunity: A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Vancouver, Canada, with consistently exceptional...

$4,000,000

North Carolina

-Exceptional team: 3 CPAs, most staff 10-37 years tenure -Cash flow exceeding 40% -60+ years of established community reputation Established more than 60 years ago, this well-respected CPA firm offers...

$2,200,000

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...

$307,000

Elgin, AZ

This is an 8 year old upstart business with a great reputation in the community. There is great potential for client growth as Sonoita is a sought after place to live. Present owner did not do a lot...

$49,000

Ontario

Practice for Sale – Established Tax and Accounting Firm Presented by Alan Liverman We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting...

$175,000

Plano, TX

This established insurance agency in the Plano, Texas area offers an excellent opportunity for a new owner to put their own stamp on a well-performing book of business. With an 11-year book, the...

$550,000

Chattanooga, TN

This established Property & Casualty insurance agency represents a compelling acquisition opportunity in the Chattanooga metropolitan market. The business has demonstrated consistent operational...

$85,000

Middlesex County, NJ

HS Listing ID-69525 Business is broken down into 2 sections: – Tax Practice – Advisory Practice – Both were started 14 years ago – Owner works 6 days a week, 6 or 7 hours a day during tax season (mid...

$500,000

Elmhurst, IL

This longstanding practice generates strong cashflow to the owner of about 60% of gross! Additionally, revenues are derived from diverse sources with more than 40% of income coming from...

$375,000

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

Kailua, HI

This highly-profitable, well-established CPA practice generates excellent cashflow to the owner of nearly 80% of gross income! Revenue is desirably balanced between monthly bookkeeping (56%) and tax...

$310,000

Pittsboro, NC

Founded with a vision to serve the growing Pittsboro community in Chatham County, this established Allstate Insurance Agency represents a remarkable success story of dedication, service excellence,...

$699,000

Beaver County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to be consistent around $282,000! • Primarily a tax practice with loyal clientele...

$330,000

Broward County, FL

Offered for sale is a rare opportunity to acquire a 10-unit condominium portfolio located within a highly desirable 55+ active adult community in Pembroke Pines, Florida. The package consists...

$1,600,000

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$699,999

Englewood, CO

Established boutique CPA tax practice serving Englewood, Colorado and surrounding areas. Strong tax fees and a good business tax return base. The $663,000 in revenue for 2024 consists of 338...

$729,000

Dyer County, TN

•Accounting and tax practice for sale near Dyersburg, TN (North of Memphis) • Revenue mix: Audits and reviews (31%), accounting (19%), and tax preparation for individuals (37%) and business / other...

$350,000

Cumberland County, TN

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee • Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%)...

$445,000

Knox County, TN

Accounting and tax (CPA) practice for sale in Knoxville, Tennessee, southwest of downtown Current year gross revenues are estimated to be approximately $150,000, comprised of accounting (approximately...

$165,000

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$80,000

Etowah County, AL

Accounting and tax (CPA) practice for sale north of Birmingham, Alabama and centrally located between Albertville, Cullman, Gadsden, and Guntersville Revenue mix: Accounting and payroll (38%), tax...

$450,000

Tate County, MS

• Quality accounting and tax practice for sale in a Memphis, Tennessee suburb in Northwest Mississippi • Revenues are desirably blended to include accounting (approximately 44%) and tax services for...

$410,000

Davidson County, TN

• Accounting and tax (Enrolled Agent) practice for sale in Nashville, Tennessee, southeast of downtown • Revenues are derived from accounting and payroll (approximately 38%, mostly monthly accounting)...

$410,000

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

Strafford County, NH

• Well-established accounting and tax (Enrolled Agent) practice for sale in Strafford County, New Hampshire • The practice derives its revenue from accounting (approximately 14%), payroll (10%), and...

$300,000

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

Hartford County, CT

AVAILABLE AFTER 4/15 • Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for...

$85,000

Carroll County, NH

• Tax and accounting (Enrolled Agent) practice for sale in the White Mountain Region of New Hampshire (Carroll County) • Revenues are derived from accounting (7%); and tax services for individuals...

$300,000

Texas

Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...

$4,750,000

The offering includes three separate entities working in conjunction: one acts as a brokerage selecting Professional Employer Organizations (PEO); the second provides guidance for wide-ranging...

Not Disclosed

Folsom, CA

Established CPA firm for sale in Folsom, California. This Firm was founded in 2011 and has operated from its current location for nearly 15 years. The Seller is seeking retirement but is willing to...

$2,900,000

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...

$3,000,000

Mendham, NJ

Located in a desirable and affluent area of Morris County, NJ, this well-established practice generates approximately $230,000 in annual gross revenue. It serves a loyal client base of individuals and...

$340,000

Fullerton, CA

Independent agency located in Fullerton, California. Personal/commercial for small business. 10+ years of business and good retention....

$300,000

Boca Raton, FL

Precious Metals Broker Dealer offers a comprehensive precious metals broker dealer franchise opportunity in Palm Beach County, Florida. This established financial services franchise provides a proven...

Not Disclosed

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

Washington County, MD

P&C binding authority in West Virginia, Maryland, and Pennsylvania. This well-established insurance agency has served its community for over 50 years and has consistently grown its book of business...

$999,999

Plano, TX

Located in a highly desirable and affluent area, this steadily growing CPA practice in Plano, TX generates approximately $487,000 in annual gross revenue. The practice caters to a diverse and loyal...

$585,000

British Columbia

The company provides third-party financing solutions to leisure product dealers across Western Canada. Acting as an intermediary between retailers and major financial institutions, the Company...

$645,000

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

Weston, FL

Acquire a turnkey, branded Sebanda Insurance franchise agency with an established operation and a portfolio of 150+ active clients built over the last three years. This opportunity is ideal for a...

$49,000

Putnam County, NY

• Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $725,000! • Revenues comprised of individual and business tax (48%),...

$900,000

San Mateo County, CA

This well-established certified public accounting practice represents a compelling acquisition opportunity for qualified professionals seeking to acquire or build on an existing practice. Founded in...

$400,000

Placer County, CA

Medicare Books of Business for Sale in Norther CA. SEE PDF attached for Details. Established in 2018, main client base is in local region. Financially strong with long history of profitability....

Not Disclosed

Waukesha County, WI

With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in...

$670,000

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$575,000

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

Levittown, PA

Established Allstate Insurance Office in Levittown, PA - Over 20 Years of Proven Performance This profitable Allstate franchise represents an exceptional opportunity to acquire a well-established...

$440,000