Financial Services Businesses For Sale

Washington County, MD

This well-established insurance agency has served its community for over 50 years and has consistently grown its book of business year after year. Recognized as Best in Company in 2006, the agency has...

$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

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

Burleson County, TX

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 2025 gross revenue is estimated to be $935,000! • The...

$1,075,000

New Jersey

Several remaining protected franchise territories are available in central New Jersey. The franchise was established in 1976. It has been operated by the current owner since 1987 as part of a...

$165,000

Gainesville, FL

This profitable Allstate insurance agency has been serving the Florida market with distinction since 1990, building a strong foundation with over several decades of continuous operation. Located in...

$1,490,000

South Carolina

Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your chance to own a proven winner in Upstate...

$1,490,000

Orlando, FL

This well-established automotive finance company generates approximately $2,600,000 in accounts receivable and has a long, proven operating history. The finance business has been in operation since...

$1,700,000

Essex County, NJ

LISTING ID # 37354 All income and expenses associated with the business are fully documented and reported, providing transparent and reliable financial records for prospective buyers. This check...

$400,000

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

ESTABLISHED FRANCHISE BOOKKEEPING & TAX PRACTICE – OFF MARKET...

$204,000

Hialeah, FL

BUY NOW AND BY THE END OF TAX SEASON YOU WILL ALREADY HAVE WHAT YOU PAID FOR AND ALSO A GOOD PROFIT. ITS A WIN WIN FOR THE BUYER. SELLING DUE TO RETIREMENT BELOW MARKET VALUE...

$590,000

Utah County, UT

Established Multi-Generation Farmers Insurance Agency – Strong Base, Attractive Market! This turnkey Farmers Insurance agency represents an exceptional opportunity to acquire an established franchise...

Not Disclosed

Saratoga County, NY

• Owner retiring but willing to assist buyer with transitioning clients. • Yearly revenues around $105,000. • Nearly 100% of revenue from individual and business tax. • Very low overhead operation...

$120,000

San Diego County, CA

Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent...

$200,000

VIR1004: This boutique firm is a fully virtual, full service firm providing CAS and tax preparation services to cannabis clients nationwide. With strong systems and standards in place, the firm is...

$595,000

Grand Junction, 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 Mesa County's...

$185,000

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

Salt Lake City, UT

This well-established EA Tax Practice for sale in Salt Lake City has annual gross revenues of approximately $121,000. The practice is located in the booming Salt Lake City metro area and serves a...

$110,000

San Diego County, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful San Diego, CA. The agency offers a diverse mix of Personal Lines, Commercial, and Life insurance, providing...

$575,000

Michigan

-90% cash flow to owner! -2026 projected revenue exceeding $750,000 -Majority is recurring monthly revenue -High growth Medical Niche This virtual CPA firm specializes in serving medical professionals...

$1,300,000

Jefferson County, AL

Established Allstate Insurance Agency - Central Alabama This well-established Allstate insurance agency presents an exceptional opportunity in the growing Jefferson County, Alabama market. Operating...

$325,000

Philadelphia County, PA

This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history...

$325,000

Lee County, FL

Located in the heart of Fort Myers, Florida, the firm has been a trusted provider of tax, audit and attestation services for over 10 years. They specialize in delivering accurate, timely, and...

$1,200,000

Encino, CA

CPA firm for sale in Encino, CA Ref# ENO125. This CPA Seller has 35 years of practice experience and is ready to transition into retirement. The Seller is open to assisting the Buyer on a part-time or...

$895,000

Bibb County, GA

• The seller is looking to retire and is available to assist buyer with transition. • 2025 revenues are around $135,000! • Service mix includes tax (56%) and accounting (32%) with other (12%) that...

$160,000

Pierce County, WA

The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...

$500,000

Florida

-Purchase price approved by lender -Buyer could be remote -100% paperless office -Located is a great area near downtown San Antonio -Cashflow to owner is 45% Located in a sought-after area, this...

$950,000

Washington

-Owner hours are only 700 -High Package Fees with Pro at $65,000, Plus at $40,000 and Essential $14,000 -Focused niche in construction and home services -Consistent annual growth revenue with an...

$950,000

Van Alstyne, TX

This established insurance agency has been serving its market since 2019 and features a consistently growing book of business with strong retention and reliable renewal income. The agency operates in...

$250,000

King County, WA

• The owner is a CPA • This practice was established in 2003 • Software in use includes UltraTax • Approximately $515 in annual revenue, via bookkeeping (3 clients) • Approximately $1,275 in annual...

$300,000

Overview ABA Advisors represents this CPA firm in Orlando, FL. The owner is ready to retire but is willing to provide transitional assistance to assist with client retention. The Firm The firm was...

Not Disclosed

The Firm is a full-service tax resolution firm serving clients across the United States. It assists individuals and commercial businesses in settling outstanding tax filings and debts primarily with...

Not Disclosed

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

Dallas County, TX

This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net...

$3,000,000

Lane County, OR

• The owner is a CPA • This practice was established in 1966 • Software in use includes ProSeries • Approximately 245 individual tax returns with an average fee of $705 per return • Approximately...

$280,000

Description: The Company is a brokerage general agency (BGA) specializing in life insurance, annuities, long-term care (LTC), and disability income insurance. Collaborating with more than 30 top-rated...

Not Disclosed

Hudson, FL

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

$65,000

New Mexico

Overview ABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Alpharetta, GA

Imagine walking into your own thriving Allstate Insurance agency in Metro Atlanta – one that's already generating nearly $10 million in premium and showing no signs of slowing down. This isn't just...

$2,400,000