Financial Services Established Businesses For Sale

Alberta

This well-established book of business is now available! Although these clients come from a variety of industries, there are concentrations in contract labor, financial holdings, and agriculture....

$550,000

King County, WA

Merger Opportunity: Tax & Accounting Firm A well-established tax and accounting firm is seeking merger partners to enhance growth, expand service offerings, and leverage operational efficiencies. The...

$1

Bradenton, FL

This is an, multiple lines, fast growing franchise, insurance company offering all lines (Auto, Home, Health, Life, Commercial) with access to several carriers which guarantees very competitive...

$230,000

Jackson County, OR

The seller is more motivated than ever. For the right buyer, Terms & Guarantees are available. • The owners are CPAs and EAs • This practice was established in 1989 • Software in use includes...

$445,000

Description: The Company is a certified public accounting (CPA) firm specializing in financial statement preparation, tax return preparation, tax planning, tax consulting, and other financial services...

Not Disclosed

EBITDA: $953,762

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

Middlesex County, MA

This reputable accounting firm, founded in 2012, is now available for acquisition as the owner plans for retirement. Located in Central Massachusetts, the firm has built a strong client base,...

$300,000

Madison County, TN

Tax and accounting practice for sale Northeast of Memphis, in the Jackson / Humboldt area of Madison County, Tennessee 2025 estimated gross revenues are $152,000, comprised of accounting (about 36%),...

$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...

$800,000

Knoxville, 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

North Carolina

For high-net-worth businesses and clientele, this top CPA firm specializes in advanced tax strategy and complete tax planning services. The firm is committed to increasing financial growth and tax...

$1,100,000

New Orleans, LA

Established insurance agency for sale in the New Orleans, LA area with a total premium of $3,418,467, which consists of $1,500,000 in Allstate premium and $1,918,467 in Citizens at 10% renewal. This...

$550,000

Dallas County, TX

This well-established practice for sale is centrally located in downtown Dallas and has annual gross revenue of approximately $341,000. It has been providing high-quality, professional services to a...

$350,000

Cook County, IL

A highly reputable and professional CPA practice with a well-balanced client portfolio, including individuals with average to above-average net worth. Supported by an experienced and skilled staff,...

$788,400

Harris County, TX

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this Audit Firm located in Houston, TX. The seller is willing to provide transitional assistance to the buyer to help...

Not Disclosed

Cash Flow: $128,500

Bradenton, FL

PROFITABLE INSURANCE AGENCY franchise...

$230,000

Sacramento County, CA

Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing...

$1,400,000

Butler County, OH

Allstate agency located in NW Cincinnati is ready for a new owner! The business also has P&C Binding in Indiana and manages $2.6 million in written premium, plus an additional Ivantage premium of...

$450,000

Blaine County, ID

This well-established CPA practice for sale in the highly desirable and booming Ketchum-Sun Valley area in Blaine County, ID, generates annual gross revenues of approximately $287,000. The practice...

$316,000

Queens County, NY

Looking for a high-performing, well-established insurance agency near Queens, NY? This $5.5M premium book is a rare opportunity with 30+ years of legacy success and a strong foundation under four...

$1,300,000

Kent, WA

*** MOTIVATED SELLER *** OVERVIEW - ABA Advisors represents this tax, accounting and payroll practice located in the Kent / King County area of Washington. The owner is a CPA and as is nearing...

Not Disclosed

Cash Flow: $279,362

Coral Springs, FL

Thriving Accounting & Tax Firm – Ready for New Ownership! Take advantage of this incredible opportunity to acquire a fully established accounting and tax services firm with a strong foundation and...

$99,999

Berks County, PA

(Price Improvement!) This well-established agency offers a thriving, long-tenured book of business with a strong mix of personal and commercial lines. This agency has experienced steady growth, now...

$595,000

Fayette County, KY

Bluegrass Business Advisors is pleased to announce the opportunity to acquire a well-established and reputable accounting firm. The firm has been a trusted presence for over 25 years all across the...

$600,000

Colorado

SALE PENDING • Exceptional opportunity for a CPA or EA with tax experience • The firm is thriving and is on track to return Seller’s Discretionary Earnings of ~$475,000 in 2025. • 43% of revenue is...

$1,800,000

Adams County, CO

(PRICE IMPROVEMENT!!) Opportunity is knocking on your door! Purchased by current owner in 2008, this agency continues its tradition of excellence, offering personal, commercial, and life insurance....

$999,999

Bucks County, PA

SALE PENDING - 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...

$700,000

Battle Creek, MI

Easy to operate ATM portfolio of 21 ATMs in Michigan. The portfolio has averaged $218,000 in Gross Profit in the last 12 months. 15 Locations with 17 ATMs, 2 locations have 2 ATMs. All of the machines...

$600,000

North Carolina

This CPA firm is dedicated to providing clients with the highest level of service, ensuring clients receive personalized attention tailored to their unique needs. The team, consisting of both licensed...

$1,500,000

Fort Worth, TX

TX1056: The motivated seller of this CPA firm in south Ft Worth is approaching retirement and is seeking a buyer for the firm. The practice boasts a loyal clientele, about half of which speak both...

$515,000

Chester County, PA

Law Office Specializing in Real Estate Transactions (Residential and Commercial), Estate Planning and Family Law, Including a Title Insurance Agency in Chester County PA. Principal retiring after a...

$100,000

Miami, FL

This financial company Established (March 2023) specializes in providing car loans and purchasing existing car loans for consumers. Designed for flexibility, the business can be partially or fully...

$35,000

Solano County, CA

• The owner is a CPA • This practice was established in 1979 • Software in use includes QuickBooks, Sage Accounting, and Intuit ProSeries Total 2024 gross revenue - $186,000 • Approximately $30,000 in...

$240,000

Lee County, FL

This established CPA practice is an ideal opportunity for new CPAs or an existing practice looking to expand into Lee and Collier Counties. The practice provides tax preparation services for...

$199,000

Tarrant County, TX

ATM route business perfect for someone who wants to work part-time and still maintain a nearly passive income with minimal overhead or office expenses to deal with. The 8 locations are in the...

$70,000

North Carolina

*purchase price pre-approved by lender* -Owner hours less than 1,800 -Cash flow exceeding $300,000 -Revenue growth of 13% from 2023-2024 This is a rare opportunity to own a highly successful and...

$550,000

Williamson County, TX

Fantastic opportunity in this $3.78M, 17 year old Allstate book in a fast-growing area of Texas! The growth potential is unlimited given the growth-rich area in Williamson County. Low overhead costs...

$825,000

Las Vegas, NV

A professional accounting firm specializing in financial services to individuals and businesses. This business was founded almost 40 years ago. This well-established firm offers expertise in tax...

$1,100,000

Miami, FL

Turnkey Car Loan Business Opportunity – Established (February 2022) & Ready to Operate This financial company specializes in providing car loans and purchasing existing car loans for consumers....

$45,000

Galveston County, TX

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview - ABA Advisors represents this CPA practice located in the South Houston area of Texas. The Owner/CPA is of retirement age and is willing to...

Not Disclosed

Cash Flow: $199,389

Scottsdale, AZ

Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...

$1,050,000

Davie, FL

LOCATED IN AN ANCHORED PLAZA , TRAINING AVAILABLE, LOTS OF ROOM FOR GROWTH FOR SOMEONE IN THE INSURANCE BUSINESS. GEICO APPROVED !...

$150,000

Bucks County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2024 gross revenues were $256,000! • Primarily a tax practice with loyal clientele who provide continuous...

$260,000

Mercer County, NJ

Newly Reduced Price- This long-term money maker is an excellent value & part of the best-known franchise in the industry. The store has a long tenured manager who can perform any function necessary to...

$120,000

North Carolina

Highlights: -Less than 2,000 owner hours! -Over $297,000 cash flow -Fantastic client and staff tenure -CPA staff wants to remain with new owner -Flexible schedule This reputable CPA practice is...

$520,000

King County, WA

Sellers prefers a buyer practicing in the Greater Seattle Area • The owner is a CPA • This practice was established in 1986 • Software in use - Drake • Approximately 657 Individual tax returns with an...

$400,000

Ohio

An independent title and escrow services business, operational since 2012 in Ohio, stands out in the title abstract and settlement offices industry for its client-centered approach. Founded and...

$700,000

Plymouth County, MA

2024 annual gross revenue: approximately $205,000. Revenue derived primarily from business & individual tax services. Operates with minimal overhead and a solid fee structure. Serves around 300...

$225,000

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000