Financial Services Established Businesses For Sale

REAL ESTATE INCLUDED

Richmond, VA

This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...

$700,000

Glendale, AZ

Established Insurance Agency - Turn-Key Opportunity in Glendale, AZ This thriving insurance agency represents an exceptional acquisition opportunity for qualified buyers seeking an established...

$275,000

Sebastian, FL

Tax Preparation established 26 years. Majority individual returns with long established repeat clientele. The book of business is available or an option to lease the 8oo sq. ft office for $1000 month...

$149,000

Rhode Island

Tax practitioner with 30+ years of experience seeking applicants interested in acquiring or merging with a very successful and profitable tax practice. Owner's desire to continue practicing for...

$500,000

Boston, MA

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$104,899

Cobb County, GA

This successful and established payment processing business offers a rare opportunity for buyers seeking a profitable venture in a booming industry. With an impressive $900 million in annual...

$5,400,000

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

Framingham, MA

- Highly curated client base and strong billing rates, high fees per return. - Individuals average over $1,600, businesses over $2,600, and estates/gifts/trusts nearly $3,000 per return! - Very...

$540,000

Broward County, FL

Well-established, bilingual (Spanish/English) Accounting, Financial, and Strategy Solution firm with over two decades of proven performance. Founded by a husband-and-wife team now ready to retire, the...

$1,000,000

Colorado

- Single-owner CPA practice - 47% Tax Preparation (57% Individual; 41% Business; 2% Other); 43% Bookkeeping; & 10% Payroll - Cash flow to owner before potentially duplicate expenses is 62% - Practice...

Cash Flow: $159,000

Lenexa, KS

KS1117: The seller of this Lenexa CPA firm is seeking an experienced CPA buyer for the business. This firm is well established, well known in the area, and has experienced steady growth over the...

$635,000

Duval County, FL

Profitable CPA Firm with Strong Recurring Revenue, Nationwide Client Base An exceptional opportunity to acquire a 25-year established CPA firm with outstanding recurring revenue, loyal clients, and...

$3,300,000

Lexington, NC

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025...

$1,395,000

Dallas County, TX

This long-established tax and accounting practice for sale in Northeast Dallas, TX has annual gross revenues of approximately $292,000. The practice is focused on tax services, with exceptionally high...

$320,000

Tennessee

• Quality CPA practice for sale east of Memphis, Tennessee • Revenue is comprised of accounting and payroll (approximately 50%), tax services for individuals and business / other entities (47%),...

$550,000

North Carolina

Profitable, Established Tax Preparation Franchise in Growing NC Market This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in...

$539,000

Kansas

KS1116: The sellers of this CPA firm located in the central part of southern Kansas are seeking a CPA buyer for the firm. Well-established and well-known in the area, the firm has a good fee structure...

$500,000

Gurnee, IL

This well-established CPA firm in Northern Chicago has built a strong reputation for responsiveness, fair pricing, and high ethical standards, resulting in loyal clients, long-standing relationships,...

$385,000

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

Kentucky

Single-Location Practice – Systems Ready for Seamless Transition History of rising recurring income. Loyal clients. This tax & accounting firm is a rare find — with increasing margins, streamlined...

$978,500

Carson, CA

This is a very successful medium sized Allstate Agency 1 Full- Time employee Lease at $1,520. It has Elite Status.. Allstate has International Agency Trips Annually when an Agent is meeting Company...

$640,000

Pinellas County, FL

35+ year established accounting and tax preparation practice in Pinellas County for sale: excellent reviews and low rent. Direct all inquiries to Dave Decamella for ref # 3353231433....

$350,000

Austin, TX

Overview ABA Advisors represents this lucrative, virtual tax and accounting practice located in the Austin, Texas area. Although most of the business consists of personal and corporate tax work, 26%...

Cash Flow: $310,032

Vermont

Overview ABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention. The...

Cash Flow: $149,481

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...

$580,000

This is a fully digital, absentee-run business offering specialized licensing, registration, and IRP (International Registration Plan) services tailored for trucking companies operating across state...

$80,000

Franklin County, MO

• Seller looking to retire and is available as needed after closing to help with the transition. • Expected gross revenues for 2025 are $980,000! • REMOTE option to Buyer or Buyer can continue in...

$1,200,000

Johnson County, KS

Established Kansas City Metro Accounting Services and Tax Practice This profitable accounting practice, operating successfully since 2016, presents an exceptional opportunity for expansion or...

$750,000

Farmers Insurance is one of America's top insurance carriers and the explosive growth in Arizona has created a tremendous opportunity for Farmers Insurance Agency Owners to thrive! This opportunity is...

$150,000

Aiken County, SC

2025 PRO achievement level performance On pace for PRO in 2026 $3.9mm earned premium and growing! Impressive 91% net retention rate; 5+ years: 92% P&C appointments in SC and GA Two licensed,...

$675,000

New Mexico

This established CPA practice for sale in Southeastern New Mexico has been a trusted provider in the are for decades. It is a profitable, well-rounded practice with a loyal client base, offering an...

$1,125,000

Boise, ID

Established Farmers Insurance Agency in High-Growth Boise Metro Market This well-established insurance agency, operating continuously since 2007, presents a rare opportunity to acquire a profitable...

$210,000

Miami-Dade County, FL

This insurance agency specializes in Maritime and Commercial Insurance policies. Approximately 65% of the policies are of Maritime related insurance policies. The agency also does commercial and a...

$449,000

Morrisville, PA

-Consistent Year-Over-Year Growth -2024 Revenue: $962,436 | 2025 Projection: $1,000,000+ -Talented and collaborative client-facing staff Located in the Greater Philadelphia Area, this CPA firm has...

$1,250,000

Plantsville, CT

-$326,616 (2024), $360,000 (2025 Projected) ~40% Cash to Owner -Established client relationships with steady recurring revenue -Professionally renovated office space with convenient access and ample...

$400,000

New Jersey

-$819,458 (2024), $825,000 (2025 projection) ~44% Cash to Owner -Stable client base with diverse revenue streams across tax and bookkeeping services -Experienced, client-facing staff with long-term...

$1,100,000

Clackamas County, OR

• The owner is a CPA • This practice was established in 1990 • Software in use includes Drake • Approximately $35,500 in annual revenue, via bookkeeping (10 clients) • Approximately 240 individual tax...

$325,000

Kalispell, MT

This established and rapidly growing CPA practice for sale in Kalispell, Montana caters to a quality client base of loyal individuals and local businesses, which should continue to generate referrals...

$170,000

Los Angeles County, CA

Our agency is the top 1% of all Farmers Agencies in the company nation wide. We have a total of 7.5M+ in premium consisting of personal and commercial clients. We have been in business since 2013 and...

$1,550,000

Virginia

-There are over 5 CPAs on staff -Cashflow averaging $750,000 a year -Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise -High Fees –...

$2,400,000

Wayne County, MI

2025 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Cash Flow: $294,317

British Columbia

-Owner hours less than 2,000 -Cash flow approximately 50% -Staff has capacity for new work This well-established firm is built on long-term client relationships and a highly personalized,...

$400,000