Financial Services Established Businesses For Sale

Arlington, TX

Established Farmers Insurance Agency in Arlington, TX, serving a diverse clientele with specialized focus on the Vietnamese-speaking community. This franchise operation has been successfully operating...

$350,000

Monroeville, PA

Established Accounting & Tax Practice - Monroeville, area great location This well-established accounting firm has maintained continuous operations for 15 years, serving a diverse clientele of...

$599,000

California

This professional fiduciary business, established in 2017, boasts a robust client base across California. Specializing in managing the financial affairs of individuals, this business has developed a...

$435,000

Ontario

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

$800,000

Santa Fe, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $205,000 in dependable recurring revenue from renewals alone,...

$250,000

Bergen County, NJ

Opportunity for individual or small cpa firm to purchase a south bergen county practice. Practice has strong cash flow and loyal clientele. Work includes personal/business/sales tax returns, payroll...

$200,000

Sacramento, CA

This is a rare opportunity to acquire a well-established payroll processing and compliance company with a strong client base and recurring monthly revenue. The company provides full-service payroll...

$325,000

San Diego, CA

16x growth is teed up - we need a little cash to get over the hump. Founder owns about 85%. Stock Traders Daily (since 1.12.00). Fintech firm - offering stock signals for 25+ years Institutional...

$7,500,000

Cuyahoga County, OH

This mature credit services company operates at a specialized crossroads of personal credit improvement, housing finance, and regulatory compliance. Established by a lawyer with extensive exposure to...

$160,000

Glendale, AZ

THRIVING TURN-KEY FARMERS INSURANCE AGENCY - GLENDALE, AZ Established in 1998, this profitable insurance agency represents an exceptional acquisition opportunity for qualified buyers seeking a proven...

$275,000

Texas

This fully staffed and turnkey agency has P&C binding in Texas, New Mexico, Arkansas, Colorado, Arizona, and Oklahoma, providing a strong multi-state footprint and immediate growth opportunity. With...

$6,000,000

Overview ABA Advisors represents this virtual accounting and bookkeeping practice / book of business that services a wide variety of clients nationwide. There is no tax work, staff are largely remote...

Not Disclosed

Louisiana

Overview ABA Advisors represents this CPA tax practice located in the New Orleans, LA area. The owner wishes to retire from public accounting but is willing to provide transitional assistance to help...

Not Disclosed

Pendleton, OR

Tax practice with 650 clients in 2023. Located at the base of the beautiful Blue Mountains and 30 minutes away from the Columbia River, perfect location for hunters, boaters, and campers....

$125,000

San Diego County, CA

Motivated for a Fast Close- Terms and Guarantees Available for the right buyer. Available to assist with transition during tax season. With an asking price below 2× cash flow, this is a standout...

$325,000

British Columbia

Alan Liverman is pleased to introduce: For sale: Established cloud-based CPA & premium bookkeeping practice (founded in 2002) Key highlights 350+ active clients; cloud-first operations Revenue mix:...

$2,975,000

Santa Fe, NM

This well-established CPA practice is located in Santa Fe, NM and generates approximately $174,000 in annual gross revenue. The firm has been providing high-quality tax and accounting services to...

$174,000

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