Financial Services Established Businesses For Sale

Wake County, NC

This established bookkeeping and accounting services firm has been serving small business clients across the Triangle for more than two decades. Known for its accuracy, reliability, and long-term...

$500,000

Garfield County, NE

This is a well-established, high-performing firm with a loyal client base and consistent growth. The practice delivers strong profitability through efficient operations and balanced revenue streams,...

$180,000

Leominster, MA

• Seasoned staff members are willing to transition with new ownership if compensated and treated similarly. • Diverse tax client base with revenue desirably split about 50/50 between individuals and...

$698,500

Naples, FL

ESTABLISHED ALLSTATE AGENCY - NAPLES, FLORIDA FINANCIAL PERFORMANCE METRICS: • Total Earned Premium (EP): $16.5M annually • Annual Revenue: $1.6M • Revenue-to-Premium Ratio: 9.7% • Asking Price: $3.6M...

$3,600,000

East Longmeadow, MA

Retirement minded owner. Firm established in 1993. Total gross income - $320,000 23 Monthly Clients - Avg Fee - 176 - Total - $40480 9 Quarterly Clients - Avg Fee - $818 - Total - $7362 13 Annual...

$375,000

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $360,000! • Year-round service mix includes tax (58%)...

$400,000

Maricopa County, AZ

• The owner is a CPA • Serving clients for 30+ years • Seller prefers a buyer located in the greater Phoenix area • Software in use includes Pro Series, Accounting XPert, QuickBooks • Approximately...

$620,000

Oregon

A Rare Opportunity: Acquire a Profitable & Established Financial Services Firm Invest in a legacy of trust and growth. The long-time owner of this premier local tax preparation, bookkeeping, and...

$799,000

Virginia

Established CPA firm selling audit book of business. Clients are primarily serviced virtually. This is an ideal opportunity for a buyer to expand their audit practice....

$450,000

Indianapolis, IN

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents this mostly tax practice located on the northeast side of Indianapolis, IN. The owner wishes to retire but is open to...

Not Disclosed

Cash Flow: $257,404

Polk County, IA

Geographic Location: Story County Here’s your chance to own a high-quality CPA practice. Buying has never been easier. A flexible seller and a strong community reputation make it possible. We’ll walk...

$1,250,000

Orange County, FL

Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with...

$240,000

Tippecanoe County, IN

This is a well-established and highly reputable CPA practice located in the Lafayette, Indiana area. The firm has built a strong reputation for providing quality accounting, tax, and advisory services...

$458,300

Fairhope, AL

Discover a remarkable investment and entrepreneurship opportunity in the heart of vibrant Fairhope, Alabama. This established Allstate agency presents an ideal entry point for aspiring business owners...

$535,000

Queen Annes County, MD

High PRO achievement level performance agency that is on pace for PRO in 2026 The agency holds active P&C appointments in MD, VA, DE and DC $6.7mm earned premium 84% net retention rate 76% policy...

$1,425,000

South Carolina

Check out this thriving Allstate agency in upstate SC boasting: PRO achievement level performance; on pace for PRO in 2026 P&C appointments in SC, NC and GA $7.0mm earned premium 87% net retention...

$1,490,000

Tippecanoe County, IN

Well-established CPA/tax practice with a loyal and long-term client base located in the Lafayette, Indiana area. The firm generates approximately $136,000 in annual gross revenue, primarily from...

$136,109

Rocky Mount, NC

EXECUTIVE SUMMARY Established Allstate insurance agency generating $3.9M+ in earned premium with 28 years of proven operations at this location in Rocky Mount, NC. This data-rich opportunity...

$1,270,000

Fountain Valley, CA

This is an excellent opportunity to acquire a 95% commercial small business P&C insurance book, ideal for expanding your existing agency. The client base comprises Mandarin and English-speaking small...

$850,000

Wayne County, MI

This is a great opportunity to own an online website company that processes and files Mechanics Liens, Construction Liens, and Property Liens nationally, as well as providing other construction...

$125,000

Harris County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue are anticipated at $270,000! • The service mix is a balance of both tax and...

$315,000

Atlanta, GA

The business is a full-service tax consulting and preparation business with over 400 clients. They operate in a shared space with other complimentary service providers (e.g. legal, estate counseling,...

$245,000

Dallas, TX

This Semi-Virtual CPA practice for sale is based in North Dallas, TX and has annual gross revenue of approximately $1,750,000. The practice serves a high-quality client base consisting primarily of...

$2,845,000

Fort Lauderdale, FL

This established Allstate agency, operating as a HUB, is positioned in an excellent coastal location in Southeast Florida. The office is supported by a strong team, including two part-time employees...

$960,000

Bexar County, TX

Business Overview Year-to-Date Earnings: $108,225 Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$85,000

Mesa, AZ

This agency provides an exceptional opportunity to acquire an established business with over four decades of operational success. Founded in 1981, this Farmers Insurance Agency has built a solid...

$245,000

Derby, KS

- 12 month gross revenues consist of around $130,000! - This tax preparation franchise has two locations in the area to include a Walmart Kiosk. - A loyal client base and experienced staff and can...

$135,000

Oklahoma

• Seller retiring but willing to assist buyer as needed during transition. • Yearly revenues around $174,000. • Key employees in place and ready to work for new owner. • Large office space available...

$210,000

Michigan

Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients,...

$1,950,000

Anchorage County, AK

This established, high-performing agency has been serving the Anchorage community for over three decades and continues to show impressive growth. With 8,336 policies in force, an outstanding 88.99%...

$3,700,000

Roswell, GA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This...

Not Disclosed

Cash Flow: $250,000

Geneva

A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million. There is the...

$272,000,000

Zug

This is a rare opportunity to acquire a fully licensed, vintage Swiss Trust Company with a Para-Banking license. Incorporated in 1967 in Zug, Switzerland, this company offers a turnkey solution for a...

$2,000,000

Geneva

This is a unique opportunity to acquire a Swiss FINMA Regulated Trust Company based in Geneva. The firm is a limited company (“Société anonyme”) registered in Geneva, Switzerland, it is fully...

$750,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 1981 • Software in use includes ATX MAX • Approximately 373 individual tax returns with an average fee of $449 per return • Approximately 35...

$240,000

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

Ontario

An established CPA audit practice with 2025 annual billings of $501,720, with only 7% of audit work, is now available for sale. Service Mix: - Accounting, Bookkeeping & Compilations: 48% ($242K) -...

$620,000

Hudson, FL

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

$65,000

New York County, NY

New York City–based CPA firm generating $2 million in annual revenue. The practice is led by a single partner and specializes in niche tax services, supported by a highly experienced and long-tenured...

Not Disclosed

Cash Flow: $2,000,000

Bexar County, TX

Farmers Insurance Agency – Strong Book of Business Step into a proven, income-generating Farmers Insurance Agency with a strong book of business and a solid presence in both personal and commercial...

$100,000

Boone, NC

FINANCIAL PERFORMANCE OVERVIEW This established Allstate PRO Agency generates $3.4M in earned premium with 15 years of continuous operations in Boone, NC (Watauga County). The agency demonstrates...

$805,000

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

Brockport, NY

FINANCIAL PERFORMANCE OVERVIEW This established Allstate agency demonstrates strong market positioning with $5.2M in earned premium, generating substantial revenue streams through a diversified...

$1,220,000

Renton, WA

EXECUTIVE SUMMARY Established Allstate insurance agency generating $8.2 million in earned premium with 9 years of continuous operations in Renton, WA market. Located in high-traffic retail center with...

$3,400,000

Ocala, FL

EXECUTIVE SUMMARY Established independent property and casualty insurance agency generating $2.0M in earned premiums with $150K annual revenue, representing a 7.5% commission rate. Located in Ocala,...

$375,000

Cedar Lake, IN

EXECUTIVE SUMMARY Established independent insurance agency partnership generating $1.9M in combined earned premiums with $220,000 annual revenue, representing an 11.6% revenue-to-premium ratio. This...

$600,000

Chicago, IL

EXECUTIVE SUMMARY Established virtual Property & Casualty independent insurance agency generating $392,000 annual revenue from $2.6 million in managed premiums. Operating remotely since inception with...

$1,200,000

Florida

Great opportunity to purchase one of the best agencies in the North Central Florida area. This is a 34 year PRO agency with 3 full-time staff that are very tenured and licensed. The agency consists of...

$1,650,000

Victoria, BC

Project Dinero is a privately held ATM services provider with a network of 57 active machines across British Columbia. The business generates recurring cash flow from surcharge and network fees and...

Not Disclosed

EBITDA: $128,000