Financial Services Established Businesses For Sale

Sarasota County, FL

This established 25-year agency, located in a prime area of Southwest Florida, has been serving clients from the same location since 1996. The agency manages $6,180,888 in premium with $562,000 in...

$999,999

Queens County, NY

This well-established 12-year book presents a fantastic opportunity for growth and expansion. With $5,185,025 in premium, $462,425 in revenue, and 1,394 policies in force, the portfolio demonstrates...

$1,100,000

Grand Rapids, MI

A rare opportunity to acquire a well-established CPA firm with a diverse mix of client services, strong profitability, and a highly capable team. This practice is turnkey and positioned for a smooth...

Cash Flow: $395,432

Cleveland, OH

A rare opportunity to acquire a well-established CPA firm with everything in place for a smooth handoff to new ownership. Backed by an experienced staff and a history of consistent performance, this...

$576,975

Summit County, OH

An excellent opportunity to acquire a thriving, well-established practice located in a desirable and popular suburb of Akron. This firm has built a strong reputation in the community and offers a...

$163,385

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

$204,000

Williamson County, TX

At Farmers Insurance, we believe that safeguarding your future and that of your loved ones is not just a necessity—it's our mission. With a long-standing reputation in the insurance industry, we are...

$100,000

Texas

TX1060: The sellers of this Frisco CPA firm are selling to focus on other business interests and are seeking a buyer with tax preparation experience. The loyal client base is based primarily in Dallas...

$375,000

Grand Traverse County, MI

NEW CPA Tax Practice for Sale LISTING NUMBER MI3077 Geographic Location: Northern Lower Michigan Practice Details: Highly profitable CPA tax practice located in the Northern Lower area of Michigan on...

Cash Flow: $422,000

Carson, CA

This is a growing Allstate Insurance Agency. It has an outstanding staff . It has been in business for over 15 years. The Seller has been a multi line producer and the Agency would make a great...

$750,000

Ellis County, TX

This established firm has built a loyal, nationwide client base with a strong niche in the real estate industry and, particularly, in multifamily properties and syndications. This opportunity would be...

$1,200,000

Fresno, CA

• This practice was established in 2017 • Software in use includes Tax Slayer Pro • Approximately $50,000 in annual revenue, via bookkeeping (8 clients) • Approximately $32,000 in annual revenue, via...

$425,000

Ontario

- Well-established accounting, bookkeeping, and tax practice with diverse, recurring revenue streams: - Compilations, bookkeeping, and accounting – 17% of revenue from reliable annual services - T1...

$325,000

Greensburg, PA

Full Team in place and easy to operate The business is a well-established and reputable brand in the tax preparation industry and has 35 years+ . The group services over 1600 returns yearly. The full...

$899,000

Cincinnati, OH

Schooley Mitchell is the largest independent cost-reduction consulting firm in North America, with offices spanning the U.S. and Canada. They specialize in helping businesses slash expenses across a...

$55,000

Mesa, AZ

If you are looking a turn-key money service business that also sell small retail items and snacks that has been in the same location for over 25 years with a solid client base and tons of room for...

$175,000

Texas

This fully virtual CPA Tax and Accounting practice for sale serves clients across the Dallas, TX area, generating annual gross revenues of approximately $350,000. The firm has experienced steady...

$475,000

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

Los Angeles County, CA

• The owner is an EA • This practice was established in 2004 • All clients are serviced remotely • Software in use includes ProSeries • Approximately 180 individual tax returns with an average fee of...

$240,000

Multnomah County, OR

• The owner is a CPA • This practice was established in 1979 • Software in use includes UltraTax, Checkpoint Research, Mango Practice Management, MS Office • Approximately $105,000 in annual revenue,...

$800,000

Vista, CA

Tax, Bookkeeping and Payroll firm for sale in Vista, CA. This well-established firm has been operating for over 10 years and currently has two office locations, the main location is in Vista, and a...

$395,000

Los Angeles, CA

CPA firm for sale in Los Angeles, CA. This Firm has been operating in the city of Los Angeles for the past 4 years and the Seller is looking forward to new opportunities outside of LA. This is not a...

$250,000

Anaheim, CA

CPA firm for sale in Anaheim, CA. This well-established firm is offering a partial sale in order to reduce the Seller’s workload in anticipation of retirement. The Seller is retaining the current...

$129,000

Kansas

KS1115: The seller of this SE Kansas CPA firm is approaching retirement, but will be available to assist with a smooth transition after the sale. The firm boasts a strong fee structure with low...

$395,000

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues anticipated to increase to $265,000! • Service mix includes tax (82%), accounting/payroll...

$275,000

British Columbia

More than $140,000 in new client work secured 2026 cash flow projected to exceed 35% Phenomenal staff Established in 2016, this fast-growing, fully virtual CPA firm specializes in serving...

$1,250,000

Walker County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues are expected to grow to $115,000! • A balanced mix of services comprised of tax and...

$140,000

Round Rock, TX

At only five months old, this portfolio is about to enter its first renewal cycle, offering immediate retention commissions and strong cross-sell potential. The book features a healthy mix of home,...

$40,000

Johnson County, IA

This business is well-suited for a buyer seeking a streamlined, profitable operation with niche expertise and significant potential for growth. Key Highlights: - Generates about 80% of gross revenue...

$270,000

Tazewell County, IL

Opportunity: A highly respected EA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to...

Cash Flow: $237,000

Los Angeles County, CA

Established Farmers Insurance Agency - San Fernando Valley Opportunity This well-established Farmers Insurance franchise presents an exceptional opportunity for qualified agents seeking a profitable...

$499,000

Harris County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be consistent around $1,650,000! • Services offered are tax (64%)...

$1,950,000

New York, NY

Our company is the oldest commission advance company in the country. We provide commission advances for real estate agents and brokers. This is financial company with excellent customer service and an...

$800,000

Ontario

Multiple offers have been received and we are holding all offers until 5:00 PM EST on September 5. Interested parties are encouraged to submit their best and final offers by this deadline for...

$4,500,000

Chesapeake County, VA

This Exclusive Hampton Roads Allstate Agency Opportunity allows you to: Acquire both locations as a package and step into a $7.58M premium operation with established, experienced staff OR purchase a...

$1,200,000

Virginia

Established virtual audit and tax advisory firm serving serviced-based businesses, nonprofits, and individuals. Clients are based in the mid-Atlantic, primarily in Virginia and North Carolina. Revenue...

$800,000

Waynesboro County, VA

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly gross revenues around $230,000. • Revenues comprised of individual and business tax (62%),...

$290,000

Atlanta, GA

Seize the opportunity to acquire a growing Farmer’s Insurance Agency in Atlanta, GA, with a strong foundation and room for expansion. This agency has been in operation for one year and has already...

$165,000

Oklahoma

OK1023: There are so many things to like about this growing CPA firm in the SE Tulsa metro area, including a great location, nice mix of services and a strong cash flow to the owners! The client base...

$2,000,000

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

Orlando, FL

Overview ABA Advisors is pleased to represent a well-established CPA firm located in the Orlando, Florida area. This practice presents an outstanding opportunity for a qualified buyer to acquire a...

Cash Flow: $172,686

Chicago Heights, IL

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. The asking price of $175k includes...

$135,000

Fairfield, CT

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. The asking price of $175k includes...

$135,000

New York County, NY

LISTING ID # 36928 The seller is offering several high-volume ATM routes in parts of New York County and Kings County, all equipped with state-of-the-art Hyosung machines featuring wireless satellite...

$200,000

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

REAL ESTATE INCLUDED

Brevard County, FL

Business Overview: This established property management company specializes in the management and accounting services for condominium associations. With a portfolio of 32 active condo associations...

Cash Flow: $85,908

Dallas, TX

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. This business specializes in identifying...

$135,000

Atlanta, GA

Well-established expense reduction consulting business that has generated over $1 million in gross revenue over the past few years with reoccurring revenue. This business specializes in identifying...

$135,000

Frisco, TX

Centrally located in the highly desirable and affluent Frisco area, this first-rate virtual CPA practice has annual gross revenue of approximately $950,000 and growing. It has built a strong...

$1,200,000