Financial Services Established Businesses For Sale

Bibb County, GA

• The seller is looking to retire and is available to assist buyer with transition. • 2025 revenues are around $135,000! • Service mix includes tax (56%) and accounting (32%) with other (12%) that...

$160,000

Pierce County, WA

The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...

$500,000

Florida

-Purchase price approved by lender -Buyer could be remote -100% paperless office -Located is a great area near downtown San Antonio -Cashflow to owner is 45% Located in a sought-after area, this...

$950,000

Washington

-Owner hours are only 700 -High Package Fees with Pro at $65,000, Plus at $40,000 and Essential $14,000 -Focused niche in construction and home services -Consistent annual growth revenue with an...

$950,000

Van Alstyne, TX

This established insurance agency has been serving its market since 2019 and features a consistently growing book of business with strong retention and reliable renewal income. The agency operates in...

$250,000

King County, WA

• The owner is a CPA • This practice was established in 2003 • Software in use includes UltraTax • Approximately $515 in annual revenue, via bookkeeping (3 clients) • Approximately $1,275 in annual...

$300,000

Overview ABA Advisors represents this CPA firm in Orlando, FL. The owner is ready to retire but is willing to provide transitional assistance to assist with client retention. The Firm The firm was...

Not Disclosed

The Firm is a full-service tax resolution firm serving clients across the United States. It assists individuals and commercial businesses in settling outstanding tax filings and debts primarily with...

Not Disclosed

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

Dallas County, TX

This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net...

$3,000,000

Lane County, OR

• The owner is a CPA • This practice was established in 1966 • Software in use includes ProSeries • Approximately 245 individual tax returns with an average fee of $705 per return • Approximately...

$280,000

Description: The Company is a brokerage general agency (BGA) specializing in life insurance, annuities, long-term care (LTC), and disability income insurance. Collaborating with more than 30 top-rated...

Not Disclosed

Hudson, FL

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

$65,000

New Mexico

Overview ABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Alpharetta, GA

Imagine walking into your own thriving Allstate Insurance agency in Metro Atlanta – one that's already generating nearly $10 million in premium and showing no signs of slowing down. This isn't just...

$2,400,000

Indianapolis, IN

Discover a remarkable insurance agency story that began years ago with a vision to serve the Indianapolis community through a trusted, well known brand. This tenured agency has grown from humble...

$570,000

Cook County, IL

This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located...

$199,000

Broward County, FL

Established, home-based South Florida accounting firm serving over 200 individual and business clients with a strong, well-established client base and diversified recurring revenue. The firm provides...

$275,000

Walla Walla, WA

Well-Established Tax Preparation and Accounting Practice - Walla Walla, WA This thriving tax and accounting practice has served the Walla Walla community since 1980, building a loyal client base of...

$520,000

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

New Jersey

I am an insurance Agent and I have a book with a Carrier that reduced their commissions for our agency. Another Agency could easily take over the book and continue with the standard commissions....

$100,000

Union County, NJ

Located in a highly desirable and affluent area of Union County, NJ, this established and steadily growing CPA practice has annual gross revenue of approximately $455,000. The practice serves a loyal...

$595,000

Richmond County, NY

LISTING ID # 37322 ATM Sales and Service. This 15-year-old ATM service provider is located in Richmond County, New York whose income is derived from three components: ATM transaction processing, the...

$499,500

Toronto, ON

Our staff include very experienced CPAs and technicians who have been with the firm for decades. This is an excellent opportunity for a small firm or individual looking to acquire an established...

$1,625,000

Southlake, TX

This well-established agency brings 34 years of proven performance with a highly stable book of business and consistent results. The agency will be ELITE in 2026 and generates $12.1M in premium and...

$2,500,000

Suitland, MD

Perfectly positioned for seamless cross-jurisdiction operations, this agency delivers an exceptional 83.85% retention rate and 7% year-over-year premium growth. The agency features a tenured,...

$2,790,000

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this virtually operated bookkeeping firm. The seller is willing to provide transitional assistance to the buyer to help...

Not Disclosed

Sierra Vista, AZ

With more than 30 years of continuous operation, this residential appraisal firm is one of the most established providers in Cochise County. The company performs VA, FHA, USDA, conventional, and...

$170,000

Ontario

Well-Established Cross-Border Tax & Accounting Firm – Windsor-Essex Region, Ontario Serving the Windsor–Detroit corridor since 1989, this long-standing firm has built an exceptional reputation with a...

$350,000

San Francisco County, CA

Established Virtual CPA Practice - San Francisco Bay Area This well-established virtual accounting and tax practice represents a compelling acquisition opportunity for qualified professionals seeking...

$1,200,000

Boulder County, CO

This is an opportunity to acquire a well-established insurance agency with a little over $6 million in annual written premium and a proven book of business. The agency produces approximately $670,000...

$2,500,000

Palm Beach County, FL

For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from...

$995,000

Wake County, NC

• Long-established Wake County CPA practice with strong client loyalty and stable year-over-year revenues. • Seller retiring but available to assist with transition to ensure smooth client retention....

$385,000

Quebec

(Français ci-dessous) Annual Revenue: ~$1.43M Well-established accounting and tax practice with a strong corporate client base and stable recurring revenues. Revenue Breakdown • T1 – Personal Tax:...

$1,695,000

San Diego, CA

Owner would love to sell the business but would love to continue to work for the business and the new owner. 30 years of tax experience....

$400,000

Miami-Dade County, FL

A long-established franchisee of a well-known regional insurance franchise located in Homestead, Florida. The agency specializes in personal and commercial auto insurance, writing over $4m in premiums...

$690,000

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

Harris County, TX

• The owner is looking to do advisory services. Available for transition after closing as agreed with buyer. • 2025 gross revenue will be around $380,000! • Service mix is both tax (76%) and...

$475,000

Fairfax County, VA

Founded in 2008 and located in the heart of growing, diverse Fairfax County, Virginia, this full-service CPA firm specializes in accounting, financial statement preparation, tax planning, and...

$850,000

San Bernardino County, CA

A rare opportunity to acquire two established, turn-key staffing and recruiting offices backed by one of the most respected national organizations in the staffing industry. This system combines...

$550,000

Montreal, QC

Ce cabinet offre une structure bien établie et diversifiée, composée d’une division de tenue de livres et fiscalité ainsi qu’une division examens et compilations avec des revenus récurrents d’environ...

$1,050,000

California

-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care. -Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium...

$2,450,000

Travis County, TX

Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency...

$4,500,000

Saint Cloud, FL

Rare opportunity to acquire a well-established accounting firm with over 15 years of successful operations in the heart of Osceola County. This full-service practice provides tax preparation,...

$425,000

Bucks County, PA

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 who are both...

$700,000

Syracuse, NY

Step into a thriving B2B training and leadership development business that has been transforming organizations for 40 years. This is a rare opportunity to own a business that changes how people sell,...

$434,999

Bexar County, TX

BUSINESS OVERVIEW 2025 EARNINGS: Solid Six-figure Income Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$140,000

Georgia

• The seller is looking to retire and is available to assist buyer with transition. • 2025 revenues are expected to be consistent at $90,000! • Tax practice focused on individual tax returns with a...

$105,000

Davidson County, NC

• Seller willing to transition clients to ensure smooth handoff. • 2025 revenues expected around $175,000! • Revenues comprised of individual and business tax (73%), accounting/bookkeeping (24%) and...

$225,000