Financial Services Established Businesses For Sale

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

Little Rock, AR

AR1172: The owners of this CPA firm in Little Rock are approaching retirement and seeking a CPA buyer for the firm. With a good fee structure and a large number of business clients, the firm provides...

$625,000

Naples, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents this CPA firm located in Naples, FL. The owner is willing to continue working for the buyer for several years on a...

Not Disclosed

Cash Flow: $409,726

Tennessee

Well-established and highly profitable CPA practice located in Northeast Tennessee. This firm generates over $500,000 in annual revenue with an excellent service mix, including personal and business...

$579,700

Louisiana

This established independent personal lines insurance agency represents a compelling acquisition opportunity in the Louisiana market, generating $2.5 million in estimated premiums. The agency has...

$927,000

Martin County, FL

Charming Hobe Sound Pawn Shop for Sale – A Golden Opportunity with Heart Nestled in the heart of beautiful Hobe Sound, this beloved neighborhood pawn shop is more than just a business—it’s a trusted...

$65,000

Duval County, FL

Founded in 1997, this well-established Enrolled Agent (EA) accounting firm boasts the highest IRS credential, specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns....

$80,000

Cary, NC

Established award winning $5.3 million dollar agency is located in the great town of Cary NC! This turnkey PRO agency is located in the heart of a great small town community. Agency consists of a...

$995,000

Dakota County, MN

ARE YOU A SERIAL ENTREPRENEUR LOOKING FOR A STABLE, RESIDUAL BASED BUSINESS THAT YOU CAN SCALE WITH AN EXIT STRATEGY? Buy a turnkey Farmers Insurance Agency for sale in Burnsville, MN. Asking...

$625,000

Minnesota

Established in 1997, this well-regarded tax and accounting firm serves a loyal client base in the Northwest Metro. Services include individual and business tax preparation, tax planning, and general...

$550,000

Frederick, MD

This turnkey agency in on pace for the ELITE achievement level in 2026! $6.6mm earned premium (and growing) 88% net retention; 5+ years: 87% Low loss ratios across all major product lines P&C...

$1,100,000

Washoe County, NV

• The owner is a CPA • This practice was established in 2019 • Great opportunity for a firm to establish a Reno presence • Skilled team in place to assist with transition and daily operations •...

$910,000

Arkansas

• Owner looking to sell and focus on other business interests. Available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $185,000! • Service mix includes...

$215,000

Minnesota

-Owner hours less than 2,000 -Strong niche in TV and film production -Fully staffed leaving the owner to focus on growth This fully virtual accounting firm has established a strong niche serving...

$800,000

San Diego County, CA

Since the Company was founded 35 years ago, it has invested in building out an independent contractor network and associated technology platform that are now well established and continue to generate...

Not Disclosed

EBITDA: $456,000

Yuma County, AZ

• The owner is a CPA • This practice was established in 1981 • Tremendous growth potential for an ambitious new owner • Software in use includes Lacerte, QuickBooks, RIA Checkpoint • Approximately...

$240,000

Montana

This highly-profitable CPA Tax & Accounting Practice for sale in Northwest Montana has annual gross revenues of approximately $990,000. Dedicated to providing first-rate customer experience, this...

$1,390,000

King County, WA

• The owner is a CPA • This practice was established in 1976 • Software in use includes Intuit ProSeries • Approximately $27,540 in annual revenue, via bookkeeping (9 clients) • Approximately $5,000...

$250,000

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes Lacerte and QuickBooks • Approximately $17,800 in annual revenue, via bookkeeping (12 clients) • Approximately...

$1,000,000

Portland, OR

Are you an entrepreneur looking for your next big opportunity? Business brokerage could be the perfect fit. This established Portland territory is backed by a 30+ year national franchise with a proven...

$54,000

North Carolina

-2025 projections $1,100,000 -Seller open to creative purchase structures -Poised for future success Founded in 1963 as a family-run practice, this well-established two-partner CPA firm has built a...

$1,000,000

Colorado

-Cash flow to owners at $396,000 -2025 projected at $1.1 million -both partners willing to stay on after closing -Fully staffed Located in a highly desirable area of the West Denver Metro, this...

$1,250,000

Utah County, UT

This confidential listing presents an exceptional opportunity to acquire a financial services firm with 2 locations and proven profitability. After decades of building a sterling reputation, the...

$1,475,000

Shepherdsville, KY

Turnkey, ELITE achievement level Allstate agency ready for a new owner The agency in on pace for ELITE in 2026 and consistently earns variable compensation $3.8mm earned premium/$4.1mm written &...

$695,000

Savannah, GA

SALE PENDING Imagine walking into your own established tax and accounting practice in beautiful Savannah, where you'll find a thriving business that's already built for success. This isn't just...

$795,000

New Hampshire

Established Allstate insurance agency for sale. Over $6 million book that is growing daily! Reach out for more information! Monthly renewal commission, plus enhanced new business income!...

$1,050,000

Beachwood, OH

• Well established, single owner CPA practice • 64% tax preparation, 23% accounting, 13% tax planning/consulting • Avg 1040 fee ~ $1,000; avg business return ~ $1,500 • Strong staff in place,...

$2,700,000

Frederick County, MD

This well-established CPA Tax & Accounting Practice for sale in Southwest Frederick County, MD has annual gross revenues of approximately $559,000. The growing practice has no competition in the...

$595,000

Suffolk County, NY

This business conducts expert forensic evaluations of motor vehicles to support legal disputes, insurance investigations, and criminal cases. Operating in a narrow and specialized segment of the...

$890,000

Connecticut

An established business broker territory is now available in Connecticut. Supported by a 30 year + national franchise with a proven track record, you’ll benefit from full training, marketing, and...

$54,000

Dallas, TX

This well-established CPA practice for sale is desirably located in far North Dallas, TX and has annual gross revenue of approximately $1,049,000. The firm has earned an excellent reputation for...

$1,050,000

San Diego County, CA

Serial Entrepreneur? This could be your ideal business. Backed by a 25 year + established national franchise, you’ll have access to training, systems, marketing, and support from day one. Operate...

$54,000

Houston, TX

Looking for your next big opportunity? Step into a business that’s backed by a national franchise with decades of experience, proven systems, and world-class training. This professional service model...

$54,000

Virginia

Serial Entrepreneur? Selling businesses could be the perfect opportunity for you! This established territory is backed by a long-standing national franchise with a proven system, world-class training,...

$54,000

Philadelphia, PA

Entrepreneurs wanted! This opportunity offers you the chance to run a professional business backed by a 27 year + national franchise with a strong reputation, proven systems, and comprehensive...

$54,000

Ohio

• Well established, single owner CPA practice in a desirable Columbus suburb • 82% tax preparation, 18% accounting • Avg 1040 fee ~ $485; avg business return > $2,600 • Strong staff in place,...

$675,000

Franklin County, OH

• Well established, single owner CPA practice in a desirable Columbus suburb • 68% tax preparation, 29% accounting & payroll, 3% other • Accounting work includes some attest – buyer must be able to...

$535,000

Union County, NJ

LISTING ID # 37182 Attention all Accountants!! Do you have any idea how hard it is to get 250 new solid profitable clients? Here is a unique opportunity to buy a book of 250 potential new clients from...

$150,000

Denton County, TX

This is a rare opportunity to purchase an established tax preparation franchise with consistent revenue and strong profit margins. Located in a high-visibility, prime location in Addison, the business...

$152,500