Financial Services Businesses For Sale in New York

New York, NY

We are looking to sell 5% of the company to raise funds to accelerate the development of institutional relationships, the automated global expansion of our proven replicable product, and the ability...

$10,000,000

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,...

$435,000

Broome County, NY

• Seller retiring but willing to assist buyer as needed in transitioning clients. • Yearly practice revenues going forward around $155,000. • Revenues comprised of individual and business tax (75%)...

$185,000

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

White Plains, NY

We are the largest independent cost reduction consulting firm in North America. Our network of consulting offices serves as the outsourced expense reduction specialists for business clients from...

$79,000

Niagara County, NY

• Seller retiring but willing to assist buyer as needed with transitioning of clients. • Practice revenues for 2025 projected around $440,000! • Year-round revenue consisting of individual and...

$530,000

Bronx County, NY

• Seller retiring but willing to assist buyer as needed with retention of clients. • Yearly practice revenue around $115,000. • Revenues comprised of individual and business tax (50%),...

$150,000

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...

$760,000

White Plains, NY

*if submitting your information please send as much information about yourself as possible (experience, plan to run the company, funding the deal, etc). This message goes straight to the seller to...

$1,000,000

New York, NY

Income Tax Preparation Individuals -726 - Avg Fee - $425 Total $308.5k Businesses - 24 - Avg Fee -$750- Total $18k PAYROLL RETURNS - $3,500 SALES TAX RETURNS - $1,500 3,500 1,500 331,500 (2025 year)...

$425,000

New York, NY

This great ATM portfolio of 21 ATMs in New York City, NY and the surrounding areas. The portfolio has Gross Profit Income of $2,830.00/mo in the past 12 months. All 21 ATMs are owned by the seller and...

$69,500

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

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...

$700,000

New York, NY

This Merchant Portfolio has a total of 193 locations, mostly in New York. The portfolio has Net Profit income that has been exceeding $60,000.00 a month and is still growing. This is an ideal Merchant...

$3,600,000

Suffolk County, NY

NO MONEY DOWN! MUST HAVE A NYS REAL ESTATE BROKERS LICENSE Established Turnkey Century 21 Franchise. Own this globally branded franchise with no money out of pocket! The sale includes branded...

$10,000

Huntington, NY

Golden opportunity to own this Compliance Software, an exceptional compliance technology platform that has been trusted by some of the world’s largest financial institutions for over 14 years. This...

Not Disclosed

Cash Flow: $1,195,433

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

West Seneca, NY

Excellent opportunity to plug yourself in to solid exclusive P&C insurance agency. Strong revenue and low office expenses. Average 4yr gross commission revenue is $250k. Average SDE $120k. Yearly...

$110,000

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

New York

NY1003: The seller of this CPA firm in Syracuse is approaching retirement and is seeking a buyer with public accounting and tax preparation experience. The firm boasts a loyal client base and a nice...

$340,000

Queens, NY

Turnkey Opportunity: Acquire a Top-Performing Elite Allstate Agency Established in 1997, this elite-status Allstate insurance agency represents an exceptional acquisition opportunity in Queens, NY....

$4,999,998

Westchester County, NY

• Buyer will need to be local to Westchester County and have established office (no virtual). Also, the buyer should be familiar with Yardi software. • Seller retiring but willing to assist buyer with...

$1,100,000

Nassau County, NY

Opportunity to acquire a high-performing, turnkey Allstate book of business located in the lucrative New York and Connecticut markets. This agency boasts: ? Gross Commissions: Approx. $900,000/year ?...

$2,500,000

Putnam County, NY

Step into a thriving 15-year established public adjusting practice that delivers immediate income potential while positioning you as the advocate homeowners and businesses desperately need when facing...

$675,000

Albany County, NY

• Seller retiring but willing to assist buyer with transition. • 2025 Revenues estimated around $230,000. • Revenues comprised of nearly 100% individual and business tax. • Large office space...

$255,000

New York

• Seller retiring but willing to work with buyer for extended period to ensure maximum client • retention. • 2025 revenues on par with 2024, around $395,000. • Revenues comprised of individual and...

$450,000

Westchester County, NY

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents this CPA firm located north of White Plains, NY. The Firm The firm focuses on tax and compliance work but also provides...

Not Disclosed

Cash Flow: $692,000

New York

• Seller retiring but willing to work part-time for buyer. • Practice revenues around $1.5MM! • Revenues comprised of Individual and Business tax (38%), Audits/Reviews/Consulting (34%) and...

$1,875,000

Melville, NY

Located in Long Island, NY, just east of Queens, this well-established insurance agency has been serving its community for over 45 years. With $2,686,699 million in premium and $250,630 in annual...

$610,000

Queens County, NY

Looking for a high-performing, well-established insurance agency near Queens, NY? This $5.5M premium book is a rare opportunity with 30+ years of legacy success and a strong foundation under four...

$1,300,000

New York

This is a unique factoring franchise service where cash is truly king. It is a profitable territory, which can easily be expanded. This firm provides real estate professionals with immediate cash flow...

$350,000

Westchester County, NY

• Seller retiring - available for transition assistance as needed. • Estimated revenues of $1,250,000 for 2024! • Revenues comprised of Tax (53%) Accounting and Write-Up (33%) and Other Services...

$1,385,000

Monroe County, NY

A Well-Established Income Tax Service (for over two decades) for Sale in Monroe County. With annual sales of over $300,000, this turn-key tax service awaits a tax professional to keep operating in top...

$360,000

Rochester, NY

CPA Firm for sale Retirement-minded CPA seeks an established accounting firm within Monroe County for the final chapter of his career. The sale “ideally” would encompass two phases. The first phase of...

$125,000