Financial Services Businesses For Sale in North Carolina

Start-upSide Hustle or Full Time Bus Cost Analysis w/ BIG Profits from Home!

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$44,000

Start-upReal Estate Investing Oppotunity

This Company specializes in helping beginner investors enter the Real Estate market—without risking their own cash or credit. Here are the details: You will be in Business for Yourself, Not by...

$24,750

Start-upLoan Service Businesses FOR SALE ("TURN-KEY")

$5,000

Start-upFully Automated Online Lending Business

It is very evident that in today’s economy with rising inflation and an overall higher cost of living, more and more Americans are living paycheck to paycheck. With over 12 million Americans a year...

$100,000

Start-upOwn one of the only franchised consumer loan companies in the US

If you are looking for a consumer finance lending franchise for sale, that provides all of the resources and support you need to succeed, look no further than KeyStone Financial. We are currently...

$50,000

Start-upJudgment Buisness

Why own a Judgment Investigation Business? -Recession Proof Business Model -High Profit Margins & Unlimited Income Potential -Huge Market Size with Little Competition -Work-From-Home Operation -100%...

$200,000

Start-upStart Up Insurance Agency

Work when & from where you want! (Office location not required) Work/life balance because you are the owner! You own your business 100% & we pay you bonuses and incentives. Direct access to a wide...

$2,500

FranchiseCommission Express

Available Nationwide

White-collar franchise. No holidays or weekends! Twenty-eight years of experience. Commission Express has a working relationship with most Real Estate companies. No license required.

$150,000

Start-up$1 for a Fully Automated Real Estate Investing Business!!

Are you looking for passive income? Would you like to invest in a hands-off opportunity FOR JUST $1 UPFRONT, where an experienced company handles everything from A to Z, and you simply receive 70% of...

Profitable, Established Tax Prep Franchise in Growing NC Market

North Carolina

Profitable, Established Tax Preparation Franchise in Growing NC Market This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in...

$539,000

Cash Flow: $175,566

Allstate Agency in Southwest Central Area

North Carolina

This local, family owned $4.66M Allstate agency was started as a scratch satellite agency in 2008. With a strong local community, the client base is low maintenance with outstanding potential for...

$749,000

High-Earning Tax Franchise – Semi-Absentee Friendly!

Greensboro, NC

This thriving tax prep business combines serious cash flow with a laid-back, high-energy vibe. Known locally for its friendly service and strong results, the business is built on repeat clients, a...

$540,000

Cash Flow: $203,805

Established $5.7M Allstate Agency in Booming Mooresville, NC

Iredell County, NC

A rare opportunity to acquire a $5.7 million premium Allstate agency in Mooresville, NC—a rapidly growing, family-friendly suburb just north of Charlotte. Priced at $1,125,000, this agency offers an...

$1,125,000

David Buboltz

The Deal Firm

Serving Wake County, NC

The Deal Firm was established to fill a void in the market. The process of selling and buying a business has been cumbersome, time consuming, and inefficient. To address the problem, we utilize technology, have eliminated inefficiencies, and are drawing from over 20 years of experience as a solution to meet the demands of our Clients. The Deal Firm is a client centered, service driven business brokerage firm that has streamlined the process of selling and buying businesses from beginning to end.

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SALE PENDING! Allstate Agency in Forsyth County, NC

Forsyth County, NC

This $5.45M, 24-year old emerging Allstate agency is well-established by a second generation Allstate agent. Nestled in a growth-rich area of North Carolina, with a bundle rate of 89%, this agency is...

$749,000

Tax Preparation Services

North Carolina

SIGNIFICANT PRICE REDUCTION. ENOUGH TO COVER OFFICE RENTALS THROUGH NEXT TAX SEASON! Successful and nationally recognized personal tax preparation, business tax preparation, support and coverage, and...

$285,000

Cash Flow: $106,469

$3.9M+ EP Allstate Agency in Rocky Mount, NC!

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

$3.4M EP Allstate Pro Agency in the Blue Ridge Mountains!

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

$2.6M EP PRO Allstate in the Golf Capital of the Carolinas!

Pinehurst, NC

Established award winning $2.6 million dollar PRO agency is located in the Golf capital of the Carolinas! This turnkey agency is located in a professional office condo with nearby CPA firm, doctor...

$556,000

FranchiseFranchise Venture Capital

Available in North Carolina

You Could Possibly “Make Millions” by Becoming a Managing Partner. Receive royalties, franchise fees and equity in National Franchises.

$150,000

$5M EP Allstate Agency in Cary, NC For Sale!

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...

$1,230,000

Established CPA Firm with Succession Opportunity in North Carolina!

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

NC/NY Virtual CPA Practice For Sale

New Hanover County, NC

• Buyer MUST HAVE cross-border tax knowledge regarding working with clients in Canada! • VIRTUAL practice with clients in both U.S. and Canada. • Seller retiring but willing to assist buyer with...

$560,000

Thriving CPA Firm with Stellar Cash Flow!

Lexington, NC

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025...

$1,395,000

Profitable CAAS Firm with Solid Cashflow for a Remote Buyer for Sale

North Carolina

-CAAS services are billed on a recurring fixed fee basis with a packaged structure -50% Cashflow -Average CAAS fees are $3,500, and business tax is $1900 -Several remote employees, with only 1 going...

$750,000

CPA firm for sale with 65% cash flow and 650 owner hours!

North Carolina

-Cash flow at 65% -Owner hours 650 per year -Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of...

$525,000

West Raleigh Metro Area CPA Practice For Sale

Wake County, NC

• BUYER MUST BE FLUENT IN SPANISH AS MAJORITY OF CLIENTS ARE NATIVE SPANISH SPEAKING. • Seller retiring but willing to help assist buyer for at least the first tax season. • 2024 revenue of $1,00,000...

$1,250,000

Southeast Charlotte Metro CPA Practice For Sale

Union County, NC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues estimated around $290,000! • Revenues comprised of individual and business tax (67%), accounting and write-up...

$365,000

Piedmont Triad Tax and Accounting Practice (Non-CPA) For Sale

Guilford County, NC

• BUYER NEEDS TO BE BI-LINGUAL (ENGLISH/SPANISH). • Seller retiring but willing to assist buyer with transition for initial tax season and beyond. • 2025 revenues expected around $1,300,000! •...

$1,450,000

CPA Firm Specializing in Business Clients For Sale in Charlotte, NC!

North Carolina

-Owner hours less than 1,800 -Cash flow averaging $500,000 -Deep institutional knowledge is held by a thoughtfully selected and tenured team. Many staff members have been with the firm for over 20...

$1,595,000

FranchiseLoyalty Business Brokers

Available in North Carolina

Want to be the best of the best? Joining Loyalty Business Brokers gives you the advantage over all the rest. Our Business Is Selling Your Business!

$50,000

South Charlotte Tax Practice (Non-CPA) For Sale

Mecklenburg County, NC

• Seller retiring but willing to assist buyer with transitioning clients. • Gross revenues for 2025 estimated around $360,000! • Revenues comprised of nearly 100% Tax with a small percentage of...

$425,000

Thriving and Efficient CPA Firm for Sale with Loyal Clients and Growth

North Carolina

• Price reduced, motivated seller! • Owner hours only 1,800! • Fee increases will add $60,000 in 2026. • Signed Engagement Agreements. • Seller willing to stay on part time. • Room to onboard new...

$485,000

Great Charlotte ATM Portfolio - Over $430,000 of income for $700,000

Charlotte, NC

This great ATM portfolio of 27 Arcade ATMs in Charlotte, NC and the surrounding areas. The portfolio has Net Income of nearly $19,000 per month in the past 12 months (Gross Profit of $35,845). Link to...

$700,000

Cash Flow: $430,000

Charlotte Area VIRTUAL Tax and Accounting Practice For Sale

Union County, NC

• Practice is 100% VIRTUAL with owner and employees all working remotely from home! • Buyer NEEDS be able to speak Portuguese as this is the main language spoken by client base. • Seller pursuing...

$625,000

Hickory Tax and Accounting Practice For Sale

North Carolina

• Seller retiring but willing to assist buyer through transition. • 2024 gross of $193,000 with 2025 expected around $202,000! • Revenues comprised of Individual and Business Tax (53%) and Accounting...

$225,000

FranchiseBrightway Insurance

Available in North Carolina

Explore this recession-proof franchise with the unique benefit of a residual income stream.

$200,000

High performing, PRO achievement level Allstate agency!

Matthews, NC

$4.3mm earned premium (and growing) 84% net retention; 5+ years: 86% Super low loss ratios across all major product lines P&C appointments in NC & SC Highly visible office location Seller owns the...

Not Disclosed

Cash Flow: $390,000

Not Disclosed

Cash Flow: $390,000

Wilkes County Tax Practice For Sale

Wilkes County, NC

• UPDATED INFORMATION! REDUCED PRICE! • Seller retiring - willing to provide transition assistance to buyer. • Gross revenues for 2025 expected around $195,000. • Revenues comprised of Tax (83%),...

$195,000

CPA Firm with Premier Tax Strategy Services With 70% Cash Flow!

North Carolina

For high-net-worth businesses and clientele, this top CPA firm specializes in advanced tax strategy and complete tax planning services. The firm is committed to increasing financial growth and tax...

$1,100,000

Established CPA Firm Located North of Durham For Sale!

North Carolina

This CPA firm is dedicated to providing clients with the highest level of service, ensuring clients receive personalized attention tailored to their unique needs. The team, consisting of both licensed...

$1,500,000

CPA Firm for Sale in Charlotte Metro Area with High Cash Flow!

North Carolina

*purchase price pre-approved by lender* -Owner hours less than 1,800 -Cash flow exceeding $300,000 -Revenue growth of 13% from 2023-2024 This is a rare opportunity to own a highly successful and...

$550,000

Athari Advisors

Serving Mecklenburg County, NC

What Sets Us Apart Boutique Approach: At Athari Advisors we embrace our boutique status as a strength. It allows us to offer tailored solutions, dedicating personalized attention to each client. Your business journey is unique, and we ensure our services reflect that individuality. Expertise Across Industries: We understand that every business sector is distinct. Our team boasts a diverse range of industry expertise, enabling us to navigate the intricacies of various markets. From retail and hospitality to technology and manufacturing, we have the know-how to guide you. Client-Centric Philosophy: Our clients are at the heart of everything we do. We take the time to listen, understand your goals, and tailor our approach to meet your specific needs. Your success is our success, and we are committed to achieving the best possible outcomes for you. Comprehensive Services: Athari Advisors offers a comprehensive suite of services, covering the entire spectrum of business transactions. Whether you are looking to buy a business, sell your current venture, or explore strategic partnerships or investments, we have the expertise to guide you every step of the way. Our Approach Strategic Guidance: We view every transaction as a strategic opportunity. Our team collaborates closely with clients to develop a customized plan, ensuring that your business goals are not only met but exceeded. Transparent Communication: Open and honest communication is the foundation of our client relationships. We keep you informed at every stage of the transaction process, providing clarity and transparency to empower you to make well-informed decisions. Insights: In a dynamic business landscape, staying informed is key. Athari Advisors leverages up-to-date market insights, trends and to help you mitigate risks, and capitalize on opportunities.

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CPA Firm for Sale with A Stellar Reputation and Exceptional Cash Flow!

North Carolina

Highlights: -Less than 2,000 owner hours! -Over $297,000 cash flow -Fantastic client and staff tenure -CPA staff wants to remain with new owner -Flexible schedule This reputable CPA practice is...

$520,000

South Charlotte CPA Practice For Sale

Mecklenburg County, NC

• Owner willing to assist in transition through the 2025 tax season if needed. • Gross revenues are around $330,000! • Year-round revenues comprised of Tax (90%) and Accounting (10%) services. •...

$385,000

Mostly Virtual Firm with Seasoned Staff & 50% Cash flow in Raleigh!

North Carolina

This is a well-established and profitable (70%) full-service CAS and tax firm that works with both small and medium-sized businesses. This is a highly professional CPA practice with excellent staff...

$3,995,000

$430k (Revenue) North Carolina Outer Banks - Tax & Accounting Practice

Dare County, NC

OVERVIEW ABA Advisors represents this tax & accounting practice located in the Outer Banks of North Carolina. The seller is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Cash Flow: $223,781

Not Disclosed

Cash Flow: $223,781

Durham NC CPA Practice for Sale

Durham County, NC

• Owner looking to retire but willing to work with the buyer part-time for one more tax season. Will be available for transitional help as agreed with buyer. • Yearly gross revenues of $500,000! •...

$550,000

FranchiseBooXkeeping

Available in North Carolina

We are a nationally recognized Bookkeeping firm with a single focus. We provide affordable outsourced bookkeeping services to small and medium-sized businesses.

$50,000

Southwest of Asheville NC CPA Practice for Sale

North Carolina

• Owner looking to retire and willing to assist buyer with transition period as needed. • 2023 revenues of $520,000! • Service mix comprised of Tax (50%), Accounting (49%), and Other (1%). • Office...

$575,000

Start-upBusiness Management Consultant

P3 Cost Analysts Franchise - Business Management Consulting Opportunity This franchise opportunity offers entry into the expanding cost reduction consulting industry through P3 Cost Analysts' proven...

$29,750