Other Financial Services Businesses For Sale

San Francisco, 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

Yavapai County, AZ

This digital training business caters to a clearly defined audience: established bookkeeping professionals who want to build, optimize, or scale independent online practices. What started as a solo...

$500,000

This cloud-based accounting practice provides a broad range of financial, compliance, and advisory services to small enterprises throughout the United States. The firm has developed deep expertise...

$505,000

San Diego, CA

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

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

BK

(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

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

Knoxville, TN

• Knoxville, Tennessee CPA firm is selling a book of six client groups, most of which require auditing services • The firm enjoys strong profitability on the various engagements due to its stellar...

$200,000

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

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

Pittsburgh, PA

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

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

BI

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$188,000

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

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2025 gross revenues are estimated to be around $175,000! • Year-round service mix includes a balance...

$200,000

Fairfax County, VA

• Partial sale with the owner staying involved, reducing transition risk for a buyer. • Consistent revenue growth over the past three years (about $202k ? $268k ? $286k)! • Revenues comprised of...

$400,000

Michigan

The Company is a specialized consulting and administration firm that offers a comprehensive suite of products and services focused on helping employers and financial advisors effectively manage 401(k)...

$3,500,000

Montgomery County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $2,200,000! • Services offered are accounting and...

$2,600,000

Texas

This high-quality book of nonprofit CPA practice clients for sale in North Dallas generates approximately $84,000 in annual gross revenue. The client base consists exclusively of loyal Texas nonprofit...

$105,000

Queen Annes County, MD

Own a High-Performance Allstate Agency Positioned for Exceptional Returns and Growth Step into immediate profitability with this productive $6.7 million premium sized Allstate agency that is strongly...

$1,425,000

Contra Costa County, CA

• The owner is a CPA • This practice was established in 2006 • Seller is willing to provide compensated contract work after the sale to support the buyer and help ensure strong client retention •...

$260,000

Fort Worth, TX

This established 20+ year agency in Southwest Fort Worth, TX features a seasoned, 100% virtual book of business with long-standing, loyal customers. The portfolio is well-bundled with auto and home...

$799,000

Dallas County, TX

An exceptional opportunity is available to acquire an established, exclusive business brokerage territory in Dallas County—one of the most dynamic, diverse, and fast-growing economic regions in Texas....

$250,000

Cochise County, AZ

• The owner is a CPA • This practice was established in 1980 • Practice is supported by a trained and loyal team eager to continue with the new owner and help ensure a seamless transition • Software...

$700,000

South Carolina

Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your chance to own a proven winner in Upstate...

$1,490,000

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

Longueuil, QC

Cabinet bien organisé offrant des services complets en conformité, comptabilité de fin d’année, fiscalité des particuliers et consultation. L’organisation interne est solide, les revenus sont stables...

$860,000

British Columbia

This is not a virtual practice. Boutique accounting firm with a strong niche in the film, television, and media production sector. The practice generates diversified and recurring revenues across tax,...

$730,000

Dallas, TX

Great opportunity to acquire a well-established 10.5-year agency located in Dallas, Texas. With $4,356,659 in premium and $512,000 in annual revenue, this agency offers steady performance supported by...

$850,000

Waukesha County, WI

With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in...

$670,000

Mecklenburg County, NC

• Seller is retiring but willing to assist the buyer to ensure a smooth transition and strong client retention. • Annual revenues of approximately $205,000. • Revenue mix includes individual and...

$260,000

Los Angeles County, CA

• The owner is a CTEC • This practice was established in 2001 • Software in use includes Drake • Approximately $293,000 in annual revenue, via bookkeeping (69 clients) • Approximately $9,600 in annual...

$695,000

Miami-Dade County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

Monroe County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

Montgomery County, PA

• Owner looking to semi-retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues are estimated to be around $200,000! • Practice offers a mix of tax and...

$245,000

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333

Las Vegas, NV

With P&C binding in California, Nevada, and Arizona, this strong Allstate agency includes 2,208 policies in force and $5.17M in premium, generating roughly $500,000 in annual revenue. With 72%...

$799,000

Tampa, FL

SellerForce® presents a prominent Trading Education and funding platform that has quickly become a leader in the Financial Education sector. For the past 15 years, the brand has become renowned for...

$125,000

Lexington, SC

This established Allstate agency near Lexington, South Carolina was built entirely from scratch and showcases the strength of long-term, relationship-driven growth. With strong, consistent revenue and...

$800,000

Los Angeles County, CA

• The owner is a CTEC • This practice was established in 2004 • Software in use includes ATX • Approximately 1,200 individual tax returns with an average fee of $354 per return • Approximately 25...

$625,000

Greenacres, FL

Multi-State Collection Business, 10 Years Running This is an industry-recognized, well-established accounts receivable management and debt collections business with a multi-state footprint,...

$480,000

Harris County, TX

Amazing opportunity to acquire a well-established, 14 plus year Elite Agency located in the Houston area. With $14.8MM in premium and 5,249 policies in force, the agency brings in an excess of $2MM in...

$3,500,000

Bergen County, NJ

Highly established mortgage brokerage with over 35 years of continuous operations and a strong reputation for compliance, stability, and lender relationships. The company is fully licensed across 3...

$125,000

Virginia

• Seller retiring but willing to assist buyer through initial tax season with transition. • Yearly practice revenues around $500,000! • Revenues comprised of individual and business tax (63%),...

$550,000

Tampa, FL

Specialized tax preparation firm with a seasonal model, recurring clients, and a strong track record—consistently processing over 500 returns per year for the past 8 years. Located on a high-traffic...

$150,000

Santa Clara County, CA

This established Allstate insurance agency represents a premium acquisition opportunity in Santa Clara, featuring 38 years of continuous operations and demonstrated profitability. The agency maintains...

$1,025,000

Mckinney, TX

This established, high-performing insurance agency located near McKinney, Texas, offers an exceptional opportunity for a buyer seeking a well-run, profitable, and growth-ready operation. With...

$2,000,000

New Mexico

This well-established and steadily growing CPA practice is known for delivering high-quality, reliable service to a loyal and diverse client base. With strong profitability, balanced revenue streams,...

$2,200,000