Other Financial Services Businesses For Sale

Santa Clara County, CA

Business Accounting Services Firm Accountants, Bookkeepers, Controllers, Advisors This business is San Jose Metro Area financial services firm, provides comprehensive outsourced accounting,...

$795,000

Frederick County, MD

Established Independent Auto & Home Insurance Agency with Strong Growth Trajectory. This thriving personal lines insurance agency represents an exceptional opportunity for new agents or existing SIAA...

$299,000

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

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

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...

$3,583,069

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 25 years of continuous operations and a strong reputation for compliance, stability, and lender relationships. The company is fully licensed across...

$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

Cochise County, AZ

• The owner is a CPA • This practice was established in 1980 • Seller willing to provide support and advise during transition for a year or two • Practice is supported by a trained and loyal team...

$700,000

Santa Clara County, CA

This Allstate Agency has been a very profitable Agency for the company. It is in a beautiful area of Santa Clara, and the staff is trained to sell and handle the Customer Service in an affective...

$1,025,000

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

Mecklenburg County, NC

• Partial sale of practice- Owner will continue servicing clients with trustee related work. • 2025 revenues expected around $300,000! • Owner will be available to assist buyer by working side by side...

$350,000

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in Central Wisconsin. The seller is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Cash Flow: $441,793

Dallas County, TX

This business provides specialized remote staffing and operational support to professionals in the financial services sector. It connects experienced U.S.-based talent with firms seeking...

Not Disclosed

EBITDA: $375,000

Surfside Beach, SC

Turn-Key Restaurant Brokerage Franchise – Myrtle Beach & Coastal SC Step into the #1 restaurant brokerage brand in the country with what is widely considered its most lucrative territory – the booming...

$189,000

Gwinnett County, GA

• The seller has accepted a non-tax and accounting position and is available to assist buyer with transition. • DISCOUNTED PRICING FOR QUICK SALE! 2025 revenues are expected at $135,000! • Service mix...

$150,000

Washoe County, NV

Available after 4/15 • The owner is an EA • This practice was established in 2005 • Exceptional average fees • Clients can be serviced remotely, less than 5% of clients meet with the seller • Software...

$550,000

Virginia

With a nearly 30-year history in medical business management, This company designs and manages successful business solutions for healthcare systems as well as independent and hospital-based practices...

$4,500,000

Oklahoma County, OK

• Seller retiring but will remain in the area to assist buyer in transitioning clients. • 2025 revenues expected around $300,000! • Revenues comprised of individual and business tax (88%)...

$360,000

Wake County, NC

• Seller retiring but willing to assist buyer in transitioning clients. • Year-round revenues estimated to be around $700,000 for 2025! • Revenues comprised of individual and business tax (74%) and...

$875,000

This virtual tax and bookkeeping company focuses on assisting entrepreneurs based outside the United States who own or manage U.S. entities. Its expertise lies in ensuring these clients meet American...

$3,695,000

Pennsylvania

• Desire to transition ownership of firm to new CPA practice to facilitate current owner retirement. • Expected revenues for 2025 are $2,050,000! • A full service CPA practice that provides tax,...

$2,300,000

Fort Worth, TX

This great Dallas/Fort Worth based portfolio currently operates 24 ATMs machines around DFW. The portfolio in 2025 has averaged $7,100/mo in Mixed Profit. - The 14 Owned & Loaded ATMs are owned by the...

$190,000

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$699,999

Ventura County, CA

• The owner is a CPA • This practice was established in 1989 • Software in use includes Lacerte and QuickBooks • Approximately $1,800 in annual revenue, via bookkeeping (2 clients) • Approximately 170...

$160,000

San Mateo County, CA

• The owner is a CPA • Seller prefers a licensed practitioner located in the San Francisco or Peninsula area • This practice was established in 2010 • Software in use includes UltraTax • Approximately...

$425,000

Denver, CO

This profitable, fully remote bookkeeping company provides recurring accounting and financial-management services to a loyal base of small and mid-sized businesses across the U.S. With approximately...

$550,000

Michigan

This well-established, fully remote tax practice in Michigan’s Northern Great Lakes region generates approximately $564,000 in annual gross revenue. It caters to a highly loyal and quality client...

$630,000

Quebec

Type d’acheteur recherché : Individu ou cabinet non-CPA . Cabinet de comptabilité bien établi depuis plus de 30 ans, spécialisé dans les services aux PMEs. Sa longévité sur le marché reflète une...

$895,000

Arenac County, MI

This long-standing property inspection business has been operating successfully, earning trust from major financial firms and service aggregators. The company conducts residential inspections,...

$330,000

Ohio

well-established medical billing and management company based in Ohio. The company provides comprehensive billing, coding, and practice management solutions to healthcare providers. With nearly three...

$2,900,000

York County, SC

• Seller retiring but willing to assist buyer in transitioning clients. • 2025 practice revenues expected around $470,000! • Revenues comprised of Tax (60%), Monthly Accounting (38%) and Other...

$515,000

Carroll County, NH

• Tax and accounting (Enrolled Agent) practice for sale in the White Mountain Region of New Hampshire (Carroll County) • Revenues are derived from accounting (7%); and tax services for individuals...

$300,000

Virginia Beach, VA

• Seller retiring but would like to continue working for new owner. • Gross revenue of $450,000 with 2025 expected around $465,000! • Revenues comprised of Tax (68%), Accounting/Bookkeeping (29%) and...

$550,000

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

Contra Costa County, CA

Virtual client base and above-market average fees per return. • The owner is a CPA and requires the buyer to be a licensed CPA or have a licensed CPA on staff • Software in use: UltraTax • 87...

$360,000

Utah County, UT

This creative consultancy helps startups and executives translate complex ideas into compelling visual stories that attract investors and accelerate growth. Its proprietary approach—developed from...

$810,000

Santa Barbara County, CA

Seller is only open to an established practitioner located in southern California. • The owner is a CPA • This practice was established in 2005 • No clients meet with the seller in person; all are...

$235,000

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000