Other Financial Services Businesses For Sale

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...

$699,000

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....

$200,000

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

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

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

Santa Clara County, CA

Accountants, Bookkeepers, Controllers, Advisors This business, a San Jose Metro Area financial services firm, offers comprehensive outsourced accounting, bookkeeping, controllership, and advisory...

$795,000

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

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

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

New Mexico

Great opportunity in this $3.2M, Pro-level, Allstate agency in southern New Mexico! Great retention at 87% and a well-serviced customer base with 1818 policies in force. This agency has binding...

$650,000

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

• 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 in use includes...

$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

Washington

Works with US Government and industrial organizations to implement and support strategic energy management systems. Owner’s day to day: is 5-6 hrs/day supervising and servicing customers along with...

$3,000,000

Tennessee

Outstanding $4.1M, Elite-level Allstate agency with so many positives ; Award winning, bonus achieving, top-ten growth nationwide in 2024, red-hot market in SE Tennessee and the list goes on! Earned...

$950,000

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

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

Houston, TX

Rare that an established bail bond company comes to market. This company specializes in bail bond writing for the legal system in Harris County city bonds & county bonds. Customers secure a quick...

$150,000

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

Washoe County, NV

• The seller is not open to providing seller financing; full cash or third-party financing will be required • Seller prefers a CPA with at least 5 years of tax experience with a CPA firm or a CPA in...

$650,000

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

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

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