Other Financial Services Businesses For Sale

Oklahoma

• Seller retiring but will remain in the area to assist buyer with transitioning clients. • 2025 Revenues estimated around $160,000. • Majority of revenue from Individual and business tax, with some...

$185,000

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

Santa Cruz County, CA

• The owner is a CPA • This practice was established in 1988 • Software in use includes Thomson Reuters • Approximately $38,000 in annual revenue, via bookkeeping (12 clients) • Approximately $4,500...

$875,000

Oklahoma

• Seller retiring but willing to assist buyer with transition. • 2025 Revenues estimated around $145,000. • Revenues comprised of nearly 100% Individual and Business Tax. • Large office space...

$160,000

Indiana

Long-standing, independent tax practice with a solid client base and strong community presence. The firm is staffed with experienced professionals, allowing for seamless operations and minimal owner...

$220,323

Oakland County, MI

Established and well-regarded, this CPA firm offers a broad spectrum of client services and continues to see steady revenue growth with minimal marketing efforts. Located in a thriving, affluent area...

$500,000

Tulsa County, OK

• Seller retiring but staying in area to assist buyer with transition. • 2025 revenues estimated around $320,000 • Revenues comprised of Accounting and Write-Up (83%) and Individual and Business Tax...

$400,000

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

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

Colorado

Established in 1993 with a rebranding in 1997, this leading financial services firm proudly stands out with its innovative business model that emphasizes cost-effectiveness and client satisfaction....

$2,000,000

Houston, TX

This amazing ATM portfolio of 119 machines is in Houston, TX and the surrounding areas. The portfolio has Income of over $25,000/mo in the past 12 months with growth expected in 2025. Easy to operate...

$750,000

Collinsville, OK

This offering includes an established, plus 60 yr Accounting and Tax preparation business, office building with office furniture, up-to-date computer and telephone/internet/server system. This...

$567,500

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

Albuquerque, NM

Exceptional growth in this well-established, long term (30 years) $4.38M Allstate Agency. This Elite Level agency has excellent retention at 88.98% and is nestled in a high growth area giving it...

$950,000

Kuala Lumpur

1. Executive Summary [Redacted Company Name], founded in August 2020, is a fintech company based in [Redacted Location]. It operates in the growing Buy Now, Pay Later (BNPL) sector, offering payment...

$175,000

Scottsdale, AZ

(Price Improvement!!!) This well-established insurance agency boasts a 40-year book of business with $4.0 million in premium, located in a prime Scottsdale, Arizona location. With an impressive 86%...

$899,000

Saint Charles, MO

Motivated Seller Farmers Insurance agency ownership opportunity located in the Jefferson County area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on....

Not Disclosed

Cash Flow: $200,000

Jackson County, OR

The seller is more motivated than ever. For the right buyer, Terms & Guarantees are available. • The owners are CPAs and EAs • This practice was established in 1989 • Software in use includes...

$445,000

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

Madison County, TN

Tax and accounting practice for sale Northeast of Memphis, in the Jackson / Humboldt area of Madison County, Tennessee 2025 estimated gross revenues are $152,000, comprised of accounting (about 36%),...

$165,000

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$800,000

Knoxville, TN

Accounting and tax (CPA) practice for sale in Knoxville, Tennessee, southwest of downtown Current year gross revenues are estimated to be approximately $150,000, comprised of accounting (approximately...

$165,000

Cook County, IL

A highly reputable and professional CPA practice with a well-balanced client portfolio, including individuals with average to above-average net worth. Supported by an experienced and skilled staff,...

$788,400

Blaine County, ID

This well-established CPA practice for sale in the highly desirable and booming Ketchum-Sun Valley area in Blaine County, ID, generates annual gross revenues of approximately $287,000. The practice...

$316,000

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

Berks County, PA

(Price Improvement!) This well-established agency offers a thriving, long-tenured book of business with a strong mix of personal and commercial lines. This agency has experienced steady growth, now...

$595,000

Adams County, CO

(PRICE IMPROVEMENT!!) Opportunity is knocking on your door! Purchased by current owner in 2008, this agency continues its tradition of excellence, offering personal, commercial, and life insurance....

$999,999

Miami, FL

This financial company Established (March 2023) specializes in providing car loans and purchasing existing car loans for consumers. Designed for flexibility, the business can be partially or fully...

$35,000

Williamson County, TX

Fantastic opportunity in this $3.78M, 17 year old Allstate book in a fast-growing area of Texas! The growth potential is unlimited given the growth-rich area in Williamson County. Low overhead costs...

$825,000

Miami, FL

Turnkey Car Loan Business Opportunity – Established (February 2022) & Ready to Operate This financial company specializes in providing car loans and purchasing existing car loans for consumers....

$45,000

Scottsdale, AZ

Don’t miss out on this exceptional opportunity with a young and highly successful Pro-level Allstate Agency! High retention at 89%, along with a well-established and loyal client base, provides for...

$1,050,000

Plymouth County, MA

2024 annual gross revenue: approximately $205,000. Revenue derived primarily from business & individual tax services. Operates with minimal overhead and a solid fee structure. Serves around 300...

$225,000

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

Wayne County, MI

This is a great opportunity to own a successful, profitable Check Cashing/Maxi Transfer business in Wayne County. Established since 2010, this high volume, lucrative business is located in a...

$360,000

Marion County, OR

• The owner is a CPA • This practice was established in 1993 • Software in use includes CS Accounting, CS Tax • Approximately $156,500 in annual revenue, via bookkeeping (24 clients) • Approximately...

$420,000

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2024 revenues expected around $347,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

Ector County, TX

This is an amazing opportunity to purchase a Pro agency. This agency includes 4,579 Policies in Force, $14,848,685 in Allstate Written Premium, Retention ratio of 81.01%, Auto loss of 34.97%, 79.8%...

$2,790,000

La Salle County, IL

This well-established CPA Tax & Accounting Practice for sale in NW LaSalle, Illinois has annual gross revenues of approximately $465,500. The practice caters to a high-quality client base, including a...

$460,000

Tennessee

OVERVIEW - ABA Advisors represents this CPA firm in the South Central, TN area. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE FIRM - The...

Not Disclosed

EBITDA: $188,993

Miami, FL

Check-cashing and financial services company. Incorporated on 2003 as a Florida corporation. The business is active and managed by the same owners since its beginnings. The company provides services...

$1,840,000

Miami, FL

Check-cashing and financial services company. Incorporated on 2003 as a Florida corporation. The business is active and managed by the same owners since its beginnings. The company provides services...

$1,860,000

Sacramento County, CA

This is one of Allstate's Elite Agencies with Allstate Insurance Company. The Lease is excellent at $1,400 per month and has 700 sq. ft. Allstate provides world wide trips for its Agents when they...

$775,000

Monmouth County, NJ

This reputable, well-established CPA practice for sale is located in Central/Southern Monmouth County, NJ and has annual gross revenue of approximately $575,000. The practice boasts a diversified...

$725,000

Anne Arundel County, MD

This well-established EA practice is located in Pasadena, MD and has annual gross revenue of over $337,000 and growing! The practice has cultivated a strong reputation and serves a loyal, high-quality...

$345,000

San Joaquin County, CA

• The owner is a CPA • This practice was established in 1985 and incorporated in 2003 • Seller prefers a buyer located in the greater Sacramento area • Software in use includes UltraTax, Fixed Assets...

$720,000

Chester County, PA

• NEW REDUCED PRICE! • Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be $300,000! • Primarily a tax preparation practice...

$325,000

Hawaii County, HI

This very well-established, reputable CPA practice for sale is desirably located in Hilo, HI and produces annual gross revenue of approximately $755,000. The practice caters to a high-quality client...

$668,000

Pennsylvania

Overview ABA Advisors represents this CPA firm located in western Pennsylvania. The firm has solid staffing that is expected to continue with the buyer. This should help ensure a smooth transition....

Not Disclosed

Cash Flow: $274,005

Tennessee

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee • Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%)...

$445,000