Other Financial Services Established Businesses For Sale

Plymouth, NH

This established Allstate insurance agency represents a compelling acquisition opportunity for qualified buyers seeking entry into the insurance sector. Located in Plymouth, New Hampshire, the agency...

$490,000

Ontario

Well-Established Cross-Border Tax & Accounting Firm – Windsor-Essex Region, Ontario Serving the Windsor–Detroit corridor since 1989, this long-standing firm has built an exceptional reputation with a...

$350,000

San Mateo County, CA

This established CPA practice, founded in 2019, presents an exceptional opportunity for a qualified CPA or accounting firm seeking to acquire a profitable tax and accounting practice in San Mateo,...

$375,000

San Francisco County, 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

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

Quebec

(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

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

Oneida, NY

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,...

$435,000

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

Ontario

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

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

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

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

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

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

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