Other Financial Services Established Businesses For Sale

Omaha, NE

This Nebraska / Iowa portfolio of 140 ATM machines is based in a large population center and the surrounding area. This portfolio has Gross Profit Income of nearly $65,000/month. All equipment is...

$1,980,000

Mecklenburg County, NC

• Seller retiring but willing to assist buyer with transitioning clients. • Gross revenues for 2025 estimated around $360,000! • Revenues comprised of nearly 100% Tax with a small percentage of...

$425,000

York County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • Gross revenues for 2025 are expected to be $690,000! • The service mix includes tax (57%), and...

$795,000

Listing Price: Market Value Location: Fully Remote A seasoned advisory group delivers strategic guidance and hands-on consulting to organizations across the health and social-services landscape....

Not Disclosed

Cash Flow: $3,213,045

Seattle, WA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA tax practice located in Seattle, WA. The seller is willing to provide transitional assistance to the buyer to...

$440,000

Jefferson County, CO

Single-owner CPA tax only practice 100% Tax Preparation (490 Individual returns, 150 Business returns and 6 NPO/Trust returns) Cash flow to owner before potentially duplicate expenses is 81% of gross...

Not Disclosed

Cash Flow: $209,000

Passaic County, NJ

This long-standing, highly regarded CPA firm located in Passaic County, NJ, generates approximately $2,000,000 in annual gross revenue and has been serving the North Jersey area for over 40 years. The...

$2,250,000

Prince George's County, MD

This multi-state (MD, VA, DC) agency comes with P&C Binding Authority in all three jurisdictions. Strategically located for seamless access across all three states, this turnkey operation boasts an...

$2,990,000

Springtown, TX

This well-established insurance agency boasts over 30 years of history, demonstrating long-term stability. With a strong book of business totaling $2,280,139 in premium and generating $195,053 in...

$349,000

West Columbia, SC

This is a rare opportunity to acquire a mature and stable $2.2M premium book of business in West Columbia, SC. With over 25 years of established presence, the agency currently generates $194,893 in...

$375,000

Florida

The Business is dedicated to providing the finest management consulting services in the healthcare field, maintaining the highest standards of professionalism, integrity, and ethics, and exceeding our...

$625,000

Washington County, OR

• The owners are CPAs • This practice was established in 2021 • Less than 5% of clients meet with the seller and staff • Software in use including Lacerte • Approximately 250 individual tax returns...

$350,000

Honolulu County, HI

This well-established CPA practice for sale in the Leeward-Central Oahu Area generates annual gross revenues of approximately $865,000. The firm caters to high-quality clients, including individuals...

$780,000

Covington, KY

This well-established, 30-year insurance agency is a seasoned and stable operation with a strong foundation and excellent performance metrics. Licensed with P&C binding authority in Kentucky, Ohio,...

$450,000

Kansas

• Desire to transition ownership and management of firm to new organization to facilitate current owner retirement. • Expected revenues for 2025 are $980,000! • Year-round service mix includes tax...

$1,200,000

Columbia, SC

This incredible ATM portfolio of 166 ATM machines in South Carolina is built with ease of management in mind. The portfolio is showing Income of about $7,300/mo in early 2025. The 166 ATMs are...

$375,000

Mattapoisett, MA

This South Coast Massachusetts portfolio currently operates 49 ATMs machines around the South Coast of Massachusetts. The portfolio in 2024 had ATM Gross Profit of almost $14,000/mo of Owned and...

$575,000

Columbia, SC

This incredible ATM portfolio of 106 ATM machines in South Carolina for $950,000 was built intelligently by the current owner operator for ease of management and great returns. The portfolio is...

$950,000

New York

• Seller retiring but willing to work part-time for buyer. • Practice revenues around $1.5MM! • Revenues comprised of Individual and Business tax (38%), Audits/Reviews/Consulting (34%) and...

$1,875,000

Santa Clara County, CA

This is a great size Allstate Agency $1.5 Million in Gross Premium with an Annual Income of $140,000. Downtown Location. Profitable with a good Loss Ratio and good Retention. Finance by SBA. Contact...

$290,000

Melville, NY

Located in Long Island, NY, just east of Queens, this well-established insurance agency has been serving its community for over 45 years. With $2,686,699 million in premium and $250,630 in annual...

$610,000

Lake County, IN

This is a rare opportunity to acquire a well-established and highly profitable CPA practice with a long-standing, loyal client base. The firm enjoys consistent revenue and strong client retention,...

$180,000

Santa Fe, NM

This reputable CPA firm is in Santa Fe, NM and has annual gross revenue of approximately $320,600. It caters to a high-quality, established client base that includes loyal individuals and many...

$285,000

Los Angeles County, CA

• The owners are CPAs and only open to selling to equally licensed buyers in the Los Angeles area • This practice was established in 1996 • Less than 5% of clients meet with the seller and staff •...

$995,000

E Baton Rouge County, LA

• The owners are CPAs (Inactive) • This practice was established in 2022 • Software in use includes ProSeries & QuickBooks • Approximately $64,000 in annual revenue, via bookkeeping (200 clients) •...

$600,000

Texas

This well-established CPA practice for sale in East Texas, located within an hour’s drive of Dallas, has annual gross revenues of approximately $187,000. The practice has been delivering high quality...

$187,000

This established Real Estate Coaching & Training Platform provides comprehensive education through hands-on coaching, mentorship programs, and digital learning products designed for both new and...

Not Disclosed

EBITDA: $1,393,875

Ardmore, OK

This well-established insurance agency has P&C Binding in both Oklahoma and Texas and is widely recognized in the community for its exceptional customer service. It has earned a strong reputation,...

$749,000

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

Washington County, MD

This well-established CPA practice is located in Hagerstown, MD and has annual gross revenue of over $135,000 and growing! Despite the overall size of the firm, the fee structure is that of a larger,...

$175,000

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

Pima County, AZ

• The owners are EAs • This practice was established in 2005 • The seller prefers a buyer who will service the clients in Tucson or the surrounding area • Software in use includes Drake, ATOM,...

$1,500,000

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

Virginia

• Seller retiring but willing to assist buyer by phone and/or e-mail to successfully transfer clients. • Gross revenues projected around $170,000 for 2025 due to recent fee increase! • Revenues...

$175,000

Georgia

This high-performing public adjusting firm is a market leader in the insurance claims industry, specializing in maximizing claim settlements for residential and commercial property owners. With a...

$5,000,000

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

Houston, TX

This tax preparation office serves as exceptional opportunity for investors or experienced entrepreneurs seeking to acquire an established, profitable business with a proven track record of success....

$365,000

REAL ESTATE INCLUDED

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

Matthews, NC

$4.3mm earned premium (and growing) 84% net retention; 5+ years: 86% Super low loss ratios across all major product lines P&C appointments in NC & SC Highly visible office location Seller owns the...

Not Disclosed

Cash Flow: $390,000

Quebec

• Portefeuille de 130 clients corporatifs générant approximativement 510 000 $ en chiffre d’affaires. Le cabinet de CPA est établi dans la région de Lanaudière depuis plus de 20 ans. • Le cabinet est...

$599,000

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