Financial Services Businesses For Sale

Oregon

A Rare Opportunity: Acquire a Profitable & Established Financial Services Firm Invest in a legacy of trust and growth. The long-time owner of this premier local tax preparation, bookkeeping, and...

$799,000

Virginia

Established CPA firm selling audit book of business. Clients are primarily serviced virtually. This is an ideal opportunity for a buyer to expand their audit practice....

$450,000

Indianapolis, IN

Overview ABA Advisors represents this mostly tax practice located on the northeast side of Indianapolis, IN. The owner wishes to retire but is open to working part-time for the buyer. The Practice The...

Not Disclosed

Cash Flow: $257,404

Polk County, IA

Geographic Location: Story County Here’s your chance to own a high-quality CPA practice. Buying has never been easier. A flexible seller and a strong community reputation make it possible. We’ll walk...

$1,250,000

Orange County, FL

Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with...

$240,000

Tippecanoe County, IN

This is a well-established and highly reputable CPA practice located in the Lafayette, Indiana area. The firm has built a strong reputation for providing quality accounting, tax, and advisory services...

$458,300

Fairhope, AL

Discover a remarkable investment and entrepreneurship opportunity in the heart of vibrant Fairhope, Alabama. This established Allstate agency presents an ideal entry point for aspiring business owners...

$535,000

Queen Annes County, MD

High PRO achievement level performance agency that is on pace for PRO in 2026 The agency holds active P&C appointments in MD, VA, DE and DC $6.7mm earned premium 84% net retention rate 76% policy...

$1,425,000

Tippecanoe County, IN

Well-established CPA/tax practice with a loyal and long-term client base located in the Lafayette, Indiana area. The firm generates approximately $136,000 in annual gross revenue, primarily from...

$136,109

Rocky Mount, NC

EXECUTIVE SUMMARY Established Allstate insurance agency generating $3.9M+ in earned premium with 28 years of proven operations at this location in Rocky Mount, NC. This data-rich opportunity...

$1,270,000

Wayne County, MI

This is a great opportunity to own an online website company that processes and files Mechanics Liens, Construction Liens, and Property Liens nationally, as well as providing other construction...

$125,000

Harris County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue are anticipated at $270,000! • The service mix is a balance of both tax and...

$315,000

Atlanta, GA

The business is a full-service tax consulting and preparation business with over 400 clients. They operate in a shared space with other complimentary service providers (e.g. legal, estate counseling,...

$245,000

Dallas, TX

This Semi-Virtual CPA practice for sale is based in North Dallas, TX and has annual gross revenue of approximately $1,750,000. The practice serves a high-quality client base consisting primarily of...

$2,845,000

Fort Lauderdale, FL

This established Allstate agency, operating as a HUB, is positioned in an excellent coastal location in Southeast Florida. The office is supported by a strong team, including two part-time employees...

$960,000

Bexar County, TX

Business Overview Year-to-Date Earnings: $108,225 Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$85,000

Mesa, AZ

This agency provides an exceptional opportunity to acquire an established business with over four decades of operational success. Founded in 1981, this Farmers Insurance Agency has built a solid...

$245,000

Derby, KS

- 12 month gross revenues consist of around $130,000! - This tax preparation franchise has two locations in the area to include a Walmart Kiosk. - A loyal client base and experienced staff and can...

$135,000

Oklahoma

• Seller retiring but willing to assist buyer as needed during transition. • Yearly revenues around $174,000. • Key employees in place and ready to work for new owner. • Large office space available...

$210,000

Michigan

Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients,...

$1,950,000

Anchorage County, AK

This established, high-performing agency has been serving the Anchorage community for over three decades and continues to show impressive growth. With 8,336 policies in force, an outstanding 88.99%...

$3,700,000

Roswell, GA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This...

Not Disclosed

Cash Flow: $250,000

Geneva

A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million. There is the...

$272,000,000

Zug

This is a rare opportunity to acquire a fully licensed, vintage Swiss Trust Company with a Para-Banking license. Incorporated in 1967 in Zug, Switzerland, this company offers a turnkey solution for a...

$2,000,000

Geneva

This is a unique opportunity to acquire a Swiss FINMA Regulated Trust Company based in Geneva. The firm is a limited company (“Société anonyme”) registered in Geneva, Switzerland, it is fully...

$750,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 1981 • Software in use includes ATX MAX • Approximately 373 individual tax returns with an average fee of $449 per return • Approximately 35...

$240,000

Kent County, RI

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence) • Revenues are derived primarily from business clientele representing a broad range of industries • Revenue mix:...

$850,000

Ontario

An established CPA audit practice with 2025 annual billings of $501,720, with only 7% of audit work, is now available for sale. Service Mix: - Accounting, Bookkeeping & Compilations: 48% ($242K) -...

$620,000

Hudson, FL

tax business, over 20 years in the area...

$65,000

Houston, TX

Not often 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...

$450,000

New York County, NY

New York City–based CPA firm generating $2 million in annual revenue. The practice is led by a single partner and specializes in niche tax services, supported by a highly experienced and long-tenured...

Not Disclosed

Cash Flow: $2,000,000

Bexar County, TX

Farmers Insurance Agency – Strong Book of Business Step into a proven, income-generating Farmers Insurance Agency with a strong book of business and a solid presence in both personal and commercial...

$100,000

Boone, NC

FINANCIAL PERFORMANCE OVERVIEW This established Allstate PRO Agency generates $3.4M in earned premium with 15 years of continuous operations in Boone, NC (Watauga County). The agency demonstrates...

$805,000

Maine

• Quality tax practice for sale in picturesque lower Mid-Coast Maine • Revenues are derived from tax services for individuals (73%) and business / other entities (27%) • Current year gross revenues...

$340,000

Brockport, NY

FINANCIAL PERFORMANCE OVERVIEW This established Allstate agency demonstrates strong market positioning with $5.2M in earned premium, generating substantial revenue streams through a diversified...

$1,220,000

Renton, WA

EXECUTIVE SUMMARY Established Allstate insurance agency generating $8.2 million in earned premium with 9 years of continuous operations in Renton, WA market. Located in high-traffic retail center with...

$2,700,000

Ocala, FL

EXECUTIVE SUMMARY Established independent property and casualty insurance agency generating $2.0M in earned premiums with $150K annual revenue, representing a 7.5% commission rate. Located in Ocala,...

$375,000

Cedar Lake, IN

EXECUTIVE SUMMARY Established independent insurance agency partnership generating $1.9M in combined earned premiums with $220,000 annual revenue, representing an 11.6% revenue-to-premium ratio. This...

$600,000

Chicago, IL

EXECUTIVE SUMMARY Established virtual Property & Casualty independent insurance agency generating $392,000 annual revenue from $2.6 million in managed premiums. Operating remotely since inception with...

$1,200,000

Florida

Great opportunity to purchase one of the best agencies in the North Central Florida area. This is a 34 year PRO agency with 3 full-time staff that are very tenured and licensed. The agency consists of...

$1,650,000

Victoria, BC

Project Dinero is a privately held ATM services provider with a network of 57 active machines across British Columbia. The business generates recurring cash flow from surcharge and network fees and...

Not Disclosed

EBITDA: $128,000

Little Rock, AR

AR1172: The owners of this CPA firm in Little Rock are approaching retirement and seeking a CPA buyer for the firm. With a good fee structure and a large number of business clients, the firm provides...

$625,000

Naples, FL

Overview ABA Advisors represents this CPA firm located in Naples, FL. The owner is willing to continue working for the buyer for several years on a part-time basis to assist in client retention. The...

Not Disclosed

Cash Flow: $409,726

Tennessee

Well-established and highly profitable CPA practice located in Northeast Tennessee. This firm generates over $500,000 in annual revenue with an excellent service mix, including personal and business...

$579,700

Pinehurst, NC

Established award winning $2.6 million dollar PRO agency is located in the Golf capital of the Carolinas! This turnkey agency is located in a professional office condo with nearby CPA firm, doctor...

$556,000

Louisiana

This established independent personal lines insurance agency represents a compelling acquisition opportunity in the Louisiana market, generating $2.5 million in estimated premiums. The agency has...

$927,000

Martin County, FL

Charming Hobe Sound Pawn Shop for Sale – A Golden Opportunity with Heart Nestled in the heart of beautiful Hobe Sound, this beloved neighborhood pawn shop is more than just a business—it’s a trusted...

$65,000

Duval County, FL

Founded in 1997 this well established Enrolled Agent (EA) practice boosts the highest IRS credential specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns. This...

$80,000

Cary, NC

Established award winning $5.3 million dollar agency is located in the great town of Cary NC! This turnkey PRO agency is located in the heart of a great small town community. Agency consists of a...

$1,230,000