Financial Services Established Businesses For Sale

Modesto, CA

Allstate Agency for Sales and Services. Elite Status - Variable Comp Confirmed. Outstanding staff able to handle Sales and Retention - Excellent Loss Ratio...

$2,399,000

Denver, CO

This privately owned CPA practice is operated by an experienced and highly regarded CPA. The firm has built a strong and loyal client base through years of reliable service and high-quality work....

$355,000

San Joaquin County, CA

• This practice was established in 1975 • Seller prefers a local buyer fluent in Spanish or with staff who speak Spanish • Software in use includes UltraTax, Datatech & Crosslink • Approximately...

$410,000

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $36,000 in annual revenue, via bookkeeping (14 clients) • Approximately 585 individual tax...

$700,000

Rusk County, TX

This confidential offering presents an exceptional opportunity to acquire a well-established property tax consulting firm with a niche focus on the oil and gas industry. The firm is highly regarded...

$675,000

Texas

This successful 25-year-old residential appraisal business has a stellar business reputation, and robust referral network that would serve as a great entry point for an experienced TX Certified...

$195,000

Dallas County, TX

An exceptional opportunity to acquire a top-performing insurance agency with a 35-year history and deep ties to the North Dallas community. This agency is a proven performer with $5.8M in premium,...

$1,200,000

Fort Bend County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $170,000! • Service mix comprised of tax (80%) and accounting (20%). •...

$200,000

Anchorage, AK

This well-established, highly-profitable CPA Tax Practice for sale in Anchorage, AK has annual gross revenues of approximately $310,000. The practice has earned a reputation for providing first-rate...

$350,000

Pennsylvania

• Desire to transition ownership of firm to new organization to facilitate current owner retirement. • Expected revenues for 2025 are $1,920,000! • Primarily a tax practice that provides small...

$2,150,000

South Dakota

This well-established tax & bookkeeping practice generates annual gross revenues of approximately $327,000. Nearly 95% of revenue comes from reliable, recurring tax preparation services, complemented...

$260,000

Cambria County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues are estimated to be around $200,000! • Service mix includes bookkeeping (49%),...

$200,000

Westchester County, NY

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents this CPA firm located north of White Plains, NY. The Firm The firm focuses on tax and compliance work but also provides...

Not Disclosed

Cash Flow: $692,000

McHenry County, IL

Opportunity: A highly respected CPA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to...

$649,000

Broward County, FL

Independent Insurance Adjusting Firm – Established 31 Years – Florida-Based. This well-established independent insurance adjusting firm has been serving the State of Florida for over 31 years. The...

$225,000

Everett, WA

Outstanding opportunity in this $3.6M Farmers Agency nestled near the coast and just north of Seattle, WA. While the physical location of this Farmers Agency is in Washington, the agency is licensed...

$399,000

Richardson, TX

Diamond and Gold Store Monthly Gross Sales: $93,000 Monthly Net Profit: $20,000 ........................................................... $2,850 Rent + Utilities + Water + Internet...

$150,000

New Mexico

NM1003: This tax and bookkeeping firm for sale is located in south central NM but could be converted to a virtual firm if desired by the buyer! It has a lot to offer including a nice mix of services,...

$220,000

Ontario

- A block of clients to augment your current core of business and increase your profitability, no staff to assume - Firm has been in business over 30 years - Well established firm, long time client...

$65,000

Multnomah County, OR

• The owner is a CPA • This practice was established in the 1970s, current owner since 2009. • Less than 15% of clients meet with the seller and staff • Software in use includes Thomson Reuters Suite...

$1,800,000

Edison, NJ

This amazing, real HANDS OFF, New Jersey portfolio of 66 ATM machines is a processing only portfolio with all of the equipment in great condition. Approximately 90% contract coverage. Based in and...

$220,000

Jersey City, NJ

This New Jersey portfolio of approximately 77 ATM machines is based in and around New Jersey and New York and the surrounding area. This portfolio is showing steady Net Profit income over the past 12...

$825,000

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

Dallas, TX

This great Dallas based portfolio currently operates 27 ATMs machines around Dallas, TX for $275,000.00! The portfolio in 2025 has averaged over $7,500/mo in Mixed Profit (over $8000 in March). In...

$275,000

Beaufort County, SC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues expected around $320,000! • Revenues comprised of nearly 100% individual and business tax with some monthly...

$345,000

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

Portland, OR

FIRM SPECIALIZES IN MID TO HIGH-NET-WORTH INDIVIDUALS, SMALL & MID-SIZE BUSINESSES, AND ESTATES & TRUSTS. Please sign NDA to learn more -...

$1,087,500

Polk County, IA

This is an excellent opportunity for an experienced buyer to acquire a profitable, well-established practice with a loyal client base, strong support in place and long-term success. - Generates 50% of...

$1,400,000

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

Minnesota

Well-established and profitable CPA practice located in Northwest Minnesota. This firm provides comprehensive services including individual and business tax preparation, payroll, bookkeeping, and...

$400,000

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

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

DuPage County, IL

This new CPA Tax and Accounting practice for sale in the western suburbs of Chicago generates annual gross revenues of about $677,800! The well-established firm has a strong fee structure in place...

$750,000

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

Northampton County, PA

• Owner looking to retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues expected to be consistent with 2024 at $225,000! • Primarily tax practice with...

$270,000

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

Nebraska

Highlights: • Cash flow over 70%! • Owner hours low at 1,250 per year! • 2 CPAs on staff This top-performing virtual Accounting Firm uses a boutique, concierge-style approach to provide outstanding,...

$585,000

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

Cook County, IL

Wildly successful independent insurance agency for sale with minimum 35%+ year over year growth since 2020 focusing on mainly personal auto insurance AND a separate revenue stream (i.e. car...

$1,150,000