Financial Services Businesses For Sale in Charlotte Metro, NC

Gaston County, NC

• Seller retiring but willing to assist buyer as much as possible. • Yearly gross revenues around $446,000. • Year-round revenues comprised of monthly and quarterly accounting (74%) and individual and...

$535,000

Fort Mill, SC

Accounting 41 Monthly Clients Total $56,500 28 Annual Clients - Total $8,200 2 Quarterly Clients - Total $850 Income Tax Individuals 560 Total $202,615 Businesses 117 Total $ 63.062 Other 6 Total...

$450,000

Union County, NC

• Seller retiring but willing to assist buyer as needed with transition. • 2025 revenues estimated around $290,000! • Revenues comprised of individual and business tax (67%), accounting and write-up...

$365,000

York County, SC

• Owner retiring but willing to assist buyer to ensure smooth transition. • 2025 revenue estimated to increase to $245,000! • Revenues comprised of individual and business tax (80%),...

$290,000

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

Charlotte, NC

This great ATM portfolio of 27 Arcade ATMs in Charlotte, NC and the surrounding areas. The portfolio has Net Income of nearly $19,000 per month in the past 12 months (Gross Profit of $35,845). Link to...

$700,000

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

Matthews, NC

$4.3mm earned premium (and growing) 84% net retention; 5+ years: 88% Low loss ratios across all major product lines P&C appointments in NC & SC Two licensed, experienced staff members Highly visible...

Not Disclosed

Cash Flow: $390,000

Union County, NC

This highly productive Allstate agency boasts: $9.0mm earned premium 83% retention; 5+ years: 85% 55% overall bundling Low loss ratios across all major product lines Appointments in NC & SC Five...

Not Disclosed

Cash Flow: $650,000

Mecklenburg County, NC

• Owner willing to assist in transition through the 2025 tax season if needed. • Gross revenues expected to be around $330,000 in 2024! • Year-round revenues comprised of Tax (90%) and Accounting...

$385,000