Other Financial Services Businesses For Sale

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

New Haven County, CT

Price Dropped for a quick sale. Recession-Resistant Tax & Multi-Service Business for Sale | SBA Pre-Approved Looking for a steady, low-risk business with consistent income, loyal clients, and...

$197,500

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

Cabin John, MD

30+ year, $2.10M Allstate agency with solid, loyal customer base nestled in SE Maryland ready for a new owner! This agency is primed for excellent growth with the right owner. With easy access to...

$375,000

Kuala Lumpur

1. Executive Summary [Redacted Company Name], founded in August 2020, is a fintech company based in [Redacted Location]. It operates in the growing Buy Now, Pay Later (BNPL) sector, offering payment...

$175,000

Scottsdale, AZ

(Price Improvement!!!) This well-established insurance agency boasts a 40-year book of business with $4.0 million in premium, located in a prime Scottsdale, Arizona location. With an impressive 86%...

$899,000

Saint Charles, MO

Motivated Seller Farmers Insurance agency ownership opportunity located in the Jefferson County area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on....

Not Disclosed

Cash Flow: $200,000

Springfield, MO

This great ATM portfolio of 73 ATMs in Missouri, mostly around Springfield and the surrounding areas. The portfolio has Gross Profit Income of nearly $216,613 in the past 12 months and would have a...

$525,000

Jackson County, OR

The seller is more motivated than ever. For the right buyer, Terms & Guarantees are available. • The owners are CPAs and EAs • This practice was established in 1989 • Software in use includes...

$445,000

Singapore

Summary The business is a dynamic and rapidly growing B2B SaaS company offering innovative white-label software solutions. Since its inception in 2021, it has empowered startups and SMEs by...

$2,040,000

Madison County, TN

Tax and accounting practice for sale Northeast of Memphis, in the Jackson / Humboldt area of Madison County, Tennessee 2025 estimated gross revenues are $152,000, comprised of accounting (about 36%),...

$165,000

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$800,000

Knoxville, TN

Accounting and tax (CPA) practice for sale in Knoxville, Tennessee, southwest of downtown Current year gross revenues are estimated to be approximately $150,000, comprised of accounting (approximately...

$165,000

Carson City County, NV

• The owner is an EA • This practice was established in 2006 • Trained staff willing to stay on with new owner • Software in use includes UltraTax, Sureprep, Safesend, Quickbooks, Team Viewer, Excel,...

$695,000

Quebec

An established and highly reputable one-partner accounting practice with 30+ years of operational success is now available for acquisition. Located in a strategic metropolitan area, the firm...

$3,200,000

New Orleans, LA

Established insurance agency for sale in the New Orleans, LA area with a total premium of $3,418,467, which consists of $1,500,000 in Allstate premium and $1,918,467 in Citizens at 10% renewal. This...

$550,000

Dallas County, TX

This well-established practice for sale is centrally located in downtown Dallas and has annual gross revenue of approximately $341,000. It has been providing high-quality, professional services to a...

$350,000

Franklin County, OH

This high-performing $2.5M premium Allstate agency is now available for the right buyer! With $216,000 in revenue, 1,425 policies in force, and an impressive 91% retention rate, this agency boasts the...

$499,999

Franklin County, OH

This unique opportunity brings together two well-established Allstate agencies, combining them into a single, high-performing operation. Together, these agencies generate nearly $7 million in premium...

$1,600,000

Cook County, IL

A highly reputable and professional CPA practice with a well-balanced client portfolio, including individuals with average to above-average net worth. Supported by an experienced and skilled staff,...

$788,400

Harris County, TX

OVERVIEW ABA Advisors represents this Audit Firm located in Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Not Disclosed

Cash Flow: $128,500

Sacramento County, CA

Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing...

$1,400,000

Butler County, OH

Allstate agency located in NW Cincinnati is ready for a new owner! The business also has P&C Binding in Indiana and manages $2.6 million in written premium, plus an additional Ivantage premium of...

$450,000

Blaine County, ID

This well-established CPA practice for sale in the highly desirable and booming Ketchum-Sun Valley area in Blaine County, ID, generates annual gross revenues of approximately $287,000. The practice...

$316,000

Queens County, NY

Looking for a high-performing, well-established insurance agency near Queens, NY? This $5.5M premium book is a rare opportunity with 30+ years of legacy success and a strong foundation under four...

$1,300,000

Kent, WA

*** MOTIVATED SELLER *** OVERVIEW - ABA Advisors represents this tax, accounting and payroll practice located in the Kent / King County area of Washington. The owner is a CPA and as is nearing...

Not Disclosed

Cash Flow: $279,362

Charleston County, SC

This is an incredible opportunity to acquire a growing ELITE agency with a 50-year legacy of success and high retention at 89%. With an open floor plan, welcoming waiting area, and a private office,...

$899,000

Berks County, PA

(Price Improvement!) This well-established agency offers a thriving, long-tenured book of business with a strong mix of personal and commercial lines. This agency has experienced steady growth, now...

$595,000

Fayette County, KY

Bluegrass Business Advisors is pleased to announce the opportunity to acquire a well-established and reputable accounting firm. The firm has been a trusted presence for over 25 years all across the...

$600,000

Colorado

SALE PENDING • Exceptional opportunity for a CPA or EA with tax experience • The firm is thriving and is on track to return Seller’s Discretionary Earnings of ~$475,000 in 2025. • 43% of revenue is...

$1,800,000

Los Angeles County, CA

Please be informed that the seller is only willing to entertain buyers who are agreeable to the following terms: Purchase Price: $3MM Seller Financing: 5% of the purchase price or $150K, personally...

$3,600,000

St Louis County, MN

Highly Reputable Accounting Firm for Sale Well-established accounting firm offering tax preparation, payroll, and bookkeeping services for individuals, businesses, and trusts/estates. • Tax...

$600,000

Adams County, CO

(PRICE IMPROVEMENT!!) Opportunity is knocking on your door! Purchased by current owner in 2008, this agency continues its tradition of excellence, offering personal, commercial, and life insurance....

$999,999