Financial Services Businesses For Sale

Plano, TX

Located in a highly desirable and affluent area, this steadily growing CPA practice in Plano, TX generates approximately $506,000 in annual gross revenue. The practice caters to a diverse and loyal...

$605,000

British Columbia

The company provides third-party financing solutions to leisure product dealers across Western Canada. Acting as an intermediary between retailers and major financial institutions, the Company...

$645,000

Cook County, IL

This growing practice has been providing quality tax and accounting services to individuals and local businesses for over 15 years. New clients, fee increases, and improved operational efficiencies...

$560,000

Putnam County, NY

• BACK TO AVAILABLE! UPDATED INFORMATION! • Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $800,000! • Revenues comprised...

$1,100,000

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$750,000

Burleson County, TX

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 202 gross revenue is estimated to be $1,200,000! • The...

$1,350,000

New Jersey

Several remaining protected franchise territories are available in central New Jersey. The franchise was established in 1976. It has been operated by the current owner since 1987 as part of a...

$165,000

Gainesville, FL

***SALE PENDING*** This profitable Allstate insurance agency has been serving the Florida market with distinction since 1990, building a strong foundation with over several decades of continuous...

$1,490,000

South Carolina

Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your chance to own a proven winner in Upstate...

$1,490,000

Hialeah, FL

BUY NOW AND BY THE END OF TAX SEASON YOU WILL ALREADY HAVE WHAT YOU PAID FOR AND ALSO A GOOD PROFIT. ITS A WIN WIN FOR THE BUYER. SELLING DUE TO RETIREMENT BELOW MARKET VALUE...

$590,000

Saratoga County, NY

• Owner retiring but willing to assist buyer with transitioning clients. • Yearly revenues around $105,000. • Nearly 100% of revenue from individual and business tax. • Very low overhead operation...

$120,000

San Diego County, CA

Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent...

$200,000

Utah County, UT

This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and...

$129,000

San Diego County, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful San Diego, CA. The agency offers a diverse mix of Personal Lines, Commercial, and Life insurance, providing...

$575,000

Jefferson County, AL

Established Allstate Insurance Agency - Central Alabama This well-established Allstate insurance agency presents an exceptional opportunity in the growing Jefferson County, Alabama market. Operating...

$325,000

Philadelphia County, PA

This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history...

$325,000

Encino, CA

CPA firm for sale in Encino, CA Ref# ENO125. This CPA Seller has 35 years of practice experience and is ready to transition into retirement. The Seller is open to assisting the Buyer on a part-time or...

$895,000

Bibb County, GA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $145,000! • Service mix includes tax (56%) and accounting...

$170,000

Pierce County, WA

The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...

$500,000

Florida

-Purchase price approved by lender -Buyer could be remote -100% paperless office -Located is a great area near downtown San Antonio -Cashflow to owner is 45% Located in a sought-after area, this...

$950,000

Van Alstyne, TX

This established insurance agency has been serving its market since 2019 and features a consistently growing book of business with strong retention and reliable renewal income. The agency operates in...

$250,000

King County, WA

• The owner is a CPA • This practice was established in 2003 • Software in use includes UltraTax • Approximately $515 in annual revenue, via bookkeeping (3 clients) • Approximately $1,275 in annual...

$300,000

The Firm is a full-service tax resolution firm serving clients across the United States. It assists individuals and commercial businesses in settling outstanding tax filings and debts primarily with...

Not Disclosed

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

Lane County, OR

• The owner is a CPA • This practice was established in 1966 • Software in use includes ProSeries • Approximately 245 individual tax returns with an average fee of $705 per return • Approximately...

$280,000

Description: The Company is a brokerage general agency (BGA) specializing in life insurance, annuities, long-term care (LTC), and disability income insurance. Collaborating with more than 30 top-rated...

Not Disclosed

New Mexico

Overview ABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Indianapolis, IN

Discover a remarkable insurance agency story that began years ago with a vision to serve the Indianapolis community through a trusted, well known brand. This tenured agency has grown from humble...

$540,000

Cook County, IL

This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located...

$199,000

Broward County, FL

Established, home-based South Florida accounting firm serving over 200 individual and business clients with a strong, well-established client base and diversified recurring revenue. The firm provides...

$275,000

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...

$475,000

Sierra Vista, AZ

With more than 30 years of continuous operation, this residential appraisal firm is one of the most established providers in Cochise County. The company performs VA, FHA, USDA, conventional, and...

$170,000

Ontario

Well-Established Cross-Border Tax & Accounting Firm – Windsor-Essex Region, Ontario Serving the Windsor–Detroit corridor since 1989, this long-standing firm has built an exceptional reputation with a...

$350,000

San Francisco County, CA

Highly Profitable Virtual CPA Practice with Balanced Service Mix This virtual, CPA-owned practice, established in 2012, presents an excellent acquisition opportunity with 2025 gross revenue of...

$1,200,000

Quebec

(Français ci-dessous) Annual Revenue: ~$1.43M Well-established accounting and tax firm with a diversified corporate client base and strong recurring revenue stream. Services include taxation,...

$1,695,000

Miami-Dade County, FL

A long-established franchisee of a well-known regional insurance franchise located in Homestead, Florida. The agency specializes in personal and commercial auto insurance, writing over $4m in premiums...

$690,000

Fairfax County, VA

Founded in 2008 and located in the heart of growing, diverse Fairfax County, Virginia, this full-service CPA firm specializes in accounting, financial statement preparation, tax planning, and...

$850,000

Montreal, QC

Ce cabinet offre une structure bien établie et diversifiée, composée d’une division de tenue de livres et fiscalité ainsi qu’une division examens et compilations avec des revenus récurrents d’environ...

$1,050,000

California

-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care. -Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium...

$2,450,000

Travis County, TX

Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency...

$3,250,000

Saint Cloud, FL

Rare opportunity to acquire a well-established accounting firm with over 15 years of successful operations in the heart of Osceola County. This full-service practice provides tax preparation,...

$425,000

Bucks County, PA

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both...

$720,000

Bexar County, TX

BUSINESS OVERVIEW 2025 EARNINGS: Solid Six-figure Income Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$140,000

Georgia

• The seller is looking to retire and is available to assist buyer with transition. • 2026 revenues are expected to settle at $85,000! • Tax practice focused on individual tax returns with a great...

$95,000

Davidson County, NC

• UPDATED INFORMATION AVAILABLE! • Seller willing to transition clients to ensure smooth handoff. • 2026 revenues expected to remain around $175,000! • Revenues comprised of individual and business...

$225,000

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2025 gross revenues are estimated to be around $175,000! • Year-round service mix includes a balance...

$200,000

Duval County, FL

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

$80,000

Michigan

This well-established yet growing Tax & Accounting Practice for sale located North of Oakland County, MI has annual gross revenues of approximately $291,000. The firm has been providing high-quality...

$306,000

Oklahoma County, OK

• Owner taking a job offer for a non-profit. Willing to assist buyer in transitioning clients. • Yearly gross revenues around $85,000. • Revenues comprised of tax work (81%) accounting/bookkeeping...

$105,000