Financial Services Businesses For Sale

Clermont County, OH

Established insurance agency opportunity in the Cincinnati, Ohio area featuring $3,673,711 in Written Premium, 2,227 Policies in Force, and an 86.63% retention rate. With $450,181 in revenue, this...

$750,000

Durham, NC

THE OPPORTUNITY This Durham-based EA firm offers a nice opportunity for a CPA, EA, or experienced tax professional to acquire a practice with deep community roots and a turnkey operational structure....

$350,000

Michigan

--PRICE REDUCED-- This well-established Enrolled Agent practice represents a strategic acquisition opportunity for certified public accountants, enrolled agents, or accounting firms seeking expansion...

Not Disclosed

Minnesota

Turnkey Fiduciary Services Firm — Twin Cities Metro Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a...

$450,000

Tennessee

-Owner works approximately 260 hours annually with a strong leadership team managing day-to-day operations -Value-based subscription model with built-in annual fee increases and 97% recurring revenue...

$2,500,000

Middlesex County, MA

Established in 2012, this well-regarded tax and accounting practice has built a strong reputation for delivering high-quality, dependable service to a loyal base of local business clients. The firm is...

$300,000

Orange County, FL

Established Central Florida title and closing company with 36 years of operating history, generating consistent referral-based business from realtors, lenders, and investors. This business specializes...

$450,000

Providence, RI

Established tax-focused accounting practice available for acquisition with a retirement-minded owner seeking the right successor. In operation since 2019, the firm has built a solid client base...

$715,000

Wake County, NC

This is a rare opportunity to acquire an ELITE Allstate agency located just north of Raleigh in one of the state’s fastest-growing markets. The agency generates $17.6M in written premium with over...

$4,500,000

Shakopee, MN

A rare opportunity to acquire a turn-key, $1 million insurance agency in Shakopee with the potential to get enhanced bonuses for the first 3 years. This agency provides a good monthly cash flow,...

$100,000

Lake County, IL

This established and reputable CPA practice for sale in Northern Lake County, IL represents a turnkey virtual opportunity. The firm has built a strong reputation for delivering quality tax and...

$340,000

Maricopa County, AZ

Niche specialty firm focusing on 179D, Cost Segregation, and R&D tax credit services Owner is a CPA Established: 2004 Delivery Model: Fully virtual practice; all client meetings conducted via phone or...

$1,400,000

Coral Springs, FL

Price change for a quick transaction!! Imagine stepping into a well-established commercial auto and trucking insurance agency that's been quietly thriving for over 16 years. This unique opportunity...

$230,000

Fort Walton Beach, FL

Picture yourself owning a thriving Allstate agency in one of Florida's most beautiful coastal destinations. Since 2004, this Fort Walton Beach agency has been serving families and businesses on the...

$1,800,000

Martin County, FL

Established Medicare Insurance Agency with 2,000+ Clients and Recurring Revenue Long-established Medicare insurance agency with a book of 2,000+ clients and a solid base of recurring commissions of...

$1,500,000

Virginia

Founded in 1984 with a vision to transform healthcare financial operations, this medical billing company has evolved into a trusted partner for healthcare organizations nationwide. When the current...

$3,900,000

Wilton Manors, FL

Imagine yourself stepping into a thriving insurance franchise that's been serving the community for over 15 years. You'll love the prime end-cap location in this busy Wilton Manors strip center - the...

$550,000

Murfreesboro, TN

• The owner is a CPA • This practice was established in 2008 • Software in use includes QuickBooks, Desktop and online - Ultra tax • Approximately $264,000 in annual revenue, via bookkeeping •...

$925,000

North Bend, OR

• The owner is a CPA • This practice was established in 2016 • Software in use includes UltraTax • Approximately $4,600 in annual revenue, via bookkeeping (2 clients) • Approximately $1,900 in annual...

$320,000

Redlands, CA

• The owner is an EA • This practice was established in 2005 • Software in use includes Drake, QuickBooks, Drake Accounting • Approximately $160K in annual revenue, via bookkeeping (60 clients) •...

$700,000

North Carolina

Fire Sale! Excellent Opportunity to Add this turnkey operation to your existing bookkeeping and accounting Business. Well-established Accounting Practice that has been serving clients since 1979. This...

$175,000

Pinellas County, FL

This confidential opportunity represents an established and profitable tax preparation and accounting practice located in Pinellas County, Florida, serving individuals and small businesses through...

$139,999

San Bernardino County, CA

Practice Details: This well-established CPA firm has operated and grown for over 25 years thanks to intentional, client-focused management. The firm maintains an outstanding reputation, strong...

$650,000

A UK-based fintech platform providing a digital infrastructure for community-based savings, enabling users—primarily within underserved and diaspora populations—to participate in structured group...

Not Disclosed

Los Angeles, CA

Established CPA firm for sale in Los Angeles, California. This firm was founded in 1985 and has operated from its current location for nearly 17 years. The Seller is seeking eventual retirement but...

$2,895,000

Boone County, IL

This well-established Northern Illinois agency brings over 50 years of history and a strong reputation within its market. The agency generates $9,274,657 in written premium across 4,655 policies in...

$1,700,000

Dallas County, TX

This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net...

$3,000,000

Ellicott City, MD

The Gold Standard of Agency Acquisition: $3.4M+ Exclusive Allstate Agency Available Now! Looking for more than just a book of business? Step into a high-performance, PRO-achievement Allstate agency...

$525,000

Pearland, TX

GOLD MINE FOR ANY ENERGETIC AGENT TO MAKE A VERY GOOD LIVING SOLICITING OTHER PRODUCTS LIKE LIFE, LTC, DI, ANNUITIES, MEDICARE, HEALTH, BESIDES PROPERTY AND CASUALTY PRODUCTS LIKE AUTO, HOME, FLOOD,...

$198,000

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

Knoxville, TN

SALE PENDING - This firm offers an exceptional work-life balance with a standard 32-hour workweek and consistent three-day weekends (no Mondays). There is strong growth potential, and the owner has...

$500,000

Spokane County, WA

An exceptional opportunity to acquire a well-established Allstate agency in Spokane, Washington. Whether you're an existing Allstate agent looking to expand via merger or satellite office, or an...

$1,000,000

The Company operates a digital marketplace for merchant-branded gift cards and prepaid products. Through a scalable, asset-light technology platform, the business aggregates supply from multiple...

Not Disclosed

Bexar County, TX

The company specializes in the sale and service of advanced cash-counting systems designed to enhance the efficiency of financial operations. Its product portfolio includes self-service coin counters...

$180,000

This established consulting and grant writing firm provides specialized services to nonprofit organizations, helping them secure funding, strengthen operations, and increase long-term impact. The...

$250,000

Montrose, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Montrose, CO....

$550,000

Monroe County, NY

This Allstate agency, located in the Finger Lakes region of New York, offers a rare opportunity to acquire a high-volume, established book of business with strong retention and significant growth...

$1,050,000

Monroe County, NY

This upstate New York insurance agency presents an excellent opportunity for a buyer seeking a solid book of business with strong retention and room to scale. Priced at $499K, the agency generates...

$499,000

Loma Linda, CA

As a dedicated Farmers agency, we offer personalized home and auto insurance solutions backed by one of the most recognized and trusted names in the industry. We take the time to understand your needs...

$185,000

Rusk County, TX

Well established insurance agency located on the main drag in a town of 15000 people with limited competition from competing agencies. Many customers have been with the agency for decades. Great...

$300,000

Monroe County, NY

Located in Western New York, this established insurance agency presents a strong opportunity for growth with $3,050,577 in written premium plus an additional $172,226 through Ivantage. The agency...

$550,000

Orland Park, IL

This well-established practice has a strong reputation within the community, and this is particularly shown forth in the loyal, long-standing client base. They maintain a desirable, more dispersed...

$645,000

California

Operating out of California, this established payment-processing company generates $118k in monthly residual revenue. With a diversified client base spanning various industries, the business boasts no...

$4,050,000

Austin, TX

THE OPPORTUNITY This Austin CPA firm is a high-quality, well-established firm located in a prime area, serving a diverse portfolio that includes the construction, restaurant, and service industries....

$1,050,000

A streamlined tax preparation and consulting platform with a proven operating model and nationwide reach. Established in 2016 with roots dating back to 2014, the business has been built for...

$11,000,000

Tomball, TX

This high-performing agency in Northwest Houston presents a strong opportunity for both experienced operators and those looking to expand in a thriving market. With over $10.5M in written premium and...

$2,500,000

Transylvania County, NC

• REDUCED PRICE! • Seller retiring but willing to assist owner in transitioning clients. • Strong cash flow with ~50%+ margins and ~$100K+ in owner benefit after add-backs. • Revenues comprised of...

$230,000

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to bolt on a successful, 32-year old firm with a successful track record in 87 different countries! The expansion of...

$714,000

Queens, NY

HS Listing ID-70196 Financial Overview • Total Revenue: ~$312,500 • Commission Revenue: ~$282,500 • Agency Bill & Broker Fees: ~$30,000 • Written Premium: ~$2.64M • 1,400+ active policies • Personal...

$850,000