Financial Services Businesses For Sale

King County, WA

Merger Opportunity: Tax & Accounting Firm A well-established tax and accounting firm is seeking merger partners to enhance growth, expand service offerings, and leverage operational efficiencies. The...

$1

Bradenton, FL

This is an, multiple lines, fast growing franchise, insurance company offering all lines (Auto, Home, Health, Life, Commercial) with access to several carriers which guarantees very competitive...

$230,000

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

Description: The Company is a certified public accounting (CPA) firm specializing in financial statement preparation, tax return preparation, tax planning, tax consulting, and other financial services...

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

Middlesex County, MA

This reputable accounting firm, founded in 2012, is now available for acquisition as the owner plans for retirement. Located in Central Massachusetts, the firm has built a strong client base,...

$300,000

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

Hillsborough County, FL

A Tampa-based hard money lending business, specializing in commercial and business-related loans, is now available for purchase. This established operation provides asset-based financing tailored to...

$5,000,000

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

North Carolina

For high-net-worth businesses and clientele, this top CPA firm specializes in advanced tax strategy and complete tax planning services. The firm is committed to increasing financial growth and tax...

$1,100,000

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

Connecticut

Decades of Excellence: Renowned Accounting Firm with Investment Expertise Established in the 1980s, this premier Certified Public Accountants and Financial Planning & Investment Services firm presents...

Cobb County, GA

This ELITE insurance agency offers a prime opportunity with 1,700 sq. ft. of office space situated in a busy shopping center, seamlessly connected to a large, thriving neighborhood. The agency boasts...

$599,000

Cuyahoga County, OH

Well-established CPA practice offering a diverse range of client services. The owner is flexible and available to assist with a smooth transition. Office space is available, or the practice can be...

$148,344

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

Brooklyn, NY

OVERVIEW ABA Advisors represents this tax practice located in Brooklyn, NY. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Cash Flow: $95,651

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...

Cash Flow: $128,500

Bradenton, FL

PROFITABLE INSURANCE AGENCY franchise...

$230,000

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

Stockton, CA

Allstate Agency that the Seller is retiring after a fantastic 25-year career. Two excellent CSR.s that are bilingual and can handle the office while the owner is out of town. They are licensed and one...

$850,000

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...

Cash Flow: $279,362

Coral Springs, FL

Thriving Accounting & Tax Firm – Ready for New Ownership! Take advantage of this incredible opportunity to acquire a fully established accounting and tax services firm with a strong foundation and...

$175,000

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

Phoenix, AZ

This profitable, medium-sized accounting firm has been providing quality, personalized financial guidance to local individuals and businesses in Arizona for almost 20 years. Founded in 2007, the...

$1,016,250

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...

$615,000

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

• 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 recurring...

$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...

$3,000,000

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

REAL ESTATE INCLUDED

Alabama

This well-established Title and Escrow Services business presents a compelling opportunity for potential buyers seeking a cash-flowing business. The business primarily serves residential clients,...

$5,500,000

Bucks County, PA

SALE PENDING - 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...

$700,000

Battle Creek, MI

Easy to operate ATM portfolio of 21 ATMs in Michigan. The portfolio has averaged $218,000 in Gross Profit in the last 12 months. 15 Locations with 17 ATMs, 2 locations have 2 ATMs. All of the machines...

$600,000

Texas

-purchase price pre-approved by lender -20% + annual revenue growth -66% cash flow to owners -Owner hours are under 1300 -Scalable delivery engine through automation and team leverage -Strategic...

$795,000

North Carolina

This CPA firm is dedicated to providing clients with the highest level of service, ensuring clients receive personalized attention tailored to their unique needs. The team, consisting of both licensed...

$1,500,000

The Company is an independent flood insurance adjusting company exclusively dedicated to handling National Flood Insurance Program (NFIP) and private flood insurance claims. Operating in all 50...

Saint Louis, MO

New Price! The company is a virtual cryptocurrency exchange established in 2019, operating as a unique P2P merchant platform that maintains its own inventory of both cryptocurrency and fiat...

$700,000

Fort Worth, TX

TX1056: The seller of this CPA firm in south Ft Worth is approaching retirement and is seeking a buyer for the firm. The practice boasts a loyal clientele, about half of which speak both Spanish and...

$515,000

Atlanta, GA

Don't miss out on this rare chance to own an established, ELITE agency in one of the nation's most dynamic markets! This Allstate agency has $17,321,203 in Written Premium, over 7,400 policies, 83.48%...

$4,800,000

Chester County, PA

Law Office Specializing in Real Estate Transactions (Residential and Commercial), Estate Planning and Family Law, Including a Title Insurance Agency in Chester County PA. Principal retiring after a...

$100,000