Financial Services Businesses For Sale

South Carolina

Check out this thriving Allstate agency in upstate SC boasting: PRO achievement level performance; on pace for PRO in 2026 P&C appointments in SC, NC and GA $7.0mm earned premium 87% net retention...

Georgia

This thriving tax and accounting practice represents an exceptional acquisition opportunity in a unique rural Georgia setting. Led by a CPA with over 30 years of experience, this fully staffed firm...

Palm Beach Gardens, FL

Step into a high-performing, absentee-owned mortgage lending business in one of the most vibrant and opportunity-rich markets in the U.S.—South Florida. Well-established, 5-star google rated firm...

Phoenix, AZ

The firm has a small footprint that is perfectly situated centrally within the Phoenix, Arizona metropolitan area. This is practice is located just outside of the Paradise Valley and Scottsdale areas...

Fountain Valley, CA

This is an excellent opportunity to acquire a 95% commercial small business P&C insurance book, ideal for expanding your existing agency. The client base comprises Mandarin and English-speaking small...

Hillsborough County, NH

Unlimited potential in the $5 Trillion Commercial Real Estate industry. Put your financial acumen and professional sales ability to use arranging commercial mortgages for business and investment...

Grafton County, NH

Established Insurance Agency - Grafton County, New Hampshire This well-established franchise insurance agency presents an exceptional opportunity for a qualified buyer seeking a profitable business...

Delaware

**ALL OFFERS DUE BY October 16, 2025** SIGN THE NDA BY COPYING & PASTING THE LINK BELOW: https://generational.tfaforms.net/4660083?DealID=a1LNw000000uFKX Exclusive Opportunity – Profitable, Software...

Virginia

BUSINESS OVERVIEW This established virtual CPA practice offers an exceptional opportunity to acquire a profitable, fully remote accounting firm with demonstrated growth and strong operational...

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

Montgomery, TX

Award-Winning Farmers Insurance Agency - Montgomery, Texas This Impressive Farmers Insurance Agency provides a rare exceptional opportunity for immediate cash flow and return on investment. Located in...

Cedar Park, TX

Established Farmers Insurance Agency - Turnkey Operation with $7.8M Premium and very good cash-flow. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a...

Essex County, MA

Don’t miss this rare opportunity to own a quality $1.7M premium Allstate agency in the desirable Haverhill, MA market. This book is built on loyal, long-term clients and delivers consistent...

Broken Arrow, OK

Owner is ready to step aside to hand off this incredible opportunity. This unique business is ready to be turned into a franchise operation with recipes for success already proven. Currently has over...

Middlesex County, MA

This well-established CPA firm is located in the Metrowest area and generated over $680,000 in billings in 2024. The team includes the owner(CPA), an enrolled agent, and administrative staff. Because...

San Pablo, CA

This is a rare chance to acquire a high-performing agency with a strong foundation and built-in potential for expansion. This is a great agency to come into the business and cover expenses so you can...

Oneida County, NY

Step into a turnkey business brokerage backed by a nationally recognized franchise brand. This exclusive territory in Oneida County offers a proven model, robust support, and access to a steady...

St Lucie County, FL

Turnkey staffing business with $132K in cash flow, national brand backing, and an experienced recruiter already in place. Now priced at $250K, this established franchise offers a strong foundation and...

Orange, CA

Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...

Minnesota

Established in 1997, this well-regarded tax and accounting firm serves a loyal client base in the Northwest Metro. Services include individual and business tax preparation, tax planning, and general...

Frederick, MD

This turnkey agency in on pace for the ELITE achievement level in 2026! $6.6mm earned premium (and growing) 88% net retention; 5+ years: 87% Low loss ratios across all major product lines P&C...

Washoe County, NV

• The owner is a CPA • This practice was established in 2019 • Great opportunity for a firm to establish a Reno presence • Skilled team in place to assist with transition and daily operations •...

Gorham, ME

For Sale is a Boutique CPA Firm in Gorham, Maine Maine CPA is selling a practice comprised of tax preparation for individuals (64%), tax preparation for business entities (28%) and accounting and tax...

Cook County, IL

Are you looking to grow a residual revenue stream? Look no further than this stablished Farmers Insurance Agency with $70,000 in annual revenue. With a loyal customer base and the opportunity to...

Travis County, TX

With over 50 years in the market, this Texas-based S Corporation has grown from a one-person bookkeeping firm into a trusted concierge-style business consulting company. Today, its five-member team...

North Carolina

Profitable, Established Tax Preparation Franchise in Growing NC Market This is a rare opportunity to acquire a high-volume, turnkey tax preparation franchise with 20 years of strong brand presence in...

Westlake Village, CA

Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...

Douglas County, CO

This well-established, award-winning agency (15+ years in business) is strategically located in a charming, scenic community south of Denver metro and offers amazing views of the Rocky Mountains. The...

Albuquerque, NM

We have 4 smaller established agencies for sale or take advantage of our 300% monthly bonus program and build your own brand. No start up or franchise fees. License fees to the state are less than...

Irvine, CA

Agent has been with Farmers Insurance for over 38 years and is looking to retire. The agency is well established and has 1 dually licensed staff. The service commissions are approximately 100,000 with...

Santa Rosa County, FL

Have you dreamed of living on the beautiful Emerald Coast? This great main street CPA business does mostly tax work for businesses and individuals. A qualified buyer can get an SBA loan with as little...

Delaware County, PA

Seller ready to move on this well-established, $2.67M Pro-Level, 25-year Allstate Agency nestled in the suburban area of Philadelphia, PA. Excellent retention and highly trained staff make this agency...

Aurora, CO

This established $6,700,000 premium agency is located in a very sought after area east of Denver. Founded over 30 years ago, the agency has grown an amazing book of business with high retention. The...

Houston, TX

Established Used Car Dealership and U-Haul Franchise - Houston, TX Turnkey Opportunity: This profitable used car dealership with U-Haul franchise has served the Houston market since 2006, generating...

Stuart, FL

This long established CPA practice located in Martin County Florida is making available a book of business due to his semi-retirement and his objective to fully retire within the near future. The CPA...

Florida

High-Authority Digital Media Platform | 200K+ Users | Affluent Boomer Finance & Insurance Market An exclusive opportunity to acquire or invest in a high-authority digital media platform serving one of...

Established CPA Firm presents an exceptional opportunity to acquire a profitable accounting practice with nearly three decades of operational success. Due to confidentiality, please reach out with...

Boise, ID

Rare opportunity to own an established Farmers Agency. This well-established agency offers an ideal pathway into the insurance industry. With a strong presence in Commercial, Life, Property, and...

Aspen, CO

Well-curated tax practice presents a rare opportunity for a buyer seeking to acquire a book of business with a balanced workload with limited in-person interaction. The high-quality client base is...

Snohomish County, WA

This long-standing insurance agency has been serving Snohomish County for over two decades, offering personal, commercial, and health insurance services. The business generates steady renewal income...

Moorpark, CA

Established Farmers Insurance Agency for Sale in Moorpark, CA This well-positioned Farmers Insurance Agency presents an exceptional opportunity for an entrepreneurial professional to acquire an...

North Carolina

This local, family owned $4.66M Allstate agency was started as a scratch satellite agency in 2008. With a strong local community, the client base is low maintenance with outstanding potential for...

St. Louis, MO

The agency offers a strong $1.3M book with 60/40 Personal vs. Commercial lines, high-net-worth clients, and top carriers including Travelers, Safeco, Progressive, Nationwide, and Guard. With a 90%...

James City County, VA

This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing...

Justin, TX

This independent P&C agency in the Dallas–Fort Worth market runs a lean, virtual model managing $5M in premium and $545K in revenue. With 90% Personal Lines, 87% retention, and strong carrier...

Hilliard, OH

Profitable, Hands-Off Insurance Agency with Predictable Monthly Income Step into a turnkey business that delivers steady, recurring revenue while running with minimal oversight. This insurance agency...

Wayne County, MI

A business like this rarely comes to market. This dedicated check cashing business was established 25 years ago. The current owners took over 3 years ago and have multiplied profits by 4x! Interior...

Fort Valley, GA

National Mortgage Field Services (NMFS.com) has established itself as a leader in the mortgage field services industry with over 15 years of expertise. Our website is a reliable source of information...

Philadelphia, PA

10 ATM Locations in the Philadelphia, PA area - all high-end Hotels - making $20,000/yr NET (outside of Gas and time) for sale for $36,622 Buyer must join the ACFN ATM franchise program. Franchise...