Financial Services Businesses For Sale

Monmouth County, NJ

JUST FELL OUT OF CONTRACT!!!!!!! Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by...

$2,500,000

Miami, FL

ESTABLISHED 30-YEAR INSURANCE AGENCY FOR SALE | STRONG BOOK OF BUSINESS Well-established and profitable independent insurance agency with 30 years of operating history serving the Miami, Florida...

$750,000

Lyon County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $340,000! • Service mix includes tax (84%) and accounting (16%)....

$340,000

North Las Vegas, NV

Strong growth in 2026! Scalable insurance coverage expert witness firm focused on insurance-related litigation support & expert witness services. Established relationships and repeat clients including...

$298,000

Sacramento County, CA

Full Virtual CPA Tax Practice with Excellent Cash Flow • The owner is a CPA • This practice was established in 2003 • Software used is Lacerte • Approximately 185 individual tax returns with an...

$675,000

Colorado

- Solo, tax-focused CPA practice - 91% Tax Preparation (68% Individual; 32% Business); 6% Bookkeeping; 3% Planning & Consulting - Cash flow to owner before potentially duplicate expenses is...

$185,000

Texas

- Single-owner CPA Practice - 69% Tax Preparation (37% Individual; 63% Business); 31% Bookkeeping - Cashflow to owner before potentially duplicate expenses is 44% of gross revenue - Practice utilizes...

$1,020,000

Bexar County, TX

- Highly profitable, well established single-owner CPA practice - 62% Bookkeeping; 38% Tax Preparation (52% Individuals; 48% Business) - Cashflow to the owner before potentially duplicate expenses is...

$1,860,000

El Paso County, CO

Single-owner CPA practice with a long history in the community 73% Tax Preparation (53% individuals; 47% Businesses); 15% Bookkeeping; 12% Other (Periodic Reports, Payroll Prep, Consulting,...

$720,000

San Diego County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, Rightworks hosting, and Practice CS • Approximately $32,700 in annual revenue, via payroll (40 clients)...

$675,000

Wyoming

This long-established CPA practice in Northwest Wyoming generates approximately $644,000 in annual gross revenues. The practice's stable and loyal client base includes many locally owned businesses as...

$515,000

Wyoming

This well-established and consistantly growing CPA practice for sale in North Central Wyoming generates approximately $1.1M in annual gross revenues. The desirabel client base is composed largely of...

$975,000

Northampton County, PA

This business has a long history of success, multiple revenue streams and is always busy with its great location. The staff is reliable and has experience in handling all types of customers. The store...

$125,000

Mesa, AZ

This agency provides an exceptional opportunity to acquire an established business with over four decades of operational success. Founded in 1981, this Farmers Insurance Agency has built a solid...

$264,000

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$138,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 1981 • 5% of clients meet with the seller • Drake Software is used • Approximately $6,000 in annual revenue, via payroll • Approximately 528...

$275,000

South Carolina

• Seller retiring but willing to provide transition support through initial tax season after closing. • 2025 revenue of $186,000 with 2026 estimates around $225,000! • Revenues comprised of individual...

$285,000

Suffolk County, NY

A cash-flowing community staple in a prime, busy shopping plaza, Suffolk County New York. This is an established, fully operational check cashing and financial services business, strategically located...

$225,000

Ontario

Presented by Alan Liverman Practice for Sale – Established Bookkeeping,Tax and Wealth Management Firm. This is not a virtual practice and it is recommended that the buyer be located in the same...

$249,000

-Specialized EBP audit niche with 30+ years of referral-only growth from financial advisors, TPAs, and CPA firms -Fixed-fee billing collected in advance, resulting in virtually zero accounts...

$1,590,000

Louisiana

Sunbelt Business Brokers of New Orleans presents this established financial services business that provides cash advance solutions to a diverse customer base and offers an excellent opportunity to...

$300,000

Berks County, PA

Berks County, PA Tax and Accounting Practice For Sale $565,000 Revenue Practice Overview • The firm has had steady growth, with expected revenue for sale of $565,000 in 2026. • ~40% of revenue is...

$650,000

Union County, NJ

This highly respected Tax Practice located in Northwest Union County, NJ, has created a loyal client community that has continued to grow throughout the years. This scalable opportunity is not only...

$120,000

Los Angeles County, CA

For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has...

$3,300,000

Kentucky

Grossing $207,500 | Bank & Seller Financing Available This is a growing and well-run CPA practice located in south central, serving a diverse client base that includes retail businesses, service...

$207,500

Frisco, TX

This Virtually Operated Bookkeeping Practice for sale in Frisco, TX has annual gross revenues of approximately $224,500. Utilizing efficient, cloud-based systems and a fixed monthly fee subscription...

$330,000

Redding, CA

Well-established independent insurance agency with a long-standing local presence and a diversified book of business across personal and commercial lines. The agency has been operating for...

$1,000,000

Arlington, TX

This is a turn-key ATM route business for sale in the Dallas-Fort Worth metroplex, now priced at $59,000 - under 2x the prior year's revenue, making this one of the most aggressively priced ATM routes...

$59,000

Kansas

THE OPPORTUNITY S Central KS Tax & Bookkeeping Firm is a well established, highly reputable, fully paperless, two-location accounting and tax practice located in South Central Kansas. The seller is...

$425,000

Arkansas

THE OPPORTUNITY This CPA firm located in the central part of northern Arkansas has built an excellent reputation by delivering high-quality professional services to a loyal client base. The practice...

$475,000

Texas

This well-established CPA practice for sale in Northeast Texas near I-30 has a well-balanced service mix to generate year-round income and is supported by an experienced staff. With no immediate...

$215,000