Financial Services Businesses For Sale

Jackson County, MI

This is a well-established Enrolled Agent practice offering a balanced mix of personal and business tax preparation, accounting, and other client services. The firm has a strong and loyal client base,...

$301,548

Washoe County, NV

Priced at less than 2x Cash Flow • The seller is not open to providing seller financing; full cash or third-party financing will be required • Seller prefers a CPA with at least 5 years of tax...

$650,000

Atlanta, GA

Seize the opportunity to acquire a growing Farmer’s Insurance Agency in Atlanta, GA, with a strong foundation and room for expansion. This agency has been in operation for one year and has already...

$85,000

Garland, TX

Established Liberty Tax Service franchise opportunity featuring two profitable locations in the Dallas metropolitan area. This turnkey operation has been serving clients since 2013, generating a...

$150,000

Provo, UT

Opportunity to acquire a thriving, full-service CPA tax practice franchise with strong client relationships and consistent growth. This well-established firm serves a diverse mix of individual and...

$250,000

Grand Junction, 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 Mesa County's...

$185,000

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

British Columbia

Service Breakdown: - T1 Personal Tax Returns: Approx. 1,193 returns annually - T2 Corporate Tax Returns and Other: Approx. 67 returns annually (Note additional new clients onboarded in 2025 not...

$375,000

Scotch Plains, NJ

This profitable CPA firm is paperless with most of the firms clients located in Morris, Somerset and Union Counties, NJ. There are some out-of-state 1040 type clients in FL, NY, PA, CA, CO, CT, MA &...

Not Disclosed

Cash Flow: $448,502

Nashville, TN

This personal lines insurance brokerage offers a compelling opportunity for those seeking a scalable and efficient business in the financial services sector. The company operates under a client-first...

$189,000

Anaheim, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

Connecticut

Overview ABA Advisors represents this tax, bookkeeping and consulting firm located in the NE Hartford, CT area. The owner wishes to retire but is willing to provide transitional assistance to the...

Not Disclosed

Cash Flow: $176,567

Fort Myers, FL

Located in the heart of Fort Myers, Florida, the firm has been a trusted provider of tax, audit and attestation services for over 10 years. They specialize in delivering accurate, timely, and...

$1,200,000

Florida

- purchase price pre-approved by lender -2024 cash flow $665,000 -Strong projections -Owner is willing to stay on -Located in Tampa/Orlando area This well-established firm located in the Tampa/Orlando...

$1,450,000

Description: The Company specializes in 1031 exchange transactions, offering qualified intermediary services to ensure compliance and facilitate smooth exchanges. The Company processes forward,...

Not Disclosed

EBITDA: $4,259,325

Los Angeles County, CA

Established Farmers Insurance Agency - San Fernando Valley Opportunity This well-established Farmers Insurance franchise presents an exceptional opportunity for qualified agents seeking a profitable...

$499,000

Garfield County, NE

This is a well-established, high-performing firm with a loyal client base and consistent growth. The practice delivers strong profitability through efficient operations and balanced revenue streams,...

$180,000

Leominster, MA

• Seasoned staff members are willing to transition with new ownership if compensated and treated similarly. • Diverse tax client base with revenue desirably split about 50/50 between individuals and...

$698,500

Naples, FL

ESTABLISHED ALLSTATE AGENCY - NAPLES, FLORIDA FINANCIAL PERFORMANCE METRICS: • Total Earned Premium (EP): $16.5M annually • Annual Revenue: $1.6M • Revenue-to-Premium Ratio: 9.7% • Asking Price: $3.6M...

$3,600,000

East Longmeadow, MA

Retirement minded owner. Firm established in 1993. Total gross income - $320,000 23 Monthly Clients - Avg Fee - 176 - Total - $40480 9 Quarterly Clients - Avg Fee - $818 - Total - $7362 13 Annual...

$375,000

Jackson County, MO

• Owner is looking to retire and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be around $360,000! • Year-round service mix includes tax (58%)...

$400,000

Maricopa County, AZ

• The owner is a CPA • Serving clients for 30+ years • Seller prefers a buyer located in the greater Phoenix area • Software in use includes Pro Series, Accounting XPert, QuickBooks • Approximately...

$620,000

Oregon

A Rare Opportunity: Acquire a Profitable & Established Financial Services Firm Invest in a legacy of trust and growth. The long-time owner of this premier local tax preparation, bookkeeping, and...

$799,000

Virginia

Established CPA firm selling audit book of business. Clients are primarily serviced virtually. This is an ideal opportunity for a buyer to expand their audit practice....

$450,000

Indianapolis, IN

Overview ABA Advisors represents this mostly tax practice located on the northeast side of Indianapolis, IN. The owner wishes to retire but is open to working part-time for the buyer. The Practice The...

Not Disclosed

Cash Flow: $257,404

Polk County, IA

Geographic Location: Story County Here’s your chance to own a high-quality CPA practice. Buying has never been easier. A flexible seller and a strong community reputation make it possible. We’ll walk...

$1,250,000

Orange County, FL

Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with...

$240,000

Tippecanoe County, IN

This is a well-established and highly reputable CPA practice located in the Lafayette, Indiana area. The firm has built a strong reputation for providing quality accounting, tax, and advisory services...

$458,300

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...

$535,000

Queen Annes County, MD

High PRO achievement level performance agency that is on pace for PRO in 2026 The agency holds active P&C appointments in MD, VA, DE and DC $6.7mm earned premium 84% net retention rate 76% policy...

$1,425,000

Tippecanoe County, IN

Well-established CPA/tax practice with a loyal and long-term client base located in the Lafayette, Indiana area. The firm generates approximately $136,000 in annual gross revenue, primarily from...

$136,109

Rocky Mount, NC

EXECUTIVE SUMMARY Established Allstate insurance agency generating $3.9M+ in earned premium with 28 years of proven operations at this location in Rocky Mount, NC. This data-rich opportunity...

$1,270,000

Wayne County, MI

This is a great opportunity to own an online website company that processes and files Mechanics Liens, Construction Liens, and Property Liens nationally, as well as providing other construction...

$125,000

Harris County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue are anticipated at $270,000! • The service mix is a balance of both tax and...

$315,000

Atlanta, GA

The business is a full-service tax consulting and preparation business with over 400 clients. They operate in a shared space with other complimentary service providers (e.g. legal, estate counseling,...

$245,000

Dallas, TX

This Semi-Virtual CPA practice for sale is based in North Dallas, TX and has annual gross revenue of approximately $1,750,000. The practice serves a high-quality client base consisting primarily of...

$2,845,000

Fort Lauderdale, FL

This established Allstate agency, operating as a HUB, is positioned in an excellent coastal location in Southeast Florida. The office is supported by a strong team, including two part-time employees...

$960,000

Bexar County, TX

Business Overview Year-to-Date Earnings: $108,225 Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$85,000

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...

$245,000

Derby, KS

- 12 month gross revenues consist of around $130,000! - This tax preparation franchise has two locations in the area to include a Walmart Kiosk. - A loyal client base and experienced staff and can...

$135,000

Oklahoma

• Seller retiring but willing to assist buyer as needed during transition. • Yearly revenues around $174,000. • Key employees in place and ready to work for new owner. • Large office space available...

$210,000

Michigan

Located in a high-growth area and easily accessible from Oakland County (Metro Detroit - Novi Corridor), Ann Abor, and East Lansing, this 40-year-old practice is well staffed and offers loyal clients,...

$1,950,000

Anchorage County, AK

This established, high-performing agency has been serving the Anchorage community for over three decades and continues to show impressive growth. With 8,336 policies in force, an outstanding 88.99%...

$3,700,000

Roswell, GA

*** THIS LISTING IS CURRENTLY SALE PENDING. *** Overview ABA Advisors represents a very unique sales offer for a buyer to purchase a recurring portfolio of individual and corporate tax returns. This...

Not Disclosed

Cash Flow: $250,000

Geneva

A rare opportunity to acquire a 20% stake (negotiable) in a Swiss independent investment group, currently listed on Switzerland’s secondary exchange and valued at approx. CHF 200 million. There is the...

$272,000,000

Zug

This is a rare opportunity to acquire a fully licensed, vintage Swiss Trust Company with a Para-Banking license. Incorporated in 1967 in Zug, Switzerland, this company offers a turnkey solution for a...

$2,000,000

Geneva

This is a unique opportunity to acquire a Swiss FINMA Regulated Trust Company based in Geneva. The firm is a limited company (“Société anonyme”) registered in Geneva, Switzerland, it is fully...

$750,000

Maricopa County, AZ

• The owner is an EA • This practice was established in 1981 • Software in use includes ATX MAX • Approximately 373 individual tax returns with an average fee of $449 per return • Approximately 35...

$240,000

Kent County, RI

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence) • Revenues are derived primarily from business clientele representing a broad range of industries • Revenue mix:...

$850,000