Financial Services Businesses For Sale

Clermont County, OH

Well-Established, High-End Tax Practice | 25+ Years | Bank & Seller Financing Available This well-established CPA practice has been serving a loyal, high-end client base for over 25 years in a...

$118,506

Harris County, TX

This is a well-established, non-franchised individual tax preparation practice located in an eastern suburb of Houston, Texas. The practice serves a loyal client base with a clean, focused service...

$163,000

Boise, ID

This well-established CPA Tax and Accounting Practice for sale in Boise, ID has annual gross revenues of approximately $1,303,000. The firm has a quality client base that includes a good amount of...

$1,315,000

Alcoa, TN

• The owner is a CPA • This practice was established in 1987 • 1% of clients meet with the seller and staff • Software in use includes ProSeries and QuickBooks • Approximately $16,000 in annual...

$600,000

Hernando County, FL

Hernando County Florida CPA Practice for Sale | $365K Revenue | Tax, Bookkeeping and Payroll Practice Overview: ABA Advisors represents this CPA practice in Hernando County, FL. The owner wishes to...

Not Disclosed

Florida

Orlando Florida Area CPA Practice For Sale | $700K+ Revenue | Tax and Bookkeeping Practice Overview: ABA Advisors represents this CPA firm located in the Orlando, FL area. The owner is willing to...

Not Disclosed

Lodi, CA

Farmers agency established since 1970 for sale. Many long term clients over 40 years. Great location and retention as well. Farmers is a great company and is currently focused on growth with many...

$350,000

Weber County, UT

ESTABLISHED PAYROLL, TAX & BOOKKEEPING PRACTICE - WEBER COUNTY, UT This thriving accounting and tax practice represents an exceptional acquisition opportunity in Utah's growing Weber County market....

$1,220,000

Phoenix, AZ

Step into ownership with an established insurance agency featuring a $3M book of business and approximately $300K in annual revenue. Located in the high-growth Phoenix, Arizona market, this...

$450,000

Santa Fe, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $199,000 in dependable recurring revenue from renewals alone,...

$230,000

Sacramento, CA

This is a rare opportunity to acquire a well-established payroll processing and compliance company with a strong client base and recurring monthly revenue. The company provides full-service payroll...

$325,000

Mclennan County, TX

The OPPORTUNITY We are pleased to announce a new opportunity for a CPA or EA to acquire an established practice in the Waco area. The seller is approaching retirement and is looking for a qualified...

$480,000

Los Angeles, CA

CPA firm for sale in Century City, Los Angeles, CA. This is a complete sale of the firm; however, the Seller would like to continue working with the Buyer on a part-time basis (2–3 days per week) to...

$715,000

Mecklenburg County, NC

• Seller retiring; willing to assist buyer with for first few months with client transition. • Yearly practice revenues around $200,000. • Revenues comprised of 100% individual and business tax. •...

$250,000

Las Vegas, NV

Established Farmers Insurance Agency For Sale - Las Vegas, NV This well-established Farmers Insurance franchise presents an exceptional opportunity for an entrepreneur seeking entry into the stable...

$315,000

Boulder County, CO

This is an opportunity to acquire a well-established insurance agency with a little over $6 million in annual written premium and a proven book of business. The agency produces approximately $670,000...

$2,500,000

San Diego, CA

16x growth is teed up - we need a little cash to get over the hump. Founder owns about 85%. Stock Traders Daily (since 1.12.00). Fintech firm - offering stock signals for 25+ years Institutional...

$7,500,000

Roseville, CA

This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern...

$575,000

Tulsa, OK

The OPPORTUNITY This is a premier opportunity to acquire a well-established CPA firm in the Tulsa area. Known for its strong local legacy and modernized operations, this practice offers a turnkey...

$2,600,000

Miami, FL

Established and profitable tax, insurance, and business services office located in Miami, Florida. Operating for over 10 years with a loyal recurring client base and strong reputation in the...

$449,000

Houston, TX

We are the largest independent cost reduction consulting firm in North America. Our network of consulting offices serves as the outsourced expense reduction specialists for business clients from...

$60,000

Cuyahoga County, OH

This mature credit services company operates at a specialized crossroads of personal credit improvement, housing finance, and regulatory compliance. Established by a lawyer with extensive exposure to...

$160,000

Suffolk County, NY

• Seller retiring but willing to work with buyer for as long as they are comfortable. • 2026 gross revenues estimated to be around $1,100,000! • Revenues comprised of individual and business tax...

$1,350,000

Newton, MA

This business, located in Newton, MA, is a strong opportunity to acquire an established, long-standing practice with a stable client base and consistent revenue stream. With solid profitability, a...

$825,000

Knox County, TN

Located in Knox County, Tennessee, this insurance agency presents a strong opportunity for a buyer seeking a well-established, high-performing operation in a growing Southeast region. With over $8.2M...

$1,700,000

Long Beach, CA

Established Farmers Insurance Agency For Sale - $8 Million Premium Book This well-established Farmers Insurance agency presents an exceptional opportunity to acquire a thriving business with...

$800,000

Massachusetts

Well-established Massachusetts CPA practice with approximately $3.3 million in 2025 gross billings. The firm offers a tax compliance and preparation, client accounting/write-up services, and attest...

$3,840,000

Peoria, AZ

Established Geriatric Care Management and Fiduciary Services Company This well-established geriatric care management firm has served the community for multiple decades, building a distinguished...

$700,000

Washington County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $360,000! • Service mix is an even balance between tax and...

$430,000

Suffolk County, NY

Located in the highly desirable Long Island market, this Elite agency presents an outstanding opportunity for a buyer seeking a strong, established operation with long-term stability and growth...

$1,200,000

Maple Heights, OH

Located in a growing community southeast of Cleveland, Ohio, this insurance agency presents an excellent opportunity for a buyer seeking an established book of business with strong recurring revenue...

$250,000

Montgomery County, PA

Established boutique tax preparation client base available for acquisition with consistent annual revenue of approximately $25K–$28K and strong historical client retention. This opportunity is ideal...

$50,000

Westchester County, NY

• Seller retiring but would like to work for buyer in practice if needed. • Yearly practice revenue around $610,000! • Revenues comprised of individual and business tax (79%), accounting/bookkeeping...

$825,000

West Des Moines, IA

This very well-established CPA firm is located in West Des Moines, Iowa and generates annual gross revenues of approximately $1,070,000. Having served the local community for more than 50 years, the...

$1,150,000

Los Angeles County, CA

The Check Cashing Chain is a multi-location retail financial services company headquartered in Los Angeles, specializing in check cashing, domestic and international money transfers, bill payment...

$550,000

West Virginia

This well-established, long-standing CPA practice has been serving the Charleston Area for nearly 40 years, providing high-quality tax, accounting, and bookkeeping services with a strong emphasis on...

$720,000

San Antonio, TX

This high-performing ATM portfolio is listed for $315,000.00 consists of 98 well-placed ATMs in San Antonio, TX and surrounding areas. Processing Only Income (69 ATMs) - Net Profit of $2,216 / mo...

$315,000

Phoenix, AZ

Established check cashing and dollar store located in Phoenix, AZ. Have been in business since 2006 with 0 down time. Easy to learn daily operations with minimum effort. Located in a rapidly...

$300,000

San Jose, CA

An established Farmers Insurance agency opportunity is available within the greater San Jose area. The agency currently generates approximately $150,000 in annual commission income supported by a...

$230,000

San Jose, CA

A well-established Farmers Insurance agency opportunity is available within the greater San Jose area, producing approximately $170,000 in annual commission income supported by a premium base...

$265,000

Pendleton, OR

Tax practice with 650 clients in 2023. Located at the base of the beautiful Blue Mountains and 30 minutes away from the Columbia River, perfect location for hunters, boaters, and campers....

$125,000

Anaheim, CA

Imagine yourself stepping into a thriving Allstate insurance agency that's been serving Orange County for over two decades. You'll find a business where pride of ownership truly shines through every...

$1,275,000

Miami, FL

This offering represents the acquisition of two established check cashing and financial services companies operating in Miami-Dade County, Florida, under unified ownership since 2003. The combined...

$2,800,000

Travis County, TX

Located in the highly desirable Austin, Texas Hill Country market, this insurance agency presents an excellent opportunity for a buyer seeking a strong foothold in one of the fastest-growing regions...

$300,000

Strafford County, NH

Located in the desirable Seacoast Region of New Hampshire, this thriving insurance agency presents an outstanding opportunity for a buyer seeking a strong and established presence in the New England...

$900,000

Fauquier County, VA

Located in the highly desirable Northern Virginia market, this established insurance agency offers a strong foundation with $2.49M in written premium, 1,236 policies in force, and consistent recurring...

$399,000

Las Vegas, NV

This well-established, solo-operated income tax preparation business has been serving the Las Vegas community for over 40 years, earning a strong reputation for accuracy, trust, and personalized...

$65,000

Palm Desert, CA

Transform your investment into predictable cash flow with this turnkey ATM portfolio delivering $68,000 in annual gross profit from just 4 strategically positioned machines in the thriving Palm Desert...

$195,000

San Francisco, CA

Transform your investment into a proven cash-generating powerhouse with this established 225-ATM portfolio delivering $1,292,000 in annual cash flow across the thriving San Francisco market. You'll...

$3,259,000