Financial Services Established Businesses For Sale

North Carolina

-Established commercial real estate niche driving consistent, organic growth -Revenue grown year-over-year, reaching approximately $2.5M in 2025 -Annual fee increases of approximately 5% implemented...

$2,750,000

Sutter County, CA

Imagine stepping into a thriving insurance agency that's been carefully built over four decades. This exceptional Allstate Agency represents a rare opportunity that doesn't come around often. You'll...

$1,600,000

South Carolina

• Owner retiring but will be available to assist buyer with transition. • Practice revenues estimated to be around $136,000 for 2026. • Revenues comprised of individual and business tax (68%), monthly...

$150,000

Melbourne, FL

Imagine stepping into a thriving accounting practice that's been serving clients faithfully for years. You'll inherit over 700 active clients who trust this boutique firm with their most important...

$175,000

Palos Heights, IL

ESTABLISHED FARMERS INSURANCE AGENCY FOR SALE This well-established Farmers Insurance agency presents an exceptional opportunity for an aspiring or experienced insurance professional. Located in Palos...

$325,000

Martin County, FL

A rare opportunity to acquire a well established, independent auto insurance agency with over 30 years of operating history on Florida's Treasure Coast. This is not a startup and not a turnaround. It...

$171,000

Las Vegas, NV

Established Farmers Insurance Agency - Las Vegas Opportunity This thriving Farmers Insurance Agency offers a compelling acquisition opportunity in the dynamic Las Vegas market. With nearly three...

$535,000

Manchester, VT

The practice serves a diverse and loyal client base, consisting of individuals, small and medium size businesses, fiduciaries, and nonprofit organizations. As of the 2024 tax season, the return...

$600,000

Mount Prospect, IL

This well-established, owner-operated CPA firm, located in Mount Prospect/Arlington Heights Area, presents an excellent opportunity to acquire a stable, efficient practice with a loyal client base and...

$125,000

Novato, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

Ventura, CA

• The owner is a CPA • This practice was established in 1967 • Software in use includes Lacerte • Approximately 80 individual tax returns with an average fee of $1,260 per return • Approximately 5...

$200,000

Zachary, LA

• The owner is a CPA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks • Approximately $127,400 in annual revenue, via bookkeeping (35 clients) • Approximately...

$600,000

San Rafael, CA

Bookkeeping Practice with Stable, Year-Round Revenue This practice delivers consistent cash flow throughout the year, driven by a dependable base of recurring monthly bookkeeping clients. The business...

$450,000

Anaheim, CA

An established business brokerage territory is now available in Anaheim, California. Backed by a nationally recognized franchise with more than 30 years of experience and a proven operating system,...

$59,000

Clermont County, OH

Established insurance agency opportunity in the Cincinnati, Ohio area featuring $3,673,711 in Written Premium, 2,227 Policies in Force, and an 86.63% retention rate. With $450,181 in revenue, this...

$750,000

Durham, NC

THE OPPORTUNITY This Durham-based EA firm offers a nice opportunity for a CPA, EA, or experienced tax professional to acquire a practice with deep community roots and a turnkey operational structure....

$350,000

Michigan

--PRICE REDUCED-- This well-established Enrolled Agent practice represents a strategic acquisition opportunity for certified public accountants, enrolled agents, or accounting firms seeking expansion...

Not Disclosed

Minnesota

Turnkey Fiduciary Services Firm — Twin Cities Metro Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a...

$450,000

Tennessee

-Owner works approximately 260 hours annually with a strong leadership team managing day-to-day operations -Value-based subscription model with built-in annual fee increases and 97% recurring revenue...

$2,500,000

Middlesex County, MA

Established in 2012, this well-regarded tax and accounting practice has built a strong reputation for delivering high-quality, dependable service to a loyal base of local business clients. The firm is...

$300,000

Orange County, FL

Established Central Florida title and closing company with 36 years of operating history, generating consistent referral-based business from realtors, lenders, and investors. This business specializes...

$450,000

Providence, RI

Established tax-focused accounting practice available for acquisition with a retirement-minded owner seeking the right successor. In operation since 2019, the firm has built a solid client base...

$715,000

Wake County, NC

This is a rare opportunity to acquire an ELITE Allstate agency located just north of Raleigh in one of the state’s fastest-growing markets. The agency generates $17.6M in written premium with over...

$4,500,000

Shakopee, MN

A rare opportunity to acquire a turn-key, $1 million insurance agency in Shakopee with the potential to get enhanced bonuses for the first 3 years. This agency provides a good monthly cash flow,...

$100,000

Lake County, IL

This established and reputable CPA practice for sale in Northern Lake County, IL represents a turnkey virtual opportunity. The firm has built a strong reputation for delivering quality tax and...

$340,000

Maricopa County, AZ

Niche specialty firm focusing on 179D, Cost Segregation, and R&D tax credit services Owner is a CPA Established: 2004 Delivery Model: Fully virtual practice; all client meetings conducted via phone or...

$1,400,000

Coral Springs, FL

Price change for a quick transaction!! Imagine stepping into a well-established commercial auto and trucking insurance agency that's been quietly thriving for over 16 years. This unique opportunity...

$230,000

Fort Walton Beach, FL

Picture yourself owning a thriving Allstate agency in one of Florida's most beautiful coastal destinations. Since 2004, this Fort Walton Beach agency has been serving families and businesses on the...

$1,800,000

Martin County, FL

Established Medicare Insurance Agency with 2,000+ Clients and Recurring Revenue Long-established Medicare insurance agency with a book of 2,000+ clients and a solid base of recurring commissions of...

$1,500,000

Virginia

Founded in 1984 with a vision to transform healthcare financial operations, this medical billing company has evolved into a trusted partner for healthcare organizations nationwide. When the current...

$3,900,000

Wilton Manors, FL

Imagine yourself stepping into a thriving insurance franchise that's been serving the community for over 15 years. You'll love the prime end-cap location in this busy Wilton Manors strip center - the...

$550,000

Murfreesboro, TN

• The owner is a CPA • This practice was established in 2008 • Software in use includes QuickBooks, Desktop and online - Ultra tax • Approximately $264,000 in annual revenue, via bookkeeping •...

$925,000

North Bend, OR

• The owner is a CPA • This practice was established in 2016 • Software in use includes UltraTax • Approximately $4,600 in annual revenue, via bookkeeping (2 clients) • Approximately $1,900 in annual...

$320,000

Redlands, CA

• The owner is an EA • This practice was established in 2005 • Software in use includes Drake, QuickBooks, Drake Accounting • Approximately $160K in annual revenue, via bookkeeping (60 clients) •...

$700,000

North Carolina

Fire Sale! Excellent Opportunity to Add this turnkey operation to your existing bookkeeping and accounting Business. Well-established Accounting Practice that has been serving clients since 1979. This...

$175,000

Pinellas County, FL

This confidential opportunity represents an established and profitable tax preparation and accounting practice located in Pinellas County, Florida, serving individuals and small businesses through...

$139,999

San Bernardino County, CA

Practice Details: This well-established CPA firm has operated and grown for over 25 years thanks to intentional, client-focused management. The firm maintains an outstanding reputation, strong...

$650,000

A UK-based fintech platform providing a digital infrastructure for community-based savings, enabling users—primarily within underserved and diaspora populations—to participate in structured group...

Not Disclosed

Los Angeles, CA

Established CPA firm for sale in Los Angeles, California. This firm was founded in 1985 and has operated from its current location for nearly 17 years. The Seller is seeking eventual retirement but...

$2,895,000

Boone County, IL

This well-established Northern Illinois agency brings over 50 years of history and a strong reputation within its market. The agency generates $9,274,657 in written premium across 4,655 policies in...

$1,700,000

Dallas County, TX

This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net...

$3,000,000

Ellicott City, MD

The Gold Standard of Agency Acquisition: $3.4M+ Exclusive Allstate Agency Available Now! Looking for more than just a book of business? Step into a high-performance, PRO-achievement Allstate agency...

$525,000

Pearland, TX

GOLD MINE FOR ANY ENERGETIC AGENT TO MAKE A VERY GOOD LIVING SOLICITING OTHER PRODUCTS LIKE LIFE, LTC, DI, ANNUITIES, MEDICARE, HEALTH, BESIDES PROPERTY AND CASUALTY PRODUCTS LIKE AUTO, HOME, FLOOD,...

$198,000

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

Knoxville, TN

SALE PENDING - This firm offers an exceptional work-life balance with a standard 32-hour workweek and consistent three-day weekends (no Mondays). There is strong growth potential, and the owner has...

$500,000

Spokane County, WA

An exceptional opportunity to acquire a well-established Allstate agency in Spokane, Washington. Whether you're an existing Allstate agent looking to expand via merger or satellite office, or an...

$1,000,000

The Company operates a digital marketplace for merchant-branded gift cards and prepaid products. Through a scalable, asset-light technology platform, the business aggregates supply from multiple...

Not Disclosed

Bexar County, TX

The company specializes in the sale and service of advanced cash-counting systems designed to enhance the efficiency of financial operations. Its product portfolio includes self-service coin counters...

$180,000

This established consulting and grant writing firm provides specialized services to nonprofit organizations, helping them secure funding, strengthen operations, and increase long-term impact. The...

$250,000