Other Financial Services Established Businesses For Sale

Pima County, AZ

• The owner is a CPA • 10% of clients are serviced remotely • This practice was established in 2006 • Software in use includes Drake, QuickBooks, Web, Microsoft • Approximately $100,000 in annual...

$975,000

New York

• Seller retiring but willing to work part-time for buyer. • Practice revenues around $1.5MM! • Revenues comprised of Individual and Business tax (38%), Audits/Reviews/Consulting (34%) and...

$1,875,000

Santa Clara County, CA

This is a great size Allstate Agency $1.5 Million in Gross Premium with an Annual Income of $140,000. Downtown Location. Profitable with a good Loss Ratio and good Retention. Finance by SBA. Contact...

$290,000

Chicago, IL

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$105,000

Melville, NY

Located in Long Island, NY, just east of Queens, this well-established insurance agency has been serving its community for over 45 years. With $2,686,699 million in premium and $250,630 in annual...

$610,000

Cleveland, NY

Over 13 years in service. Long term, ongoing residual incomes continue to build wealth. Being a local insurance provider, we search out the best price and service options for the insurance products...

$104,900

Lake County, IN

This is a rare opportunity to acquire a well-established and highly profitable CPA practice with a long-standing, loyal client base. The firm enjoys consistent revenue and strong client retention,...

$180,000

Santa Fe, NM

This reputable CPA firm is in Santa Fe, NM and has annual gross revenue of approximately $320,600. It caters to a high-quality, established client base that includes loyal individuals and many...

$285,000

Los Angeles County, CA

• The owners are CPAs and only open to selling to equally licensed buyers in the Los Angeles area • This practice was established in 1996 • Less than 5% of clients meet with the seller and staff •...

$995,000

E Baton Rouge County, LA

• The owners are CPAs (Inactive) • This practice was established in 2022 • Software in use includes ProSeries & QuickBooks • Approximately $64,000 in annual revenue, via bookkeeping (200 clients) •...

$600,000

Texas

This well-established CPA practice for sale in East Texas, located within an hour’s drive of Dallas, has annual gross revenues of approximately $187,000. The practice has been delivering high quality...

$187,000

This thriving Real Estate Coaching Company offers comprehensive real estate education, featuring engaging hands-on coaching, mentorship, and digital products tailored for both aspiring and seasoned...

Not Disclosed

EBITDA: $1,393,875

Gwinnett County, GA

This is a rare opportunity to acquire a well-established, highly reputable mortgage business with consistent cash flow, strong referral relationships, and built-in growth opportunities. With over 30...

$100,000

Ardmore, OK

This well-established insurance agency has P&C Binding in both Oklahoma and Texas and is widely recognized in the community for its exceptional customer service. It has earned a strong reputation,...

$749,000

Oklahoma

• Seller retiring but will remain in the area to assist buyer with transitioning clients. • 2025 Revenues estimated around $160,000. • Majority of revenue from Individual and business tax, with some...

$185,000

Brooklyn, NY

This great hands-off ATM portfolio of 34 ATMs in New York City, NY and the surrounding areas. The portfolio has Net Profit Income of nearly $58,584 in the past 12 months. All 34 ATMs are owned by the...

$245,000

Charlotte, NC

This great ATM portfolio of 27 Arcade ATMs in Charlotte, NC and the surrounding areas. The portfolio has Net Income of nearly $19,000 per month in the past 12 months (Gross Profit of $35,845). Link to...

$700,000

Spokane, WA

This established Accounting Firm, with great working atmosphere and strong reputation provides accounting, bookkeeping, payroll, tax services, compliance and business advisory services. The business...

$1,300,000

Santa Cruz County, CA

• The owner is a CPA • This practice was established in 1988 • Software in use includes Thomson Reuters • Approximately $38,000 in annual revenue, via bookkeeping (12 clients) • Approximately $4,500...

$875,000

Monmouth County, NJ

This well-structured practice focuses exclusively on tax and bookkeeping services, with no attestation work: - Approximately two-thirds of revenue is generated from business clients. - A strong fee...

$495,000

Washington County, MD

This well-established CPA practice is located in Hagerstown, MD and has annual gross revenue of over $135,000 and growing! Despite the overall size of the firm, the fee structure is that of a larger,...

$175,000

Tucson, AZ

Well balanced and diverse customer base that does not all depend on April 15 filings. Focused on bookkeeping and tax returns for small business owners and helping them not just crunch the numbers but...

$40,000

Oklahoma

• Seller retiring but willing to assist buyer with transition. • 2025 Revenues estimated around $145,000. • Revenues comprised of nearly 100% Individual and Business Tax. • Large office space...

$160,000

Indiana

Long-standing, independent tax practice with a solid client base and strong community presence. The firm is staffed with experienced professionals, allowing for seamless operations and minimal owner...

$220,323

Oakland County, MI

Established and well-regarded, this CPA firm offers a broad spectrum of client services and continues to see steady revenue growth with minimal marketing efforts. Located in a thriving, affluent area...

$500,000

Tulsa County, OK

• Seller retiring but staying in area to assist buyer with transition. • 2025 revenues estimated around $320,000 • Revenues comprised of Accounting and Write-Up (83%) and Individual and Business Tax...

$400,000

Michigan

Well-established accounting practice offering a balanced mix of client services. The firm boasts strong average billings and consistent monthly cash flow, making it an excellent opportunity for a...

$269,574

Pima County, AZ

• The owners are EAs • This practice was established in 2005 • The seller prefers a buyer who will service the clients in Tucson or the surrounding area • Software in use includes Drake, ATOM,...

$1,500,000

Union County, NC

• Practice is 100% VIRTUAL with owner and employees all working remotely from home! • Buyer NEEDS be able to speak Portuguese as this is the main language spoken by client base. • Seller pursuing...

$625,000

North Carolina

• Seller retiring but willing to assist buyer through transition. • 2024 gross of $193,000 with 2025 expected around $202,000! • Revenues comprised of Individual and Business Tax (53%) and Accounting...

$225,000

Virginia

• Seller retiring but willing to assist buyer by phone and/or e-mail to successfully transfer clients. • Gross revenues projected around $170,000 for 2025 due to recent fee increase! • Revenues...

$175,000

New Haven County, CT

Price Dropped for a quick sale. Recession-Resistant Tax & Multi-Service Business for Sale | SBA Pre-Approved Looking for a steady, low-risk business with consistent income, loyal clients, and...

$197,500

Michigan

This unique, virtual CPA firm based in Southeast Michigan generates approximately $5.4 million in annual gross revenue and has experienced rapid, consistent growth in recent years. Built on a solid...

$10,000,000

Georgia

This high-performing public adjusting firm is a market leader in the insurance claims industry, specializing in maximizing claim settlements for residential and commercial property owners. With a...

$5,000,000

Colorado

Established in 1993 with a rebranding in 1997, this leading financial services firm proudly stands out with its innovative business model that emphasizes cost-effectiveness and client satisfaction....

$2,000,000

Houston, TX

This amazing ATM portfolio of 119 machines is in Houston, TX and the surrounding areas. The portfolio has Income of over $25,000/mo in the past 12 months with growth expected in 2025. Easy to operate...

$750,000

Houston, TX

This tax preparation office serves as exceptional opportunity for investors or experienced entrepreneurs seeking to acquire an established, profitable business with a proven track record of success....

$365,000

REAL ESTATE INCLUDED

Collinsville, OK

This offering includes an established, plus 60 yr Accounting and Tax preparation business, office building with office furniture, up-to-date computer and telephone/internet/server system. This...

$567,500

Matthews, NC

$4.3mm earned premium (and growing) 84% net retention; 5+ years: 88% Low loss ratios across all major product lines P&C appointments in NC & SC Two licensed, experienced staff members Highly visible...

Not Disclosed

Cash Flow: $390,000

Quebec

• Portefeuille de 130 clients corporatifs générant approximativement 510 000 $ en chiffre d’affaires. Le cabinet de CPA est établi dans la région de Lanaudière depuis plus de 20 ans. • Le cabinet est...

$599,000

San Antonio, TX

This ATM portfolio has a total of 298 ATMs (mostly) in Texas, around San Antonio and the surrounding areas including Austin, the 'Rio Grande Valley', with some ATMs in Lubbock and Houston. The...

$3,750,000

Wilkes County, NC

• UPDATED INFORMATION! REDUCED PRICE! • Seller retiring - willing to provide transition assistance to buyer. • Gross revenues for 2025 expected around $195,000. • Revenues comprised of Tax (83%),...

$195,000

Albuquerque, NM

Exceptional growth in this well-established, long term (30 years) $4.38M Allstate Agency. This Elite Level agency has excellent retention at 88.98% and is nestled in a high growth area giving it...

$950,000

Cabin John, MD

30+ year, $2.10M Allstate agency with solid, loyal customer base nestled in SE Maryland ready for a new owner! This agency is primed for excellent growth with the right owner. With easy access to...

$375,000

Richardson, TX

This is a rare opportunity to acquire a well-established, top-performing Elite insurance agency located in Dallas County, Texas. With a strong 27-year history and deep roots in the North Dallas...

$1,500,000

Kuala Lumpur

1. Executive Summary [Redacted Company Name], founded in August 2020, is a fintech company based in [Redacted Location]. It operates in the growing Buy Now, Pay Later (BNPL) sector, offering payment...

$175,000

Scottsdale, AZ

(Price Improvement!!!) This well-established insurance agency boasts a 40-year book of business with $4.0 million in premium, located in a prime Scottsdale, Arizona location. With an impressive 86%...

$899,000

Saint Charles, MO

Motivated Seller Farmers Insurance agency ownership opportunity located in the Jefferson County area. This well-established Commercial, Life, Property and Casualty agency is not one to miss out on....

Not Disclosed

Cash Flow: $200,000

Springfield, MO

This great ATM portfolio of 73 ATMs in Missouri, mostly around Springfield and the surrounding areas. The portfolio has Gross Profit Income of nearly $216,613 in the past 12 months and would have a...

$525,000