Financial Services Businesses For Sale

Santa Clara County, CA

This San Jose/Silicon Valley Metro Area firm provides comprehensive outsourced accounting, bookkeeping, controllership, and advisory services to small businesses, start-ups, venture capital firms, and...

$879,000

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

Butler County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2025 gross revenues are anticipated to be $310,500! • Primarily a tax practice with loyal clientele who provide...

$375,000

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

Middlesex County, MA

This new CPA practice for sale in the Merrimack Valley, MA area grosses about $1,715,000 annually. The well-respected firm derives nearly all (89%) of its income from services provided to desirable...

$1,870,000

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

Macomb County, MI

This well-established Tax, Bookkeeping & Payroll practice for sale is located in the desirable Fraser/Clinton Township area of Macomb County, MI, with annual gross revenues of approximately $616,000....

$695,000

New Hampshire

Established Allstate insurance agency for sale. Over $6 million book that is growing daily! Reach out for more information! Monthly renewal commission, plus enhanced new business income!...

$1,050,000

Escambia County, FL

Introducing an exceptional Check-cashing and financial services business in NW-Florida established in 1997 with current owner since 2002. This company provides services common in the check-cashing...

$250,000

San Joaquin County, CA

Seller is open to selling the bookkeeping portion only • This practice was established in 1987 • Software in use includes Drake & QuickBooks • Approximately $53,000 in annual revenue, via bookkeeping...

$190,000

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

Kansas

KS1111: This NE Kansas tax and accounting firm has two locations in the area and the owner is seeking to sell the firm to a buyer who has significant tax preparation experience. With a loyal client...

$725,000

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

Gila County, AZ

This Arizona-based firm offers full-service tax preparation, accounting, and payroll solutions to a loyal base of small business and individual clients. Known for its accuracy, responsiveness, and...

$558,900

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

Cincinnati, OH

• Well established, single owner EA practice • 56% tax preparation, 44% bill payment • Focus on 1040s and 1041s – avg return fee >$1,000 • Part-time / seasonal staff of 6, including a CPA and an EA •...

$471,000

Columbiana County, OH

• Well established, high volume, tax & accounting practice • 66% tax preparation, 16% accounting, 18% payroll & other • Includes over 1,200 1040s with opportunity for fee increases • Staff consists of...

$275,000

Miami, FL

Business Description: This a family-owned franchisee of a well known regional insurance franchise, located in Miami, Florida. Established in 2013, the business specializes in personal and commercial...

$995,000

Rhode Island

Tax practitioner with 30+ years of experience seeking applicants interested in acquiring or merging with a very successful and profitable tax practice. Owner's desire to continue practicing for...

$500,000

Spartanburg, SC

LOWER PRICE! WAS $640,000, NOW $599,000 ADDITIONAL PRICE CONSIDERATION GIVEN TO AN OFFER THAT DOES NOT REQUIRE SELLER FINANCING $3.8mm earned premium 90% retention; 5+ years: 92% 65% overall bundling...

$599,000

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

Mohave County, AZ

• 100% of clients serviced remotely • This practice was established in 2020 • Approximately $220,000 in annual revenue via Bookkeeping & Payroll (23 clients) • The addition of tax preparation would...

$350,000

Oklahoma County, OK

A rare opportunity to acquire a boutique CPA firm with a rock-solid reputation, long-term client relationships, and a high service model. For over 30 years, this firm has been the go-to financial and...

$652,700

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

Miami Gardens, FL

PROFITABLE PRIVATE INSURANCE AGENCY DOING $4,000,000.00 IN SALES AND $400K IN COMM.. OWNER RETIRE. 2 LOCATIONS....

$1,000,000

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...

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