Financial Services Businesses For Sale

Fort Worth, TX

This successful, multiple Honor Ring Allstate agency is located in the mega-growth corridor of West Fort Worth and is supported by a highly experienced, well-tenured team. The agency operates with 9...

$2,800,000

Mendham, NJ

Located in a desirable and affluent area of Morris County, NJ, this well-established practice generates approximately $240,000 in annual gross revenue. It serves a loyal client base of individuals and...

$340,000

Washington County, MD

This well-established insurance agency has served its community for over 50 years and has consistently grown its book of business year after year. Recognized as Best in Company in 2006, the agency has...

$999,999

Plano, TX

Located in a highly desirable and affluent area, this steadily growing CPA practice in Plano, TX generates approximately $506,000 in annual gross revenue. The practice caters to a diverse and loyal...

$605,000

Cook County, IL

This growing practice has been providing quality tax and accounting services to individuals and local businesses for over 15 years. New clients, fee increases, and improved operational efficiencies...

$560,000

Putnam County, NY

• BACK TO AVAILABLE! UPDATED INFORMATION! • Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $800,000! • Revenues comprised...

$1,100,000

Burleson County, TX

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 202 gross revenue is estimated to be $1,200,000! • The...

$1,350,000

New Jersey

Several remaining protected franchise territories are available in central New Jersey. The franchise was established in 1976. It has been operated by the current owner since 1987 as part of a...

$165,000

South Carolina

Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your chance to own a proven winner in Upstate...

$1,490,000

Saratoga County, NY

• Owner retiring but willing to assist buyer with transitioning clients. • Yearly revenues around $105,000. • Nearly 100% of revenue from individual and business tax. • Very low overhead operation...

$120,000

San Diego County, CA

Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent...

$200,000

Philadelphia County, PA

This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history...

$325,000

Bibb County, GA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $145,000! • Service mix includes tax (56%) and accounting...

$170,000

Pierce County, WA

The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...

$500,000

Florida

-Purchase price approved by lender -Buyer could be remote -100% paperless office -Located is a great area near downtown San Antonio -Cashflow to owner is 45% Located in a sought-after area, this...

$950,000

King County, WA

• The owner is a CPA • This practice was established in 2003 • Software in use includes UltraTax • Approximately $515 in annual revenue, via bookkeeping (3 clients) • Approximately $1,275 in annual...

$300,000

The Firm is a full-service tax resolution firm serving clients across the United States. It assists individuals and commercial businesses in settling outstanding tax filings and debts primarily with...

Not Disclosed

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

Lane County, OR

• The owner is a CPA • This practice was established in 1966 • Software in use includes ProSeries • Approximately 245 individual tax returns with an average fee of $705 per return • Approximately...

$280,000

Description: The Company is a brokerage general agency (BGA) specializing in life insurance, annuities, long-term care (LTC), and disability income insurance. Collaborating with more than 30 top-rated...

Not Disclosed

New Mexico

Overview ABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Cook County, IL

This long-standing tax, bookkeeping and payroll services firm, with SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship driven approach. Located...

$199,000

Broward County, FL

Established, home-based South Florida accounting firm serving over 200 individual and business clients with a strong, well-established client base and diversified recurring revenue. The firm provides...

$275,000

Calvert County, MD

This profitable, well-known CPA practice has been a trusted fixture in Calvert County and Southern Maryland for over 20 years, serving generations of loyal clients through a highly referral-driven...

$180,000

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...

$475,000

Sierra Vista, AZ

With more than 30 years of continuous operation, this residential appraisal firm is one of the most established providers in Cochise County. The company performs VA, FHA, USDA, conventional, and...

$170,000

Ontario

Well-Established Cross-Border Tax & Accounting Firm – Windsor-Essex Region, Ontario Serving the Windsor–Detroit corridor since 1989, this long-standing firm has built an exceptional reputation with a...

$350,000

Aiken County, SC

This meticulously grown Pro-level Allstate agency has $3.44M in premium and 1718 active policies. Retention is strong at 85.62 and with a 43 year client base in the North Augusta area, this agency is...

$630,000

San Francisco County, CA

Highly Profitable Virtual CPA Practice with Balanced Service Mix This virtual, CPA-owned practice, established in 2012, presents an excellent acquisition opportunity with 2025 gross revenue of...

$1,200,000

Quebec

(Français ci-dessous) Annual Revenue: ~$1.43M Well-established accounting and tax firm with a diversified corporate client base and strong recurring revenue stream. Services include taxation,...

$1,695,000

Miami-Dade County, FL

A long-established franchisee of a well-known regional insurance franchise located in Homestead, Florida. The agency specializes in personal and commercial auto insurance, writing over $4m in premiums...

$690,000

Montreal, QC

Ce cabinet offre une structure bien établie et diversifiée, composée d’une division de tenue de livres et fiscalité ainsi qu’une division examens et compilations avec des revenus récurrents d’environ...

$1,050,000

Travis County, TX

Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency...

$3,250,000

Saint Cloud, FL

Rare opportunity to acquire a well-established accounting firm with over 15 years of successful operations in the heart of Osceola County. This full-service practice provides tax preparation,...

$425,000

Bucks County, PA

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both...

$720,000

Georgia

• The seller is looking to retire and is available to assist buyer with transition. • 2026 revenues are expected to settle at $85,000! • Tax practice focused on individual tax returns with a great...

$95,000

Davidson County, NC

• UPDATED INFORMATION AVAILABLE! • Seller willing to transition clients to ensure smooth handoff. • 2026 revenues expected to remain around $175,000! • Revenues comprised of individual and business...

$225,000

Michigan

This well-established yet growing Tax & Accounting Practice for sale located North of Oakland County, MI has annual gross revenues of approximately $295,000. The firm has been providing high-quality...

$306,000

North Dakota

A well-established accounting and advisory franchise located in North Dakota is now available for acquisition. This business has earned a strong reputation for delivering dependable,...

$800,000

Cochise County, AZ

Flexible Terms and Sellers Guarantees Available • The owner is a CPA • This practice was established in 1980 • Seller willing to provide support and advise during transition for a year or two •...

$575,000

Niagara County, NY

• Seller retiring but willing to assist buyer as needed with transitioning of clients. • Practice revenues for 2025 projected around $440,000! • Year-round revenue consisting of individual and...

$530,000

British Columbia

This is not a virtual practice. Boutique accounting firm with a strong niche in the film, television, and media production sector. The practice generates diversified and recurring revenues across tax,...

$730,000

Dallas, TX

Great opportunity to acquire a well-established 10.5-year agency located in Dallas, Texas. With $4,356,659 in premium and $512,000 in annual revenue, this agency offers steady performance supported by...

$850,000

Indianapolis, IN

**SALE PENDING** This rapidly growing practice generates 73% of revenue at its main location in Northeast Indianapolis and 23% from a satellite office in northern Indiana. The firm has strong...

Not Disclosed

North Carolina

Business: Incorporated in 2007, This Regional independent insurance adjusting and claims-handling firm specializes in property and casualty losses across the Southeast. Provides comprehensive field...

$2,500,000

Columbia, MD

The well-established practice EA Tax Practice for sale in Columbia, MD has annual gross revenues of approximately $261,000. The practice has built a strong reputation in the community serving a loyal...

$295,000

Cedartown, GA

This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...

$180,000

Montgomery County, PA

• Owner looking to semi-retire and is available for transition after closing as agreed with buyer. • 2026 gross revenues are estimated to be around $160,000! • Virtual Practice offers a mix of tax and...

$200,000

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333