Financial Services Established Businesses For Sale

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

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

Accomack County, VA

Established Tax & Bookkeeping Service - Turnkey Operation Since 2000 This well-established accounting and tax practice has been serving clients on Virginia's Eastern Shore for over two decades,...

$200,000

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

La Jolla, CA

This high-performing, partially managed ATM portfolio, from a National ATM provider, has 19 well-placed ATMs around San Diego and surrounding areas, in a tight geographic footprint. The seller owns 19...

$165,000

Stearns County, MN

*Established niche focus within a professional client segment *Strong recurring revenue model with high client retention *Relationship-driven business with consistent referral activity *Diversified...

$594,000

Indiana

Business Description: This well-established and very profitable tax practice located in an Indianapolis suburb is now available for acquisition. The practice generated $639,280 in 2025 revenue across...

$703,208

Michigan

-Established niche in PEO industry -Revenue grown 53% in two years, from $1,097,000 in 2023 to $1,682,415 in 2025, with a 2026 projection of $1,800,000 -YTD billings through April 2026 running 38%...

$2,500,000

York, PA

Full line residential and commercial insurance agency in central Pennsylvania with 1.3 million dollars in current policies with a commission flow of $125,000. The inventory is included in the asking...

$89,000

Naples, FL

Practice details: CPA owner seeking buyer for a very profitable and well-established virtual tax and accounting practice. The practice has been in business for over 30 years with diversified revenue...

$335,000

Indiana

Business Overview This is a rare opportunity to acquire a well-established, full-service CPA practice in Northern Indiana with a proven track record and a loyal, long-standing client base. With 2025...

$592,507

Ballwin, MO

ESTABLISHED ACCOUNTING & TAX PRACTICE - SAINT LOUIS COUNTY, MO Looking for Enrolled Agent. Must be proficient all tax reporting. This well-established accounting and tax firm, operating successfully...

$160,000

Billings, MT

This well-established, full-service practice for sale in Billings, Montana caters to a high-quality client base that includes many businesses, business owners, and other professionals. It boasts a...

$397,000

Phelps County, MO

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues exceeded expectations at $495,000! • Service makeup consists of accounting (53%), tax...

$565,000

Texas

Virtual GAAP & SEC Accounting Practice | 10-K / 10-Q Filing Preparation This fully virtual firm is not a CPA firm but is an accounting firm in the truest sense. The firm does not prepare tax returns...

$550,000

Placer County, CA

This practice is structured to operate virtually, making it an attractive option for buyers seeking immediate income and operational versatility. Key Highlights • CPA-owned practice established in...

$1,750,000

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$499,999

Indiana

Business Description: This well-established and highly regarded CPA practice located in Northwest Indiana is now available for acquisition. The practice projects $435,550 in 2026 revenue, diversified...

Not Disclosed

Saskatchewan

Practice for Sale – Established Bookkeeping and Tax Firm Presented by Alan Liverman We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting...

$255,000