Financial Services Established Businesses For Sale

Lenawee County, MI

This primarily trucking-focused insurance agency/book has an active book of approximately $1.18M in in-force premium, and $112,637 in commissions with carrier relationships including Progressive MI,...

Not Disclosed

Charlotte, NC

***PRICE IMPROVEMENT*** WAS: $1,200,000 NOW: $1,125,000 Step into a turnkey business with a proven track record and deep-seated community roots. This is more than an insurance agency; it is a trusted...

$1,125,000

Montgomery County, PA

Business Overview Rare opportunity to acquire a well-established Allstate insurance agency serving clients throughout Pennsylvania. This turnkey business offers a strong foundation of recurring...

$1,250,000

Oklahoma

• Seller retiring but willing to assist buyer as need for successful transition. • Yearly gross revenues around $1,350,000! • Revenues comprised of individual and business tax (65%),...

$1,500,000

Cecil County, MD

Well-established accounting practice generating approximately $1.6M in annual revenue with a balanced mix of recurring bookkeeping and tax services. The firm serves 50 monthly bookkeeping/compilation...

$2,080,000

Mobile County, AL

• The owners are CPAs • This practice was established in 1984 • 50% of clients meet with the seller and staff • Software in use includes QuickBooks, Proseries, MS Office • Approximately $55,000 in...

$675,000

Stuart, FL

A family illness has forced the sale of this great property and casualty book. This is a thriving 15-year property and casualty insurance agency that's been lovingly built by a dedicated family....

$399,000

Audit and Consulting Firm for Sale $3,500,000 Revenue – SW United States Overview ABA Advisors represents this audit and consulting firm with a national reputation for excellence in forensic...

Not Disclosed

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

Dane County, WI

Looking to expand your Accounting and Tax practice into southern Wisconsin? This full-service Accounting (CPA) firm based in Dane County, Wisconsin, provides tax preparation, bookkeeping, and payroll...

$475,000

Fullerton, CA

Independent agency located in Fullerton, California. Personal/commercial for small business. 10+ years of business and good retention....

$300,000

Yavapai County, AZ

Well, established fiduciary service located in Northern Arizona. Business has been providing quality fiduciary services to Yavapai County since their founding in 1988. Their mission is to provide the...

$700,000

Massachusetts

This highly profitable practice with gross revenues of about 90K has remained successful and continued to grow over the years while maintaining a loyal and established client base. As the seller...

$132,000

Sandpoint, ID

This well-established tax practice for sale in Sandpoint, ID, generates approximately $225,000 in annual gross revenue. The practice serves a diverse mix of business and individual clients across key...

$225,000

Tennessee

THE OPPORTUNITY A new opportunity is available to acquire a well-established, local CPA firm in the Greater Knoxville Area. Operating as a home-based business, this turn-key practice is ready to be...

$205,000

Hennepin County, MN

Retirement creates this opportunity to buy an established CPA Practice with 64% Cash flow to the owner Annual Revenue: Growing revenue pattern with 2025 at $471,000 Revenue Breakdown: 66% Personal and...

$500,000

Dallas County, TX

Whether you're looking to expand your existing footprint or step into agency ownership, this established Dallas Allstate agency offers a strong foundation for continued success. Generating more than...

$850,000

Description: The Company is an institutional-grade provider of underwriting, advisory, and asset management solutions. Integrated across every stage of the real estate asset and transaction lifecycle,...

Not Disclosed

Cedar Rapids, IA

This well-established, yet growing CPA Tax & Accounting Practice for sale in Eastern Iowa (near Cedar Rapids) has annual gross revenues of approximately $1,506,000. The practice has a quality client...

$1,580,000

Suwannee County, FL

Established Property & Casualty Insurance Agency. The agency maintains a diversified book of business consisting primarily of homeowners, auto, and commercial insurance policies, generating consistent...

$570,000

San Diego, CA

Virtual book of business for sale, based in California. This is a partial sale and represents the tax preparation, subscription tax service, and related client book identified for sale. The Seller is...

$730,000

Tarzana, CA

Established CPA tax and accounting firm for sale in Tarzana, CA. This firm is operated by two CPA sellers who both provide professional tax & accounting services to clients. The sellers are looking to...

$725,000

Sherman Oaks, CA

Established tax practice for sale in Sherman Oaks, California. This practice is operated by a CTEC registered tax preparer who is considering retirement and seeking a qualified successor for a...

$525,000

Murrieta, CA

CPA firm for sale in Murrieta, California. This established full-service CPA practice was founded in 2004 and has grown organically through early networking and referrals. The Seller is a CPA with...

$775,000

Folsom, CA

Tax practice for sale in Folsom, CA. This is a complete sale of the tax practice side of the business; however, the Seller intends to retain the bookkeeping and payroll clients. The Seller and spouse...

$165,000

Sparks, NV

Independant insurance agency book of business for sale. . We are selling our book of insurance business of primarily personal lines p&c auto and home clients. It would need to be purchased by a...

$25,000

Bingham Farms, MI

This well-established tax and accounting practice is located in a desirable suburb of Detroit and serves a loyal, high-quality client base of both businesses and individuals across a variety of...

$675,000

St. Louis County, MO

THE OPPORTUNITY Seize the opportunity to acquire a thriving, well-balanced CPA practice in South St. Louis County. Boasting a strong fee structure and excellent cash flow to the owner, this firm is...

$1,400,000

Porter County, IN

A well-established CPA practice in Northwest Indiana is now available for the right buyer, offering a genuinely diversified revenue base across personal tax, business tax, and accounting services....

$514,125

Fayetteville, AR

THE OPPORTUNITY Looking for a modern, thriving practice with built-in scalability? This rapidly growing Enrolled Agent (EA) firm in Fayetteville offers the perfect blend of skyrocketing revenue and...

$900,000

North Carolina

-Consistent revenue growth for over 30 years, reaching approximately $760,000 in 2025 -Fully remote, self-directed team with strong tenure and detailed policies and procedures documentation -Diverse...

$950,000

Fountain Hills, AZ

Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships,...

$198,800

North Carolina

• Seller retiring; willing to assist with the transition to help maintain client retention and ensure a successful transfer of the practice. • Yearly gross revenues around $600,000! • Revenues...

$720,000

Virginia

-Current owners work just 30 hours annually, with experienced on-site management handling all day-to-day operations -40+ year established practice with a loyal, long-tenured client base -Diverse...

$1,500,000

Crossings, FL

Rare opportunity to acquire a well-established insurance agency with an active book of business and a strong reputation in the community. This award-winning operation has earned over 300 five-star...

$1,425,000

Staten Island, NY

Franchise insurance agency, established for 40 years in this location. High retention of 90% and low overhead expense. Agency is priced to sell at 2x of TPP, as such there's not a lot of room for...

$600,000

Cook County, IL

This well-established practice for sale in Northshore Chicago, IL, has annual gross revenue of approximately $354,000. Through its decades of service, the firm has amassed a loyal client base and has...

$460,000

Saline County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $330,000! • Service mix includes tax (85%) and accounting (15%)....

$375,000

Pleasant Hill, CA

Established Independent Insurance Agency - 30+ Years of Success This well-established independent insurance agency presents an exceptional acquisition opportunity for buyers seeking a proven business...

$285,500

Des Moines, IA

This Turnkey ATM Business for sale includes 30 well-maintained machines strategically placed around the Des Moines, Iowa, metropolitan area. The convenient locations consist of businesses or locations...

$125,000

Illinois

Relocatable Allstate Agency – Established, Profitable & Diverse Client Base A rare opportunity to acquire a well-performing Allstate book of business featuring a strong, loyal Spanish-speaking...

$290,000

Los Angeles County, CA

• The owner is an EA • This practice was established in 1996 • Software in use includes Lacerte, QuickBooks, Practice CS, File Cabinet • Approximately $41,100 in annual revenue, via bookkeeping (50...

$650,000

Colorado

- Single-owner CPA practice - 80% Tax Preparation (54% Individual; 39% Business; 7% Other); 20% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 47% of gross revenue -...

$875,000

Dallas County, TX

Located in Dallas County, Texas, this established insurance agency presents an excellent opportunity for a buyer seeking immediate scale and recurring revenue. The agency generates approximately $6.1...

$1,200,000

Pennsylvania

HS Listing ID-71793 —Business can be run from anywhere Remotely— Asking Price: $750,000 Gross Revenue: $739,279.00 2025 Net Profit: $203,789.26 Business Summary: With over 35 years of expertise in...

$750,000

Indianapolis, IN

Established full service inventory business with Restaurant & Bar clients. Owner-operator model with part time employees. This business uses the industry-leading hardware and software solutions along...

$70,000

Columbus, OH

15 ATM Locations in the Columbus - Cincinnati, OH area - mainly high-end Hotels - making $21,000/yr NET (outside of Gas and time) for sale for $38,800...

$38,800

Utah County, UT

Established Farmers Insurance Agency – Strong Base, Attractive Market! This turnkey Farmers Insurance agency represents an exceptional opportunity to acquire an established franchise operation in the...

$1,500,000

Utah County, UT

This opportunity consists of two accounting practices in Utah County, Utah, with combined annual gross revenues of approximately $988,000. Operating under a single ownership structure, the firms offer...

$988,000