Financial Services Established Businesses For Sale

New York

• Seller retiring but willing to assist buyer to ensure a smooth transition and strong client retention. Yearly practice revenue around $195,000. • Revenues comprised of individual and business tax...

$295,000

Queen Anne's County, MD

This tenured agency combines massive scale with superb performance metrics, making it one of the most attractive books on the market today. The Numbers at a Glance: Total Premium: $6,611,100 2025...

$1,320,000

Cook County, IL

Established in 2015, this independent insurance agency provides comprehensive health and Medicare insurance solutions across the Chicagoland area. Operated solely by the owner-agent, the business has...

$350,000

Jersey City, NJ

Transform your investment into a lucrative passive income stream with this exceptional 48-ATM processing portfolio generating $64,807 annually in net profit. You'll enjoy hands-off ownership while...

$265,000

New York, NY

Imagine owning a hands-off business that generates steady income while you focus on other priorities. This established ATM route in New York City offers exactly that opportunity. You'll be acquiring...

$99,000

Bristol County, MA

• Consistent growth since inception spurred by several successful acquisitions • Revenues up around 45% since just 2023 • Desirable client base ripe with opportunities for expanding services •...

$660,000

Indiana

Business Description: This well-established, highly profitable CPA practice located in Northwest Indiana is now available for acquisition. The practice generated $800,039 in 2025 revenue, with a...

Not Disclosed

Grand Rapids, MI

Michigan ATM Route - ATM business for sale $300,000 Easy to operate ATM portfolio of 13 ATMs in Michigan. The portfolio has averaged $7,500.00 in monthly Gross Profit in the last 6 months. 13 ATMs...

$300,000

San Diego County, CA

Established CPA firm for sale in North San Diego County, CA Ref# SAN126. This highly profitable, home-based CPA practice offers a unique opportunity to acquire a specialized nonprofit audit and tax...

$750,000

New York, NY

New York, NY ATM Route. ATM portfolio for sale $438,000! This great hands-off ATM portfolio of 73 ATMs in New York City, NY and the surrounding areas. The portfolio had Monthly Gross Profit Income of...

$438,000

Provincetown, MA

Cape Cod, MA ATM Route ATM Processing business for sale $139,000 for 29 ATMs The easy to operate ATM portfolio of 29 machines is in Cape Cod, MA. With its seasonal nature and operational setup enables...

$139,000

Honolulu, HI

Hawaii ATM Route - ATM Location for sale $54,000! -- REDUCED - $50,000 This great ATM location, 1 ATM in Oahu, Hawaii, is an amazing and simple investment. The location has Gross Profit Income of...

$50,000

Philadelphia, PA

This amazing Philadelphia route has 168 ATMs in retail and other high-traffic locations such as convenience stores, gas stations, grocery stores, and specialty markets. The Seller provides the...

$1,750,000

Charlotte, NC

This professionally run ATM portfolio has a total of 604 ATMs in Charlotte, NC and the surrounding areas, with some Branded ATMs located out of state. The portfolio has Mixed Income (Net and GP) of...

$3,495,000

Chicago, IL

This is a rare opportunity to acquire a profitable portfolio of 28 ATMs located throughout the Chicago and Merriville area. The portfolio generates an average gross profit of $86,501/year and offers...

$210,000

Abbott Park, IL

Chicago, IL - ATM Processing Route - Turnkey ATM portfolio for sale $315,000! This great hands-off ATM portfolio of 115 Processing Only ATMs based out of Chicago with locations in different parts of...

$315,000

North Carolina

-Revenue has grown 32% in two years, from $779K in 2023 to over $1M in 2025, with a 2026 projection of $1,100,000 -Cash flow to owner of $444,802 in 2025 (~43%) -Monthly business advisory clients...

$1,300,000

Missouri

• Owner looking to retire and is available for transitional help as agreed with CPA buyer. • 2026 gross revenues exceeded expectations at $850,000! • Service makeup consists of tax (73%), accounting...

$1,150,000

Hampton City County, VA

NEW Offering: Profitable Hampton Roads CPA Practice for Acquisition---VA2069 Opportunity: Great CPA practice for sale by CPA owner with experienced, talented staff Geographic Location: Hampton Roads...

$2,200,000

North Carolina

-Strong niche in commercial real estate -Increased revenue reaching $2.56M in 2025 -8 experienced CPAs on staff -5% annual fee increases This respected CPA firm has built a longstanding reputation for...

$2,750,000

Sutter County, CA

Imagine stepping into a thriving insurance agency that's been carefully built over four decades. This exceptional Allstate Agency represents a rare opportunity that doesn't come around often. You'll...

$1,600,000

South Carolina

• Owner retiring but will be available to assist buyer with transition. • Practice revenues estimated to be around $136,000 for 2026. • Revenues comprised of individual and business tax (68%), monthly...

$150,000

Melbourne, FL

Imagine stepping into a thriving accounting practice that's been serving clients faithfully for years. You'll inherit over 700 active clients who trust this boutique firm with their most important...

$175,000

Palos Heights, IL

ESTABLISHED FARMERS INSURANCE AGENCY FOR SALE This well-established Farmers Insurance agency presents an exceptional opportunity for an aspiring or experienced insurance professional. Located in Palos...

$325,000

Martin County, FL

A rare opportunity to acquire a well established, independent auto insurance agency with over 30 years of operating history on Florida's Treasure Coast. This is not a startup and not a turnaround. It...

$171,000

Charlotte, NC

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 local institution with a solid foundation for growth,...

$1,200,000

Las Vegas, NV

Established Farmers Insurance Agency - Las Vegas Opportunity This thriving Farmers Insurance Agency offers a compelling acquisition opportunity in the dynamic Las Vegas market. With nearly three...

$535,000

Manchester, VT

The practice serves a diverse and loyal client base, consisting of individuals, small and medium size businesses, fiduciaries, and nonprofit organizations. As of the 2024 tax season, the return...

$600,000

Mount Prospect, IL

This well-established, owner-operated CPA firm, located in Mount Prospect/Arlington Heights Area, presents an excellent opportunity to acquire a stable, efficient practice with a loyal client base and...

$125,000

Novato, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

Ventura, CA

• The owner is a CPA • This practice was established in 1967 • Software in use includes Lacerte • Approximately 80 individual tax returns with an average fee of $1,260 per return • Approximately 5...

$200,000

Zachary, LA

• The owner is a CPA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks • Approximately $127,400 in annual revenue, via bookkeeping (35 clients) • Approximately...

$600,000

San Rafael, CA

Bookkeeping Practice with Stable, Year-Round Revenue This practice delivers consistent cash flow throughout the year, driven by a dependable base of recurring monthly bookkeeping clients. The business...

$450,000

Anaheim, CA

An established business brokerage territory is now available in Anaheim, California. Backed by a nationally recognized franchise with more than 30 years of experience and a proven operating system,...

$59,000

Clermont County, OH

Established insurance agency opportunity in the Cincinnati, Ohio area featuring $3,673,711 in Written Premium, 2,227 Policies in Force, and an 86.63% retention rate. With $450,181 in revenue, this...

$750,000

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

Waukesha County, WI

With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in...

$670,000

Durham, NC

THE OPPORTUNITY This Durham-based EA firm offers a nice opportunity for a CPA, EA, or experienced tax professional to acquire a practice with deep community roots and a turnkey operational structure....

$350,000

Michigan

--PRICE REDUCED-- This well-established Enrolled Agent practice represents a strategic acquisition opportunity for certified public accountants, enrolled agents, or accounting firms seeking expansion...

Not Disclosed

Minnesota

Turnkey Fiduciary Services Firm — Twin Cities Metro Rare opportunity to acquire a profitable, well-established fiduciary services practice with over 10 years in business, a sterling reputation, and a...

$450,000

Tennessee

-Owner works approximately 260 hours annually with a strong leadership team managing operations -Value-based subscription model with 3% annual fee increases built in -97% recurring revenue; no tax...

$2,500,000

Middlesex County, MA

Established in 2012, this well-regarded tax and accounting practice has built a strong reputation for delivering high-quality, dependable service to a loyal base of local business clients. The firm is...

$300,000

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

Orange County, FL

Established Central Florida title and closing company with 36 years of operating history, generating consistent referral-based business from realtors, lenders, and investors. This business specializes...

$450,000

Providence, RI

Established tax-focused accounting practice available for acquisition with a retirement-minded owner seeking the right successor. In operation since 2019, the firm has built a solid client base...

$767,000

Wake County, NC

This is a rare opportunity to acquire an ELITE Allstate agency located just north of Raleigh in one of the state’s fastest-growing markets. The agency generates $17.6M in written premium with over...

$4,500,000

Shakopee, MN

A rare opportunity to acquire a turn-key, $1 million insurance agency in Shakopee with the potential to get enhanced bonuses for the first 3 years. This agency provides a good monthly cash flow,...

$100,000

Lake County, IL

This established and reputable CPA practice for sale in Northern Lake County, IL represents a turnkey virtual opportunity. The firm has built a strong reputation for delivering quality tax and...

$340,000

Lake County, IL

This well-established CPA firm offers consistent profitability, a balanced service mix, and a strong foundation of loyal, long-term clients. With efficient operations and steady growth over the years,...

$1,250,000