Financial Services Established Businesses For Sale

Spartanburg, SC

This established Allstate insurance agency presents an exceptional acquisition opportunity in the thriving Spartanburg market. The agency has demonstrated consistent operational excellence with $3.6...

$575,000

Richmond, VA

This is a rare opportunity to purchase not only a long-established financial services business but also the commercial building it operates from. For more than 40 years, this location has served as a...

$700,000

Lexington, NC

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000 -Value billing -Located in a high-growth area -Audit average fees are $40,000 -2024 was $1,020,958 and 2025...

$1,395,000

Kansas

KS1116: The sellers of this CPA firm located in the central part of southern Kansas are seeking a CPA buyer for the firm. Well-established and well-known in the area, the firm has a good fee structure...

$500,000

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

Carson, CA

This established Allstate insurance agency presents a strategic acquisition opportunity in Carson, California, serving the greater Los Angeles County market. The agency has maintained continuous...

$550,000

Vermont

Overview ABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention. The...

Not Disclosed

Miami-Dade County, FL

This insurance agency specializes in Maritime and Commercial Insurance policies. Approximately 65% of the policies are maritime-related insurance policies. The agency also does commercial and a...

$449,000

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...

$625,000

Wayne County, MI

2025 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Not Disclosed

British Columbia

-40% cash flow to owner -<1,600 owner hours annually with flexible schedule -Experienced staff with capacity for growth -Creston, BC location - 90 minutes from Sandpoint, Idaho -Diverse client base...

$400,000

Jefferson County, LA

Exceptional opportunity in this $2.25M Allstate agency with 90%+ retention nestled in the SE suburbs of New Orleans, LA! Act now to seize the chance to acquire this well-established agency with a...

$389,000

Quebec

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une...

$395,000

Minnesota

Well-established and profitable CPA practice located less than 1 hour from the twin cities. The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services,...

$1,300,000

Norfolk County, MA

Established CPA practice has existed for forty years with a loyal client base and a strong reputation in the community. Retiring practitioner will provide consulting for smooth transition....

Not Disclosed

Douglasville, GA

Well-seasoned $6.67M, Pro-Level Allstate Agency with enormous growth potential! Book originally started in the 1960's averaging 45-50 items with very little marketing. Given its proximity to Atlanta,...

$1,500,000

Peoria, IL

Looking to expand your practice or step into ownership with confidence? This well-established CPA firm offers a rare opportunity to acquire a business with a strong foundation and loyal client base....

$436,122

Michigan

This well-established and highly profitable CPA practice is now available for acquisition. With an impressive 60%+ SDE, this firm offers a strong return on investment and a stable client base. The...

$563,763

Grants Pass, OR

This established agency features a strong book of business generating $4.5M in premium and $419K in revenue. The agency manages 2,515 policies with an impressive 84% retention rate, supported by a 34%...

$799,000

Massachusetts

Overview ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season . The Firm This...

Not Disclosed

Step into a ready-to-run online business offering a curated range of practical financial tools — including anti-theft wallets, premium cash boxes, advanced budgeting journals, and books packed with...

$725,000

Eaton County, MI

This well-established CPA practice offers a diverse mix of client services and is positioned for continued success. With a proven track record of profitability and strong average fees per client, this...

$346,500

Cobb County, GA

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2025 gross revenues estimated to be $410,000. • Year-round service mix includes tax (69%), and...

$450,000

Whitley County, IN

Geographic Location: NE Indiana in Whitley County Practice Details: This fine CPA practice has an experienced staff of 3 CPAs with a total staff of 10. CPA owner willing to stay on long term to...

$1,000,000

Marion County, IN

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition. . The...

Not Disclosed

Sandy Spgs, GA

HomeVestors of America/We Buy Ugly Houses HomeVestors is an opportunity to buy houses at deep discounts from motivated sellers. These sellers call our Franchisees every day from our national "We Buy...

$45,000

West Seneca, NY

Excellent opportunity to plug yourself in to solid exclusive P&C insurance agency. Strong revenue and low office expenses. Average 4yr gross commission revenue is $250k. Average SDE $120k. Yearly...

$110,000

Montgomery County, MD

Practice Details: This fine tax practice has an experienced staff of 4 CPAs with a total staff of 9. CPA owner intends to stay on for at least 2 years to smoothly transition clients. Average...

$1,300,000

Pierce County, WA

Profitable & Growing Small Business Accounting & Tax Firm – Turnkey Operation An excellent opportunity to acquire a well-established and respected Accounting, Bookkeeping, and Tax Services firm...

$400,000

Grand Rapids, MI

A rare opportunity to acquire a well-established CPA firm with a diverse mix of client services, strong profitability, and a highly capable team. This practice is turnkey and positioned for a smooth...

Not Disclosed

Cleveland, OH

PRICE & TERMS REDUCED - Priced to Sell Quickly!!! A rare opportunity to acquire a well-established CPA firm with everything in place for a smooth handoff to new ownership. Backed by an experienced...

$549,500

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2025 gross revenues anticipated to increase to $265,000! • Service mix includes tax (82%), accounting/payroll...

$275,000

British Columbia

More than $140,000 in new client work secured 2026 cash flow projected to exceed 35% Phenomenal staff Established in 2016, this fast-growing, fully virtual CPA firm specializes in serving...

$1,150,000

Tazewell County, IL

Opportunity: A highly respected EA practice owner is seeking a seamless transition of their thriving firm to a successor. This presents an exceptional opportunity for a qualified professional to...

Not Disclosed

Waynesboro County, VA

• Seller retiring but willing to assist buyer to ensure successful transition. • Yearly gross revenues around $230,000. • Revenues comprised of individual and business tax (62%),...

$290,000

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

Livonia, MI

This well-respected CPA Tax & Accounting Practice for sale in Livonia, MI has annual gross revenues of approximately $1,473,000. The practice provides a range of comprehensive tax and accounting...

$1,500,000

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

Dakota County, MN

Listing MN1116 Practice Details: Retiring owners are seeking a qualified Buyer for this multi-office profitable tax and accounting practice. Established in 2014 2ith a loyal and well-established...

$3,500,000

British Columbia

-40% cash flow to owner -<1,600 owner hours annually with flexible schedule -Experienced staff with capacity for growth -Creston, BC location - 90 minutes from Sandpoint, Idaho -Diverse client base...

$400,000

Buenos Aires

Information Technology Services, with a focus on value-added services (software development, IT support, managed services). The Company is a well-established global IT services provider with a...

$8,250,000

New York

NY1003: The seller of this CPA firm in Syracuse is approaching retirement and is seeking a buyer with public accounting and tax preparation experience. The firm boasts a loyal client base and a nice...

$340,000

Huntington Park, CA

This company is a well-established independent insurance agency serving both personal and commercial clients in the Greater Los Angeles area. Known for simplicity, speed, and cost-effective solutions,...

$150,000

Pennsylvania

• Owner looking to retire and is available for transition after closing as agreed with CPA buyer. • Gross revenues for 2025 are expected to settle at $467,000! • The service mix includes tax (66%) and...

$515,000

San Antonio, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive San Antonio, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation...

$15,000

Jackson County, OR

Motivated Seller - Price and Guarantees Available • The owner is an EA • This practice was established in 1970 • Software in use: QuickBooks (desktop & online), Intuit ProSeries, Quicken, Tax Dome,...

$300,000

Florida

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer. -All Value Billing, with billing taken upfront. No AR! -This firm is known for its fantastic...

$1,450,000

Arlington, TX

Retirement minded CPA. Will only sell to an accountant/tax professional. Firm Established in 1999. Owner does all work. One employee is Admin Staff/Assistant who has been with the firm for 13 years....

$312,500

California

-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a...

$800,000