Financial Services Established Businesses For Sale

Tampa, FL

SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established...

$530,000

Orange County, CA

Opportunity to step into and operate an established Allstate insurance agency with options of for books ranging from $2 to up to approximately $13 million in premium volume. As a business broker who...

$999,999

Elizabethton, TN

• The owner is a CPA • This practice was established in 1992 • Software in use includes Thomson Reuters - Ultra Tax & Accounting CS, QuickBooks • Approximately $40,000 in annual revenue, via...

$200,000

Odessa, TX

Located in the Odessa, Texas area, this established agency represents a strong growth opportunity in a thriving West Texas market. The book includes 2,520 policies in force and generates $8,462,144 in...

$1,400,000

Midland, TX

This established book of business is located in the Midland, Texas area and includes 1,758 policies in force and generates $6,116,215 in written premium with $513,868.57 in annual revenue. The...

$1,000,000

Santa Clara County, CA

Opportunity to step into and operate an established Allstate insurance agency with up to approximately $7 million in premium volume. As a business broker who has built and sold businesses myself, I am...

$999,999

Clermont County, OH

This 22-year agency has built a strong and stable book with 5,434 policies and an impressive 89.57% retention rate, reflecting long-term client relationships and consistent service. The agency...

$2,100,000

Jackson County, OR

Established Agency for Sale Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the...

$114,000

Forsyth County, NC

Nationally recognized philanthropy consulting practice serving foundations, grantmakers, and high-net-worth individuals. Founded by a respected sector leader and former foundation executive, this firm...

$97,500

Florida

Confidential Listing. NDA and financial statement required prior to release of details. Buyer must demonstrate Finical capability. Showings by appointment only through listing broker. Years...

$2,100,000

Westminster, CO

WELL ESTABLISHED ACCOUNTING PRACTICE - WESTMINSTER, CO Established in 1996, this profitable home-based accounting practice offers an excellent opportunity for an experienced professional or someone...

$120,000

Naples, FL

OVERVIEW ABA Advisors represents this CPA practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Not Disclosed

Lake Worth, FL

This Florida-based accounting firm provides a broad spectrum of services, including tax planning and compliance, small business accounting, and estate planning. The firm serves individuals,...

$900,000

Dallas, TX

Desirably located in Northeast Dallas, TX, this well-established CPA practice offers a full range of tax and accounting/bookkeeping services and has earned a strong reputation in the community for...

$445,000

Albuquerque, NM

Desirably located in the Uptown area of Albuquerque, NM this highly reputable and well-established CPA practice produces annual gross revenue of approximately $419,000. The practice serves a stable,...

$482,000

Burlington, VT

Why build from scratch when you can acquire a turnkey wealth-building machine? This PRO-achievement Allstate agency in Chittenden County, VT, offers an established, highly profitable footprint with...

$598,000

Minnesota

Expand Your Firm’s Reach with a Turnkey Strategic Execution Engine An exceptional opportunity is available to acquire a high-performing, national management consulting firm designed for seamless...

$2,500,000

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$400,000

New Hyde Park, NY

Established Allstate agency opportunity in the Queens area featuring a strong, high-retention book of business. The agency generates $5,350,553 in premium across 1,965 policies, producing $534,000 in...

$1,150,000

British Columbia

-30%+ cash flow improvement over 24 months -100% MRR-based value pricing model with predictable revenue -80% Canadian, 20% US clients with North American expansion opportunity -Deep Big 4 talent with...

$3,800,000

Middlesex County, MA

A well-established tax preparation book of business is available for acquisition, offering an excellent expansion opportunity for a licensed CPA or existing accounting practice. The portfolio includes...

$90,000

Portland, OR

• The owner is a CPA • This practice was established in 1989 • Software in use includes Thomson Reuters, Ultra Tax, Filecabinet, Microsoft 365 Pro Suite • Approximately 225 individual tax returns with...

$400,000

Kissimmee, FL

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor...

$125,000

Fort Worth, TX

Established 20-year book of business located in NE Fort Worth, operating fully remote with no physical location. This agency generates $3,143,641 in premium and $289,434 in revenue across 968 active...

$599,000

Clinton, TN

• The owner is a CPA • This practice was established in 1989 • Software in use includes Drake, QuickBooks, and MS Office • Approximately $24,000 in annual revenue, via bookkeeping (12 clients) •...

$300,000

Texas

This established and reputable CPA practice for sale in Deep East Texas has provided tax and accounting services to individuals and businesses in the region for over 30 years. With mixed, year-round...

$340,000

North Carolina

-Fully staffed with tenured professionals -Staff has remote capabilities -Value billing -Projections for 2025 are $1,100,000 -One partner is willing to stay on post close as an employee for the right...

$1,100,000

Boston, MA

Established Allstate agency in the Boston, MA area with a strong 12-year book of business. The agency generates $5,863,859 in premium with 76% retention. Producing $528,244 in revenue and $299,000 in...

$1,200,000

Missouri

MO1170: THE OPPORTUNITY This well-established CPA firm in the Springfield area is an ideal acquisition for a CPA or EA looking for a turnkey operation with a modern edge. Whether you are looking to...

$1,055,000

Sherman Oaks, CA

• The owners are CPAs • This practice was established in 2011 • Less than 10% of clients meet with the seller and staff • Software in use includes Lacerte, QuickBooks • Approximately $823,567 in...

$2,800,000

Palatine, IL

As the seller prepares for retirement, they're now offering their established tax and accounting book of business (client list only) for acquisition. This client-only opportunity is ideal for an...

$385,000

This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation,...

$600,000

Mcdonough, GA

Imagine walking into your own thriving Allstate agency in McDonough, Georgia - a community that's experiencing remarkable growth just south of Atlanta. This isn't just another insurance agency; it's...

$1,000,000

Hillsborough County, FL

Established Property & Casualty Insurance Agency - Hillsborough County, FL This well-established P&C retail insurance agency presents an exceptional acquisition opportunity in the thriving...

$500,000

Fairfield County, CT

Specialty film, TV and Media firm with a focus on lending to a massive National client base comprised of major film, TV, social media and other media production companies. Owners have extensive track...

$2,500,000

Montgomery County, TX

• The owner is looking to sell NOW before tax season is far along. Quick ROI! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue are...

$280,000

Georgia

• Seller semi-retiring to other career. Available to assist buyer with transition as agreed after closing. • Meetings can be requested in portal and scheduled with owner after busy season. • 2026...

$175,000

Vermont

This well-established, three-partner CPA firm has been a trusted financial resource in Southern Vermont and Northern Massachusetts for decades offering a comprehensive suite of services including tax...

$3,200,000

South Carolina

-One CPA partner willing to stay on to run daily operations -Strong local reputation -Nearly 100% paperless with efficient systems -Young, productive team with low turnover -Annual fee increases...

$1,150,000

Monroeville, PA

Established Accounting & Tax Practice - Monroeville, area great location This well-established accounting firm has maintained continuous operations for 15 years, serving a diverse clientele of...

$599,000

Florida

Well-established virtual bookkeeping and accounting firm with over 15 years of operating history and a nationwide client base. The business operates 100% remotely with a seasoned team handling all...

$1,500,000

Ontario

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...

$800,000

Louisiana

Overview ABA Advisors represents this CPA tax practice located in the New Orleans, LA area. The owner wishes to retire from public accounting but is willing to provide transitional assistance to help...

Not Disclosed

British Columbia

Alan Liverman is pleased to introduce: For sale: Established cloud-based CPA & premium bookkeeping practice (founded in 2002) Key highlights 350+ active clients; cloud-first operations Revenue mix:...

$2,975,000

Santa Fe, NM

This well-established CPA practice is located in Santa Fe, NM and generates approximately $174,000 in annual gross revenue. The firm has been providing high-quality tax and accounting services to...

$174,000

North Carolina

-Exceptional team: 3 CPAs, most staff 10-37 years tenure -Cash flow exceeding 40% -60+ years of established community reputation Established more than 60 years ago, this well-respected CPA firm offers...

$2,200,000

Jackson County, OR

Established Agency for Sale Join the Farmers Family When you join Farmers Insurance, you're not just starting a new career—you’re stepping into a community that invests in your success. With the...

$307,000

Ontario

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

$175,000

Plano, TX

This established insurance agency in the Plano, Texas area offers an excellent opportunity for a new owner to put their own stamp on a well-performing book of business. With an 11-year book, the...

$550,000