Financial Services Established Businesses For Sale

Fairfax County, VA

Founded in 2008 and located in the heart of growing, diverse Fairfax County, Virginia, this full-service CPA firm specializes in accounting, financial statement preparation, tax planning, and...

$850,000

Montreal, QC

Ce cabinet offre une structure bien établie et diversifiée, composée d’une division de tenue de livres et fiscalité ainsi qu’une division examens et compilations avec des revenus récurrents d’environ...

$1,050,000

California

-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care. -Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium...

$2,450,000

Travis County, TX

Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency...

$3,250,000

Saint Cloud, FL

Rare opportunity to acquire a well-established accounting firm with over 15 years of successful operations in the heart of Osceola County. This full-service practice provides tax preparation,...

$425,000

Bucks County, PA

ABA Advisors presents this venerable firm which was established almost 100 years ago and enjoys a reputation for outstanding client service. The firm is owned and operated by two CPAs who are both...

$720,000

Georgia

• The seller is looking to retire and is available to assist buyer with transition. • 2026 revenues are expected to settle at $85,000! • Tax practice focused on individual tax returns with a great...

$95,000

Davidson County, NC

• UPDATED INFORMATION AVAILABLE! • Seller willing to transition clients to ensure smooth handoff. • 2026 revenues expected to remain around $175,000! • Revenues comprised of individual and business...

$225,000

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2025 gross revenues are estimated to be around $175,000! • Year-round service mix includes a balance...

$200,000

Michigan

This well-established yet growing Tax & Accounting Practice for sale located North of Oakland County, MI has annual gross revenues of approximately $291,000. The firm has been providing high-quality...

$306,000

Oklahoma County, OK

• Owner taking a job offer for a non-profit. Willing to assist buyer in transitioning clients. • Yearly gross revenues around $85,000. • Revenues comprised of tax work (81%) accounting/bookkeeping...

$105,000

North Dakota

A well-established accounting and advisory franchise located in North Dakota is now available for acquisition. This business has earned a strong reputation for delivering dependable,...

$800,000

Cochise County, AZ

Flexible Terms and Sellers Guarantees Available • The owner is a CPA • This practice was established in 1980 • Seller willing to provide support and advise during transition for a year or two •...

$575,000

Niagara County, NY

• Seller retiring but willing to assist buyer as needed with transitioning of clients. • Practice revenues for 2025 projected around $440,000! • Year-round revenue consisting of individual and...

$530,000

Longueuil, QC

Cabinet bien organisé offrant des services complets en conformité, comptabilité de fin d’année, fiscalité des particuliers et consultation. L’organisation interne est solide, les revenus sont stables...

$860,000

British Columbia

This is not a virtual practice. Boutique accounting firm with a strong niche in the film, television, and media production sector. The practice generates diversified and recurring revenues across tax,...

$730,000

Dallas, TX

Great opportunity to acquire a well-established 10.5-year agency located in Dallas, Texas. With $4,356,659 in premium and $512,000 in annual revenue, this agency offers steady performance supported by...

$850,000

Indianapolis, IN

This rapidly growing practice generates 73% of revenue at its main location in Northeast Indianapolis and 23% from a satellite office in northern Indiana. The firm has strong relationships with...

Not Disclosed

North Carolina

Business: Incorporated in 2007, This Regional independent insurance adjusting and claims-handling firm specializes in property and casualty losses across the Southeast. Provides comprehensive field...

$2,500,000

Columbia, MD

The well-established practice EA Tax Practice for sale in Columbia, MD has annual gross revenues of approximately $261,000. The practice has built a strong reputation in the community serving a loyal...

$295,000

Miami-Dade County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

Monroe County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

Cedartown, GA

This Elite-level Allstate Agency has great growth potential! This agency was established in 2022 making it young but with its premium currently at $1.42M, revenue and bonus status after only three...

$180,000

Montgomery County, PA

• Owner looking to semi-retire and is available for transition after closing as agreed with buyer. • 2025 gross revenues are estimated to be around $200,000! • Practice offers a mix of tax and...

$245,000

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333

Tampa, FL

SellerForce® presents a prominent Trading Education and funding platform that has quickly become a leader in the Financial Education sector. For the past 15 years, the brand has become renowned for...

$125,000

Lexington, SC

This established Allstate agency near Lexington, South Carolina was built entirely from scratch and showcases the strength of long-term, relationship-driven growth. With strong, consistent revenue and...

$800,000

Bergen County, NJ

Unique opportunity to acquire or integrate a multi-state licensed mortgage platform operating in New York, New Jersey, and Florida. This is not a traditional cash-flow-based business sale. The value...

$125,000

Virginia

• Seller retiring but willing to assist buyer through initial tax season with transition. • Yearly practice revenues around $500,000! • Revenues comprised of individual and business tax (63%),...

$550,000

Santa Clara County, CA

This established Allstate insurance agency represents a premium acquisition opportunity in Santa Clara, featuring 38 years of continuous operations and demonstrated profitability. The agency maintains...

$1,025,000

New Mexico

This well-established and steadily growing CPA practice is known for delivering high-quality, reliable service to a loyal and diverse client base. With strong profitability, balanced revenue streams,...

$2,200,000

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this CPA practice located in Central Wisconsin. The seller is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Rensselaer County, NY

Are you looking to take over a well-established Accounting Tax Practice business in New York, United States? Look no further - we have an exciting opportunity for you! Founded in 1992, this thriving...

$175,000

Dallas County, TX

This business provides specialized remote staffing and operational support to professionals in the financial services sector. It connects experienced U.S.-based talent with firms seeking...

Not Disclosed

New Mexico

Great opportunity in this $3.2M, Pro-level, Allstate agency in southern New Mexico! Great retention at 87% and a well-serviced customer base with 1818 policies in force. This agency has binding...

$650,000

Pembroke Pines, FL

This established tax and accounting franchise offers a trusted brand presence, a loyal recurring client base, and a reputation backed by 5-star Google reviews. Positioned in an active South Florida...

$99,000

Washoe County, NV

• This is a pure tax practice. Seller prefers a buyer with 5+ years of experience preparing individual and business tax returns including tax planning and strategy • Clients can be serviced remotely,...

$600,000

Florida

? Cash flow exceeding 50% ? Fantastic reputation with quality referral sources ? Scalable and ready for growth Founded in 2002, this boutique-style CPA firm has built a strong reputation for...

$750,000

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

Portland, OR

Since its inception, the firm has maintained a steady and profitable client base, emphasizing high-quality tax compliance and advisory services for professional, business, and estate...

$781,000

Houston, TX

Client & Revenue Profile Accounting & Bookkeeping: Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000 Income Tax: Individuals: 360 | Avg Fee $1,200 | Total $432,000 Businesses: 82 | Avg Fee $3,000 |...

$1,200,000

Michigan

-Cash Flow is close to over 650,000 in 2024 and projected around 800,000. -Owner hours are 400! -Proven Growth: 27% annual average growth and consistent fee increase twice yearly. -Exceptional Team:...

$3,300,000

California

-Projected revenue of $1,700,000 for 2025 -Well-established real estate niche -Fantastic location between Los Angeles and San Diego This 2-partner boutique firm specializes in serving high-net-worth...

$2,300,000

Northbrook, IL

Looking to sell/merge with a larger CPA firm/platform. No individual buyers please. Firm Established in 2010. Owner willing to stay on. 3 staff. Client Mix - Accounting 16 Monthly Clients - Avg Fee -...

$1,200,000

Chapin, SC

This well-established, pro-level Allstate agency is located in one of South Carolina’s fastest growing areas, lending itself to fantastic growth potential. In addition to the $3.7M in earned premium,...

$850,000

Pennsylvania

• Desire to transition ownership of firm to new CPA practice to facilitate current owner retirement. • Expected revenues for 2025 are $2,050,000! • A full service CPA practice that provides tax,...

$2,300,000

Fort Worth, TX

This great Dallas/Fort Worth based portfolio currently operates 24 ATMs machines around DFW. The portfolio in 2025 has averaged $7,100/mo in Mixed Profit. - The 14 Owned & Loaded ATMs are owned by the...

$190,000

San Antonio, TX

Established: 2013 Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees:...

$2,820,000

Houston, TX

Rare that an established bail bond company comes to market. This company specializes in bail bond writing for the legal system in Harris County city bonds & county bonds. Customers secure a quick...

$150,000