Financial Services Established Businesses For Sale

Franklin County, OH

This high-performing $2.5M premium Allstate agency is now available for the right buyer! With $216,000 in revenue, 1,425 policies in force, and an impressive 91% retention rate, this agency boasts the...

$499,999

Franklin County, OH

This unique opportunity brings together two well-established Allstate agencies, combining them into a single, high-performing operation. Together, these agencies generate nearly $7 million in premium...

$1,600,000

Brooklyn, NY

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

Cash Flow: $95,651

Cook County, IL

A highly reputable and professional CPA practice with a well-balanced client portfolio, including individuals with average to above-average net worth. Supported by an experienced and skilled staff,...

$788,400

Harris County, TX

OVERVIEW ABA Advisors represents this Audit Firm located in Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Cash Flow: $128,500

Bradenton, FL

PROFITABLE INSURANCE AGENCY franchise...

$230,000

Sacramento County, CA

Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing...

$1,400,000

Butler County, OH

Allstate agency located in NW Cincinnati is ready for a new owner! The business also has P&C Binding in Indiana and manages $2.6 million in written premium, plus an additional Ivantage premium of...

$450,000

Blaine County, ID

This well-established CPA practice for sale in the highly desirable and booming Ketchum-Sun Valley area in Blaine County, ID, generates annual gross revenues of approximately $287,000. The practice...

$316,000

Queens County, NY

Looking for a high-performing, well-established insurance agency near Queens, NY? This $5.5M premium book is a rare opportunity with 30+ years of legacy success and a strong foundation under four...

$1,300,000

Kent, WA

*** MOTIVATED SELLER *** OVERVIEW - ABA Advisors represents this tax, accounting and payroll practice located in the Kent / King County area of Washington. The owner is a CPA and as is nearing...

Cash Flow: $279,362

Coral Springs, FL

Thriving Accounting & Tax Firm – Ready for New Ownership! Take advantage of this incredible opportunity to acquire a fully established accounting and tax services firm with a strong foundation and...

$150,000

Charleston County, SC

This is an incredible opportunity to acquire a growing ELITE agency with a 50-year legacy of success and high retention at 89%. With an open floor plan, welcoming waiting area, and a private office,...

$899,000

Phoenix, AZ

This profitable, medium-sized accounting firm has been providing quality, personalized financial guidance to local individuals and businesses in Arizona for almost 20 years. Founded in 2007, the...

$1,016,250

Berks County, PA

(Price Improvement!) This well-established agency offers a thriving, long-tenured book of business with a strong mix of personal and commercial lines. This agency has experienced steady growth, now...

$615,000

Fayette County, KY

Bluegrass Business Advisors is pleased to announce the opportunity to acquire a well-established and reputable accounting firm. The firm has been a trusted presence for over 25 years all across the...

$600,000

Colorado

• Exceptional opportunity for a CPA or EA with tax experience • The firm is thriving and is on track to return Seller’s Discretionary Earnings of ~$475,000 in 2025. • 43% of revenue is recurring...

$1,800,000

Los Angeles County, CA

Please be informed that the seller is only willing to entertain buyers who are agreeable to the following terms: Purchase Price: $3MM Seller Financing: 5% of the purchase price or $150K, personally...

$3,000,000

St Louis County, MN

Highly Reputable Accounting Firm for Sale Well-established accounting firm offering tax preparation, payroll, and bookkeeping services for individuals, businesses, and trusts/estates. • Tax...

$600,000

Adams County, CO

(PRICE IMPROVEMENT!!) Opportunity is knocking on your door! Purchased by current owner in 2008, this agency continues its tradition of excellence, offering personal, commercial, and life insurance....

$999,999

REAL ESTATE INCLUDED

Alabama

This well-established Title and Escrow Services business presents a compelling opportunity for potential buyers seeking a cash-flowing business. The business primarily serves residential clients,...

$5,500,000

Bucks County, PA

SALE PENDING - 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...

$700,000

Battle Creek, MI

Easy to operate ATM portfolio of 21 ATMs in Michigan. The portfolio has averaged $218,000 in Gross Profit in the last 12 months. 15 Locations with 17 ATMs, 2 locations have 2 ATMs. All of the machines...

$600,000

North Carolina

This CPA firm is dedicated to providing clients with the highest level of service, ensuring clients receive personalized attention tailored to their unique needs. The team, consisting of both licensed...

$1,500,000

The Company is an independent flood insurance adjusting company exclusively dedicated to handling National Flood Insurance Program (NFIP) and private flood insurance claims. Operating in all 50...

Saint Louis, MO

New Price! The company is a virtual cryptocurrency exchange established in 2019, operating as a unique P2P merchant platform that maintains its own inventory of both cryptocurrency and fiat...

$700,000

Fort Worth, TX

TX1056: The seller of this CPA firm in south Ft Worth is approaching retirement and is seeking a buyer for the firm. The practice boasts a loyal clientele, about half of which speak both Spanish and...

$515,000

Atlanta, GA

Don't miss out on this rare chance to own an established, ELITE agency in one of the nation's most dynamic markets! This Allstate agency has $17,321,203 in Written Premium, over 7,400 policies, 83.48%...

$4,800,000

Chester County, PA

Law Office Specializing in Real Estate Transactions (Residential and Commercial), Estate Planning and Family Law, Including a Title Insurance Agency in Chester County PA. Principal retiring after a...

$100,000

San Bernardino County, CA

Seller will only consider CPA licensed prospects. • The owners are CPAs. • This practice was established in 2007 • Software in use includes Lacerte, QuickBooks, Practice CS, GoFileRoom, ShareFile •...

$1,600,000

Alameda County, CA

Seller will only consider buyers located in California. • The owner is a CTEC • This practice was established in 1999 • Software in use includes CCH ProSystems FX Tax • Approximately $14,080 in annual...

$160,000

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1991 • Software in use includes Drake • Trained staff interested in staying on with new owner • Approximately $99,000 in annual revenue, via...

$650,000

Miami, FL

This financial company Established (March 2023) specializes in providing car loans and purchasing existing car loans for consumers. Designed for flexibility, the business can be partially or fully...

$35,000

Placer County, CA

• The owners are CPAs • Ideal Buyer is licensed CPA or employ CPAs • This practice was established in 1946 • Software in use – Lacerte, QuickBooks, Creative Solutions, Microsoft Office 2024 Revenue: •...

$975,000

Solano County, CA

• The owner is a CPA • This practice was established in 1979 • Software in use includes QuickBooks, Sage Accounting, and Intuit ProSeries Total 2024 gross revenue - $186,000 • Approximately $30,000 in...

$240,000

Lee County, FL

This established CPA practice is an ideal opportunity for new CPAs or an existing practice looking to expand into Lee and Collier Counties. The practice provides tax preparation services for...

$199,000

Tarrant County, TX

ATM route business perfect for someone who wants to work part-time and still maintain a nearly passive income with minimal overhead or office expenses to deal with. The 8 locations are in the...

$70,000

North Carolina

*purchase price pre-approved by lender* -Owner hours less than 1,800 -Cash flow exceeding 60% -Revenue growth of 13% from 2023-2024 This is a rare opportunity to own a highly successful and...

$550,000

Williamson County, TX

Fantastic opportunity in this $3.78M, 17 year old Allstate book in a fast-growing area of Texas! The growth potential is unlimited given the growth-rich area in Williamson County. Low overhead costs...

$825,000

Las Vegas, NV

A professional accounting firm specializing in financial services to individuals and businesses. This business was founded almost 40 years ago. This well-established firm offers expertise in tax...

$1,100,000

Miami, FL

Turnkey Car Loan Business Opportunity – Established (February 2022) & Ready to Operate This financial company specializes in providing car loans and purchasing existing car loans for consumers....

$45,000

Galveston County, TX

*** THIS LISTING IS CURRENTLY SALE PENDING*** Overview - ABA Advisors represents this CPA practice located in the South Houston area of Texas. The Owner/CPA is of retirement age and is willing to...

Cash Flow: $199,389

Davie, FL

LOCATED IN AN ANCHORED PLAZA , TRAINING AVAILABLE, LOTS OF ROOM FOR GROWTH FOR SOMEONE IN THE INSURANCE BUSINESS. GEICO APPROVED !...

$175,000

Lee County, FL

Established Bookkeeping Firm for Sale • Over 160 Tax Preparation and 55 + incorporated businesses, 21 Payroll/Accounting (estimate) • All word-of-mouth referrals and repeat customers—no advertising,...

$250,000

Walton County, GA

• The seller is retiring and will be available to assist buyer with transition as agreed after closing. • 2024 revenues were around $80,000! • Service mix includes Tax (64%), Accounting (28%), and...

$95,000

Bucks County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2024 gross revenues were $256,000! • Primarily a tax practice with loyal clientele who provide continuous...

$260,000

Bernalillo County, NM

This well-established, reputable CPA practice for sale in Albuquerque, NM is focused on profitable tax services, which comprise 96% of gross income. It caters to a high-quality, loyal base of...

$180,000

Harris County, TX

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2024 gross revenues are estimated to be around $830,000! • Services offered are evenly mixed between tax...

$1,150,000

South Carolina

• Seller looking to semi-retire. Willing to work with buyer part time for a couple years if needed. • 2024 revenue expected around $233,000! • Revenues comprised of Accounting and Write-Up (58%) and...

$245,000