Financial Services Established Businesses For Sale

Camden County, NJ

Well established check cashing business for sale, part of one of the most respected franchises in the industry. Located on main street. Store will do close to $12 million in check cashing volume this...

$250,000

Hudson, FL

tax business, over 20 years in the area...

$65,000

Surrey, BC

Surrey, BC (2 locations) This business is 100% compliant in a highly-regulated industry, with clean books and pristine operations. The current owner (a businessman with a stellar reputation) works...

$3,950,000

Corona, CA

Book of Individual Tax Clients. 85 Individual Tax Clients with average prep fee of $315. All returns are prepared on Lacerte Tax Software. Approximately 1/3 are in person tax appointments others are...

$32,500

Orlando, FL

This well-established independent insurance agency has served the Orlando, Florida market for over four decades, building a loyal, multi-generational client base entirely through referrals and...

$600,000

Pearland, TX

GOLD MINE FOR ANY ENERGETIC AGENT TO MAKE A VERY GOOD LIVING SOLICITING OTHER PRODUCTS LIKE LIFE, LTC, DI, ANNUITIES, MEDICARE, HEALTH, BESIDES PROPERTY AND CASUALTY PRODUCTS LIKE AUTO, HOME, FLOOD,...

$198,000

Benton County, WA

This opportunity involves acquiring an independent advisory practice focused on insurance solutions and retirement income strategies for individuals approaching or living in retirement. The firm...

$540,000

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

Tennessee

This firm offers an exceptional work-life balance with a standard 32-hour workweek and consistent three-day weekends (no Mondays). There is strong growth potential, and the owner has flexibility over...

Not Disclosed

The Company operates a digital marketplace for merchant-branded gift cards and prepaid products. Through a scalable, asset-light technology platform, the business aggregates supply from multiple...

Not Disclosed

Bexar County, TX

The company specializes in the sale and service of advanced cash-counting systems designed to enhance the efficiency of financial operations. Its product portfolio includes self-service coin counters...

$175,000

Scottsdale, AZ

This is a rare opportunity to acquire a highly profitable, award-winning Farmers Insurance agency with 17 years of established operations, consistent growth, and elite carrier standing. Positioned as...

$500,000

This established consulting and grant writing firm provides specialized services to nonprofit organizations, helping them secure funding, strengthen operations, and increase long-term impact. The...

$250,000

Los Angeles County, CA

Established Independent Licensed Escrow Company - Los Angeles County Founded in 1953, this well-established escrow company represents a rare acquisition opportunity in the financial services sector....

$175,000

Montrose, CO

Are you looking to get into a recession proof business with a stable revenue stream? We have an excellent opportunity for someone to take over an established Farmers Insurance agency in Montrose, CO....

$550,000

New Jersey

I am an insurance Agent and I have a book with a Carrier that reduced their commissions for our agency. Another Agency could easily take over the book and continue with the standard commissions....

$100,000

Bexar County, TX

Business Overview Year-to-Date Earnings: $108,225 Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$60,000

Monroe County, NY

This Allstate agency, located in the Finger Lakes region of New York, offers a rare opportunity to acquire a high-volume, established book of business with strong retention and significant growth...

$1,050,000

Monroe County, NY

This upstate New York insurance agency presents an excellent opportunity for a buyer seeking a solid book of business with strong retention and room to scale. Priced at $499K, the agency generates...

$499,000

Loma Linda, CA

As a dedicated Farmers agency, we offer personalized home and auto insurance solutions backed by one of the most recognized and trusted names in the industry. We take the time to understand your needs...

$185,000

Rusk County, TX

Well established insurance agency located on the main drag in a town of 15000 people with limited competition from competing agencies. Many customers have been with the agency for decades. Great...

$300,000

Haywood County, NC

This is a premier opportunity to acquire a highly reputable CPA practice with a 47-year operating history in Haywood County, North Carolina. Since 1978, the firm has grown entirely through word of...

$957,000

Placer County, CA

Medicare Books of Business for Sale in Norther CA. SEE PDF attached for Details. Established in 2018, main client base is in local region. Financially strong with long history of profitability....

Not Disclosed

Monroe County, NY

Located in Western New York, this established insurance agency presents a strong opportunity for growth with $3,050,577 in written premium plus an additional $172,226 through Ivantage. The agency...

$550,000

Orland Park, IL

This well-established practice has a strong reputation within the community, and this is particularly shown forth in the loyal, long-standing client base. They maintain a desirable, more dispersed...

$675,000

California

Operating out of California, this established payment-processing company generates $118k in monthly residual revenue. With a diversified client base spanning various industries, the business boasts no...

$4,050,000

Austin, TX

THE OPPORTUNITY This Austin CPA firm is a high-quality, well-established firm located in a prime area, serving a diverse portfolio that includes the construction, restaurant, and service industries....

$1,050,000

A streamlined tax preparation and consulting platform with a proven operating model and nationwide reach. Established in 2016 with roots dating back to 2014, the business has been built for...

$11,000,000

Virginia

EXECUTIVE SUMMARY We are offering for sale a highly scalable distressed residential real estate wholesaling company operating throughout the Greater Washington, D.C., Northern Virginia, and Baltimore...

$2,250,000

New London County, CT

An established CPA firm in Southeastern Connecticut that has been serving clients for nearly 40 years, with strong, long-standing client relationships. The firm generated roughly $680,000 in billings...

$750,000

Worcester County, MA

The firm generated about $780,000 in revenue in 2025 with strong profitability (over 50% owner cash flow). It is supported by experienced staff, modern cloud-based and paperless systems, and operates...

$940,000

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$300,000

San Mateo, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$250,000

Tomball, TX

This high-performing agency in Northwest Houston presents a strong opportunity for both experienced operators and those looking to expand in a thriving market. With over $10.6M in written premium and...

$2,500,000

Transylvania County, NC

• Seller retiring but willing to assist owner in transitioning clients. • Strong cash flow with ~50%+ margins and ~$100K+ in owner benefit after add-backs. • Revenues comprised of individual and...

$245,000

Lodi, CA

Farmers agency established since 1970 for sale. Many long term clients over 40 years. Great location and retention as well. Farmers is a great company and is currently focused on growth with many...

$350,000

Queens, NY

HS Listing ID-70196 Financial Overview • Total Revenue: ~$312,500 • Commission Revenue: ~$282,500 • Agency Bill & Broker Fees: ~$30,000 • Written Premium: ~$2.64M • 1,400+ active policies • Personal...

$850,000

Kansas City, MO

The Company is a CPA-led accounting and advisory firm focused exclusively on small business clients requiring ongoing financial guidance. Unlike traditional compliance-only firms, the Company utilizes...

$1,200,000

Weber County, UT

ESTABLISHED PAYROLL, TAX & BOOKKEEPING PRACTICE - WEBER COUNTY, UT This thriving accounting and tax practice represents an exceptional acquisition opportunity in Utah's growing Weber County market....

$1,220,000

Phoenix, AZ

Step into ownership with an established insurance agency featuring a $3M book of business and approximately $300K in annual revenue. Located in the high-growth Phoenix, Arizona market, this...

$450,000

Ohio

2026 Projected Revenue: $120,682 • Personal Tax Services – $16,426 • Accounting & Business Tax – $104,256 Key Highlights Strong, reliable revenue from a loyal base of monthly bookkeeping, accounting,...

Not Disclosed

Provo, UT

Opportunity to acquire a thriving, full-service CPA tax practice franchise with strong client relationships and consistent growth. This well-established firm serves a diverse mix of individual and...

$250,000

Mesa, AZ

Established in 1981, this profitable insurance agency represents an exceptional acquisition opportunity for qualified buyers seeking a proven business with over 45 years of continuous operation. The...

$450,000

Orange, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

Long Beach, CA

Established Farmers Insurance Agency For Sale - $8 Million Premium Book This well-established Farmers Insurance agency presents an exceptional opportunity to acquire a thriving business with...

$1,200,000

Baltimore, MD

This well-established yet growing CPA Tax & Accounting Practice for sale in Baltimore, MD has annual gross revenues of approximately $290,000. The practice has provided high-quality services to...

$325,000

Oklahoma City, OK

Imagine stepping into a thriving insurance agency that's been serving Oklahoma families and businesses since 1989. You'll find yourself at the helm of a well-respected independent agency with over 35...

Not Disclosed

San Jose, CA

An established Farmers Insurance agency opportunity is available within the greater San Jose area. The agency currently generates approximately $150,000 in annual commission income supported by a...

$230,000

San Jose, CA

A well-established Farmers Insurance agency opportunity is available within the greater San Jose area, producing approximately $170,000 in annual commission income supported by a premium base...

$265,000