Financial Services Established Businesses For Sale

Washington County, UT

Established insurance agency for sale with 1400 policies in force and $1,847,000 in premium. Includes Kraft Lake carrier appointments and two full-time experienced staff. Strong renewals, loyal...

$275,000

Mecklenburg County, NC

• Seller is retiring and is willing to assist with the transition through at least one tax season to help ensure client retention and a smooth ownership transfer. • 2026 revenues are projected to...

$450,000

California

This established tax, accounting, and bookkeeping practice serves both individual and business clients with a broad range of financial services. The firm provides tax preparation, tax planning,...

$1,650,000

New Haven County, CT

For sale is a Connecticut based professional services business offering a diversified suite of tax, administrative, and business support services to individuals, small businesses, and commercial...

$400,000

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1994 • 40% of clients meet with the seller and staff • Software in use includes Lacerte • Approximately 335 individual tax returns with an...

$400,000

King County, WA

• The owner is a CPA • This practice was established in 1987 • Software in use includes Lacerte and QuickBooks • Approximately 200 individual tax returns with an average fee of $1,465 per return •...

$450,000

Mississippi

-Approximately 600 active clients with consistent revenue growth year over year, from $519K in 2023 to $576K in 2025 -Cash flow to owner of $233,589 at 41% margins in 2025 -Monthly bookkeeping clients...

$750,000

Franklin County, OH

Exceptional opportunity to acquire a high-performing Allstate agency in Central Ohio with more than $18.2 million in written premium and annual revenue exceeding $2 million. Serving 12,511...

$5,500,000

Franklin County, OH

Established Central Ohio insurance agency generating over $1.34 million in annual revenue from a $11.58 million written premium book. With an impressive 83.01% retention rate, this agency has built a...

$3,600,000

Ontario

Description: This practice benefits from a highly accessible location on a busy commercial corridor serving a diverse client base from Simcoe County and the Muskoka region. Projected annual billings...

$225,000

Fort Lauderdale, FL

Semi-Absentee Check Cashing Business for Sale Reason for Sale: Retirement- Semi-Absentee Opportunity to acquire an established check cashing franchise. The business provides essential neighborhood...

$95,000

Hialeah, FL

BUY NOW AND BY THE END OF TAX SEASON YOU WILL ALREADY HAVE WHAT YOU PAID FOR AND ALSO A GOOD PROFIT. ITS A WIN WIN FOR THE BUYER. SELLING DUE TO RETIREMENT BELOW MARKET VALUE...

$590,000

Cedar Rapids, IA

This well-established, yet growing CPA Tax & Accounting Practice for sale in Eastern Iowa (near Cedar Rapids) has annual gross revenues of approximately $1,506,000. The practice has a quality client...

$1,580,000

Sarasota, FL

Turnkey, well-established tax preparation and bookkeeping franchise operating in the growing Sarasota, Florida market. The business serves a loyal, recurring client base built over multiple tax...

$140,000

South Carolina

This established consumer finance platform represents a premier investment opportunity in the automotive finance sector, featuring over 10 years of continuous operations and generating $7.3 million in...

Not Disclosed

Watkinsville, GA

Turnkey Allstate Insurance Agency for Sale in Watkinsville, Georgia Established in August 2023, this high-performing Allstate agency represents an exceptional acquisition opportunity in the desirable...

$1,395,000

Parker, CO

- Single-Owner CPA practice just outside of Denver, CO - 69% Tax Preparation (47% Individual; 50% Business; 3% Trust/Estate); 31% Bookkeeping - Cashflow to the owner before potentially duplicate...

$325,000

Newfoundland and Labrador

•An established franchise is available in Central Labrador, NL, offering a rare opportunity to acquire a well-established tax preparation business with a strong recurring client base and consistent...

$399,000

El Dorado County, CA

This practice offers a strong platform for a buyer looking to acquire a full-service CPA practice with excellent cash flow, established client relationships, experienced staff support, and meaningful...

$1,400,000

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

Fort Collins, CO

Tax Preparation, Bookkeeping and Payroll Service Established accounting tax service in Fort Collins. Serving Fort Collins and the surrounding area for more than 20 years. Majority of business is tax...

$130,000

San Diego County, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful San Diego, CA. The agency offers a diverse mix of Personal Lines, Commercial, and Life insurance, providing...

$575,000

Jefferson County, AL

Established Allstate Insurance Agency - Central Alabama This well-established Allstate insurance agency presents an exceptional opportunity in the growing Jefferson County, Alabama market. Operating...

$325,000

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

Corpus Christi, TX

Established insurance agency serving the Corpus Christi area with approximately $2.67 million in total written premium, including a strong windstorm portfolio, and generating $268,621 in annual...

$540,000

Los Angeles, CA

Established CPA firm with a book of clients for sale in Los Angeles, CA. The Seller is looking to reduce their workload in anticipation of eventual retirement. The Seller is retaining one major client...

$345,000

Minnesota

Established bookkeeping practice serving a regional market south of Duluth. Founded in 1993, the company has built a loyal base of approximately 40 recurring small-business clients through dependable...

$175,000

Everett, WA

Located in Everett, Washington, this established ELITE Allstate agency offers a rare opportunity to acquire a well-maintained, 60-year book of business with a strong history of stability. The agency...

$999,000

Henrico County, VA

• Seller retiring but willing to assist buyer to ensure smooth transition. • 2026 revenues expected around $320,000! • Revenues comprised of individual and business tax (84%) and accounting and...

$375,000

York County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be $525,000! • Service mix includes tax (88%) and bookkeeping (12%)....

$630,000

North Carolina

-30+ years of referral-only growth across a diverse industry client base -Revenue stable at approximately $1.38M for three consecutive years -$548,100 cash flow at a 40% margin in 2025 -Both partners...

$1,500,000

Ontario

Alan Liverman is pleased to introduce: • Established in 1991, this experienced and respected CPA practice offers a comprehensive suite of income tax and bookkeeping services tailored to both...

$449,000

Kansas

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $540,000! • Service mix includes tax (77%) and accounting (23%)....

$625,000

Wake County, NC

• Seller retiring but willing to assist buyer in transitioning clients. • 2026 revenues estimated to be over $725,000! • Revenues comprised of individual and business tax (74%) and accounting/client...

$895,000

Pennsylvania

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven...

$600,000

Nassau County, NY

• Seller is transitioning out of accounting industry. Willing to provide transition assistance for as long as needed to help ensure a smooth client transition. • Yearly practice revenues around...

$450,000

Illinois

This long-established accounting and tax practice for sale in the heart of Southwestern Illinois generates approximately $986,000 in annual gross revenue. The practice has built a loyal and...

$740,000

Texas

-Bilingual (English/Spanish) full-service firm with a differentiated community presence in one of the fastest-growing markets in the country -Revenue grew 47% over two years, from $2,764,299 in 2023...

$8,100,000

Georgia

• Seller retiring and will be available to assist buyer with transition as agreed after closing. • 2026 gross revenues estimated to be $435,000. • Primarily a tax practice with limited annual...

$550,000

Cuyahoga County, OH

This well-established CPA practice has served clients since 1993, offering a comprehensive range of services including live payroll, sales tax, CFO services, bookkeeping, accounting, compiled...

$733,818

Plymouth, MA

This premium CPA practice for sale in Plymouth, Massachusetts is projected to gross approximately $1,675,000 in 2026! Over the years, the seller has cultivated a specialty for providing uniquely...

$1,950,000

Dallas, TX

The clients included in this sale are loyal, high-quality, consisting primarily of individuals, professionals and the mix of businesses should continue to provide opportunities for continued growth...

$340,000

Pottawatomie County, OK

Business Description An exceptional opportunity to acquire a thriving, 100% virtual tax practice dedicated to serving local businesses and individual taxpayers. Established with a foundation of...

$31,000

Mount Dora, FL

Exceptional Opportunity: Long-Established Allstate Agency for Sale in Mount Dora, Florida Since 1997, this mature Allstate insurance agency has built a solid foundation in one of Central Florida's...

$950,000

The Company is a national field marketing organization (FMO) that connects insurance carriers, agencies, and independent agents by providing access to a wide range of insurance products and support...

Not Disclosed

Hancock County, ME

This unique and niche Financial Services company started in 1992 and has been going strong for over 30 years! The company provides tax, financial, and consulting services to a wide variety of business...

$390,000

Fort Collins, CO

This is an existing 20+ year national franchise tax prep business located in thriving Ft Collins, CO. We have the highest Google rating in the area and has an experienced staff and great support from...

$200,000

Outagamie County, WI

Practice Details: Retiring owners are seeking a qualified Buyer for this profitable CPA practice. In business over 25 years with a loyal and well-established client base. Owners willing to offer...

$2,000,000

Brazil

This transaction represents a rare opportunity to acquire a long-established, fully regulated banking institution with active international transaction capabilities, scalable infrastructure, and...

$69,000,000