Other Financial Services Businesses For Sale

Mecklenburg County, NC

• Seller retiring; willing to assist buyer with for first few months with client transition. • Yearly practice revenues around $200,000. • Revenues comprised of 100% individual and business tax. •...

$250,000

Roseville, CA

This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern...

$575,000

Suffolk County, NY

• Seller retiring but willing to work with buyer for as long as they are comfortable. • 2026 gross revenues estimated to be around $1,100,000! • Revenues comprised of individual and business tax...

$1,350,000

Newton, MA

We’d like to reintroduce this established CPA tax practice located in the desirable Newton, MA area. Generating approximately $570,000 in gross revenue and now offered at a newly reduced asking price...

$775,000

Knox County, TN

Located in Knox County, Tennessee, this insurance agency presents a strong opportunity for a buyer seeking a well-established, high-performing operation in a growing Southeast region. With over $8.2M...

$1,700,000

Peoria, AZ

Impressive 26-year-old business provides quality and professional care management and fiduciary services in the community. 90% care management and only 10% fiduciary services (there are employees in...

$700,000

Washington County, PA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $360,000! • Service mix is an even balance between tax and...

$430,000

Suffolk County, NY

Located in the highly desirable Long Island market, this Elite agency presents an outstanding opportunity for a buyer seeking a strong, established operation with long-term stability and growth...

$1,200,000

Westchester County, NY

• Seller retiring but would like to work for buyer in practice if needed. • Yearly practice revenue around $610,000! • Revenues comprised of individual and business tax (79%), accounting/bookkeeping...

$825,000

West Des Moines, IA

This very well-established CPA firm is located in West Des Moines, Iowa and generates annual gross revenues of approximately $1,070,000. Having served the local community for more than 50 years, the...

$1,150,000

West Virginia

This well-established, long-standing CPA practice has been serving the Charleston Area for nearly 40 years, providing high-quality tax, accounting, and bookkeeping services with a strong emphasis on...

$720,000

San Antonio, TX

This high-performing ATM portfolio is listed for $315,000.00 consists of 98 well-placed ATMs in San Antonio, TX and surrounding areas. Processing Only Income (69 ATMs) - Net Profit of $2,216 / mo...

$315,000

Fauquier County, VA

Located in the highly desirable Northern Virginia market, this established insurance agency offers a strong foundation with $2.49M in written premium, 1,236 policies in force, and consistent recurring...

$399,000

Palm Desert, CA

Transform your investment into predictable cash flow with this turnkey ATM portfolio delivering $68,000 in annual gross profit from just 4 strategically positioned machines in the thriving Palm Desert...

$195,000

San Francisco, CA

Transform your investment into a proven cash-generating powerhouse with this established 225-ATM portfolio delivering $1,292,000 in annual cash flow across the thriving San Francisco market. You'll...

$3,259,000

Stearns County, MN

*Established niche focus within a professional client segment *Strong recurring revenue model with high client retention *Relationship-driven business with consistent referral activity *Diversified...

$594,000

Indiana

Business Description: This well-established and very profitable tax practice located in an Indianapolis suburb is now available for acquisition. The practice generated $639,280 in 2025 revenue across...

$639,280

Indiana

Business Overview This is a rare opportunity to acquire a well-established, full-service CPA practice in Northern Indiana with a proven track record and a loyal, long-standing client base. With 2025...

$592,507

Phelps County, MO

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues exceeded expectations at $495,000! • Service makeup consists of accounting (53%), tax...

$565,000

Placer County, CA

This practice is structured to operate virtually, making it an attractive option for buyers seeking immediate income and operational versatility. Key Highlights • CPA-owned practice established in...

$1,750,000

Indiana

Business Description: This well-established and highly regarded CPA practice located in Northwest Indiana is now available for acquisition. The practice projects $435,550 in 2026 revenue, diversified...

Not Disclosed

Boulder County, CO

- Well established, two-partner practice serving individuals and businesses - 99% Tax Compliance, Planning, and Consulting (47% Individual; 47% Business; 6% Fiduciary); 1% Bookkeeping - Cashflow to...

$875,000

Queen Anne's County, MD

This tenured agency combines massive scale with superb performance metrics, making it one of the most attractive books on the market today. The Numbers at a Glance: Total Premium: $6,611,100 2025...

$1,320,000

Jersey City, NJ

Transform your investment into a lucrative passive income stream with this exceptional 48-ATM processing portfolio generating $64,807 annually in net profit. You'll enjoy hands-off ownership while...

$265,000

Indiana

Business Description: This well-established, highly profitable CPA practice located in Northwest Indiana is now available for acquisition. The practice generated $800,039 in 2025 revenue, with a...

Not Disclosed

Grand Rapids, MI

Michigan ATM Route - ATM business for sale $300,000 Easy to operate ATM portfolio of 13 ATMs in Michigan. The portfolio has averaged $7,500.00 in monthly Gross Profit in the last 6 months. 13 ATMs...

$300,000

Philadelphia, PA

This amazing Philadelphia route has 168 ATMs in retail and other high-traffic locations such as convenience stores, gas stations, grocery stores, and specialty markets. The Seller provides the...

$1,750,000

Abbott Park, IL

Chicago, IL - ATM Processing Route - Turnkey ATM portfolio for sale $315,000! This great hands-off ATM portfolio of 115 Processing Only ATMs based out of Chicago with locations in different parts of...

$315,000

Sutter County, CA

Imagine stepping into a thriving insurance agency that's been carefully built over four decades. This exceptional Allstate Agency represents a rare opportunity that doesn't come around often. You'll...

$1,600,000

South Carolina

• Owner retiring but will be available to assist buyer with transition. • Practice revenues estimated to be around $136,000 for 2026. • Revenues comprised of individual and business tax (68%), monthly...

$150,000

Mount Prospect, IL

This well-established, owner-operated CPA firm, located in Mount Prospect/Arlington Heights Area, presents an excellent opportunity to acquire a stable, efficient practice with a loyal client base and...

$125,000

Ventura, CA

• The owner is a CPA • This practice was established in 1967 • Software in use includes Lacerte • Approximately 80 individual tax returns with an average fee of $1,260 per return • Approximately 5...

$200,000

Zachary, LA

• The owner is a CPA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks • Approximately $127,400 in annual revenue, via bookkeeping (35 clients) • Approximately...

$600,000

Anaheim, CA

An established business brokerage territory is now available in Anaheim, California. Backed by a nationally recognized franchise with more than 30 years of experience and a proven operating system,...

$59,000

Clermont County, OH

Price Improvement! Now $699k! Established insurance agency opportunity in the Cincinnati, Ohio area featuring $3,720,952 in Written Premium, 2,302 Policies in Force, and an 86.88% retention rate. With...

$699,000

Michigan

--PRICE REDUCED-- This well-established Enrolled Agent practice represents a strategic acquisition opportunity for certified public accountants, enrolled agents, or accounting firms seeking expansion...

Not Disclosed

Wake County, NC

This is a rare opportunity to acquire an ELITE Allstate agency located just north of Raleigh in one of the state’s fastest-growing markets. The agency generates $17.6M in written premium with over...

$4,500,000

Tucson, AZ

This incredible little firm generates over $225,000 of reoccurring cash flow each year in Tucson, AZ. Through virtual operations the principal has built a very strong set of clients in the vibrant...

$255,000

Maricopa County, AZ

Niche specialty firm focusing on 179D, Cost Segregation, and R&D tax credit services Owner is a CPA Established: 2004 Delivery Model: Fully virtual practice; all client meetings conducted via phone or...

$1,400,000

Fort Walton Beach, FL

Picture yourself owning a thriving Allstate agency in one of Florida's most beautiful coastal destinations. Since 2004, this Fort Walton Beach agency has been serving families and businesses on the...

$1,800,000

Virginia

Founded in 1984 with a vision to transform healthcare financial operations, this medical billing company has evolved into a trusted partner for healthcare organizations nationwide. When the current...

$3,900,000

Boone County, IL

This well-established Northern Illinois agency brings over 50 years of history and a strong reputation within its market. The agency generates $9,274,657 in written premium across 4,655 policies in...

$1,700,000

Knoxville, TN

****SALE PENDING**** 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...

$500,000

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...

$180,000

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

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

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