Other Financial Services Businesses For Sale

Tennessee

• Quality CPA practice for sale east of Memphis, Tennessee • Revenue is comprised of accounting and payroll (approximately 50%), tax services for individuals and business / other entities (47%),...

$550,000

Gurnee, IL

This well-established CPA firm in Northern Chicago has built a strong reputation for responsiveness, fair pricing, and high ethical standards, resulting in loyal clients, long-standing relationships,...

$385,000

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

Carson, CA

This is a very successful medium sized Allstate Agency 1 Full- Time employee Lease at $1,520. It has Elite Status.. Allstate has International Agency Trips Annually when an Agent is meeting Company...

$640,000

Austin, TX

Overview ABA Advisors represents this lucrative, virtual tax and accounting practice located in the Austin, Texas area. Although most of the business consists of personal and corporate tax work, 26%...

Cash Flow: $310,032

Vermont

Overview ABA Advisors represents this tax practice located in the Northeast Kingdom of Vermont area. The seller is willing to provide transitional assistance to the buyer to help ensure retention. The...

Cash Flow: $149,481

Ontario

Well-established Canadian MSB for sale, we are also open to your investment. The company is registered with FINTRC to do foreign exchanging and money transferring, and registered with Bank of Canada...

$580,000

Franklin County, MO

• Seller looking to retire and is available as needed after closing to help with the transition. • Expected gross revenues for 2025 are $980,000! • REMOTE option to Buyer or Buyer can continue in...

$1,200,000

Aiken County, SC

2025 PRO achievement level performance On pace for PRO in 2026 $3.9mm earned premium and growing! Impressive 91% net retention rate; 5+ years: 92% P&C appointments in SC and GA Two licensed,...

$675,000

New Mexico

This established CPA practice for sale in Southeastern New Mexico has been a trusted provider in the are for decades. It is a profitable, well-rounded practice with a loyal client base, offering an...

$1,125,000

Clackamas County, OR

• The owner is a CPA • This practice was established in 1990 • Software in use includes Drake • Approximately $35,500 in annual revenue, via bookkeeping (10 clients) • Approximately 240 individual tax...

$325,000

Wayne County, MI

2025 Projected Revenue: $473,575 Personal Tax Services: $275,675 Business Tax Services: $69,900 Accounting Services: $126,000 Other Services: $2,000 This well-established and highly profitable...

Cash Flow: $294,317

Huntington, NY

Golden opportunity to own this Compliance Software, an exceptional compliance technology platform that has been trusted by some of the world’s largest financial institutions for over 14 years. This...

Cash Flow: $1,195,433

Fort Lauderdale, FL

This established Allstate agency, operating as a HUB, is positioned in an excellent coastal location in Southeast Florida. The office is supported by a strong team, including two part-time employees...

$990,000

Quebec

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une...

$399,000

Tampa, FL

Specialized tax preparation firm with a seasonal model, recurring clients, and a strong track record — consistently processing 500+ returns per year for the past 8 years. Located on a high-traffic...

$145,000

Texas

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

Cash Flow: $178,213

Wisconsin

OVERVIEW ABA Advisors, through a co-brokerage agreement, represents this Tax & Accounting practice located on the SW side of Milwaukee. The seller is willing to provide transitional assistance to the...

Cash Flow: $140,350

Quebec

Established CPA practice with steady growth since 2019. The firm serves a diverse client base across industries including IT, medical, legal, professional services, real estate, retail, and...

$305,000

Boca Raton, FL

Precious Metals Broker Dealer offers a comprehensive precious metals broker dealer franchise opportunity in Palm Beach County, Florida. This established financial services franchise provides a proven...

Cash Flow: $250,000

Cedar Park, TX

Farmers Agency with approximately $4.5M of Gross Written Premium in most recent 12-months & approximately 2,000 policies in force as of August, 2025. Original Agency was established about 30-years ago...

$1,135,000

Peoria, IL

Looking to expand your practice or step into ownership with confidence? This well-established CPA firm offers a rare opportunity to acquire a business with a strong foundation and loyal client base....

$436,122

Emporia, KS

• Owner looking to retire and will provide additional transitional help after closing. • 2025 gross revenues already exceeded 2024 and anticipated to be $350,000! • Primarily a tax service practice...

$350,000

Michigan

This well-established and highly profitable CPA practice is now available for acquisition. With an impressive 60%+ SDE, this firm offers a strong return on investment and a stable client base. The...

$563,763

Ontario

- A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Toronto, Canada, with consistently strong cash flow to owners. - Founded in 2015, the firm has demonstrated...

$5,750,000

Utah County, UT

This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and...

$149,000

Dutchess County, NY

• Owner retiring but willing to assist buyer with transition • Revenues for 2025 estimated to be around $575,000! • Revenues comprised of accounting/write-up work (67%), individual and business tax...

$700,000

Grants Pass, OR

This established agency has P&C binding across California and Oregon and features a strong book of business generating $4.5M in premium and $419K in revenue. The agency manages 2,515 policies with an...

$799,000

British Columbia

Opportunity to acquire a profitable semi-virtual accounting and tax practice with a diversified client base. The firm generates strong recurring revenues from bookkeeping, accounting, and payroll,...

$725,000

Indiana

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The firm was started in 1999 as a partnership but is owned by one CPA presently. . The Firm The firm is very...

Cash Flow: $530,392

Massachusetts

Overview ABA Advisors represents this CPA firm located in the SW part of Boston, MA. There is one owner who is willing to provide transitional assistance through the first tax season . The Firm This...

Cash Flow: $295,641

Anne Arundel County, MD

This well-established accounting and tax preparation practice has served clients for over three decades, building a solid reputation for professional service excellence in an attractive coastal...

$650,000

Step into a ready-to-run online business offering a curated range of practical financial tools — including anti-theft wallets, premium cash boxes, advanced budgeting journals, and books packed with...

$725,000

Eaton County, MI

This well-established CPA practice offers a diverse mix of client services and is positioned for continued success. With a proven track record of profitability and strong average fees per client, this...

$346,500

New York County, NY

An exceptional opportunity to acquire 50% ownership in a high-growth legal funding firm led by a seasoned founder with three decades of industry experience. Specializing in personal injury, wrongful...

$2,200,000

Marion County, IN

Overview ABA Advisors represents this CPA firm located on the NE side of Indianapolis, IN. The owner desires to sell the firm and is willing to work PT for several years to help with transition. . The...

Cash Flow: $390,009

California

This absentee-run healthcare overpayment recovery company has been specializing in recovering payer account balances for major health insurers since 1996. It’s earned a strong reputation as a trusted...

$10,500,000

Benton County, OR

• The owners are CPAs • This practice was established in early 1990's • Software in use includes UltraTax • Approximately $165,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$3,875,000

Dothan, AL

• Multi-office tax and accounting practice for sale in the Dothan, Alabama area • Revenues are comprised of accounting (approximately 10%), payroll (3%), and tax services for individuals (79%) and...

$240,000

Sarasota County, FL

This established 25-year agency, located in a prime area of Southwest Florida, has been serving clients from the same location since 1996. The agency manages $6,180,888 in premium with $562,000 in...

$999,999

Queens County, NY

This well-established 12-year book presents a fantastic opportunity for growth and expansion. With $5,185,025 in premium, $462,425 in revenue, and 1,394 policies in force, the portfolio demonstrates...

$1,100,000

Grand Rapids, MI

A rare opportunity to acquire a well-established CPA firm with a diverse mix of client services, strong profitability, and a highly capable team. This practice is turnkey and positioned for a smooth...

Cash Flow: $395,432

Cleveland, OH

A rare opportunity to acquire a well-established CPA firm with everything in place for a smooth handoff to new ownership. Backed by an experienced staff and a history of consistent performance, this...

$576,975

Summit County, OH

An excellent opportunity to acquire a thriving, well-established practice located in a desirable and popular suburb of Akron. This firm has built a strong reputation in the community and offers a...

$163,385

Williamson County, TX

At Farmers Insurance, we believe that safeguarding your future and that of your loved ones is not just a necessity—it's our mission. With a long-standing reputation in the insurance industry, we are...

$100,000

Ellis County, TX

This established firm has built a loyal, nationwide client base with a strong niche in the real estate industry and, particularly, in multifamily properties and syndications. This opportunity would be...

$1,200,000

Ontario

- Well-established accounting, bookkeeping, and tax practice with diverse, recurring revenue streams: - Compilations, bookkeeping, and accounting – 17% of revenue from reliable annual services - T1...

$325,000

Cincinnati, OH

Schooley Mitchell is the largest independent cost-reduction consulting firm in North America, with offices spanning the U.S. and Canada. They specialize in helping businesses slash expenses across a...

$55,000

Texas

This fully virtual CPA Tax and Accounting practice for sale serves clients across the Dallas, TX area, generating annual gross revenues of approximately $350,000. The firm has experienced steady...

$475,000