Other Financial Services Businesses For Sale

British Columbia

Alan Liverman is pleased to introduce: For sale: Established cloud-based CPA & premium bookkeeping practice (founded in 2002) Key highlights 350+ active clients; cloud-first operations Revenue mix:...

$2,975,000

Santa Fe, NM

This well-established CPA practice is located in Santa Fe, NM and generates approximately $174,000 in annual gross revenue. The firm has been providing high-quality tax and accounting services to...

$174,000

British Columbia

Alan Liverman is pleased to present an outstanding opportunity: A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Vancouver, Canada, with consistently exceptional...

$4,000,000

Elgin, AZ

This is an 8 year old upstart business with a great reputation in the community. There is great potential for client growth as Sonoita is a sought after place to live. Present owner did not do a lot...

$49,000

Ontario

Practice for Sale – Established Tax and Accounting Firm Presented by Alan Liverman We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting...

$175,000

Plano, TX

This established insurance agency in the Plano, Texas area offers an excellent opportunity for a new owner to put their own stamp on a well-performing book of business. With an 11-year book, the...

$550,000

Monroe County, FL

South Florida Accounting & Tax Practice for Sale: Well-established practice operated by an accountant and assistant, ideal for an owner-operator or as an add-on acquisition for a larger firm seeking...

$75,000

Pittsboro, NC

Founded with a vision to serve the growing Pittsboro community in Chatham County, this established Allstate Insurance Agency represents a remarkable success story of dedication, service excellence,...

$699,000

Beaver County, PA

• Owner looking to retire and available for transitional help as agreed with buyer. • 2026 gross revenues are expected to be consistent around $282,000! • Primarily a tax practice with loyal clientele...

$330,000

Broward County, FL

Offered for sale is a rare opportunity to acquire a 10-unit condominium portfolio located within a highly desirable 55+ active adult community in Pembroke Pines, Florida. The package consists...

$1,600,000

Boca Raton, FL

Agents or brockers welcome % Business Description Automotive business payback 1- year IN HEART OF CITY OF BOCA RATON, PALM BEACH, FLORIDA BY OWNER LICENSED INDEPENDENT USED MOTORCYCLES AND...

$499,999

Dyer County, TN

•Accounting and tax practice for sale near Dyersburg, TN (North of Memphis) • Revenue mix: Audits and reviews (31%), accounting (19%), and tax preparation for individuals (37%) and business / other...

$350,000

Cumberland County, TN

• Full-service CPA firm for sale in the growing Upper Cumberland region of Middle Tennessee • Revenue is comprised of accounting (approximately 15%); payroll (5%); tax services for individuals (51%)...

$445,000

Knox County, TN

Accounting and tax (CPA) practice for sale in Knoxville, Tennessee, southwest of downtown Current year gross revenues are estimated to be approximately $150,000, comprised of accounting (approximately...

$165,000

Dickson County, TN

Tax and accounting (Enrolled Agent) practice for sale west of Nashville, Tennessee in Dickson County Revenues are comprised of monthly accounting (approximately 23%), tax services for individuals...

$80,000

Etowah County, AL

Accounting and tax (CPA) practice for sale north of Birmingham, Alabama and centrally located between Albertville, Cullman, Gadsden, and Guntersville Revenue mix: Accounting and payroll (38%), tax...

$450,000

Tate County, MS

• Quality accounting and tax practice for sale in a Memphis, Tennessee suburb in Northwest Mississippi • Revenues are desirably blended to include accounting (approximately 44%) and tax services for...

$410,000

Davidson County, TN

• Accounting and tax (Enrolled Agent) practice for sale in Nashville, Tennessee, southeast of downtown • Revenues are derived from accounting and payroll (approximately 38%, mostly monthly accounting)...

$410,000

Kent County, RI

• Quality CPA firm for sale in Kent County, Rhode Island (southwest of Providence) • Revenues are derived primarily from business clientele representing a broad range of industries • Revenue mix:...

$850,000

Strafford County, NH

• Well-established accounting and tax (Enrolled Agent) practice for sale in Strafford County, New Hampshire • The practice derives its revenue from accounting (approximately 14%), payroll (10%), and...

$300,000

Maine

• Quality tax practice for sale in picturesque lower Mid-Coast Maine • Revenues are derived from tax services for individuals (73%) and business / other entities (27%) • Current year gross revenues...

$340,000

Hartford County, CT

AVAILABLE AFTER 4/15 • Tax (CPA) practice for sale north of Hartford, Connecticut with clients concentrated in Bloomfield, West Hartford, and Windsor • Revenues are comprised of tax services for...

$85,000

Carroll County, NH

• Tax and accounting (Enrolled Agent) practice for sale in the White Mountain Region of New Hampshire (Carroll County) • Revenues are derived from accounting (7%); and tax services for individuals...

$300,000

Texas

Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...

$4,750,000

The offering includes three separate entities working in conjunction: one acts as a brokerage selecting Professional Employer Organizations (PEO); the second provides guidance for wide-ranging...

Not Disclosed

Fort Worth, TX

This successful, multiple Honor Ring Allstate agency is located in the mega-growth corridor of West Fort Worth and is supported by a highly experienced, well-tenured team. The agency operates with 9...

$3,000,000

Mendham, NJ

Located in a desirable and affluent area of Morris County, NJ, this well-established practice generates approximately $230,000 in annual gross revenue. It serves a loyal client base of individuals and...

$340,000

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...

Not Disclosed

Washington County, MD

This well-established insurance agency has served its community for over 50 years and has consistently grown its book of business year after year. Recognized as Best in Company in 2006, the agency has...

$999,999

Plano, TX

Located in a highly desirable and affluent area, this steadily growing CPA practice in Plano, TX generates approximately $487,000 in annual gross revenue. The practice caters to a diverse and loyal...

$585,000

British Columbia

The company provides third-party financing solutions to leisure product dealers across Western Canada. Acting as an intermediary between retailers and major financial institutions, the Company...

$645,000

Weston, FL

Acquire a turnkey, branded Sebanda Insurance franchise agency with an established operation and a portfolio of 150+ active clients built over the last three years. This opportunity is ideal for a...

$49,000

Putnam County, NY

• Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $725,000! • Revenues comprised of individual and business tax (48%),...

$900,000

Waukesha County, WI

With roots dating back more than a century, this consultancy has become a trusted resource for organizations seeking clear, conflict-free insight into insurance and risk exposure. Since its origins in...

$670,000

Escambia County, AL

Farmers Insurance Agency in South Alabama with easy access to Interstate-65, approximately 50 miles from Gulf Beaches and 32 miles from the highly desirable Eastern Shore of Mobile Bay. The agency has...

$180,000

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$575,000

Burleson County, TX

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 2025 gross revenue is estimated to be $935,000! • The...

$1,075,000

New Jersey

Several remaining protected franchise territories are available in central New Jersey. The franchise was established in 1976. It has been operated by the current owner since 1987 as part of a...

$165,000

Gainesville, FL

This profitable Allstate insurance agency has been serving the Florida market with distinction since 1990, building a strong foundation with over several decades of continuous operation. Located in...

$1,490,000

South Carolina

Imagine stepping into your own successful Allstate agency that's already hitting all the right notes. This isn't just another insurance business - it's your chance to own a proven winner in Upstate...

$1,490,000

Orlando, FL

This well-established automotive finance company generates approximately $2,600,000 in accounts receivable and has a long, proven operating history. The finance business has been in operation since...

$1,700,000

Phoenix, AZ

An established and rapidly growing consumer services business with a strong national presence is now available for acquisition. The company specializes in a highly in-demand service sector, generating...

$63,000,000

Saratoga County, NY

• Owner retiring but willing to assist buyer with transitioning clients. • Yearly revenues around $105,000. • Nearly 100% of revenue from individual and business tax. • Very low overhead operation...

$120,000

We buy lawsuit winnings from personal injury victims.Our specialty finance firm is seeking to sell our Litigation Funding Brokering and Inhouse Funding Business. We have sold- brokered over 4500...

$900,000

Philadelphia County, PA

This store is located in a very nice section of Philadelphia near the river and has long-term and loyal customer base. The outfit offers multiple streams of revenue and has a steady long-term history...

$325,000

Lee County, FL

Located in the heart of Fort Myers, Florida, the firm has been a trusted provider of tax, audit and attestation services for over 10 years. They specialize in delivering accurate, timely, and...

$1,200,000

Bibb County, GA

• The seller is looking to retire and is available to assist buyer with transition. • 2025 revenues are around $135,000! • Service mix includes tax (56%) and accounting (32%) with other (12%) that...

$160,000

Pierce County, WA

The Seller of this small, transactional, law firm has been serving a specific business to business niche for over forty years. While they do business across the entire State of Washington, most of the...

$500,000

King County, WA

• The owner is a CPA • This practice was established in 2003 • Software in use includes UltraTax • Approximately $515 in annual revenue, via bookkeeping (3 clients) • Approximately $1,275 in annual...

$300,000