Other Financial Services Established Businesses For Sale

North Carolina

• REDUCED ASKING PRICE! • Seller retiring but willing to assist with transition and available to continue working for one or more tax seasons to support client retention. • Gross revenues of $286,411...

$300,000

Franklin County, OH

Located in Central Ohio, this established 15-year agency presents a rare large-scale acquisition opportunity with nearly $30M in written premium, more than 20,000 policies in force, and strong...

$8,500,000

Bakersfield, CA

Imagine stepping into a business that practically runs itself! This incredible 27-ATM route in Bakersfield, CA is exactly what you've been looking for if you want a straightforward, profitable venture...

$185,000

Aiken County, SC

Imagine walking into your own successful Allstate insurance agency tomorrow morning. That's exactly what this incredible opportunity offers you. You'll be stepping into a business that's already...

$675,000

Westchester County, NY

• Seller is retiring and is willing to assist buyer in transitioning clients. Not wanting to continue working though. • 2025 revenues of $385,000 with 2026 expected around $415,000! • Revenues...

$550,000

Illinois

CPA Firm For Sale - Chicago, IL Near West Suburb - $380,000 Revenue Overview ABA Advisors represents this CPA firm located in a near west suburb of Chicago, just west of Midway Airport. The owner...

Not Disclosed

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

Wake County, NC

• VIRTUAL operation possible with seller already working remotely! • Seller is retiring but willing to assist with transition to help ensure a smooth client handoff and retention. • Yearly revenues...

$410,000

Middletown, DE

This modern, fully virtual accounting and tax practice in Middletown, DE generates revenues to be sold of approximately $205,000 • Fully remote operating model allows for low overhead, operational...

$285,000

Kaufman County, TX

Located in the rapidly expanding Eastern Dallas metro, this ELITE agency has built a dominant local presence with over $14.1M in premium, nearly 5,000 active policies, and more than $2.16M in revenue....

$3,500,000

Quebec

Cabinet comptable établi depuis plus de 15 ans, générant un chiffre d’affaires annuel d’environ 525 000 $, avec une clientèle fidèle et diversifiée composée de PME et de particuliers. Situé à un...

$699,000

Las Vegas, NV

• Seller prefers the buyer to be a CPA or have a CPA on staff due to preparation of financial statements • This practice was established in 2018 • This is not a virtual practice as 90% of clients meet...

$375,000

Phoenix, AZ

This established business brokerage franchise offers entrepreneurs the opportunity to build a respected professional services business in the thriving North Phoenix market. Backed by a nationally...

$210,000

Monroe County, NY

• Seller is retiring but is willing to assist with transition efforts and remain part-time if needed to help ensure a smooth client handoff. • 2025 revenue of $385,000 with 2026 projected around...

$560,000

Queens County, NY

• Seller seeking a partial retirement and willing to assist with a smooth transition to help support client retention and continuity. • Consistent revenue base with seller projecting approximately...

$175,000

Williamson County, TX

Well-Established, Diversified CPA Firm | Virtual Office | Up to 90% Financing Available This well-established CPA practice offers a rare combination of stability, flexibility, and growth potential in...

$379,645

Clermont County, OH

Well-Established, High-End Tax Practice | 25+ Years | Bank & Seller Financing Available This well-established CPA practice has been serving a loyal, high-end client base for over 25 years in a...

$118,506

Harris County, TX

This is a well-established, non-franchised individual tax preparation practice located in an eastern suburb of Houston, Texas. The practice serves a loyal client base with a clean, focused service...

$163,000

Alcoa, TN

• The owner is a CPA • This practice was established in 1987 • 1% of clients meet with the seller and staff • Software in use includes ProSeries and QuickBooks • Approximately $16,000 in annual...

$600,000

Hernando County, FL

Hernando County Florida CPA Practice for Sale | $365K Revenue | Tax, Bookkeeping and Payroll Practice Overview: ABA Advisors represents this CPA practice in Hernando County, FL. The owner wishes to...

Not Disclosed

Florida

Orlando Florida Area CPA Practice For Sale | $700K+ Revenue | Tax and Bookkeeping Practice Overview: ABA Advisors represents this CPA firm located in the Orlando, FL area. The owner is willing to...

Not Disclosed

Santa Fe, NM

Step into a turnkey Farmers Insurance agency, offering a stable income stream, strong brand backing, and room for significant growth. With $199,000 in dependable recurring revenue from renewals alone,...

$230,000

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

Boulder County, CO

This is an opportunity to acquire a well-established insurance agency with a little over $6 million in annual written premium and a proven book of business. The agency produces approximately $670,000...

$2,500,000

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

Houston, TX

We are the largest independent cost reduction consulting firm in North America. Our network of consulting offices serves as the outsourced expense reduction specialists for business clients from...

$60,000

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

This business, located in Newton, MA, is a strong opportunity to acquire an established, long-standing practice with a stable client base and consistent revenue stream. With solid profitability, a...

$825,000

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

Established Geriatric Care Management and Fiduciary Services Company This well-established geriatric care management firm has served the community for multiple decades, building a distinguished...

$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

Maple Heights, OH

Located in a growing community southeast of Cleveland, Ohio, this insurance agency presents an excellent opportunity for a buyer seeking an established book of business with strong recurring revenue...

$250,000

Montgomery County, PA

Established boutique tax preparation client base available for acquisition with consistent annual revenue of approximately $25K–$28K and strong historical client retention. This opportunity is ideal...

$50,000

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

Travis County, TX

Located in the highly desirable Austin, Texas Hill Country market, this insurance agency presents an excellent opportunity for a buyer seeking a strong foothold in one of the fastest-growing regions...

$300,000

Strafford County, NH

Located in the desirable Seacoast Region of New Hampshire, this thriving insurance agency presents an outstanding opportunity for a buyer seeking a strong and established presence in the New England...

$900,000

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

La Jolla, CA

This high-performing, partially managed ATM portfolio, from a National ATM provider, has 19 well-placed ATMs around San Diego and surrounding areas, in a tight geographic footprint. The seller owns 19...

$165,000

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...

$703,208

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

Texas

Virtual GAAP & SEC Accounting Practice | 10-K / 10-Q Filing Preparation This fully virtual firm is not a CPA firm but is an accounting firm in the truest sense. The firm does not prepare tax returns...

$550,000