Other Financial Services Established Businesses For Sale

New York

• Seller retiring but willing to assist buyer to ensure a smooth transition and strong client retention. Yearly practice revenue around $195,000. • Revenues comprised of individual and business tax...

$295,000

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

New York, NY

New York, NY ATM Route. ATM portfolio for sale $438,000! This great hands-off ATM portfolio of 73 ATMs in New York City, NY and the surrounding areas. The portfolio had Monthly Gross Profit Income of...

$438,000

Provincetown, MA

Cape Cod, MA ATM Route ATM Processing business for sale $139,000 for 29 ATMs The easy to operate ATM portfolio of 29 machines is in Cape Cod, MA. With its seasonal nature and operational setup enables...

$139,000

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

Charlotte, NC

This professionally run ATM portfolio has a total of 604 ATMs in Charlotte, NC and the surrounding areas, with some Branded ATMs located out of state. The portfolio has Mixed Income (Net and GP) of...

$3,495,000

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

Missouri

• Owner looking to retire and is available for transitional help as agreed with CPA buyer. • 2026 gross revenues exceeded expectations at $850,000! • Service makeup consists of tax (73%), accounting...

$1,150,000

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

Melbourne, FL

Imagine stepping into a thriving accounting practice that's been serving clients faithfully for years. You'll inherit over 700 active clients who trust this boutique firm with their most important...

$175,000

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

San Rafael, CA

Bookkeeping Practice with Stable, Year-Round Revenue This practice delivers consistent cash flow throughout the year, driven by a dependable base of recurring monthly bookkeeping clients. The business...

$450,000

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

Established insurance agency opportunity in the Cincinnati, Ohio area featuring $3,673,711 in Written Premium, 2,227 Policies in Force, and an 86.63% retention rate. With $450,181 in revenue, this...

$750,000

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

Middlesex County, MA

Established in 2012, this well-regarded tax and accounting practice has built a strong reputation for delivering high-quality, dependable service to a loyal base of local business clients. The firm is...

$300,000

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

Lake County, IL

This established and reputable CPA practice for sale in Northern Lake County, IL represents a turnkey virtual opportunity. The firm has built a strong reputation for delivering quality tax and...

$340,000

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

Murfreesboro, TN

• The owner is a CPA • This practice was established in 2008 • Software in use includes QuickBooks, Desktop and online - Ultra tax • Approximately $264,000 in annual revenue, via bookkeeping •...

$925,000

North Bend, OR

• The owner is a CPA • This practice was established in 2016 • Software in use includes UltraTax • Approximately $4,600 in annual revenue, via bookkeeping (2 clients) • Approximately $1,900 in annual...

$320,000

Redlands, CA

• The owner is an EA • This practice was established in 2005 • Software in use includes Drake, QuickBooks, Drake Accounting • Approximately $160K in annual revenue, via bookkeeping (60 clients) •...

$700,000

A UK-based fintech platform providing a digital infrastructure for community-based savings, enabling users—primarily within underserved and diaspora populations—to participate in structured group...

Not Disclosed

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

Ellicott City, MD

The Gold Standard of Agency Acquisition: $3.4M+ Exclusive Allstate Agency Available Now! Looking for more than just a book of business? Step into a high-performance, PRO-achievement Allstate agency...

$525,000

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 has...

$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

This established consulting and grant writing firm provides specialized services to nonprofit organizations, helping them secure funding, strengthen operations, and increase long-term impact. The...

$250,000

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

Tomball, TX

This high-performing agency in Northwest Houston presents a strong opportunity for both experienced operators and those looking to expand in a thriving market. With over $10.5M in written premium and...

$2,500,000

Transylvania County, NC

• REDUCED PRICE! • Seller retiring but willing to assist owner in transitioning clients. • Strong cash flow with ~50%+ margins and ~$100K+ in owner benefit after add-backs. • Revenues comprised of...

$230,000

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to bolt on a successful, 32-year old firm with a successful track record in 87 different countries! The expansion of...

$714,000

Ohio

2026 Projected Revenue: $120,682 • Personal Tax Services – $16,426 • Accounting & Business Tax – $104,256 Key Highlights Strong, reliable revenue from a loyal base of monthly bookkeeping, accounting,...

Not Disclosed

Tampa, FL

SellerForce® presents a Content-driven Insurance Lead Generation and Digital Media platform built around a long-standing YouTube channel and an integrated quote funnel. This business was established...

$530,000

Elizabethton, TN

• The owner is a CPA • This practice was established in 1992 • Software in use includes Thomson Reuters - Ultra Tax & Accounting CS, QuickBooks • Approximately $40,000 in annual revenue, via...

$200,000

Odessa, TX

Located in the Odessa, Texas area, this established agency represents a strong growth opportunity in a thriving West Texas market. The book includes 2,520 policies in force and generates $8,462,144 in...

$1,400,000