Other Financial Services Established Businesses For Sale

Clermont County, OH

This 22-year agency has built a strong and stable book with 5,528 policies and an impressive 90.89% retention rate, reflecting long-term client relationships and consistent service. The seller is...

$1,900,000

Forsyth County, NC

Nationally recognized philanthropy consulting practice serving foundations, grantmakers, and high-net-worth individuals. Founded by a respected sector leader and former foundation executive, this firm...

$97,500

Florida

Confidential Listing. NDA and financial statement required prior to release of details. Buyer must demonstrate Finical capability. Showings by appointment only through listing broker. Years...

$2,100,000

Naples, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** OVERVIEW ABA Advisors represents this CPA practice located in Naples, FL. The seller is willing to provide transitional assistance to the buyer to help...

Not Disclosed

Albuquerque, NM

Desirably located in the Uptown area of Albuquerque, NM this highly reputable and well-established CPA practice produces annual gross revenue of approximately $419,000. The practice serves a stable,...

$482,000

Burlington, VT

Why build from scratch when you can acquire a turnkey wealth-building machine? This PRO-achievement Allstate agency in Chittenden County, VT, offers an established, highly profitable footprint with...

$598,000

Minnesota

Expand Your Firm’s Reach with a Turnkey Strategic Execution Engine An exceptional opportunity is available to acquire a high-performing, national management consulting firm designed for seamless...

$2,500,000

Seminole County, FL

This Central Florida-based public adjusting firm offers expert representation to residential and commercial policyholders navigating the insurance claims process. With a strong track record across a...

$400,000

Portland, OR

• The owner is a CPA • This practice was established in 1989 • Software in use includes Thomson Reuters, Ultra Tax, Filecabinet, Microsoft 365 Pro Suite • Approximately 225 individual tax returns with...

$400,000

Kissimmee, FL

This opportunity represents the acquisition of a revenue-generating brokerage platform strategically positioned within the highest-growth corridor in Florida. It is ideal for an operator or investor...

$125,000

Clinton, TN

• The owner is a CPA • This practice was established in 1989 • Software in use includes Drake, QuickBooks, and MS Office • Approximately $24,000 in annual revenue, via bookkeeping (12 clients) •...

$300,000

Boston, MA

Established Allstate agency in the Boston, MA area with a strong 12-year book of business. The agency generates $5,863,859 in premium with 76% retention. Producing $528,244 in revenue and $299,000 in...

$1,000,000

Sherman Oaks, CA

• The owners are CPAs • This practice was established in 2011 • Less than 10% of clients meet with the seller and staff • Software in use includes Lacerte, QuickBooks • Approximately $823,567 in...

$2,800,000

Palatine, IL

As the seller prepares for retirement, they're now offering their established tax and accounting book of business (client list only) for acquisition. This client-only opportunity is ideal for an...

$385,000

Montgomery County, TX

• The owner is looking to sell NOW before tax season is far along. Quick ROI! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue are...

$280,000

Georgia

• Seller semi-retiring to other career. Available to assist buyer with transition as agreed after closing. • Meetings can be requested in portal and scheduled with owner after busy season. • 2026...

$175,000

Louisiana

Overview ABA Advisors represents this CPA tax practice located in the New Orleans, LA area. The owner wishes to retire from public accounting but is willing to provide transitional assistance to help...

Not Disclosed

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

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

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

Nobody else can do what this portfolio does. The 55+ community where these units sit has closed off new rentals entirely. These 10 units got in before it closed. That Grandfathered Rental Status...

$1,300,000

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

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

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:...

$1,010,000

Strafford County, NH

Well-established EA accounting and tax practice available in Strafford County, New Hampshire. The owner has thoughtfully streamlined operations and begun transitioning the practice toward a more...

$330,000

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

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...

$4,500,000

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...

$2,800,000

Mendham, NJ

Located in a desirable and affluent area of Morris County, NJ, this well-established practice generates approximately $240,000 in annual gross revenue. It serves a loyal client base of individuals and...

$340,000

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 $506,000 in annual gross revenue. The practice caters to a diverse and loyal...

$605,000

Putnam County, NY

• BACK TO AVAILABLE! UPDATED INFORMATION! • Seller retiring but would like to stay on and work for buyer through first year after sale. • 2026 revenue estimated around $800,000! • Revenues comprised...

$1,100,000

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...

$750,000

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. • 202 gross revenue is estimated to be $1,200,000! • The...

$1,350,000

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

South Carolina

***PRICE ADJUSTMENT*** NOW: $1,290,000 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...

$1,290,000

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

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

Bibb County, GA

• Owner looking to retire and will be available for transitional help as agreed with buyer. • 2026 gross revenues to be consistent around $145,000! • Service mix includes tax (56%) and accounting...

$170,000

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

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

Lane County, OR

• The owner is a CPA • This practice was established in 1966 • Software in use includes ProSeries • Approximately 245 individual tax returns with an average fee of $705 per return • Approximately...

$280,000

New Mexico

Overview ABA Advisors represents this tax, accounting and payroll practice located in Albuquerque, New Mexico. The owner is willing to provide transitional assistance to the buyer to help ensure...

Not Disclosed

Fairhope, AL

Discover a remarkable investment and entrepreneurship opportunity in the heart of vibrant Fairhope, Alabama. This established Allstate agency presents an ideal entry point for aspiring business owners...

$475,000