Financial Services Businesses For Sale

Monmouth County, NJ

Specializing in Property and Casualty insurance, this insurance consulting office has been in business for over 30 years. Whereas insurance brokers get paid by insurance companies, they get paid by...

$2,500,000

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...

$699,999

Ventura County, CA

• The owner is a CPA • This practice was established in 1989 • Software in use includes Lacerte and QuickBooks • Approximately $1,800 in annual revenue, via bookkeeping (2 clients) • Approximately 170...

$160,000

San Mateo County, CA

• The owner is a CPA • Seller prefers a licensed practitioner located in the San Francisco or Peninsula area • This practice was established in 2010 • Software in use includes UltraTax • Approximately...

$425,000

Riverside County, CA

Book of Individual Tax Clients. 85 Individual Tax Clients with average prep fee of $315. All returns are prepared on Lacerte Tax Software. Approximately 1/3 are in person tax appointments others are...

$32,500

Texas

Key Strengths & Opportunities --High Average Fees – Controller + Bookkeeping average fee is over $60,000 and Bookkeeping is over $18,000 annually --High-Quality Team: Experienced, credentialed staff...

$2,390,000

Michigan

This well-established, fully remote tax practice in Michigan’s Northern Great Lakes region generates approximately $564,000 in annual gross revenue. It caters to a highly loyal and quality client...

$630,000

Discover an exciting opportunity to own a dynamic bookkeeping franchise and white-label partnership business. This unique model connects skilled bookkeepers with CPA firms and consultants, creating a...

$120,000

Dallas County, TX

This well-established small business office has been successfully serving clients for two decades, providing professional services in LLC formation, bonding, taxation, accounting, and insurance. The...

$440,000

Saint Peters, MO

This established Allstate insurance agency presents a compelling acquisition opportunity in the thriving Saint Peters, Missouri market. With $1.2 million in earned premium, the agency demonstrates...

$322,000

Beaverton, OR

This established Allstate insurance agency represents a compelling acquisition opportunity in the Portland metropolitan market, generating $4.2 million in annual earned premium with demonstrated...

$799,000

Quebec

Type d’acheteur recherché : Individu ou cabinet non-CPA . Cabinet de comptabilité bien établi depuis plus de 30 ans, spécialisé dans les services aux PMEs. Sa longévité sur le marché reflète une...

$895,000

Arenac County, MI

This long-standing property inspection business has been operating successfully, earning trust from major financial firms and service aggregators. The company conducts residential inspections,...

$330,000

La Crosse County, WI

Practice Details: Retiring owner are seeking a qualified Buyer for this profitable CPA practice. In business over 20 years a loyal and well-established client base. Owners willing to offer extended...

$200,000

Ohio

well-established medical billing and management company based in Ohio. The company provides comprehensive billing, coding, and practice management solutions to healthcare providers. With nearly three...

$2,900,000

Hollywood, FL

Independent Insurance Agency – $3M Premium Book – Prime Location Hollywood, FL Price: $650,000 Location: Downtown Hollywood, Florida Gross Revenue: Contact Seller Cash Flow: Contact Seller...

$650,000

Missouri

MO1169: The seller of this growing East Kansas City CPA firm is approaching retirement and ready to sell. They would be willing to continue working a few years after the sale as needed by the buyer....

$325,000

York County, SC

• Seller retiring but willing to assist buyer in transitioning clients. • 2025 practice revenues expected around $500,000! • Revenues comprised of Tax (60%), Monthly Accounting (38%) and Other...

$515,000

REAL ESTATE INCLUDED

San Antonio, TX

Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees: Experienced licensed...

$2,820,000

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

Virginia Beach, VA

• Seller retiring but would like to continue working for new owner. • Gross revenue of $450,000 with 2025 expected around $465,000! • Revenues comprised of Tax (68%), Accounting/Bookkeeping (29%) and...

$550,000

Maricopa County, AZ

Proven healthcare service business with strong recurring revenue now available in the Southwest! This home-based company has operated since 2017 with zero marketing spend—built entirely on referrals...

$250,000

Foster City, CA

CPA firm for sale in Foster City, CA. This home-based Firm has been operating in the area since 2001, and the Seller is looking to reduce their workload in anticipation of retirement. This sale...

$185,000

Michigan

The Company is a specialized consulting and administration firm that offers a comprehensive suite of products and services focused on helping employers and financial advisors effectively manage 401(k)...

$3,500,000

Hilton Head Island, SC

FINANCIAL PERFORMANCE OVERVIEW: This established Elite Allstate insurance agency generates $4.5M in total earned premium, comprising $3.3M in direct business plus $1.2M in brokered premium. Operating...

$1,490,000

New York, NY

Income Tax Preparation Individuals -726 - Avg Fee - $425 Total $308.5k Businesses - 24 - Avg Fee -$750- Total $18k PAYROLL RETURNS - $3,500 SALES TAX RETURNS - $1,500 3,500 1,500 331,500 (2025 year)...

$425,000

Arkansas

AR1175: This central Arkansas client list (partial sale) could be a great start for someone looking to become their own boss or a nice addition to an existing firm. Practice includes a good number of...

$213,000

Massachusetts

-Established CPA firm generating over $1.9M in annual revenue -Strong focus on audits, reviews, and tax services -Experienced, long-tenured staff with low turnover Located north of Boston,...

$2,500,000

Contra Costa County, CA

Virtual client base and above-market average fees per return. • The owner is a CPA and requires the buyer to be a licensed CPA or have a licensed CPA on staff • Software in use: UltraTax • 87...

$360,000

Santa Barbara County, CA

Seller is only open to an established practitioner located in southern California. • The owner is a CPA • This practice was established in 2005 • No clients meet with the seller in person; all are...

$235,000

Overland Park, KS

KS1118: The sellers of this Overland Park client list are seeking to sell this client base (partial sale) and pursue other business interests. The office location will remain available through 5/1/26...

$282,000

California

? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%. ? Real-Estate Niche: Deep relationships with developers, contractors, and...

$3,890,000

Mesa, AZ

If you are looking a turn-key money service business that also sell small retail items and snacks that has been in the same location for over 25 years with a solid client base and tons of room for...

$160,000

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

Los Angeles, CA

Well established and well known, high quality sole practitioner CPA located in Westwood on the Westside near UCLA is retiring after 40 years. Looking for a local CPA with at least 10 years solid...

$1,490,000

Listing Price: Market Value Location: Remote This remotely operated agricultural media and consulting firm is a premier provider of actionable market intelligence and strategic insights for farmers,...

Not Disclosed

Cash Flow: $981,652

Utah

This trusted and well-regarded CPA Peer Review Practice for sale in Utah has cultivated a loyal, repeat client base of firms, primarily within the Utah, Montana, Idaho, Wyoming, and Nevada area. The...

$100,000

Mckinney, TX

This established, high-performing insurance agency located near McKinney, Texas, offers an exceptional opportunity for a buyer seeking a well-run, profitable, and growth-ready operation. With...

$2,000,000

Worcester County, MA

Established Tax Preparation & Filing Services - 35 Years of Success This well-established accounting and tax practice has been serving clients since 1990, generating $650,000 in annual revenue with...

$550,000

Aurora, IL

This is a rare opportunity to acquire a profitable portfolio of 10 ATMs located in the Chicago area. The portfolio generates an average gross profit of $45,438/year and offers strong regional presence...

$120,000

Houston, TX

TRANSWORLD BUSINESS ADVISORS OF SOUTH & WEST TEXAS - LISTING REF # 76931-937866 This well-established tax and financial services firm in Houston has already generated $695,148 in revenue for 2025, and...

$802,694

Oakland County, MI

Well-established CPA practice with a long-standing reputation and steady client base. Located in a desirable northwest Detroit suburb, this firm offers a diverse mix of personal, business, and trust...

$298,000

Levittown, PA

Over $2.3 million in premiums on the books, a 88% retention rate and 45% loss ratio. Great Office space with a good rent if you want to stay in Levittown, Pa....

$450,000

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

Columbia, SC

Picture yourself walking into your own insurance office each morning, knowing you're building something that truly matters. This established insurance agency in Columbia offers you the perfect blend...

$13,490

Castro Valley, CA

CPA firm for sale in Castro Valley, CA. ref# CSV125. This home-based Firm has been operating in the area for almost 40 years, and the Seller would like to sell in anticipation of retirement. This sale...

$235,000

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$335,000