America's premier middle-market mergers, exits and acquisitions consultants
Financial Services
4 financial services businesses for sale across 4 states, asking $440,000 to $10,000,000. Confidential listings represented by National Industry Network; full financials after a signed NDA.
National Industry Network represents owners of established financial services businesses across the United States who have decided to sell. The listings below are live today and include accounting and tax services firm, insurance and accounting firm, veterans law–focused consulting business, tax preparation and consulting platform. Each page shows the asking price, revenue and cash flow we are able to publish; the business name, exact location and full financial package are released after a signed NDA.
California · Florida · Texas · Washington
Looking to sell a financial services business? Start a confidential conversation — no listing is published without the owner's approval.
4 as of today. New listings are added weekly; create a buyer profile to be notified.
After a signed NDA. The public page shows the region, asking price and the figures the owner has approved.
It varies by listing — each page states whether the owner will consider financing. Ask the Account Manager for terms.
Broward County, FL
A streamlined tax preparation and consulting platform with a proven operating model and nationwide reach. Established in 2016 with roots dating back to 2014, the business has been built for efficiency, scalability, and consistent seasonal revenue. Revenue is generated through management and consulting services provided to a portfolio of affiliated tax brands all included in the sale creating multiple channels for client acquisition and operational leverage across shared resources.
Snohomish County, WA
This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation, bookkeeping, payroll, and business consulting, with a strong focus on serving Latino and bi-cultural business communities through culturally aware, professional services. With an established online presence, a large recurring book of business, and minimal overhead, this is an excellent opportunity for an owner-operator or strategic buyer seeking a scalable, recession-resistant service business.
San Diego County, CA
This highly respected, mission-driven business supports U.S. veterans by helping them secure the full benefits they've earned and guiding them through a successful transition back to civilian life. With a strong international reputation and a growing demand that currently exceeds capacity, this is a rare opportunity to acquire a scalable, impact-driven operation in the veterans legal services space. The company operates entirely remotely, keeping overhead low while serving clients nationwide and abroad through an established online presence and active social media channels.
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 firm operates as both an Insurance Agency and Accounting Practice, offering a unique dual-revenue model with strong client retention most customers rely on the business for both insurance and accounting needs. The book of business is the true value here, representing a loyal client base built through trust, expertise, and long-term relationships.