Financial Services Businesses for Sale

The newest financial services listings available on FirmFlare.

Santa Rosa, CA Tax Practice for Sale

Location: Santa Rosa, CA

Date: August 12, 2025

Established in 2017, this tax practice for sale in Santa Rosa, CA, caters to approximately 258 individual tax returns and 19 business tax returns, among others.

SEC and FINRA Compliance Service

Location: US

Date: August 11, 2025

This listing offers services to regain SEC and FINRA compliance for broker-dealers, including Form 211 refilings, OTCQB/QX uplisting strategy, corporate name

Project Finance Firm Seeking Investors

Location: US

Date: August 11, 2025

Delaware Series LLC specializing in project finance and collateralization services seeks investors. Operations are secured by a $20B U.S. Treasury Bond.

BG/SBLC/DLC With Upfront & Without Upfront

Location: Location undisclosed

Date: August 11, 2025

This listing offers access to BG/SBLC/DLC providers from Tier 1 banks like HSBC and Barclays, with options for lease or purchase, with or without upfront fees.

$1.3M S Broward Cty, FL - CPA Firm Merger

Location: Broward County, FL

Date: August 11, 2025

CPA firm in South Broward County, FL, seeking a merger or buy-in partner with strong tax and audit experience.

Long-Term Loan - Up to $3 Million

Location: US

Date: August 10, 2025

This listing is for a long-term loan opportunity, offering amounts from $50,000 to $3,000,000 with approval within 24 hours and same-day funding.