San Jose, CA
Imagine stepping into a well-established insurance agency where 90% of clients choose to stay year after year. That's the kind of loyalty and trust you'll inherit with this balanced auto and home...
Cash Flow: $85,000
Financial Services Businesses For Sale in California
Market Info
Personal lines Book with Options
Turnkey Farmers Insurance Agency | $200K+ Cash Flow | Immediate Income
Walnut Creek, CA
Established Farmers Insurance Agency – Strong Cash Flow & Growth Opportunity Established Farmers Insurance agency with a proven track record of consistent revenue and a stable, renewal-driven book of...
9
Walk Into Opportunity, Not a Blank Page
Solano County, CA
Are you ready to step into ownership of a business with consistent renewal income, an existing customer base, and strong ongoing demand in the insurance market? This Farmers Insurance agency offers an...
Cash Flow: $151,000
5
Well established credit Card processing portfolio for sale. Easy to ru
Los Angeles, CA
NO FINANCING! Liquid cash only deal Owner does not want to do a financing deal. Fully setup Well established Amazing Credit Card processing portfolio for sale in los angeles. includes 19 accounts. you...
Cash Flow: $156,000
High-Income Potential Business Brokerage – Exclusive Territory
Santa Cruz County, CA
An outstanding opportunity to acquire an exclusive and well-established business brokerage territory in one of California’s most economically diverse and opportunity-rich regions. This territory...
Multi-Revenue Stream Business Brokerage - Lucrative Opportunity
Marin County, CA
Take advantage of a unique chance to own an exclusive business brokerage territory in Marin County—an affluent, business-friendly region just north of San Francisco. Known for its concentration of...
Established Business Brokerage Territory – Prime Market
Alameda County, CA
An exceptional opportunity to acquire an established and exclusive business brokerage territory in Alameda County—one of the most dynamic and diverse economic regions in California. This territory...
Established Business Brokerage
San Diego County, CA
Opportunity to acquire an established business brokerage territory operating under one of the most recognized brands in the industry. This professional services business operates within the...
Established Business Brokerage
Shasta County, CA
Opportunity to acquire an established business brokerage territory operating under one of the most recognized brands in the industry. This professional services business operates within the...
Leading Business Brokerage Franchise
San Jose, CA
This is a rare opportunity to acquire an existing business advisory and brokerage territory in Santa Clara County, part of the world’s largest and most recognized business brokerage network. The...
Transworld Business Advisors
Franchise
Available Nationwide
The world's largest business brokerage franchise with 45+ years in the industry. 250 offices, 20+ countries, low overhead, and high profit potential.
Avg. Unit Revenue: $990,674
275-Unit ATM Route With Contract-Controlled Cash Flow.
San Francisco County, CA
ESTABLISHED ATM ROUTE BUSINESS - 275 UNITS WITH CONTRACT-CONTROLLED CASH FLOW This profitable ATM business operates 275 machines across San Francisco County, generating $500,000 in annual cash flow...
Cash Flow: $500,000
Ready for Something Bigger Than a Starter ATM Portfolio?
Alameda County, CA
There is a pretty big jump between buying a small starter ATM portfolio and committing close to $2 million to a larger acquisition. This opportunity sits comfortably in the middle. With an asking...
Cash Flow: $310,000
ATM Portfolio: 286 Units | $590K Annual Cash Flow | Third-Party Loaded
San Francisco County, CA
A 286-location ATM portfolio across California generating $590,130 in annual cash flow, offered at $1,907,280. The operational model is the key characteristic of this portfolio. Every location is...
Cash Flow: $590,130
Lower-Entry Bay Area ATM Portfolio With Operations Already in Place
San Francisco County, CA
For someone interested in getting into the ATM business without starting with a seven-figure acquisition, this Bay Area portfolio offers a more approachable entry point. The total investment is...
Cash Flow: $120,000
Long-Established California ATM Business With Management in Place
San Francisco County, CA
LONG-ESTABLISHED CALIFORNIA ATM BUSINESS WITH MANAGEMENT IN PLACE This mature ATM business represents a rare opportunity to acquire an established financial services operation with 15 years of...
EBITDA: $590,000
Rich Schammel
Venture Advisors
Serving Los Angeles County, CA
Venture Advisors Business Sales and Acquisitions Facilitates the Sale and Acquisition of Successful Businesses. We specialize in businesses with revenue between $3M to $50M, where 100% controlling interest is being sold, or purchased through either an asset or stock transaction. We seek firms with a history of positive adjusted cash flow, as well as exceptional businesses which we believe have a near term potential of generating cash flow, or a brand and assets that will likely be of interest to a strategic buyer. We are licensed as a Broker by the California Bureau of Real Estate and will represent buyers and sellers of real property in conjunction with the sale of a business. We are industry generalists, expert in the process of marketing and selling businesses of all types. Manufacturing of durable goods and food products, wholesale distribution, professional services, logistics, health related, retail, consumer products, construction trades and main street businesses of all types – our professionals have decades of cumulative experience in guiding clients through successful transaction. Our extensive deal making and consulting experience – across a wide range of businesses as provided insights into what makes a business an attractive acquisition. Using proprietary tools we can provide a numeric “score” that will tell how sellable your business is and specifically what can be done to increase both sellability and the ultimate sales price. So, whether you’re ready to sell now, planning to sell or wish to acquire a business – we can help!
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Established Farmers Insurance Agency for Sale | North County San Diego
Escondido, CA
This is an outstanding opportunity to acquire a well-established Farmers Insurance agency serving the North County Escondido area. The agency has been successfully operating for 20 years, providing a...
250-Terminal Multi-State ATM Portfolio | $820K Annual Cash Flow
San Francisco, CA
Multi-State ATM Portfolio | Fully Managed | Established Cash Flow This opportunity offers the acquisition of an established ATM portfolio consisting of approximately 250 active terminals operating...
Cash Flow: $820,000
Personal Lines Agency With 90% retention
Castro Valley, CA
Imagine stepping into a thriving insurance agency that's already built the foundation for your success. This established personal lines agency in Hayward offers exactly what you've been looking for -...
Cash Flow: $100,000
Turnkey Home-Based Business with AI Systems–Built for Rapid Expansion
Palm Springs, CA
This is a turnkey, AI-powered real estate business that helps with residential disputes. Customers pay a fee to use a custom system that guides them step-by-step based on their situation. The software...
2
250-Unit ATM Portfolio | $590K Annual Cash Flow | Turnkey Operation
San Francisco County, CA
Established 250-terminal ATM portfolio with a 15-year operating history, generating approximately $590,130 in annual cash flow. Asking price: $1,972,805. This opportunity offers a buyer immediate...
Cash Flow: $590,130
All County Property Management
Franchise
Available Nationwide
Leading Residential Property Management Franchise Seeking Like Minded Candidates. We provide an opportunity in Property Mgmt for those seeking a residual income and the lifestyle that accompanies it.
Avg. Unit Revenue: $417,302
Established Insurance Agency
Chico, CA
Established insurance agency located in the high-growth market of Butte County, operating under Farmers Insurance since 2015. The agency generates approximately $147,000 in cash flow, providing...
Cash Flow: $147,000
Cronus Capital Management LLC
Start Up
Cronus Capital Management LLC is a specialized holding company and fintech infrastructure provider. The sale includes a suite of proprietary systems designed to integrate financial management with...
Profitable Turnkey Neighborhood DMV Registration Business!
San Diego County, CA
Established DMV Registration Service Business with Nearly 40 Years of Operating History. This turnkey business provides vehicle registration, title processing, renewal services, and commercial fleet...
Cash Flow: $93,365
Established Auto Broker Business
San Diego County, CA
Business Description Established automotive brokerage and vehicle leasing business available for acquisition. The company specializes in arranging new and Certified Pre-Owned vehicle purchases and...
Cash Flow: $100,000
Established Liberty Tax Franchise
Fullerton, CA
Liberty Tax is an established tax preparation franchise serving individuals and small businesses across the U.S. Franchisees operate their own local businesses while benefiting from an established...
Profitable Established Turnkey Farmers Insurance Agency for Sale
Orange, CA
Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...
6
Established B2B Advisory and Professional Services Firm for Sale
Los Angeles, CA
The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial...
Cash Flow: $3,000,000
Established Bilingual Spanish Agency for Sale in Riverside County, CA
Riverside County, CA
Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in Riverside, CA, this bilingual Spanish agency serves the diverse Riverside,...
Franchise Tax Preparation with Accounting Services
Temecula, CA
Turnkey Tax Franchise in Temecula – Proven Profitability Opportunity Overview: Take ownership of a thriving, highly profitable tax preparation franchise located in the heart of Temecula, CA. With a...
Cash Flow: $70,000
Farmers Insurance Agency
Westlake Village, CA
Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...
ATAX
Franchise
Available in California
ATAX is the fastest growing, full-service national tax preparation and business services franchise, serving our local multicultural communities.
Avg. Unit Revenue: $110,515
Established Temecula Insurance Agency — $1.5M Premium Book
Riverside County, CA
After 37 successful years as an insurance agent, the owner is ready to retire and is offering an excellent opportunity to acquire a well-established agency in Temecula, California. The agency has...
4
Highly Profitable, Established CPA Firm in Southern California
Los Angeles County, CA
For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has...
Cash Flow: $1,177,588
Established Farmers Insurance Agency Available
Brea, CA
Established Farmers Insurance Agency for Sale in Orange County This owner-operated Farmers Insurance agency in Brea, California presents a unique opportunity for a licensed insurance professional...
CPA Tax and Bookkeeping Practice for sale
Bakersfield, CA
Presenting an opportunity to acquire a well-established CPA Tax and Bookkeeping Practice located in Bakersfield, California. This business has been operating successfully since 1994, demonstrating...
Cash Flow: $57,040
SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years
Colton, CA
This well-established professional services firm has served the Inland Empire community for over 25 years, building a loyal, repeat client base across three complementary revenue streams: legal...
Cash Flow: $87,846
Murphy Business Sales
Franchise
Available Nationwide
Own a Murphy Business Sales franchise and build a business brokerage with training, established systems, and a collaborative national network.
Avg. Unit Revenue: $187,129
Established Agency
Long Beach, CA
Established and profitable Farmers Insurance agency located in the highly desirable Long Beach area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...
Successful Farmers Insurance Agency for Sale
Murrieta, CA
Take advantage of a rare opportunity to acquire an established Farmers Insurance Agency in the highly desirable Murrieta market. This agency generates approximately $23,000 per month in service...
Cash Flow: $276,000
Established Insurance Agency
Shasta County, CA
ESTABLISHED INSURANCE AGENCY - TURN-KEY OPPORTUNITY This well-established insurance agency in Shasta County, California presents a rare turn-key acquisition opportunity with immediate revenue...
Cash Flow: $155,651
Highly Profitable San Diego County CPA Practice
Escondido, CA
Revenue Breakdown (7/1/2025 - 6/30/2026): • Individual & Fiduciary Returns: 607 returns at $961.94 average fee: $583,895 • Business Returns: 220 returns at $1,833.72 average fee: $403,419 • Benefit...
Cash Flow: $736,144
Profitable consumer fintech, $10.8M LTM revenue. $3.7M LTM EBITDA
California
The Company is a U.S. consumer-fintech platform that helps individuals discover and recover financial assets they've lost track of — a large, recurring problem that grows as consumers change jobs and...
EBITDA: $3,700,000
Linnard Lane
High Touch Properties Inc.
Serving Los Angeles County, CA
High Touch Properties Inc. dba High Touch Group, is a privately held statewide real estate brokerage company focused on the Restaurant and Retail Industry founded by and under the leadership of Linnard Lane. High Touch specializes in providing, Tenant Representation Real Estate Brokerage, Business Brokerage, and Restaurant Advisory services to established and emerging "high touch/customer experience" retail and restaurant merchants. High Touch Group, assists upstart and established brands to scale and manage rapid and profitable market expansion serving as their exclusive outsourced real estate and project manager with responsibility for developing portfolio strategies and retail market advisory services. The principals of High Touch deliver unmatched value to its clients by leveraging its corporate real estate and restaurant experience and delivering those resources to emerging brands saving them time, money, and mistakes. We bring a lot more to the table for our clients than your average real estate or business brokerage firm too, we've also been on the restaurant operations side as well so we see the complete picture for our clients. High Touch's brokerage arm takes great pride in its track record of finding hidden site opportunities and driving value to the bottom line for its clients and merchant partners. Building relationships with our clients, partners, team members, agents, and city agencies have been the foundation of our success. Linnard's clients include private, corporate, family office, and franchise concepts some of which include Starbucks, Applebee’s, TGI Fridays, Chipotle, FedEx, AT&T, Noah's Bagels, Payless Shoes, Petco, Michael's Stores, Stout Burger & Boomtown Brewery, Inflection Capital, Relentless Brewing, Plan Check Kitchen + Bar, Sancho’s Tacos, Nardo Italia as well as a number of restaurant venture capital, quasi-institutional, and entertainment clients.
Contact me
Own a Farmers Insurance Agency
Los Angeles, CA
Established. Profitable. Ready for Its Next Owner. Step into ownership of a legacy Farmers Insurance agency with over 15 years of proven success in one of the most desirable and opportunity-rich...
Well-Established South Bay Mercury & P&C Book
Torrance, CA
This South Bay-based Mercury and Independent Property & Casualty book of business has provided comprehensive coverage of its community’s evolving needs for nearly 30 years. Thanks to long-standing...
Cash Flow: $486,423
Own a Farmers Insurance Agency in Prime Los Angeles County
Los Angeles County, CA
Step into ownership of a legacy Farmers Insurance agency with over 40 years of proven success in one of the most desirable and opportunity-rich markets in the country — Los Angeles County. This is a...
*2 Bay Area Farmers Ins Businesses For Sale- $6M Premium Portfolio!*
Marin County, CA
Rare opportunity to acquire one or both established Farmers Insurance agencies in two of California's strongest markets: Mill Valley and San Jose. These turnkey agencies offer immediate revenue,...
Cash Flow: $290,000
Turn-Key Insurance Agency in Pleasanton, California
Pleasanton, CA
Your time is now!!! Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a...
Commission Express
Franchise
Available Nationwide
White-collar franchise. No holidays or weekends! Twenty-eight years of experience. Commission Express has a working relationship with most Real Estate companies. No license required.
Established Farmers Agency in El Cajon | Spanish-Speaking Client
El Cajon, CA
Established insurance agency in El Cajon with approximately $2.4M in premium and a strong foundation of bundled households that support strong retention and long-term client relationships. The book is...
Confidential Regulated Insurance Distribution Platform
Los Angeles, CA
A rare opportunity to participate in the growth of a profitable, technology-supported insurance distribution platform built for scale, compliance, and expanding policy volume. This is not a...
Cash Flow: $3,000,000
RAPID GROWTH CPA - wants another CPA 25% - 49%
Cupertino, CA
PROFITABLE CPA FIRM IN SILICON VALLEY'S HEART Established in 1998 (took off a few years), this thriving accounting and tax practice operates in Cupertino, California, serving Silicon Valley's dynamic...
Cash Flow: $225,000
Tax Practice Redding CA
Redding, CA
250 Clients: 200 1040, 45 Corporations, 10 Non Profit/Partnerships/Estates....
2
Cash Flow: $110,000
SBA Lender Pre-Qualified Farmers Agency — $579K Revenue/$276K SDE
SBA LOAN ELIGIBLE
Sacramento County, CA
SBA Lender Pre-Qualified Farmers Agency — $579K Revenue/$276K SDE Rare opportunity to acquire a top-performing Farmers Insurance agency in one of Sacramento's most desirable areas. This...
Cash Flow: $275,555
Growth Coach
Franchise
Available in California
Business coaching is a $7.5 billion industry in the United States. Turn your passion for business success into a successful Growth Coach franchise.
Avg. Unit Revenue: $103,940
Buy or Sell a Financial Service Business in California
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
| Market Overview | Listings for Sale (Median) |
|---|---|
| Number of Businesses Analyzed | 71 |
| Asking Price | $450,000 |
| Reported Revenue | $402,632 |
| Reported Seller's Discretionary Earnings | $203,000 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $250,000 | $450,000 | $787,500 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale in California.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $237,113 | $123,000 |
| Median | $402,632 | $203,000 |
| Upper Quartile | $711,250 | $369,693 |
Valuation Multiples
The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Financial Services Businesses listed for sale in California.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.15 | 2.01 |
| Median | 1.25 | 2.32 |
| Upper Quartile | 1.43 | 2.82 |
FAQ's
How much does it cost to buy a Financial Service Business in California?
The median asking price for an established Financial Service Business in California is $450,000, though prices range from under $250,000 to well over $787,500.
How much do Financial Services Businesses owners in California earn?
The median reported revenue of Financial Services Businesses in California is $402,632 and owners earn a median of $203,000, which includes the owners salary and any other financial benefits they receive.
How do I value a Financial Service Business?
Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Financial Services Businesses in California, revenue multiples range from 1.15 to 1.43, with a median of 1.25. Earning multiples range from 2.01 to 2.82, with the median at 2.32. This means the typical Financial Service Business in California may ask for around 1.25 times its annual revenue, and 2.32 times its annual owner earnings.
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