California

Financial Services Businesses For Sale in California

Showing 136 results sorted by
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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...

$99,000

$99,000

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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...

$98,000

$98,000

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...

$99,000

$99,000

250-Unit ATM Portfolio | $590K Annual Cash Flow | Third Party Loaded

San Francisco, 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...

$1,972,805

Cash Flow: $590,130

$1,972,805

Cash Flow: $590,130

286-Unit ATM Portfolio | $590K Annual Cash Flow | Fully Vendor Loaded

Oakland, CA

A rare opportunity to acquire a 286-unit ATM portfolio with a 15-year operating history and $590,130 in annual cash flow. The business is offered at $1,929,728. The key advantage of this portfolio is...

$1,930,000

Cash Flow: $590,130

$1,930,000

Cash Flow: $590,130

High Retention Relocatable Personal Lines Agency

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 -...

$225,000

Cash Flow: $100,000

$225,000

Cash Flow: $100,000

Multi-Line Insurance Personal Lines Agency

San Ramon, CA

This established multi-line personal lines insurance agency represents a strategic acquisition opportunity in San Ramon's commercial district. The agency has maintained continuous operations serving...

$165,000

Cash Flow: $60,000

$165,000

Cash Flow: $60,000

ATM Portfolio: 286 Units | $590K Annual Cash Flow | Third-Party Loaded

San Francisco, CA

A 286-location ATM portfolio across California generating $590,130 in annual cash flow, offered at $1,929,728. The operational model is the key characteristic of this portfolio. Every location is...

$1,929,728

Cash Flow: $590,130

$1,929,728

Cash Flow: $590,130

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...

$348,000

9

$348,000

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...

$226,500

Cash Flow: $151,000

5

$226,500

Cash Flow: $151,000

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...

$200,000

Cash Flow: $156,000

$200,000

Cash Flow: $156,000

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...

Not Disclosed

Cash Flow: $12,600

Not Disclosed

Cash Flow: $12,600

Established Farmers Insurance Agency for Sale

Marysville, CA

Farmers Insurance Agency for sale in the Sacramento/Placer county area. Well established agency with great retention. Agency owner is retiring and willing to carry a partial note on the book of...

$525,000

$525,000

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...

$14,995

2

$14,995

Turnkey Regional Center Business - EB-5 Investment & Real Estate Dev
Asset Sale

Orange County, CA

Avoid the 3-5 year waiting period due to USCIS backlog with this established, fully licensed EB-5 regional center, covering all of California and ready to sponsor EB-5 investment projects. Ideal for...

$350,000

$350,000

Matt Mertens

Transworld Business Brokers

Serving Sacramento County, CA

For over 45 years, Transworld Business Advisors has been the world’s leading business brokerage firm helping entrepreneurs buy, sell, and franchise their businesses with confidence. With a global network of 1,000+ professional brokers across 250+ offices worldwide, Transworld has successfully sold more than 15,000 businesses, combining unmatched reach with proven expertise. At Transworld Business Advisors of Sacramento, we bring this global power to your local market. Our team delivers the personalized insight, integrity, and hands-on support that only a local expert can provide, backed by one of the largest buyer databases in the industry. That means your business opportunity reaches not only qualified buyers around the world but also serious investors right here in California and the Sacramento region. When you’re ready to sell, buy, or franchise your business, trust the #1 business brokerage network in the world with our global resources and local expertise.

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Side Hustle or Full Time Cost Reduction Business W Massive Net Rev!
Start Up

Only $73k to get in and Averaging $355k Net Income (per 2024 fdd) with some franchise owners earning high 6 and 7 digit incomes! Yes this will be validated! **Validation Alert**Recent Franchise Owner...

$73,000

$73,000

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...

$45,000

$45,000

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...

$1,800,000

$1,800,000

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...

$719,000

$719,000

Fully Virtual CPA Firm – International Tax Focus, Systemized & Growing

Los Angeles County, CA

This is a fully virtual, highly specialized CPA firm focused on US international taxation for expats and non-residents. The practice was founded by a former Big 4 international tax professional and...

$280,000

$280,000

Cash Flow: $142,000

*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,...

$600,000

$600,000

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...

$250,000

$250,000

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...

$325,000

$325,000

Premium Allstate Agency for Sale – Prime Location & Loyal Client Base

San Jose, CA

Price: $1,450,000 Location: San Jose, CA – Between Willow Glen & Campbell Industry: Insurance – Allstate Franchise Established: 2021 Business Overview: This is a rare opportunity to acquire a...

$1,375,000

$1,375,000

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...

Not Disclosed

Not Disclosed

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...

$275,000

$275,000

Cash Flow: $225,000

Multi-Lingual Personal Lines Agency

San Ramon, CA

Founded with a vision to serve the diverse community of San Ramon, this multi-lingual personal lines insurance agency has grown into a remarkable success story that bridges cultures and builds lasting...

$100,000

$100,000

Cash Flow: $50,000

Established Agency for Sale

Tustin, CA

Established and profitable Farmers Insurance agency located in the highly desirable Tustin area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...

$200,000

$200,000

Book of Business For Sale – San Diego, CA (92101) Farmers Insurance

San Diego County, CA

Farmers Insurance Agency Ownership Opportunity – Normal Heights, San Diego Build Wealth. Lead a Team. Own a Legacy. This is your chance to step into a turn-key, high-retention Farmers Insurance agency...

2

$195,000

$195,000

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...

$95,000

$95,000

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...

$95,000

$95,000

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...

$300,000

$300,000

Cash Flow: $276,000

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

$375,000

$375,000

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 San Jacinto, CA, this bilingual Spanish agency serves the diverse Riverside,...

$250,000

$250,000

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...

$50,000

$50,000

High-Growth, High-Margin Farmers Insurance Agency Sacramento, CA

Sacramento County, CA

Rare opportunity to acquire a top-performing Farmers Insurance agency in one of Sacramento's most desirable areas. This long-established agency, originally founded in the early 1990s and acquired by...

$1,350,000

$1,350,000

Cash Flow: $275,555

Farmers Insurance Agency – San Carlos, CA | $3.2M Book | $235K Rev

San Carlos, CA

This is a rare opportunity to acquire a high-retention, established Farmers Insurance agency in San Carlos, California with a $3.2M premium book and $235K annual revenue (~$20K/month). Priced...

2

$280,000

$280,000

Cash Flow: $190,000

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...

2

$325,000

$325,000

Cash Flow: $155,651

Farmers Insurance Agency Book of Business for Sale LA

Downey, CA

Profitable and established insurance agency for sale in the LA area. This opportunity includes a book of business with approximately $631,242 in annual premiums across Home policies, Auto, and Life...

$40,000

$40,000

Cash Flow: $35,910

Captive Insurance Agency

Sacramento, CA

Established and profitable Farmers Insurance Agency located in Sacramento, CA. The book consists of 75% P&C and 25% commercial and 90% retention. The agency has a strong reputation and has long term...

$350,000

$350,000

Cash Flow: $150,000

John J Moser, JD, CBB

Sunbelt Business Brokers of Los Angeles/Whittier/Fullerton

Serving Los Angeles County, CA

Sunbelt is the world’s largest business brokerage comprised of hundreds of offices working in 8+ countries. Sunbelt successfully closes 3,500 to 4,000 business sales transactions a year comprised of businesses with annual revenues from $50K to $50M. We have the largest proprietary database of business listings and buyers in the world that results in more businesses sold than anyone else.

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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...

$420,000

$420,000

High-Potential Consistent-Performing Farmer’s Book

Chino, CA

This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play...

$375,000

$375,000

Cash Flow: $172,332

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...

$300,000

$300,000

Cash Flow: $87,846

Non-Standard Insurance Agency w/Multiple Revenue Lines

South Gate, CA

Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant...

$450,000

$450,000

Cash Flow: $60,000

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...

$91,000

$91,000

Anaheim, CA - ATM route for sale

Anaheim, CA

7 ATM Locations in the Anaheim, CA area - all high-end Hotels - making $14,500/yr NET (outside of Gas and time) for sale for $28,877 Buyer must join ACFN ATM franchise program. Franchise program...

6

$28,877

$28,877

Cash Flow: $14,500

Bay Area, CA - ATM route for sale

San Jose, CA

33 ATM Locations in the San Francisco Bay area (SJ to SF)- mainly high-end Hotels, making $41,000/yr NET (outside of Gas and time) for sale for $92,500 Buyer must join ACFN ATM franchise program....

6

$92,500

$92,500

Cash Flow: $41,000

San Francisco, CA - ATM route for sale

San Francisco, CA

7 ATM Locations in the San Francisco, CA area - all high-end Hotels, one shopping mall - making $11,000/yr NET (outside of Gas and time) for sale for $20,898 Buyer must join the ACFN ATM franchise...

6

$20,898

$20,898

Cash Flow: $11,000

6,273+/-sf Former Bank Commercial Building in San Bernardino, CA
Real Estate Only

San Bernardino, CA

Open Public Inspections: 11-2PM Friday June 26 6,273+/-sf Commercial building built in 1956 on 1.12+/-ac. 66 standard + 4 handicap parking spaces. ***Lease-back Disclosure. Seller will lease-back the...

Not Disclosed

Not Disclosed

Farmers Insurance Agency
Start Up

Opportunity to open Insurance Agency In the San Fernando Valley/Ventura County area! The benefits: • New Business Commissions of up to 300% • Support from District Office and Territory team,...

Not Disclosed

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 Analyzed66
Asking Price$432,500
Reported Revenue$400,000
Reported Seller's Discretionary Earnings$196,500
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$279,250$432,500$943,750

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale in California.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$239,225$129,000
Median$400,000$196,500
Upper Quartile$623,212$376,550

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.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.152.00
Median1.302.31
Upper Quartile1.542.80

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 $432,500, though prices range from under $279,250 to well over $943,750.

How much do Financial Services Businesses owners in California earn?

The median reported revenue of Financial Services Businesses in California is $400,000 and owners earn a median of $196,500, 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 1.54, with a median of 1.30. Earning multiples range from 2.00 to 2.80, with the median at 2.31. This means the typical Financial Service Business in California may ask for around 1.30 times its annual revenue, and 2.31 times its annual owner earnings.

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