Financial Services Businesses For Sale in California

Los Angeles County, CA

• The owner is an EA • This practice was established in YEAR • Software in use includes Lacerte • Approximately 1,470 individual tax returns with an average fee of $300 per return • Approximately 30...

$650,000

Torrance, CA

CPA firm for sale in Torrance, California. This well-established South Bay CPA practice was founded around 2000 and has developed a strong local presence serving individuals, professional service...

$2,800,000

Redding, CA

ESTABLISHED FARMERS INSURANCE AGENCY AND BROKERAGE - REDDING, CA This well-established Farmers Insurance franchise presents an exceptional opportunity in Redding's growing market. Operating...

$125,000

Contra Costa County, CA

This is an excellent opportunity for an existing CPA or EA firm looking to expand through acquisition. • The owner is a CPA • This established book of business has been serving clients since 2011 •...

$250,000

Big Bear Lake, CA

Established EA tax practice for sale in Big Bear Lake, California. This practice is well established and has served the local mountain community for decades. The Seller is now preparing for retirement...

$250,000

Fresno County, CA

This is an Allstate Agency that handles all types of insurance needs. It has a total of 4 Employees and they are licensed to sell new policies and take care of customer needs. It has been in business...

$735,000

Huntington Beach, CA

Established Allstate Insurance Agency Operating Since 1995 This well-established Allstate insurance agency represents a premier opportunity to acquire a profitable operation in Orange County's...

$1,485,000

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1996 • Software in use includes Lacerte and QuickBooks • Approximately $3,000 in annual revenue, via bookkeeping (2 clients) • Approximately...

$295,000

Los Angeles County, CA

The Check Cashing Chain is a multi-location retail financial services company headquartered in Los Angeles, specializing in check cashing, domestic and international money transfers, bill payment...

$550,000

Carlsbad, CA

Established CPA firm with a book of tax clients for sale in Carlsbad, California. The practice is operated primarily from a home office, with a local Carlsbad workshare office used for client...

$155,000

Laguna Hills, CA

Established CPA firm for sale in Laguna Hills, California. This practice is operated by a CPA who established the firm in 1990 and is now preparing for retirement. The sale is structured as a partial...

$210,000

Madera County, CA

This is an excellent acquisition opportunity for a CPA seeking a profitable practice in a growing area with recurring revenue and a stable client base. Practice Features: • The owner is a CPA • This...

$245,000

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...

$225,000

Fullerton, CA

Independent agency located in Fullerton, California. Personal/commercial for small business. 10+ years of business and good retention....

$300,000

San Diego, CA

Virtual book of business for sale, based in California. This is a partial sale and represents the tax preparation, subscription tax service, and related client book identified for sale. The Seller is...

$730,000

Tarzana, CA

Established CPA tax and accounting firm for sale in Tarzana, CA. This firm is operated by two CPA sellers who both provide professional tax & accounting services to clients. The sellers are looking to...

$725,000

Sherman Oaks, CA

Established tax practice for sale in Sherman Oaks, California. This practice is operated by a CTEC registered tax preparer who is considering retirement and seeking a qualified successor for a...

$525,000

Murrieta, CA

CPA firm for sale in Murrieta, California. This established full-service CPA practice was founded in 2004 and has grown organically through early networking and referrals. The Seller is a CPA with...

$775,000

Folsom, CA

Tax practice for sale in Folsom, CA. This is a complete sale of the tax practice side of the business; however, the Seller intends to retain the bookkeeping and payroll clients. The Seller and spouse...

$165,000

Carlsbad, CA

Established CPA firm with a book of tax clients for sale in North San Diego County, CA. The Seller is looking to reduce their workload by transferring all of the tax work from their existing firm. The...

$325,000

Pleasant Hill, CA

Established Independent Insurance Agency - 30+ Years of Success This well-established independent insurance agency presents an exceptional acquisition opportunity for buyers seeking a proven business...

$285,500

Los Angeles County, CA

• The owner is an EA • This practice was established in 1996 • Software in use includes Lacerte, QuickBooks, Practice CS, File Cabinet • Approximately $41,100 in annual revenue, via bookkeeping (50...

$650,000

Pleasant Hill, CA

After more than 30 years of serving the community, this well-established tax preparation business is available for sale. This is a turnkey opportunity for a tax professional, CPA, EA, bookkeeping...

$442,500

Marin County, CA

Located in beautiful Marin County, this well-established San Francisco area tax practice is paperless and profitable and has an outstanding reputation in the community. While helpful, a CPA license is...

$450,000

Los Angeles County, CA

• This practice was established in 2000 • Software in use includes Proseries, Revver, Financial Microsystems • Approximately $12,000 in annual revenue, via bookkeeping (10 clients) • Approximately...

$225,000

California

This established tax, accounting, and bookkeeping practice serves both individual and business clients with a broad range of financial services. The firm provides tax preparation, tax planning,...

$1,400,000

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1994 • 40% of clients meet with the seller and staff • Software in use includes Lacerte • Approximately 335 individual tax returns with an...

$400,000

El Dorado County, CA

This practice offers a strong platform for a buyer looking to acquire a full-service CPA practice with excellent cash flow, established client relationships, experienced staff support, and meaningful...

$1,400,000

San Diego County, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful San Diego, CA. The agency offers a diverse mix of Personal Lines, Commercial, and Life insurance, providing...

$575,000

Orange, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

Los Angeles, CA

Established CPA firm with a book of clients for sale in Los Angeles, CA. The Seller is looking to reduce their workload in anticipation of eventual retirement. The Seller is retaining one major client...

$345,000

Long Beach, CA

Imagine walking into a thriving insurance agency that's been serving the South Los Angeles community for three decades. This isn't just any agency - it's an Elite Status Allstate location with...

$1,500,000

Santa Ana, CA

Imagine yourself owning a thriving Allstate Insurance Agency that's been serving customers across three prime California markets since 2008. You'll be stepping into a well-established operation...

$7,500,000

Sacramento County, CA

Full Virtual CPA Tax Practice with Excellent Cash Flow • The owner is a CPA • This practice was established in 2003 • Software used is Lacerte • Approximately 185 individual tax returns with an...

$675,000

San Diego County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, Rightworks hosting, and Practice CS • Approximately $32,700 in annual revenue, via payroll (40 clients)...

$675,000

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...

$3,300,000

Redding, CA

Well-established independent insurance agency with a long-standing local presence and a diversified book of business across personal and commercial lines. The agency has been operating for...

$1,000,000

Folsom, CA

• The owner is a CPA • This practice was established in 2018 • Software in use includes Lacerte, Canopy, Ignition and QuickBooks • Approximately $520,000 in annual revenue, via bookkeeping (79...

$2,400,000

Bakersfield, CA

This great ATM portfolio in the Bakersfield CA area for $185,000 has well-placed ATMs in a close geographic footprint. This is a very simple business to learn, operate and grow! $74,000 cash flow...

$185,000

Perris, CA

Established and highly rated tax preparation franchise located in the heart of Perris, serving a strong and growing predominantly Latino market. This turnkey business benefits from excellent...

$279,000

Vista, CA

Established CPA firm for sale in Vista, CA. This sale represents 100% of the business. The Seller is open to working with the Buyer on a part-time basis over the next year or two to assist with...

$330,000

Banning, CA

Established in 1989, this owner operator group health insurance agency serves groups and self-employed professionals. The 2025 financials indicate $130,804 in commissions. The agency’s book of...

$390,000

Los Angeles, CA

CPA firm for sale in Century City, Los Angeles, CA. This is a complete sale of the firm; however, the Seller would like to continue working with the Buyer on a part-time basis (2–3 days per week) to...

$715,000

Roseville, CA

This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern...

$575,000

San Jose, CA

An established Farmers Insurance agency opportunity is available within the greater San Jose area. The agency currently generates approximately $150,000 in annual commission income supported by a...

$230,000

San Jose, CA

A well-established Farmers Insurance agency opportunity is available within the greater San Jose area, producing approximately $170,000 in annual commission income supported by a premium base...

$265,000

Anaheim, CA

Imagine yourself stepping into a thriving Allstate insurance agency that's been serving Orange County for over two decades. You'll find a business where pride of ownership truly shines through every...

$1,275,000

Palm Desert, CA

Transform your investment into predictable cash flow with this turnkey ATM portfolio delivering $68,000 in annual gross profit from just 4 strategically positioned machines in the thriving Palm Desert...

$195,000

San Francisco, CA

Transform your investment into a proven cash-generating powerhouse with this established 225-ATM portfolio delivering $1,292,000 in annual cash flow across the thriving San Francisco market. You'll...

$3,259,000