California

Financial Services Businesses For Sale in California

Showing 122 results sorted by
Allstate Agency 35 years at Location Mega Agency

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333

$3,411,333

Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff

Santa Clara County, CA

This established Allstate insurance agency represents a premium acquisition opportunity in Santa Clara, featuring 38 years of continuous operations and demonstrated profitability. The agency maintains...

$1,025,000

$1,025,000

Cash Flow: $452,000

High Desert CPA Firm for Sale

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

$415,000

Cash Flow: $181,306

Southern California Firm Serving High-Net-Worth Clients

California

-Projected revenue of $1,700,000 for 2025 -Well-established real estate niche -Fantastic location between Los Angeles and San Diego This 2-partner boutique firm specializes in serving high-net-worth...

$2,300,000

$2,300,000

Established Business Brokerage Franchise Opportunity – So. California

San Diego County, CA

Ideal for a seasoned entrepreneur or executive, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of Southern California’s most...

$59,000

$59,000

Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%

Alameda, CA

Beautiful Office Setting - Custom Furniture - Located in well established part of the city. Bi-lingual office manager. This Allstate Agency is a winner for many of the Corporate Awards. It is located...

$1,100,000

$1,100,000

Successful Gross of $ 3million Casualty Lines Allstate Agency 10 years

Carson, CA

This established Allstate insurance agency presents a strategic acquisition opportunity in Carson, California, serving the greater Los Angeles County market. The agency has maintained continuous...

$550,000

$550,000

Cash Flow: $318,000

Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...

$625,000

$625,000

Cash Flow: $332,000

Santa Rosa CA EA Tax Practice for Sale

Sonoma County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Software in use - Lacerte • Approximately 258 individual tax...

$240,000

$240,000

Cash Flow: $104,000

Novato CA CPA Tax Practice for Sale

Marin County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes prosystem fx • Seller prefers a buyer located in the Marin, Sonoma or Mendocino Counties • Approximately $20,000...

$350,000

$350,000

Cash Flow: $129,000

Allstate Agency in Northern CA. Elite Status - Active Variable Comp

San Joaquin County, CA

This is a very successful Allstate Agency that the Seller is moving on to make it available to a qualified Buyer. The Agency has an excellent staff that have been their an average of 10 years minimal....

$1,183,700

$1,183,700

Calabasas, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $36,000 in annual revenue, via bookkeeping (14 clients) • Approximately 585 individual tax...

$700,000

$700,000

Cash Flow: $302,420

Great Price Allstate Agency 10 year Location

Santa Clara County, CA

This is a great size Allstate Agency $1.5 Million in Gross Premium with an Annual Income of $140,000. Downtown Location. Profitable with a good Loss Ratio and good Retention. Finance by SBA. Contact...

$310,000

$310,000

Cash Flow: $140,000

High Retention Relocatable Personal Lines Agency

$225,000 - Castro Valley, CA

$225,000

Castro Valley, CA

Doug Runyon

District 79-06

Allstate Insurance Agency for 25 years in the County of Sacramento

Sacramento County, CA

This is one of Allstate's Elite Agencies with Allstate Insurance Company. The Lease is excellent at $1,400 per month and has 700 sq. ft. Allstate provides world wide trips for its Agents when they...

$775,000

$775,000

Lodi, CA CPA Practice for Sale

San Joaquin County, CA

• The owner is a CPA • This practice was established in 1985 and incorporated in 2003 • Seller prefers a buyer located in the greater Sacramento area • Software in use includes UltraTax, Fixed Assets...

$720,000

$720,000

Cash Flow: $193,102

Breeze Singh

HomeSmart ICARE Realty

Serving Sacramento County, CA

Team Singh is the ideal choice for commercial and business sales in California, offering unparalleled industry expertise, strategic insight, and a commitment to client success. With over nine years of real estate experience, the team has expertly navigated complex transactions for small businesses to large commercial properties. As one of California’s top-performing real estate groups, Team Singh consistently delivers results that exceed client expectations even in challenging markets. The team's strengths are enhanced by its diverse educational background, with members holding advanced degrees such as MBAs in Marketing and Human Resources. Fluent in English, Hindi, and Punjabi, the team effectively serves a broad clientele, ensuring seamless communication and personalized service. Their skill in business acquisitions, property evaluations, and lease negotiations is complemented by a focus on providing custom solutions to meet every client’s unique goals. Team Singh’s strong network of investors, developers, brokers, and business leaders ensures smooth transactions and optimal outcomes. Team Singh’s dedication to exceptional service has earned accolades, such as recognition in HomeSmart International’s Top 50 Chairman’s Club and Rising Star honors by the Sacramento Association of Realtors (SAR). Leadership within industry organizations, including serving as SAR’s President-Elect, showcases Team Singh's influence and commitment to elevating professional standards, ethics, and client service. In California’s competitive market, Team Singh stands out as trusted advisors, skilled negotiators, and strategic partners. The team is dedicated to maximizing investment potential and delivering high-quality, personalized service tailored to each client’s business objectives. Choose Team Singh for your next commercial transaction to experience a combination of unmatched expertise, dedication, and results-driven service.

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Profitable Direct Lending & Real Estate Investments Services

California

Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending services and real estate...

$35,000,000

$35,000,000

Cash Flow: $7,482,883

Oakland, CA EA Practice for Sale

Alameda County, CA

• The owner is an EA • Staff of 3 full time bookkeepers willing to stay on • Over $400,000 in reoccurring revenue • Centrally located in the Oakland/San Francisco corridor (580/880) • This practice...

$1,200,000

$1,200,000

Cash Flow: $454,000

$620,000 Revenue Property/ Casualty Agency
Asset Sale

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

Not Disclosed

Not Disclosed

Mortgage Lender Database
Asset Sale

Los Angeles, CA

Top Producing Los Angeles County, CA lender is selling his 20 year database of over 8000+ clients in his database. Loans provided by Bank of the West, Bank of Montreal, Newrez, Guaranteed Rate,...

Not Disclosed

Not Disclosed

Office Building for Lease
Lease Only

Fresno, CA

– Well-maintained professional office building – Ample onsite parking – ADA-accessible entrance – Exterior signage opportunities – Landscaped surroundings – High-visibility location...

Not Disclosed

Not Disclosed

Medical Offices entire 2nd floor-Elevator & stairs-19 rooms
Lease Only

Downey, CA

LEASED . LEASED . 5177 Sqft - Customize for your use. 12 medical treatment rooms , 4 Doctor offices , 1 special procedure room , 1 manager office , 1 billing office , 3 nursing stations , 3 patient...

Not Disclosed

Not Disclosed

How would like to be REWARDED for just helping? Big $$$
Start Up

"Imagine Helping 2 People and Watching $100s to $1000s Flow to You Weekly" Let's keep it real... Actually $300,000 minimum profit is just the beginning in year one. Most people wake up, go to work,...

$35

$35

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 Analyzed52
Asking Price$420,000
Reported Revenue$361,486
Reported Seller's Discretionary Earnings$184,476
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$307,500$420,000$1,068,750

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$235,000$123,185
Median$361,486$184,476
Upper Quartile$744,371$421,805

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 Quartile1.181.89
Median1.322.36
Upper Quartile1.732.90

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 $420,000, though prices range from under $307,500 to well over $1,068,750.

How much do Financial Services Businesses owners in California earn?

The median reported revenue of Financial Services Businesses in California is $361,486 and owners earn a median of $184,476, 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 1.18 to 1.73, with a median of 1.32. Earning multiples range from 1.89 to 2.90, with the median at 2.36. This means the typical Financial Service Business in California may ask for around 1.32 times its annual revenue, and 2.36 times its annual owner earnings.

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