California

Financial Services Businesses For Sale in California

Showing 142 results sorted by
Market Info
Insurance Agency in South Los Angeles, 30 years in business. Staffed

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

$1,500,000

Cash Flow: $540,000

Insurance Agency Allstate Captive 3 Locations LA Cty, Orange Cty, Rive

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

$7,500,000

Virtual Sacramento CA CPA Tax Practice for Sale

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

$675,000

Cash Flow: $225,000

San Diego CPA Tax Practice

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

$675,000

Cash Flow: $226,500

Folsom CA CPA Practice for Sale

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

$2,400,000

Cash Flow: $708,000

Very Profitable Bakersfield, CA 27 ATM Route - $185,000

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

$185,000

Cash Flow: $74,188

Established Tax Office | 5-Star Reviews | Turnkey Business

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

$279,000

Cash Flow: $120,000

Vista CPA Firm for Sale

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

$330,000

Cash Flow: $187,645

Los Angeles CPA Firm for Sale

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

$715,000

Cash Flow: $448,819

Rocklin (Placer County) California CPA Practice for Sale

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

$575,000

Cash Flow: $251,000

Outstanding Allstate Agency / Orange Cty, CA. Excellent Agency 21 yrs

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

$1,275,000

Cash Flow: $540,000

Highly profitable Palm Desert 4 ATM Route $68,000 Cash Flow - $195,000

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

$195,000

Cash Flow: $68,006

Amazing San Fran 225 ATM Portfolio $1,292,000 Cash Flow- $3,259,000

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

$3,259,000

Cash Flow: $1,292,023

High-Income Potential Business Brokerage – Exclusive Territory

$91,000 - Santa Cruz County, CA

$91,000

Santa Cruz County, CA

Judah Dishington

United Franchise Group

Virtual Roseville, California CPA Practice for Sale

Placer County, CA

This practice is structured to operate virtually, making it an attractive option for buyers seeking immediate income and operational versatility. Key Highlights • CPA-owned practice established in...

$1,750,000

$1,750,000

Cash Flow: $594,000

Beautiful and Profitable Captive Insurance Agency fully Staffed

Sutter County, CA

Imagine stepping into a thriving insurance agency that's been carefully built over four decades. This exceptional Allstate Agency represents a rare opportunity that doesn't come around often. You'll...

$1,600,000

$1,600,000

Cash Flow: $640,000

George Massalas

BIZ Builder.Com

Serving Ventura County, CA

George has an extensive career that spans over 50 years Owning, Operating and Selling Businesses of all kinds throughout the United States. Instead of investing in popular Stocks and Bonds, George forged a successful career investing in California Business Opportunities ~ and is widely recognized as a Leading Authority on Creating Jumbo-CAP Investments, securing Business Acquisitions and formulating Exit Strategies for Small to Medium-Sized Businesses. In 1980, George was among a handful of young, energetic entrepreneurs who invested heavily in a new Direct Mail Advertising Franchise [Money Mailer] ~ and was largely responsible for inventing the company’s Regional Franchise System. George’s early efforts helped catapult Money Mailer to become the #1 Direct Mail Advertising Franchise in the Nation. With Money Mailer’s dominance firmly in place, George re-prioritized his efforts by starting BIZ Builder.Com in 1995 ~ with the sole purpose of helping other young entrepreneurs achieve their financial dreams and goals. Leveraging unique Business Opportunities has always been a fundamental hallmark of George’s career ~ and continues to be a “Guiding Light” for the remarkable success BIZ Builder.Com enjoys throughout the United States today.

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Ventura CPA Practice for Sale

Ventura, CA

• The owner is a CPA • This practice was established in 1967 • Software in use includes Lacerte • Approximately 80 individual tax returns with an average fee of $1,260 per return • Approximately 5...

$200,000

$200,000

Cash Flow: $107,500

San Rafael Bookkeeping Practice for Sale

San Rafael, CA

Bookkeeping Practice with Stable, Year-Round Revenue This practice delivers consistent cash flow throughout the year, driven by a dependable base of recurring monthly bookkeeping clients. The business...

$450,000

$450,000

Cash Flow: $167,164

Consulting & Advisory Franchise – Business Brokerage – Anaheim, CA

Anaheim, CA

An established business brokerage territory is now available in Anaheim, California. Backed by a nationally recognized franchise with more than 30 years of experience and a proven operating system,...

$59,000

$59,000

Redlands EA Practice for Sale

Redlands, CA

• The owner is an EA • This practice was established in 2005 • Software in use includes Drake, QuickBooks, Drake Accounting • Approximately $160K in annual revenue, via bookkeeping (60 clients) •...

$700,000

$700,000

Cash Flow: $369,693

San Bernardino County CPA Firm with staff Listing CA2631

San Bernardino County, CA

Practice Details: This well-established CPA firm has operated and grown for over 25 years thanks to intentional, client-focused management. The firm maintains an outstanding reputation, strong...

$650,000

$650,000

Los Angeles - Wilshire CPA Firm for Sale

Los Angeles, CA

Established CPA firm for sale in Los Angeles, California. This firm was founded in 1985 and has operated from its current location for nearly 17 years. The Seller is seeking eventual retirement but...

$2,895,000

$2,895,000

Cash Flow: $1,041,658

Bakersfield Region 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

Merchant Processing / Service Provider for Sale

California

Operating out of California, this established payment-processing company generates $118k in monthly residual revenue. With a diversified client base spanning various industries, the business boasts no...

$4,050,000

$4,050,000

Cash Flow: $412,800

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Judah Dishington

United Franchise Group

40 Year Profitable Bookkeeping & Tax Services Firm

San Diego County, CA

Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent...

$200,000

$200,000

Cash Flow: $90,135

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

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

-Well-established real estate niche with a loyal, high-net-worth client base -Projected revenue of approximately $1.7M for 2025 -Personalized, high-touch service model with strong market presence...

$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

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

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available Excellent opportunity for a CPA or established firm seeking a profitable practice with recurring revenue, an experienced transition partner, and...

$600,000

$600,000

Cash Flow: $250,000

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

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

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

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

Profitable Direct Lending & Real Estate Investments Services

California

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

$35,000,000

$35,000,000

Cash Flow: $7,482,883

$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

Well Established CPA Firm in SLO CA
Real Estate Only

San Luis Obispo, CA

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong...

Not Disclosed

Not Disclosed

Kevin Kim

Action Realty Task Holdings, Inc

Serving Los Angeles County, CA

Action Realty Task Holdings, Inc (ART) with its DBA Action Realty Task Inc (ART) established in 2022, based on LA Palma, Orange County, consited of more than 90% of agents, brokers or staff being seasoned over 15 years expereice in RE industry, have been dedicating to selling, buying commercial properties, busiensses alone, and business and realties, SFR (Hoses, Condos exceeding over hundreds of dollars over the past 4 years, We are serving mainly Los Angeles couty, orange county, riverside county, san bernardino county, and 8 of surrounding counties and neighbor states through the relatonships of near-by states agents and/brokers in selling properties or businesses. Actually, as name indicates, we are doing re business as ART of work

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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 Analyzed71
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 QuartileMedianUpper 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.

BoundRevenueSeller’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.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.152.01
Median1.252.32
Upper Quartile1.432.82

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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