Palm Desert, CA
Financial Services Businesses in CA For Sale
Market Info
Highly profitable Palm Desert 4 ATM Route $68,000 Cash Flow - $195,000
Amazing San Fran 225 ATM Portfolio $1,292,000 Cash Flow- $3,259,000
San Francisco, CA
Virtual Roseville, California CPA Practice for Sale
Placer County, CA
Beautiful and Profitable Captive Insurance Agency fully Staffed
Sutter County, CA
Ventura CPA Practice for Sale
Ventura, CA
San Rafael Bookkeeping Practice for Sale
San Rafael, CA
Consulting & Advisory Franchise – Business Brokerage – Anaheim, CA
Anaheim, CA
Redlands EA Practice for Sale
Redlands, CA
San Bernardino County CPA Firm with staff Listing CA2631
San Bernardino County, CA
Los Angeles - Wilshire CPA Firm for Sale
Los Angeles, CA
Bakersfield Region CPA Firm for Sale
Kern County, CA
Farmers agency
Loma Linda, CA
Merchant Processing / Service Provider for Sale
California
Established Farmers Insurance Agency for Sale | North County San Diego
$260,000
Escondido, CA
Sherman Oaks CPA Practice for Sale
Sherman Oaks, CA
40 Year Profitable Bookkeeping & Tax Services Firm
San Diego County, CA
Steve Sharp, CBB, CBI
Sharp Business Brokers
Serving San Diego County, CA
Sharp Business Brokers is a full-service business brokerage agency specializing in the sale of businesses across a wide range of industries, including Service, Retail, Restaurants, Salons, Manufacturing, Transportation, Construction, Med Spas, Distribution, E-commerce, and Franchises. With a team of experienced agents, we provide business owners with expert guidance through every stage of the selling process, ensuring a seamless transition. Founded by Steve Sharp, a Certified Business Broker, Sharp Business Brokers was built on the principles of VALUE & SERVICE from start to finish. Steve has been selling businesses professionally since 2007 and has personally owned multiple businesses, including service, retail, wholesale distribution, and an online marketing agency. His hands-on experience with cash flow management, lease negotiations, employee challenges, and business growth gives Sharp Business Brokers a unique edge in understanding and addressing the needs of business owners. Whether you're looking to sell or buy a business, our team is committed to delivering expert guidance, strategic marketing, and strong negotiation to help you achieve your goals. Let Sharp Business Brokers put our experience to work for you!
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Virtual San Francisco Bay Area CA CPA Practice for sale
San Francisco County, CA
Allstate Agency 35 years at Location Mega Agency
Modesto, CA
Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff
Santa Clara County, CA
High Desert CPA Firm for Sale
Kern County, CA
Southern California Firm Serving High-Net-Worth Clients
California
Established Business Brokerage Franchise Opportunity – So. California
San Diego County, CA
Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%
Alameda, CA
Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &
San Joaquin County, CA
250-Terminal Multi-State ATM Portfolio | $820K Annual Cash Flow
$2,870,000
San Francisco, CA
Santa Rosa CA EA Tax Practice for Sale
Sonoma County, CA
Novato CA CPA Tax Practice for Sale
Marin County, CA
Allstate Agency in Northern CA. Elite Status - Active Variable Comp
San Joaquin County, CA
Calabasas, CA CPA Practice for Sale
Los Angeles County, CA
Great Price Allstate Agency 10 year Location
Santa Clara County, CA
Lodi, CA CPA Practice for Sale
San Joaquin County, CA
Profitable Direct Lending & Real Estate Investments Services
California
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 | 70 |
| Asking Price | $467,500 |
| Reported Revenue | $446,500 |
| Reported Seller's Discretionary Earnings | $208,971 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $279,250 | $467,500 | $920,000 |
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 | $256,000 | $133,914 |
| Median | $446,500 | $208,971 |
| Upper Quartile | $720,000 | $392,918 |
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 | 2.06 |
| Median | 1.26 | 2.34 |
| Upper Quartile | 1.49 | 2.90 |
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 $467,500, though prices range from under $279,250 to well over $920,000.
How much do Financial Services Businesses owners in California earn?
The median reported revenue of Financial Services Businesses in California is $446,500 and owners earn a median of $208,971, 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 1.49, with a median of 1.26. Earning multiples range from 2.06 to 2.90, with the median at 2.34. This means the typical Financial Service Business in California may ask for around 1.26 times its annual revenue, and 2.34 times its annual owner earnings.
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