California

Other Financial Services Businesses in CA For Sale

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Market Info
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Lower-Entry Bay Area ATM Portfolio With Operations Already in Place

San Francisco County, CA

For someone interested in getting into the ATM business without starting with a seven-figure acquisition, this Bay Area portfolio offers a more approachable entry point. The total investment is...

$490,000

Cash Flow: $120,000

$490,000

Cash Flow: $120,000

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Personal lines Book with Options

San Jose, CA

Imagine stepping into a well-established insurance agency where 90% of clients choose to stay year after year. That's the kind of loyalty and trust you'll inherit with this balanced auto and home...

$110,000

Cash Flow: $85,000

$110,000

Cash Flow: $85,000

Long-Established California ATM Business With Management in Place

San Francisco County, CA

LONG-ESTABLISHED CALIFORNIA ATM BUSINESS WITH MANAGEMENT IN PLACE This mature ATM business represents a rare opportunity to acquire an established financial services operation with 15 years of...

$1,900,000

EBITDA: $590,000

$1,900,000

EBITDA: $590,000

250-Terminal Multi-State ATM Portfolio | $820K Annual Cash Flow

San Francisco, CA

Multi-State ATM Portfolio | Fully Managed | Established Cash Flow This opportunity offers the acquisition of an established ATM portfolio consisting of approximately 250 active terminals operating...

$2,870,000

Cash Flow: $820,000

$2,870,000

Cash Flow: $820,000

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

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

Personal Lines Agency With 90% retention

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

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

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

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 | Turnkey Operation

San Francisco County, 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

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

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

Puneet Sonia

PS Dream Team

Serving San Francisco County, CA

S.J. Fowler Real Estate, Inc. is a leading full-service brokerage based in Arizona, specializing in Commercial, Residential and Business Real Estate throughout Arizona . Founded in 1993 by Steven J. Fowler and affiliated with Better Homes and Gardens Real Estate, the firm combines decades of local experience with national resources to deliver exceptional results for investors, business owners, and developers. S.J. Fowler’s commercial division focuses on office, retail, industrial, land, and multi-family assets, offering comprehensive acquisition, disposition, leasing, and tenant or landlord representation. In addition, the company provides expert business brokerage services—guiding clients through the purchase, sale, and valuation of businesses with professionalism and discretion. Built on a foundation of integrity, hard work, and market insight, S.J. Fowler Real Estate is committed to helping clients achieve their commercial and business investment goals with confidence and success.

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Rancho Cordova (Sacramento area) CA CPA Tax Practice

Sacramento County, CA

Established in 1989, this well-established CPA practice presents an excellent opportunity for an established firm looking to expand its tax practice or for a sole practitioner seeking to acquire a...

$225,000

$225,000

Cash Flow: $141,000

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

Profitable consumer fintech, $10.8M LTM revenue. $3.7M LTM EBITDA

California

The Company is a U.S. consumer-fintech platform that helps individuals discover and recover financial assets they've lost track of — a large, recurring problem that grows as consumers change jobs and...

Not Disclosed

Not Disclosed

EBITDA: $3,700,000

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

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

San Jose to San Francisco, 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 $75,000 Buyer must join ACFN ATM franchise program....

6

$75,000

$75,000

Cash Flow: $41,000

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

Allstate Agency in Fresno County, 42 years at Location

Fresno, CA

Picture yourself owning a thriving Allstate insurance agency that's been serving Fresno County families since 1957. This isn't just another business opportunity - it's your chance to step into a...

$935,000

$935,000

Cash Flow: $435,000

North Bay CA Bookkeeping Practice for Sale

Sonoma County, CA

Established North Bay Bookkeeping Practice with Strong Recurring Revenue • Approximately $800,000 in annual bookkeeping revenue from 130 clients • Owner currently works approximately 8 hours per week...

$960,000

$960,000

Cash Flow: $260,000

Huntington Beach, CA Tax Practice for Sale

Orange County, CA

• The owner is an EA • This practice was established in 1990 • Software in use includes Lacerte and QuickBooks • Approximately 980 individual tax returns with an average fee of $344 per return •...

$460,000

$460,000

Cash Flow: $106,762

Los Angeles, CA EA Practice for Sale

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

$650,000

Cash Flow: $360,425

Walnut Creek CA CPA Book of Business for Sale

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

$250,000

Beautiful Allstate Agency in Fresno County, established for 11 years

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

$735,000

Allstate Agency In Orange County Licensed Staff Loss Ratio 34%

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

$1,485,000

Cash Flow: $580,000

Arcadia, CA CPA Practice for Sale

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

$295,000

Cash Flow: $141,000

Oakhurst (Madera County) CA CPA Practice for Sale

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

$245,000

Cash Flow: $115,000

San Dimas, CA EA Practice for Sale

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

$650,000

Cash Flow: $150,900

$310,000 Revenue – Marin County Tax and Accounting Practice

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

$450,000

Cash Flow: $203,000

North Hills, CA Tax & Bookkeeping Book of Business for Sale

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

$225,000

Calabasas, CA CPA Tax Practice for Sale

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

$400,000

Cash Flow: $203,000

El Dorado Hills CA CPA Practice for Sale

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

$1,400,000

Cash Flow: $407,000

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

Jean Paul Schwarz

The Schwarz Group

Serving San Diego County, CA

We specialize in representing domestic and international clientele. We offer our clients unique, specialized and comprehensive services. We provide our clients during the buying, selling and investing process, with the knowledge needed to make educated real estate decisions. We have developed strong working relationships with top lenders who specialize in domestic lending and foreign national investments. We work with a large network of vendors that will cater to your specific needs from interior and exterior design to renovation and commercial build-outs. We are here to walk you through all aspects of the transaction process.

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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

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

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

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

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

Buy or Sell an Other Financial Service Business in California
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed35
Asking Price$600,000
Reported Revenue$460,000
Reported Seller's Discretionary Earnings$225,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$302,500$600,000$992,500

Market Financial Highlights

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

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$256,000$140,500
Median$460,000$225,000
Upper Quartile$833,500$409,900

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Other Financial Services Businesses listed for sale in California.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.192.11
Median1.302.31
Upper Quartile1.512.90

FAQ's

How much does it cost to buy an Other Financial Service Business in California?

The median asking price for an established Other Financial Service Business in California is $600,000, though prices range from under $302,500 to well over $992,500.

How much do Other Financial Services Businesses owners in California earn?

The median reported revenue of Other Financial Services Businesses in California is $460,000 and owners earn a median of $225,000, which includes the owners salary and any other financial benefits they receive.

How do I value an Other 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 Other Financial Services Businesses in California, revenue multiples range from 1.19 to 1.51, with a median of 1.30. Earning multiples range from 2.11 to 2.90, with the median at 2.31. This means the typical Other 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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