California

Other Financial Services Businesses in CA For Sale

Showing 70 results sorted by
Market Info
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

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

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

Sherman Oaks CPA Practice for Sale

Sherman Oaks, CA

• The owners are CPAs • This practice was established in 2011 • Less than 10% of clients meet with the seller and staff • Software in use includes Lacerte, QuickBooks • Approximately $823,567 in...

$2,800,000

$2,800,000

Cash Flow: $978,690

Virtual San Francisco Bay Area CA CPA Practice for sale

San Francisco County, CA

Highly Profitable Virtual CPA Practice with Balanced Service Mix This virtual, CPA-owned practice, established in 2012, presents an excellent acquisition opportunity with 2025 gross revenue of...

$1,200,000

$1,200,000

Cash Flow: $459,000

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

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

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

$490,000 - San Francisco County, CA

$490,000

San Francisco County, CA

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

Michael Wildeveld, CBB, CBI, CM&AP, M&AMI, CEPA

The Veld Group

Serving Los Angeles County, CA

Our Real Estate Specialists, Consultants and Accountants are licensed California and Nevada Real Estate Brokers and/or Agents, with many holding top MBA degrees, CPA credentials, Juris Doctorate Degrees (CA and NV), and various other prestigious designations with the International Association of Business Brokers (IBBA), the California Association of Business Brokers (CABB), the Exit Planning Institute (EPI), athe National Association of Certified Business Valuators and Analysts (NACVA), the Alliance of Merger & Acquisition Advisors (AM&AA), the Mergers & Acquisitions Source, and the Association for Corporate Growth (ACG).

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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

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

Buy or Sell an Other Financial Service Business in California
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed38
Asking Price$587,500
Reported Revenue$460,000
Reported Seller's Discretionary Earnings$214,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$295,000$587,500$953,750

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$234,000$131,750
Median$460,000$214,000
Upper Quartile$795,000$397,673

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 Quartile1.182.14
Median1.332.45
Upper Quartile1.542.93

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 $587,500, though prices range from under $295,000 to well over $953,750.

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 $214,000, 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 1.18 to 1.54, with a median of 1.33. Earning multiples range from 2.14 to 2.93, with the median at 2.45. This means the typical Other Financial Service Business in California may ask for around 1.33 times its annual revenue, and 2.45 times its annual owner earnings.

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