San Francisco Bay Area, CA

Financial Services Businesses in San Francisco Bay Area, CA For Sale

Showing 33 results sorted by
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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

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250-Unit ATM Portfolio | $590K Annual Cash Flow | Third Party Loaded

San Francisco, 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

286-Unit ATM Portfolio | $590K Annual Cash Flow | Fully Vendor Loaded

Oakland, CA

A rare opportunity to acquire a 286-unit ATM portfolio with a 15-year operating history and $590,130 in annual cash flow. The business is offered at $1,929,728. The key advantage of this portfolio is...

$1,930,000

Cash Flow: $590,130

$1,930,000

Cash Flow: $590,130

High Retention Relocatable Personal Lines Agency

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

Multi-Line Insurance Personal Lines Agency

San Ramon, CA

This established multi-line personal lines insurance agency represents a strategic acquisition opportunity in San Ramon's commercial district. The agency has maintained continuous operations serving...

$165,000

Cash Flow: $60,000

$165,000

Cash Flow: $60,000

ATM Portfolio: 286 Units | $590K Annual Cash Flow | Third-Party Loaded

San Francisco, CA

A 286-location ATM portfolio across California generating $590,130 in annual cash flow, offered at $1,929,728. The operational model is the key characteristic of this portfolio. Every location is...

$1,929,728

Cash Flow: $590,130

$1,929,728

Cash Flow: $590,130

Turnkey Farmers Insurance Agency | $200K+ Cash Flow | Immediate Income

Walnut Creek, CA

Established Farmers Insurance Agency – Strong Cash Flow & Growth Opportunity Established Farmers Insurance agency with a proven track record of consistent revenue and a stable, renewal-driven book of...

$348,000

9

$348,000

Walk Into Opportunity, Not a Blank Page

Solano County, CA

Are you ready to step into ownership of a business with consistent renewal income, an existing customer base, and strong ongoing demand in the insurance market? This Farmers Insurance agency offers an...

$226,500

Cash Flow: $151,000

5

$226,500

Cash Flow: $151,000

*2 Bay Area Farmers Ins Businesses For Sale- $6M Premium Portfolio!*

Marin County, CA

Rare opportunity to acquire one or both established Farmers Insurance agencies in two of California's strongest markets: Mill Valley and San Jose. These turnkey agencies offer immediate revenue,...

$600,000

$600,000

Cash Flow: $290,000

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

Premium Allstate Agency for Sale – Prime Location & Loyal Client Base

San Jose, CA

Price: $1,450,000 Location: San Jose, CA – Between Willow Glen & Campbell Industry: Insurance – Allstate Franchise Established: 2021 Business Overview: This is a rare opportunity to acquire a...

$1,375,000

$1,375,000

RAPID GROWTH CPA - wants another CPA 25% - 49%

Cupertino, CA

PROFITABLE CPA FIRM IN SILICON VALLEY'S HEART Established in 1998 (took off a few years), this thriving accounting and tax practice operates in Cupertino, California, serving Silicon Valley's dynamic...

$275,000

$275,000

Cash Flow: $225,000

Multi-Lingual Personal Lines Agency

San Ramon, CA

Founded with a vision to serve the diverse community of San Ramon, this multi-lingual personal lines insurance agency has grown into a remarkable success story that bridges cultures and builds lasting...

$100,000

$100,000

Cash Flow: $50,000

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

Rodney Holt

Transworld Business Advisors of Tri-Valley

Serving Alameda County, CA

When a company owner needs to sell their business, they can't just stick a for sale sign in the window. They need the assistance of a business Advisor to locate and vet potential buyers. On the other side, buyers rely on the broker to help facilitate the process of evaluating potential businesses and franchises for sale. A Transworld Business Advisor is the solution for both scenarios. Transworld has been a mainstay in the business mediation industry for over 25 years, specializing only in businesses sales. We focus on your specific industry to find the right buyer. This means faster results for you. Our professionals consist of sophisticated and experienced experts in business and finance. Many have owned businesses and can relate to the stresses and pains that can go along with the selling process. Our service, dedication and drive is available and ready to be put to use for you.

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Farmers Insurance Agency – San Carlos, CA | $3.2M Book | $235K Rev

San Carlos, CA

This is a rare opportunity to acquire a high-retention, established Farmers Insurance agency in San Carlos, California with a $3.2M premium book and $235K annual revenue (~$20K/month). Priced...

2

$280,000

$280,000

Cash Flow: $190,000

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

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

Quick Sale! Insurance Book of Business 30+ years of clients

Pleasant Hill, CA

Established Independent Insurance Agency - 30+ Years of Success This well-established independent insurance agency presents an exceptional acquisition opportunity for buyers seeking a proven business...

$285,500

$285,500

Quick Sale! Profitable Tax Business with 30 Years of Clients

Pleasant Hill, CA

After more than 30 years of serving the community, this well-established tax preparation business is available for sale. This is a turnkey opportunity for a tax professional, CPA, EA, bookkeeping...

$442,500

$442,500

$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

Farmers Insurance Agency - $150K Income - Vietnamese

San Jose, CA

An established Farmers Insurance agency opportunity is available within the greater San Jose area. The agency currently generates approximately $150,000 in annual commission income supported by a...

$230,000

$230,000

Farmers Insurance Agency – $170K Income – Mandarin/Cantonese

San Jose, CA

A well-established Farmers Insurance agency opportunity is available within the greater San Jose area, producing approximately $170,000 in annual commission income supported by a premium base...

$265,000

$265,000

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

Novato CPA Tax Practice for Sale

Novato, 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

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

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 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

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

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

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