California

Financial Services Businesses in CA For Sale

Showing 96 results sorted by
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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

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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

Credit Card processing portfolio for sale. Easy to run

Los Angeles, CA

Amazing Credit Card processing portfolio for sale in los angeles. includes about 21 accounts. you can definity expand the business. Current income is about $13,000 per month. No expenses. No...

$429,000

Cash Flow: $13,000

$429,000

Cash Flow: $13,000

Top Business Tech-enabled M&A Firm - US Only - $100M+ Active Pipeline

California

Rare Opportunity to Acquire a Turnkey, Top-Performing M&A Firm with Scalable Platform. This is a rare opportunity to acquire a top-performing business tech-enabled M&A Firm, serving Sell-side business...

$2,795,000

Cash Flow: $646,000

$2,795,000

Cash Flow: $646,000

Farmers Insurance Agency – Oceanside, CA

Carlsbad, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful Oceanside, CA. This high-performing agency generates $755,000 in annual revenue and has a strong, loyal...

$2,100,000

$2,100,000

Farmers Agency For Sale

Solano County, CA

Are you ready to own a thriving business with consistent revenue and a prime location? This established Farmers Insurance agency is the perfect opportunity for an entrepreneurial-minded individual...

$270,000

3

$270,000

Money Service Business

Paso Robles, CA

Established Money Service Business - Profitable Financial Services Operation This well-established financial services business has been serving the Paso Robles community since 2007, generating strong...

$399,000

Cash Flow: $70,000

$399,000

Cash Flow: $70,000

Farmers Insurance Agency Book of Business for Sale LA / OC

Los Angeles County, CA

Profitable and established insurance agency for sale in the LA and OC area. This opportunity includes a book of business with approximately $1.8 million in annual premiums across a strong mix of Home,...

$200,000

$200,000

Cash Flow: $120,000

Dedicated Insurance Specialists for the Commercial Transportation

San Joaquin County, CA

ESTABLISHED COMMERCIAL TRANSPORTATION INSURANCE AGENCY This specialized insurance agency serves the commercial trucking and transportation sector in San Joaquin County, California, generating $180,000...

$375,000

$375,000

Cash Flow: $120,000

SBA Pre-Approved Established Notary & Professional Services Business

Colton, CA

This well established notary and professional services business has been serving the community for over 25 years, building a strong and loyal client base rooted in trust and reliability. Located in a...

$300,000

$300,000

Cash Flow: $87,846

Retiring Agent

San Jose, CA

Turnkey, agency for sale with 90% agency retention. Well balanced book with good auto to home ratios and some commercial accounts. Ready for growth it needs someone ready to invest in marketing and...

$120,000

$120,000

Cash Flow: $60,000

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

Insurance Book with great Retention!

Sacramento County, CA

Farmers Insurance Agency for sale in the Sacramento/Placer county area. Well established agency with great retention. Agency owner is retiring and willing to carry a partial note on the book of...

$100,000

$100,000

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...

$1,450,000

$1,450,000

Insurance Lead Generation & Marketing Company for Sale

Los Angeles, CA

The Company is a performance-based marketing and lead-generation partner serving regulated insurance verticals, with a primary focus on Medicare and Final Expense. The business specializes in driving...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

Annie Adjchavanich

Secret HQ, Inc.

Serving Los Angeles County, CA

Secret HQ, Inc is boutique California real estate brokerage specializing in second generation restaurant and bar business opportunities (ABC Type 41, 47, 48). Pizza, donut/dessert, bakery, ice cream, coffee, juice, boba and cafe spaces are our specialty. Beauty, wellness, nail salons, hair salons, spa businesses.

Contact Me >

Contact me
Farmers Insurance Agency for Sale

Westlake Village, CA

Established Farmers Insurance Agency for Sale in Thousand Oaks! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to...

$900,000

$900,000

Cash Flow: $567,000

Established Bilingual Spanish Agency for Sale in Riverside County, CA

Riverside County, CA

Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in San Jacinto, CA, this bilingual Spanish agency serves the diverse Riverside,...

$250,000

$250,000

Thriving $12M Premium Farmers Insurance Agency for Sale — Redding, CA

Redding, CA

Stand-Alone Building with Lease or Purchase Option! Looking for a business opportunity that combines proven profitability, brand power, and outstanding growth potential? This is it. This $12,000,000...

$2,520,000

$2,520,000

SCA Appraisal Franchise San Diego

San Diego, CA

You are your own boss. You create your own hours. You can create your own book of business outside of SCA. You are guaranteed a foundation of work from which you can build on. All you need is a cell...

$25,000

$25,000

100% owner financing for qualified local CPA with 15 years experience.

Los Angeles, CA

Westwood, Westside Los Angeles, High Quality CPA Practice for Sale. Well established and well known, high quality sole practitioner CPA located in Westwood on the Westside near UCLA is retiring after...

$1,500,000

$1,500,000

Cash Flow: $800,000

Established Cost Reduction Consulting Business

Orange County, CA

The current owner is based in Southern California but you are able to be based anywhere in the US and work with clients anywhere in the US. Schooley Mitchell is the largest independent cost reduction...

2

$68,000

$68,000

Non-Standard Insurance Agency w/Multiple Revenue Lines

South Gate, CA

Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant...

$450,000

$450,000

Cash Flow: $60,000

Farmers Agency for Sale!

Los Angeles County, CA

Established Farmers Insurance Agency - Prime Los Angeles County Opportunity Step into ownership of a legacy Farmers Insurance agency with more than 40 years of proven success in one of the most...

$800,000

$800,000

Established Insurance Agency for Sale in Stanton

Stanton, CA

Established Farmers Insurance Agency – Stanton, CA | Well-Established | Turnkey Opportunity Business Overview Take advantage of a rare opportunity to acquire a profitable, long-standing Farmers...

$120,000

$120,000

Cash Flow: $79,000

Farmers Agency for sell in Moorpark

Moorpark, CA

Established Farmers Insurance Agency for Sale in Moorpark, CA This well-positioned Farmers Insurance Agency presents an exceptional opportunity for an entrepreneurial professional to acquire an...

6

$100,000

$100,000

Profitable Silicon Valley CPA Firm

Cupertino, CA

PROFITABLE SILICON VALLEY CPA FIRM - CUPERTINO, CA Established in 2017, this thriving accounting and tax practice is strategically located in Cupertino, California, serving the heart of Silicon...

2

$775,000

$775,000

Cash Flow: $425,000

Turn-Key $3M Prem Agency (MOTIVATED SELLER)– San Jose, CA

San Jose, CA

A rare opportunity to acquire a fully turn-key, $3 million premium insurance agency in the heart of San Jose, California. This agency delivers strong monthly cash flow, exceptional retention, loyal...

3

$299,000

$299,000

Cash Flow: $120,000

Book of Business For Sale – San Diego, CA (92101) Farmers Insurance

San Diego County, CA

Farmers Insurance Agency Ownership Opportunity – Normal Heights, San Diego Build Wealth. Lead a Team. Own a Legacy. This is your chance to step into a turn-key, high-retention Farmers Insurance agency...

2

$195,000

$195,000

Profitable Established Turnkey Farmers Insurance Agency for Sale

Orange, CA

Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...

6

$375,000

$375,000

Turn-Key Farmers® Insurance Agency – Salinas/Monterey County

Monterey County, CA

Turn-Key Bi-lingual Farmers Insurance Agency in Salinas, Monterey County Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in the...

$175,000

$175,000

Cash Flow: $115,000

Rapidly Growing CPA Firm with 40+% Cash Flow in Central California!

California

* Both young owners are willing to stay on for the right situation. One wants to continue working in the business. * Premium Fees $2,343 for business return and $1,200+ for individual returns (half...

$3,750,000

$3,750,000

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

Mercury Book of Business for Growth Potential!

Tarzana, CA

Decade old multi-line Mercury agency has consistently brought in more than $250,000 in annual commission for the last for few years. Currently, with 691 policies in force, Due to loss ratio issue...

$395,000

$395,000

Cash Flow: $234,500

Surplus Lines Insurance Agency For Sale

Camarillo, CA

This Agency presents an exceptional acquisition opportunity for a buyer seeking to expand in the niche market of Surplus Lines with a well-established foundation. Founded in the mid-1960's, the Agency...

$1,275,000

$1,275,000

Cash Flow: $228,701

Top Independent Agency Loyal Asian-Speaking Clientele

San Gabriel, CA

This 17-year-old commercial-focused agency was started by an ambitious individual looking to serve the San Gabriel Valley’s large Chinese and Vietnamese community by joining a cluster (Access Pro...

$1,850,000

$1,850,000

Cash Flow: $630,000

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 $12,000/yr NET (outside of Gas and time) for sale for $20,898 Buyer must join ACFN ATM franchise...

6

$20,898

$20,898

Cash Flow: $12,000

Folsom CPA Firm for Sale

Folsom, CA

Established CPA firm for sale in Folsom, California. This Firm was founded in 2011 and has operated from its current location for nearly 15 years. The Seller is seeking retirement but is willing to...

$2,900,000

$2,900,000

Cash Flow: $958,358

Redwood City CA CPA Practice for Sale, Available after 4/15

San Mateo County, CA

This well-established certified public accounting practice represents a compelling acquisition opportunity for qualified professionals seeking to acquire or build on an existing practice. Founded in...

$400,000

$400,000

Cash Flow: $229,000

Profitable Medicare Book of Business for sale in Northern CA

Placer County, CA

Medicare Books of Business for Sale in Norther CA. SEE PDF attached for Details. Established in 2018, main client base is in local region. Financially strong with long history of profitability....

Not Disclosed

Cash Flow: $55,000

Not Disclosed

Cash Flow: $55,000

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

Jeff Similien

Green Life Business Group

Serving San Diego County, CA

We are committed to enhancing the public’s perception of Realtors/Brokers within the Cannabis Industry through continuous education, fully developing our talents, and embracing challenges. Our unwavering dedication to transparency, ethical business practices, and continuous improvement has not only helped us maintain our status as industry leaders but has also positioned us for further growth and recognition. Drew Mathews is the founder of the Nation’s Largest Cannabis Business Brokerage, with Green Life Business being awarded the 2023 Best Business Matchmaker Award at the prestigious Benzinga Cannabis Awards. At Green Life Business Group, Inc., we’re not just about closing deals; we’re about fostering growth, promoting integrity, and leading by example in the Cannabis Industry. Join us as we continue to pave the way forward, shaping the future of cannabis business transactions with expertise, trust, and unmatched dedication.

Contact Me >

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Established Insurance Agency for Sale – Stable Revenue & Renewals

San Diego County, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful San Diego, CA. The agency offers a diverse mix of Personal Lines, Commercial, and Life insurance, providing...

$575,000

$575,000

Encino CPA Firm for Sale

Encino, CA

CPA firm for sale in Encino, CA Ref# ENO125. This CPA Seller has 35 years of practice experience and is ready to transition into retirement. The Seller is open to assisting the Buyer on a part-time or...

$895,000

$895,000

Cash Flow: $348,384

Farmers Agency For Sale

Daly City, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$525,000

$525,000

San Mateo CA CPA Practice for Sale

San Mateo County, CA

This established CPA practice, founded in 2019, presents an exceptional opportunity for a qualified CPA or accounting firm seeking to acquire a profitable tax and accounting practice in San Mateo,...

$375,000

$375,000

Cash Flow: $215,000

Virtual San Francisco Bay Area CA CPA Practice for sale - after 4/15

San Francisco County, CA

Established Virtual CPA Practice - San Francisco Bay Area This well-established virtual accounting and tax practice represents a compelling acquisition opportunity for qualified professionals seeking...

$1,200,000

$1,200,000

Cash Flow: $459,000

Institutional Investment Signals Firm 5% sale

San Diego, CA

We are looking to sell 5% of the company to raise funds to accelerate the development of institutional relationships, the automated global expansion of our proven replicable product, and the ability...

$10,000,000

$10,000,000

Est. 40 year Tax, Accounting, and Payroll Practice $1,500,000 Revenue

Orange, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

$1,875,000

Tax & Books specializing in the Automotive Industry

San Diego, CA

Owner would love to sell the business but would love to continue to work for the business and the new owner. 30 years of tax experience....

$400,000

$400,000

Established, Turn-Key Staffing & Recruiting Business (2 Locations)

San Bernardino County, CA

A rare opportunity to acquire two established, turn-key staffing and recruiting offices backed by one of the most respected national organizations in the staffing industry. This system combines...

$550,000

$550,000

EBITDA: $290,000

High Fee CPA Firm with owner Staying on 3-5 years

California

-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care. -Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium...

$2,450,000

$2,450,000

Buy or Sell a Financial Service Business in California
Market OverviewListed for Sale
Number of Businesses Analyzed49
Median Asking Price$450,000
Median Reported Revenue$450,566
Median Reported Seller's Discretionary Earnings$230,519
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$375,000$450,000$895,000

Market Financial Highlights

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

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$262,703$119,276
Median$450,566$230,519
Upper Quartile$1,094,000$412,500

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 Quartile1.141.96
Median1.272.44
Upper Quartile1.513.05
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

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 $375,000 to well over $895,000.

How much do Financial Services Businesses owners in California earn?

The median reported revenue of Financial Services Businesses in California is $450,566 and owners earn a median of $230,519, 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 1.14 to 1.51, with a median of 1.27. Earning multiples range from 1.96 to 3.05, with the median at 2.44. This means the typical Financial Service Business in California may ask for around 1.27 times its annual revenue, and 2.44 times its annual owner earnings.

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