Financial Services Businesses For Sale in California

San Joaquin County, CA

• This practice was established in 1975 • Seller prefers a local buyer fluent in Spanish or with staff who speak Spanish • Software in use includes UltraTax, Datatech & Crosslink • Approximately...

$410,000

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

Santa Maria, CA

CPA firm for sale in Santa Maria, CA. Ref# SAM125. This CPA firm is well-established and has been located in the central coast region for almost 30 years. The Seller has really enjoyed working with...

$695,000

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...

$290,000

San Diego County, CA

A well-established professional services firm based in a major Southern California city provides outsourced bookkeeping, controller-level support, and operational services to small and growing...

$550,000

Los Angeles County, CA

• The owners are CPAs and only open to selling to equally licensed buyers in the Los Angeles area • This practice was established in 1996 • Less than 5% of clients meet with the seller and staff •...

$995,000

Santa Cruz County, CA

• The owner is a CPA • This practice was established in 1988 • Software in use includes Thomson Reuters • Approximately $38,000 in annual revenue, via bookkeeping (12 clients) • Approximately $4,500...

$875,000

Carlsbad, CA

CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, but the practice can also be relocated...

$325,000

Sacramento County, CA

This is one of Allstate's Elite Agencies with Allstate Insurance Company. The Lease is excellent at $1,400 per month and has 700 sq. ft. Allstate provides world wide trips for its Agents when they...

$775,000

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

Santa Clara County, CA

• The owner is a CPA • This practice was established in 2003 • Seller prefers a CPA or EA with 10 years of public accounting/tax experience • Software in use includes CCH Axcess Tax, QuickBooks,...

$1,550,000

Yolo County, CA

Seller prefers a local buyer as clients are not serviced remotely • The owner is a CPA • This practice was established in 2005 • Software in use includes Lacerte, QuickBooks, MS Office, CFS Tax Tools...

$860,000

Fresno, CA

CPA firm for sale in Fresno, CA. ref # FRE124. The firm was established by the Seller in 2000 and has operated in its current location for the past ten years. The office is situated in an upscale,...

$425,000

Nevada County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in greater Sacramento CA area • Practice supported by trained and dedicated staff willing to stay on with...

$375,000

California

Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending services and real estate...

$35,000,000

Tulare County, CA

• The owner is a CTEC • This practice was established in 1975 • Software in use includes Lacerte and Dillners • Approximately $133,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$270,000

Shasta County, CA

• The owner is a CPA • This practice was established in 1995 • Software in use includes Lacerte, QuickBooks, TValue, ATB, CFS, Excel, Word Perfect • Approximately $25,000 in annual revenue, via...

$315,000

Alameda County, CA

• The owner is an EA • Staff of 3 full time bookkeepers willing to stay on • Over $400,000 in reoccurring revenue • Centrally located in the Oakland/San Francisco corridor (580/880) • This practice...

$1,200,000

Novato, CA

• The owner is a CPA and prefers to sell to a CPA • The seller prefers a local buyer • This practice was established in 1991 • Software in use includes UltraTax, QuickBooks, CFS (Payroll) 2024 revenue...

$800,000

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

Not Disclosed

Encinitas, CA

The primary owner is looking to sell 5% @ a $10 mil valuation. The Primary Owner owns 85%. The reason for selling involves a divorce. About: Stock Traders Daily leverages proprietary predictive AI to...

$10,000,000

Newport Beach, CA

We are a rapidly growing startup (re)insurance brokerage that started with a small retail book. We have decided to focus solely on our reinsurance division, and are divesting our retail operations to...

$150,000

Fresno, CA

– Well-maintained professional office building – Ample onsite parking – ADA-accessible entrance – Exterior signage opportunities – Landscaped surroundings – High-visibility location...

Not Disclosed

San Diego, CA

Rad Capital Group is pleased to present a preferred equity investment opportunity in California - a new construction La Quinta Hotel offering investment in upper midscale select-service with amazing...

$150,000

P3 Cost Analysts Franchise - Business Management Consulting Opportunity This franchise opportunity offers entry into the expanding cost reduction consulting industry through P3 Cost Analysts' proven...

$29,750