California

Financial Services Businesses in CA For Sale

Showing 95 results sorted by
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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

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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

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

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

Leading Business Brokerage Franchise

Santa Clara County, 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

Great Home and Auto book of business to build off

Fremont, CA

Imagine walking into your own insurance agency in beautiful Fremont, California, where you'll find a well-established book of business waiting for your personal touch. This turnkey opportunity comes...

$150,000

Cash Flow: $50,000

$150,000

Cash Flow: $50,000

Farmers Book of Business & Bonus Oppurtunity on ALL New Business!

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...

$95,000

9

$95,000

Established Farmers Insurance Agency for Sale

Marysville, 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...

$525,000

$525,000

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...

$22,995

2

$22,995

Credit Card processing portfolio for sale. Easy to run

Los Angeles, CA

NO FINANCING! Liquid cash only deal Owner does not want to do a financing deal. Takes too much time Amazing Credit Card processing portfolio for sale in los angeles. includes about 21 accounts. you...

$229,000

Cash Flow: $13,000

$229,000

Cash Flow: $13,000

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

Established Personal Lines Agency for Sale

Hayward, 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 -...

$135,000

$135,000

Cash Flow: $60,000

Starter Insurance Book For Sale (Spanish)

San Diego, CA

This is a limited-time opportunity to acquire a manageable Farmers Insurance agency in the San Diego market, well-suited for a first-time agency owner. The current book consists of approximately $1.2M...

$60,000

$60,000

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

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

Katrina Loftin, CBI MAMI

M&A Business Advisors

Serving Sacramento County, CA

M&A Business Advisors is a full-service Business Brokerage and M&A Advisory Firm and the Leader in Business Sales & Acquisitions. M&A Business Advisors specializes in the CONFIDENTIAL sale of privately owned businesses in a wide range of industries including Manufacturing, Wholesale Distribution, Service, Retail, Health Care, E-Commerce, Software, Construction, Food & Beverage and more. We use proprietary methods and advanced technology to better serve our clients and accomplish their objectives. M&A Business Advisors are highly respected, experienced Advisors who are recognized as some of the top deal makers in the industry. Our Advisors have extensive backgrounds as well as years of experience and knowledge in a wide range of industries. We work as a “Team” to collaborate and share our knowledge and expertise to best represent our clients. Our Advisors hold some of the top designations in the industry including the Certified Business Intermediaries (CBI) designation issued by the International Business Broker Association (IBBA), the Lifetime Certified Business Intermediaries (L-CBI) designation issued by the International Business Broker Association (IBBA), the Merger and Acquisition Master Intermediary (M&AMI) designation issued by M&A Source, the Certified Business Brokers (CBB) designation issued by the California Association of Business Brokers and the BBP – Industry Expert designation. Our Advisors are considered “Influencers” and have been instrumental in improving the standards and ethics within the industry. Our Advisors are actively involved as industry association Presidents, industry association Board Members, industry association Committee Chairs, industry association Instructors as well as contributors to industry publications. Selling or purchasing a business can be a complex, time consuming process. The process involves 100% commitment and a “hands on” approach by the Advisor along with expertise in a wide range of fields such as finance, accounting, commercial leases, understanding contracts and industry dynamics, managing due diligence, negotiations, preparing contracts and more. Our years of experience along with our proprietary process and ability to work as a team to solve complex issues that arise in transactions is what separates us from the competition. Rest assured that when you are working with a M&A Business Advisor, you are working with the Leader in Business Sales & Acquisitions. Please refer to our website and contact one of our Advisors near you for a complimentary consultation.

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$3.5 Million BoB Farmers Insurance Agency for Sale

Long Beach, CA

ESTABLISHED FARMERS INSURANCE AGENCY FOR SALE This well-established Farmers Insurance agency presents an exceptional opportunity for an experienced agent or entrepreneur seeking to acquire a...

$350,000

$350,000

Insurance Book of Business – Murrieta, Ca

Murrieta, CA

Don’t miss this opportunity to own an insurance book of business located in the highly desirable Murrieta market. Perfect for agents looking to step into ownership with immediate income. What’s...

$100,000

$100,000

Cash Flow: $66,000

For Sale: Insurance Book of Business

Encinitas, CA

Ready to take ownership of a business with immediate revenue and serious growth potential? This Farmers Insurance book of business is a rare opportunity to step in and start earning from day one....

$100,000

$100,000

Cash Flow: $80,000

High Opportunity Insurance Book of Business -$90,000

Carlsbad, CA

Looking to step into a profitable, scalable insurance business with immediate income potential? This is your chance. We are offering a small but powerful book of business with Farmers Insurance that’s...

$90,000

$90,000

Cash Flow: $71,800

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

Redwood City (SF Bay Area) CA CPA Practice for Sale

San Mateo County, CA

Established CPA practice, founded in 1991 and located in an affluent Bay Area community, offers a stable and profitable acquisition opportunity. The firm benefits from a steady clientele and a good...

$400,000

$400,000

Cash Flow: $229,000

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

Farmers Insurance Agency

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...

$420,000

$420,000

High-Potential Consistent-Performing Farmer’s Book

Chino, CA

This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play...

$375,000

$375,000

Cash Flow: $172,332

Established Farmers Insurance Agency Available

Brea, CA

Established Farmers Insurance Agency for Sale in Orange County This owner-operated Farmers Insurance agency in Brea, California presents a unique opportunity for a licensed insurance professional...

$50,000

$50,000

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

Own your own Insurance Agency in Northern California

Shasta County, CA

If you’ve ever dreamed of owning a successful insurance agency with an established client base and a fully operational office, this is an opportunity you won’t want to miss. A well-established...

$350,000

$350,000

Cash Flow: $128,254

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

High-Volume OC Commercial DMV Registration Services

Fountain Valley, CA

Established in 1996 to bridge the gap between independent automotive dealers and DMV services, this business initially tailored services for dealers who lacked staff to manage complex DMV paperwork...

$600,000

$600,000

Cash Flow: $76,659

Farmers Insurance Agency Book of Business for Sale LA

Los Angeles County, CA

Profitable and established insurance agency for sale in the LA area. This opportunity includes a book of business with approximately $631,000 in annual premiums across Home policies, with a small...

$40,000

$40,000

Cash Flow: $35,000

Legal Document Prep & Tax Practice - 25+ Years, SBA Pre-Qualified

SBA LOAN ELIGIBLE

Colton, CA

Well-established legal document preparation, tax, and notary services firm serving the Inland Empire for over 25 years. This business has built a deeply loyal, repeat client base rooted in trust,...

$300,000

$300,000

Cash Flow: $87,846

SBA LOAN ELIGIBLE

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

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

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

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

Established Farmers Insurance Agency – Premier LA County Location

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...

$800,000

$800,000

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

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

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 $90,000 Buyer must join ACFN ATM franchise program....

6

$90,000

$90,000

Cash Flow: $41,000

Mani Kadir

Business Team (BTI)

Serving San Mateo County, CA

Business Team, a unit of BTI Group, is the Largest Business Brokerage Firm in the Western United States specializing in arranging the purchase and sale of privately owned companies. During our third of a century of existence, we have developed both an unmatched depth of experience (an aggregate of several hundred years!) and a vast network of individual, corporate, and investment group buyers.

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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

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

San Bernardino County CPA Firm with staff Listing CA2631

San Bernardino County, CA

Practice Details: This well-established CPA firm has operated and grown for over 25 years thanks to intentional, client-focused management. The firm maintains an outstanding reputation, strong...

$650,000

$650,000

Los Angeles - Wilshire CPA Firm for Sale

Los Angeles, CA

Established CPA firm for sale in Los Angeles, California. This firm was founded in 1985 and has operated from its current location for nearly 17 years. The Seller is seeking eventual retirement but...

$2,895,000

$2,895,000

Cash Flow: $1,041,658

Individual Tax Preparation

Corona, CA

Book of Individual Tax Clients. 85 Individual Tax Clients with average prep fee of $315. All returns are prepared on Lacerte Tax Software. Approximately 1/3 are in person tax appointments others are...

$32,500

$32,500

Cash Flow: $27,000

Bakersfield Region CPA Firm for Sale

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

$415,000

Cash Flow: $181,306

Independent Licensed Established Escrow Company

Los Angeles County, CA

Established Independent Licensed Escrow Company - Los Angeles County Founded in 1953, this well-established escrow company represents a rare acquisition opportunity in the financial services sector....

$175,000

$175,000

Farmers agency

Loma Linda, CA

As a dedicated Farmers agency, we offer personalized home and auto insurance solutions backed by one of the most recognized and trusted names in the industry. We take the time to understand your needs...

$185,000

$185,000

Cash Flow: $135,000

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

Farmers Agency For Sale

San Mateo, 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...

$300,000

$300,000

Cash Flow: $180,000

Buy or Sell a Financial Service Business in California
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed45
Asking Price$410,000
Reported Revenue$361,486
Reported Seller's Discretionary Earnings$160,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$290,000$410,000$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$175,594$90,068
Median$361,486$160,000
Upper Quartile$737,500$365,043

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 Quartile1.152.07
Median1.322.46
Upper Quartile1.533.00

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 $410,000, though prices range from under $290,000 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 $361,486 and owners earn a median of $160,000, 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 1.15 to 1.53, with a median of 1.32. Earning multiples range from 2.07 to 3.00, with the median at 2.46. This means the typical Financial Service Business in California may ask for around 1.32 times its annual revenue, and 2.46 times its annual owner earnings.

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