California

Financial Services Businesses in CA For Sale

Showing 109 results sorted by
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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

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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

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

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

Take Advantage of A Great Turnkey Opportunity!

Fountain Valley, CA

Take advantage of a great opportunity! This established agency has over 3000 policies in force and is a Turnkey Operation. The office is located in a prime retail location in Fountain Valley. The...

Not Disclosed

Not Disclosed

Cash Flow: $650,000

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

ATM ROUTE - Profitable Passive Income Turnkey Business Opportunity

Riverside County, CA

Own a profitable 18 locations ATM route business in the high-traffic, tourist-heavy Coachella Valley, home to world-renowned events like the Coachella and Stagecoach Music Festivals! This is a rare...

3

$50,000

$50,000

Cash Flow: $25,000

BUSINESS FUNDING SERVICE Business - $900K a year profit potential

Duncans Mills, CA

EXCLUSIVE LICENSING RIGHTS to a 23-year-old established funding service business that has helped hundreds of new owners purchase their business without the need for any bank loans. And they received...

$120,000

$120,000

Cash Flow: $430,000

Farmers Agency for Sale!

Los Angeles County, CA

Established Farmers Insurance Agency - Prime Los Angeles County Opportunity This well-established Farmers Insurance agency presents an exceptional turnkey opportunity in Los Angeles County. Operating...

$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

Iconic Business Technologies Inc.

Iconic Business Technologies, Inc.

Serving Los Angeles County, CA

Iconic is a technology-driven M&A advisory platform that helps business owners sell or merge their companies with confidence and efficiency. With over 70 years of combined team experience, more than 200 transactions completed, and over $2 billion in closed deal volume, Iconic focuses on the lower middle market, typically working with companies generating up to $100 million in revenue. Headquartered in Los Angeles, California, Iconic blends AI-powered buyer sourcing, a proprietary deal-management platform called Iconic Rail, and experienced advisory teams to streamline the sell-side process. Positioned between traditional investment banks and small business brokers, Iconic offers a data-backed, high-touch experience that connects quality sellers with well-matched strategic and financial buyers, delivering faster timelines and stronger outcomes through a modernized M&A process.

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OC CA Commercial P&C Insurance Agency For Sale

Fountain Valley, CA

This is an excellent opportunity to acquire a 95% commercial small business P&C insurance book, ideal for expanding your existing agency. The client base comprises Mandarin and English-speaking small...

$850,000

$850,000

Cash Flow: $246,339

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

Farmers Insurance Agency For Sale in Anaheim Hills, Ca

Anaheim, CA

Established Farmers agency for sale in Anaheim Hills. Client base is predominantly Arabic speaking. Option to take over office space that has been occupied by a Farmers agent for over 20 years....

$192,000

$192,000

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

Established Agency Located in Highly Desired San Diego County, CA

San Diego County, CA

Established Agency Located in Highly Desired San Diego County, CA Are you looking for a turn-key business opportunity with excellent growth potential, located in the highly desired state of...

$425,000

$425,000

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

High-Margin Finance Business for Sale — Proven Systems, Big Upside

San Jose, CA

Established tech-enabled finance platform generating $1M in seller's discretionary earnings with proven systems and exceptional growth potential. This Silicon Valley-based business operates in the...

$6,500,000

$6,500,000

Cash Flow: $1,000,000

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

Turn-Key Opportunity Seeking Immediate Cash Flow

San Pablo, CA

This is a rare chance to acquire a high-performing agency with a strong foundation and built-in potential for expansion. This is a great agency to come into the business and cover expenses so you can...

3

$369,000

$369,000

Cash Flow: $234,000

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

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 Farmers Agency For Sale In Irvine

Irvine, CA

Agent has been with Farmers Insurance for over 38 years and is looking to retire. The agency is well established and has 1 dually licensed staff. The service commissions are approximately 100,000 with...

$130,000

$130,000

Turn-Key Farmers® Insurance Agency – Santa Cruz County

Santa Cruz County, CA

Turn-Key Farmers® Insurance Agency – Santa Cruz County Asking: $150,000 | Book Size: ~$1.8M GWP | Service Commissions: $110K+ / yr Overview Rare opportunity to acquire a turn-key, established Farmers...

$150,000

$150,000

Cash Flow: $110,000

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

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

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

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...

$30,000

$30,000

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

Selling Book of Business - 200 Tax Clients Located in Tracy

Tracy, CA

This list consists of 200 clients that have been using the same service year over year. The list will be sold and the clients will be migrated with the help of the seller. For more detailed...

$65,000

$65,000

Cash Flow: $50,000

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

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

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

Kathleen Jones

Business Team

Serving Orange County, CA

BTI Group - Business Team helps people buy and sell businesses. Since 1981, we have successfully closed over 7000 business sales and acquisitions. BTI is the largest business brokerage in the western United States. With close to 100 agents, all offices and agents work together to market and sell our clients' businesses. This gives your business the widest possible exposure. We bring a wealth of experience and expertise for locating qualified buyers and solving any problems that arise during a transaction, not to mention our network of trusted resources to help close transactions. Services Offered WE GUIDE SELLERS: - Prepare businesses for sale - Create a detailed Information Memorandum for the business - Discretely and Confidentially market your business - Actively solicit to our pool of Buyers, High Net Worth Individuals & Private Equity Groups - Manage process through sale closing including providing all necessary agreements

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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

Walnut Creek CPA Book of Business

Contra Costa County, CA

• The owner is a CPA • This practice was established in 2006 • Seller is willing to provide compensated contract work after the sale to support the buyer and help ensure strong client retention •...

$260,000

$260,000

San Diego County CPA Firm for Sale

San Diego, CA

CPA firm for sale in San Diego County, CA. This well-established and highly profitable practice has operated in the same location for the past 12 years. The sale includes the full practice, and the...

$1,600,000

$1,600,000

Cash Flow: $575,117

Santa Ana EA Firm for Sale

Santa Ana, CA

EA firm for sale in Santa Ana. This firm primarily provides Tax and Bookkeeping services which are completed by the EA Seller and the Accounting Manager. The Seller has operated the practice for over...

$765,000

$765,000

Cash Flow: $290,903

Chula Vista EA Firm for Sale

Chula Vista, CA

EA firm for sale in Chula Vista, CA, located in South San Diego County. The Seller is hoping to complete a sale prior to tax season due to family commitments but is available to assist the Buyer with...

$155,000

$155,000

Cash Flow: $61,188

Glendora CPA Firm for Sale

Glendora, CA

CPA firm for sale in Glendora, CA. The seller of this well-established firm is preparing for retirement and is seeking a qualified Buyer. Ideally, the Seller would like to secure a Buyer before tax...

$305,000

$305,000

Cash Flow: $136,153

Fairfield EA Firm for Sale

Fairfield, CA

EA Firm for Sale in Fairfield, CA. This well-established firm is owned by an Enrolled Agent who is preparing for retirement and seeking a qualified Buyer. Ideally, the Seller would like to secure a...

$125,000

$125,000

Cash Flow: $110,781

Business Accounting Services Firm

Santa Clara County, CA

Business Accounting Services Firm Accountants, Bookkeepers, Controllers, Advisors This business is San Jose Metro Area financial services firm, provides comprehensive outsourced accounting,...

$795,000

$795,000

Cash Flow: $240,000

Woodland Hills, CA CTEC Practice for Sale

Los Angeles County, CA

• The owner is a CTEC • This practice was established in 2001 • Software in use includes Drake • Approximately $293,000 in annual revenue, via bookkeeping (69 clients) • Approximately $9,600 in annual...

$695,000

$695,000

Cash Flow: $232,037

High-Growth Tax Relief Firm with 4.9+ Google Rating ASSET ONLY SALE

Costa Mesa, CA

? Description (Asset-Only Sale): Asset-Only Sale – Ingenious Tax Relief Selling assets only (no liabilities or legal entity transfer). Includes: ?? Brand & Business Name: Ingenious Tax Relief ?? #1...

$225,000

$225,000

Cash Flow: $156,000