Financial Services Businesses in CA For Sale

Los Angeles County, CA

• The owner is a CTEC • This practice was established in 2004 • Software in use includes ATX • Approximately 1,200 individual tax returns with an average fee of $354 per return • Approximately 25...

$625,000

Santa Clara County, CA

This Allstate Agency has been a very profitable Agency for the company. It is in a beautiful area of Santa Clara, and the staff is trained to sell and handle the Customer Service in an affective...

$1,025,000

Sacramento, CA

This is a rare opportunity to acquire a well-established payroll processing and compliance company with a strong client base and recurring monthly revenue. The company provides full-service payroll...

$325,000

Los Gatos, CA

CPA firm for sale in Los Gatos, CA. The Firm’s clientele are primarily located in the Los Gatos area, and maintaining an office nearby is important, despite most clients working with the Firm...

$410,000

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

California

-Projected revenue of $1,700,000 for 2025 -Well-established real estate niche -Fantastic location between Los Angeles and San Diego This 2-partner boutique firm specializes in serving high-net-worth...

$2,300,000

Encino, CA

Well-established EA firm in Encino, CA for sale. Serving a loyal, long-term client base that includes many clients in the entertainment industry; the Seller is an experienced Enrolled Agent who enjoys...

$395,000

Escondido, CA

Remotely operated Southern California CPA firm for sale. This Firm’s clients are primarily located throughout California, with a few out of state. The firm has been operated for several years by a...

$550,000

San Mateo County, CA

• The owner is a CPA • Seller prefers a licensed practitioner located in the San Francisco or Peninsula area • This practice was established in 2010 • Software in use includes UltraTax • Approximately...

$425,000

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

Foster City, CA

CPA firm for sale in Foster City, CA. This home-based Firm has been operating in the area since 2001, and the Seller is looking to reduce their workload in anticipation of retirement. This sale...

$185,000

Santa Barbara County, CA

Seller is only open to an established practitioner located in southern California. • The owner is a CPA • This practice was established in 2005 • No clients meet with the seller in person; all are...

$235,000

California

? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%. ? Real-Estate Niche: Deep relationships with developers, contractors, and...

$3,890,000

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

Castro Valley, CA

CPA firm for sale in Castro Valley, CA. ref# CSV125. This home-based Firm has been operating in the area for almost 40 years, and the Seller would like to sell in anticipation of retirement. This sale...

$235,000

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

San Diego County, CA

Since the Company was founded 35 years ago, it has invested in building out an independent contractor network and associated technology platform that are now well established and continue to generate...

Not Disclosed

EBITDA: $456,000

San Diego County, CA

Serial Entrepreneur? This could be your ideal business. Backed by a 25 year + established national franchise, you’ll have access to training, systems, marketing, and support from day one. Operate...

$54,000

San Jose, CA

CPA firm for Sale in San Jose, CA. This firm has been in business for approximately 40 years, and the Seller is ready to prepare for retirement. The Seller is available to continue working with the...

$775,000

San Diego, CA

CPA firm for sale in the Scripps Ranch neighborhood of San Diego. This well-established firm sold roughly half of the firm in 2020 in order to reduce the Seller’s workload in anticipation of...

$175,000

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

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...

$625,000

Los Angeles County, CA

Our agency is the top 1% of all Farmers Agencies in the company nation wide. We have a total of 7.5M+ in premium consisting of personal and commercial clients. We have been in business since 2013 and...

$1,550,000

California

Unique acquisition opportunity in the fast-growing tax settlement and resolution services sector. The Company provides specialized solutions to individuals and businesses facing significant tax...

$9,500,000

Los Angeles, CA

CPA firm for sale in West Los Angeles, CA. The Seller currently provides Tax, Write-up, Business Management and Wealth Management services. This is a partial sale that includes all of the CPA...

$450,000

Monterey County, CA

• The owner is a CPA • This firm was established in 1970 • Seller prefers a buyer located in Monterey County • Software in use includes ProSystem FX • Approximately 213 individual tax returns with an...

$950,000

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

Simi Valley, CA

EA firm for sale in Simi Valley, CA. This Firm has been operating for almost 40 years and in the same location for the past 8 years. This is a partial sale with the Sellers transitioning approximately...

$625,000

California

-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a...

$800,000

San Luis Obispo County, CA

• This bookkeeping practice was established in 2015 • Software in use includes QuickBooks Desktop and Online • Approximately $1,525,000 in annual revenue, via Bookkeeping (263 clients) • Approximately...

$1,675,000

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

Concord, CA

CPA firm for sale in Concord, CA. ref # CON125. This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase...

$535,000

Riverside County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, QuickBooks, CFS • Approximately $100,200 in annual revenue, via bookkeeping (40 clients) •...

$975,000

Alameda County, CA

Well established CPA practice, recognized for its exceptional service and strong client relationships. This SBA- approved firm has built a solid relationship over the years, making it an ideal...

$660,000

Santa Clara, CA

CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the...

$550,000

San Joaquin County, CA

This is a very successful Allstate Agency that the Seller is moving on to make it available to a qualified Buyer. The Agency has an excellent staff that have been their an average of 10 years minimal....

$1,183,700

Modesto, CA

Allstate Agency for Sales and Services. Elite Status - Variable Comp Confirmed. Outstanding staff able to handle Sales and Retention - Excellent Loss Ratio...

$2,399,000

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