San Francisco Bay Area, CA

Financial Services Businesses in San Francisco Bay Area, CA For Sale

Showing 22 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

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

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$270,000

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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

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

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

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

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

FranchiseClaimTek

Available Nationwide

Start a Professional Medical Billing & Practice Management Consulting Service Now! The Right Opportunity at the Right Time!

$32,000

$32,000

Franchise
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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...

$250,000

$250,000

Cash Flow: $160,000

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

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

Business Accounting Services Firm

Santa Clara County, CA

Accountants, Bookkeepers, Controllers, Advisors This business, a San Jose Metro Area financial services firm, offers comprehensive outsourced accounting, bookkeeping, controllership, and advisory...

$795,000

$795,000

Cash Flow: $240,000

Alex Levitan

Pacific Business Exchange

Serving San Francisco County, CA

Pacific Business Exchange is a full service Financial Intermediary and Business Broker. As such we function as a middleman between Sellers and Buyers of Businesses…both Main Street Enterprises and Middle Market Companies. Affiliated businesses of Pacific Business Exchange include: the law firm of Michael T. Chulak & Associates, including Immigration attorneys focused on packaging various visa types with the purchase of a qualifying business, along with both First Nationwide Accounting Services, and Union America Insurance Agency.

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Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff

Santa Clara County, CA

This established Allstate insurance agency represents a premium acquisition opportunity in Santa Clara, featuring 38 years of continuous operations and demonstrated profitability. The agency maintains...

$1,025,000

$1,025,000

Cash Flow: $452,000

Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%

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

$1,100,000

Santa Rosa CA EA Tax Practice for Sale - Available after 4/15

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

$240,000

Cash Flow: $104,000

Novato CA CPA Tax Practice for Sale

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

$350,000

Cash Flow: $129,000

Great Price Allstate Agency 10 year Location

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

$290,000

Cash Flow: $140,000

FranchiseCruise Planners

Available Nationwide

For more than 20 years, Cruise Planners has been a low-cost franchise opportunity that can yield high returns!

$9,995

$9,995

Franchise
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Oakland, CA EA Practice for Sale

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

$1,200,000

Cash Flow: $454,000

Novato CA CPA Practice for Sale

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

$800,000

Cash Flow: $344,000

Featured California Business Brokers