California

Other Financial Services Businesses For Sale in California

Showing 53 results sorted by
listing image
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

listing image
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

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

Credit Card processing portfolio for sale. Easy to run

Los Angeles, CA

Amazing Credit Card processing portfolio for sale in los angeles. includes about 21 accounts. you can definity expand the business. Current income is about $13,000 per month. No expenses. No...

$369,000

Cash Flow: $13,000

$369,000

Cash Flow: $13,000

Asset SaleSide Hustle or Full Time Cost Analytics Business w/ Strong Profits!

Los Angeles, CA

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. Many current franchisees earning high 6 digit income...

$50,000

$50,000

Asset Sale
Start-upLet's Flip Houses Together

Start a Real Estate Investment Business — Without Risking Your Own Cash or Credit We provide you a Written Performance Guarantee that is activated if your share of the proceeds from your Real Estate...

$24,750

$24,750

Start-up
Start-upLoan Service Businesses FOR SALE ("TURN-KEY")

Are you looking to step into the financial services industry with a ready-made business? Are you looking to start generating 100K every month? The Potential is HERE Your search ends here! Discover a...

$5,000

2

$5,000

Start-up
Start-upJudgment Buisness

Why own a Judgment Investigation Business? -Recession Proof Business Model -High Profit Margins & Unlimited Income Potential -Huge Market Size with Little Competition -Work-From-Home Operation -100%...

$200,000

2

$200,000

Start-up
Start-upSide Hustle or Full Time Bus Cost Analysis w/ BIG Profits from Home!

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$44,000

$44,000

Start-up
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

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

$150,000

Cash Flow: $50,000

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

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

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

Farmers Agency for Sale!

Los Angeles County, CA

Established Farmers Insurance Agency - Prime Los Angeles County Opportunity Step into ownership of a legacy Farmers Insurance agency with more than 40 years of proven success in one of the most...

$800,000

$800,000

Contact me
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

San Jose, CA - ATM route for sale

San Jose, CA

36 ATM Locations in the San Francisco Bay area - mainly high-end Hotels, making $48,000/yr NET (outside of Gas and time) for sale for $116,800 Buyer must join ACFN ATM franchise program. Franchise...

6

$116,800

$116,800

Cash Flow: $48,000

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

Real EstateMedical Offices entire 2nd floor-Elevator & stairs-19 rooms

Downey, CA

5177 Sqft - Customize for your use. 12 medical treatment rooms , 4 Doctor offices , 1 special procedure room , 1 manager office , 1 billing office , 3 nursing stations , 3 patient bathrooms , 1...

Not Disclosed

Real Estate

Not Disclosed

Allstate Agency Ownership Opportunity – $13M Premium Book Available

Orange County, CA

Opportunity to step into and operate an established Allstate insurance agency with up to approximately $13 million in premium volume. As a business broker who has built and sold businesses myself, I...

$999,999

$999,999

Sherman Oaks CPA Practice

Sherman Oaks, CA

• The owners are CPAs • This practice was established in 2011 • Less than 10% of clients meet with the seller and staff • Software in use includes Lacerte, QuickBooks • Approximately $823,567 in...

$2,800,000

$2,800,000

Cash Flow: $978,690

Institutional Investment Signals Firm 5% sale

San Diego, CA

We are looking to sell 5% of the company to raise funds to accelerate the development of institutional relationships, the automated global expansion of our proven replicable product, and the ability...

$10,000,000

$10,000,000

Motivated Seller - San Diego CPA Practice - Terms & Guarantees

San Diego County, CA

Motivated for a Fast Close- Terms and Guarantees Available for the right buyer. Available to assist with transition during tax season. With an asking price below 2× cash flow, this is a standout...

$325,000

$325,000

Cash Flow: $188,650

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

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

Allstate Agency 35 years at Location Mega Agency

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333

$3,411,333

Inglewood, CA CTEC Tax Practice 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

$625,000

Cash Flow: $283,500

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

Established Independent Contractor Network

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

Not Disclosed

EBITDA: $456,000

Established Business Brokerage Franchise Opportunity – So. California

San Diego County, CA

Ideal for a seasoned entrepreneur or executive, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of Southern California’s most...

$54,000

$54,000

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

Successful Gross of $ 3million Casualty Lines Allstate Agency 10 years

Carson, CA

This established Allstate insurance agency presents a strategic acquisition opportunity in Carson, California, serving the greater Los Angeles County market. The agency has maintained continuous...

$550,000

$550,000

Cash Flow: $318,000

Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &

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

$625,000

Cash Flow: $332,000

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

Murrieta, CA CPA Practice for Sale

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

$975,000

Cash Flow: $466,026

Allstate Agency in Northern CA. Elite Status - Active Variable Comp

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

$1,183,700

Lodi CA, (San Joaquin County) Tax & Bookkeeping Practice for Sale

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

$410,000

Cash Flow: $137,000

Greg Offsay

illi Commercial Real Estate

Serving Los Angeles County, CA

illi Commercial is a full service commercial real estate firm located in Southern California, specializing in landlord and tenant representation, investment sales, property management, and consulting services. We’re a different kind of real estate company – serving clients and communities through collaboration, experience, and innovation. In 2007 we set out to build a different kind of real estate company. We fostered a culture of collaboration amongst ourselves and the people that we serve. We are focusing on attracting and unleashing the most talented professionals in the industry. We have developed a fun and fulfilling team environment that embodies collaboration and provides a positive impact within the lives of our associates and within the communities that we serve. The dedication of our team and our culture is unmatched in the industry and allows us to deliver the utmost value and benefits to our clients. No matter what your requirements, be it expanding your current space, moving to a new building, investment strategy, relocating your corporate headquarters or growing into new markets, illi Commercial can help you make decisions in your company’s best interest – saving you time, minimizing costs and maximizing value. Our team will ensure that your properties receive maximum exposure through aggressive marketing techniques, results-oriented philosophy, and a commitment to providing each listing with the tools required to fill vacant space or sell a building.

Contact Me >

Contact me
Calabasas, CA CPA Practice for Sale

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

$700,000

Cash Flow: $302,420

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

Allstate Insurance Agency for 25 years in the County of Sacramento

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

$775,000

Lodi, CA CPA Practice for Sale

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

$720,000

Cash Flow: $193,102

Davis, CA CPA Practice for Sale - available after 4/15

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

$860,000

Cash Flow: $356,000

Grass Valley, CA EA Practice for Sale

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

$375,000

Cash Flow: $112,000

Profitable Direct Lending & Real Estate Investments Services

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

$35,000,000

Cash Flow: $7,482,883

Redding, CA CPA Practice for Sale - Available after 4/15

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

$315,000

Cash Flow: $112,800

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

Buy or Sell an Other Financial Service Business in California
Market OverviewListed for Sale
Number of Businesses Analyzed26
Median Asking Price$625,000
Median Reported Revenue$690,000
Median Reported Seller's Discretionary Earnings$291,750
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$376,000$625,000$1,012,500

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Other Financial Services Businesses for sale in California.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$331,500$137,750
Median$690,000$291,750
Upper Quartile$1,461,000$442,200

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller’s discretionary earnings of Other Financial Services Businesses listed for sale in California.

BoundRevenue MultipleEarnings Multiple
Lower Quartile0.932.12
Median1.272.66
Upper Quartile1.513.23
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

FAQ's

How much does it cost to buy an Other Financial Service Business in California?

The median asking price for an established Other Financial Service Business in California is $625,000, though prices range from under $376,000 to well over $1,012,500.

How much do Other Financial Services Businesses owners in California earn?

The median reported revenue of Other Financial Services Businesses in California is $690,000 and owners earn a median of $291,750, which includes the owners salary and any other financial benefits they receive.

How do I value an Other 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 Other Financial Services Businesses in California, revenue multiples range from 0.93 to 1.51, with a median of 1.27. Earning multiples range from 2.12 to 3.23, with the median at 2.66. This means the typical Other Financial Service Business in California may ask for around 1.27 times its annual revenue, and 2.66 times its annual owner earnings.

More for Business Owners

Create an Owner AccountSell Your BusinessFind a Business BrokerLearn About Selling a Business

More for Business Buyers

Create a Buyer AccountLearn About Buying BusinessesGet BizBuySell Edge