California

Financial Services Businesses in CA For Sale

Showing 117 results sorted by
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Rare Opportunity: Acquire 2 Established Insurance Agencies

Temecula, CA

This is your chance to step into ownership of two well-established insurance agencies with solid foundations, a loyal client base, and strong recurring revenue from steady renewals. With room for...

$250,000

$250,000

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10+ Yr Business Brokerage and M&A Firm

Los Angeles County, CA

This is a rare opportunity to acquire a top-performing business brokerage and M&A franchise firm in the heart of Los Angeles, one of the most active business transaction markets in the United States....

$1,200,000

Cash Flow: $239,169

$1,200,000

Cash Flow: $239,169

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

Credit Card Processing Business For Sale

Los Angeles, CA

This is a great opportunity to buy this portfolio with 6 accounts and get started in the credit card processing business. You will also be able to expand this business in all of the united states....

$38,000

Cash Flow: $37,200

$38,000

Cash Flow: $37,200

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

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

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

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

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

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

Medical Overpayments Recovery Business

California

This absentee-run healthcare overpayment recovery company has been specializing in recovering payer account balances for major health insurers since 1996. It’s earned a strong reputation as a trusted...

$10,500,000

$10,500,000

Cash Flow: $2,131,460

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

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

Cash Flow: $650,000

Santa Rosa CA EA Tax Practice for Sale

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

Ken Oppeltz Don DiSpaltro

Vanguard Resource Gr

Serving San Diego County, CA

Our principals are members of IBBA and CABB, and perhaps the most experienced and professional group in southern California. Our office has sold over 800 businesses, many just like yours! We have sold virtually every type and size of business. From Main Street to lower middle market types of businesses, we can help. Selling a bigger company? Ken Oppeltz is a Merger and Acquisition Master Intermediary and routinely has sold larger companies to investors, other companies, and private equity groups.

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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

Established Insurance Agency for Sale- Farmers Insurance

Murrieta, CA

Take advantage of a unique opportunity to acquire an established insurance agency with a strong foundation and a loyal client base. This agency offers consistent revenue through steady renewals and...

$250,000

$250,000

Established Agency in La Mirada

La Mirada, CA

Established Farmers Insurance Agency For Sale in La Mirada! This is a great opportunity to purchase an established book of business with uncapped earnings potential. Insurance background required to...

$212,000

$212,000

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,...

$150,000

$150,000

Cash Flow: $120,000

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

Financial Planning & Marketing App for Financial Advisory Firms

Marin County, CA

This software is a turnkey solution that combines a sophisticated financial planning application with a powerful marketing platform. This integrated system provides financial professionals with a...

$500,000

$500,000

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...

$65,000

$65,000

California Property Tax Consultants

California

Founded in 2011, this property tax consulting firm helps commercial property owners in two large California Counties reduce their tax bills. The company charges only if it secures savings for clients,...

$22,000,000

$22,000,000

Cash Flow: $4,209,981

Farmers Insurance Agency for Sale

Thousand Oaks, 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...

$400,000

$400,000

Cash Flow: $200,000

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

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

Allstate $13.5 Elite Agency – Established and Profitable

Shasta County, CA

This offering includes two well-established (40+ years in business) award-winning agencies, bundled together. Strategically located in two separate charming and scenic communities in Northern...

$2,900,000

$2,900,000

Independent Nationwide Book of Biz 400+ Personal Lines PIF’s

Mission Viejo, CA

This well-established insurance agency, operating since 1956, is offering its Nationwide Insurance book of business and Nationwide / CEA Companion Earthquake policies for sale. Nationwide is a highly...

$350,000

$350,000

Cash Flow: $103,000

Southern California CPA Practice

Orange County, CA

Gross Revenue: $1,900,000 (May 2024 – April 2025) Asking Price: $2,375,000 Established in 2004, this CPA-led firm offers tax preparation, business consulting, and bookkeeping services. The firm...

$2,375,000

$2,375,000

Cash Flow: $673,200

Established Turnkey Farmers Insurance Agency for Sale in Placentia, Ca

Placentia, CA

• Established, Fully Operational Agency: A well-established Farmers Insurance agency with a solid reputation in the community and a loyal, diversified client base that includes both personal and...

6

$250,000

$250,000

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...

Cash Flow: $650,000

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

Insurance Agency for sale!

Milpitas, CA

Outstanding opportunity gem of a $1,851,000 in in-force premium(as of 4/28/2025) Farmers Insurance Agency in growth-rich state of California! With a high retention rate this agency won't b-available...

5

$165,000

$165,000

Cash Flow: $110,000

Restoration Op: Maximize Mercury Book's Potential!

Los Angeles, CA

Unfortunate losses have resulted in Mercury terminating this appointment. The Seller has 703 policies in force with Mercury Casualty Company and Mercury Insurance Company, dating back to 2012. A Buyer...

$750,000

$750,000

Cash Flow: $234,500

High-Volume DMV Registration Services Operation

Brea, CA

With an extensive background in the automotive industry, the owner established this thriving business more than 40 years ago. The operation fills the gap between small and independent automotive...

Cash Flow: $190,000

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

Santa Barbara, CA - ATM route for sale

Santa Barbara County, CA

5 ATM Locations (plus one extra machine) in the Santa Barbara, CA area all high-end Hotels, making $12,500/yr NET (outside of Gas and time) for sale for $22,647 Buyer must join the ACFN ATM franchise...

6

$22,647

$22,647

Cash Flow: $12,500

Farmers Insurance Agency

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

$1,550,000

Moh Baugheri

California Mergers and Acquisitions

Serving Orange County, CA

Transworld Business Advisors is a world leader in the marketing and sale of businesses, franchises, and commercial real estate. Transworld offers professional services that brings buyers and sellers together whether you represent an acquisition minded corporation or are personally interested in owning your own company. We serve all business owners in Southern CA with offices in San Berbardino County, Orange County, and San Diego County.

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Los Angeles CPA Firm for Sale

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

$450,000

Cash Flow: $189,572

Allstate Agency Located in L A County Gross Premium over $5,000,000

Carson, CA

This is a growing Allstate Insurance Agency. It has an outstanding staff . It has been in business for over 15 years. The Seller has been a multi line producer and the Agency would make a great...

$750,000

$750,000

Cash Flow: $400,000

Low work large margin opportunity 2 businesses in one location

Fresno, CA

• This practice was established in 2017 • Software in use includes Tax Slayer Pro • Approximately $50,000 in annual revenue, via bookkeeping (8 clients) • Approximately $32,000 in annual revenue, via...

$425,000

$425,000

Cash Flow: $250,000

Profitable Payroll Processing & Compliance Business – Scalable

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

$325,000

Cash Flow: $90,000

Virtual West Hollywood, CA Tax Book of Business for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in 2004 • All clients are serviced remotely • Software in use includes ProSeries • Approximately 180 individual tax returns with an average fee of...

$240,000

$240,000

Vista Tax, Bookeeping and Payroll Firm for Sale

Vista, CA

Tax, Bookkeeping and Payroll firm for sale in Vista, CA. This well-established firm has been operating for over 10 years and currently has two office locations, the main location is in Vista, and a...

$395,000

$395,000

Cash Flow: $108,399

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in Los Angeles, CA. This Firm has been operating in the city of Los Angeles for the past 4 years and the Seller is looking forward to new opportunities outside of LA. This is not a...

$250,000

$250,000

Cash Flow: $143,458

Anaheim CPA Firm for Sale

Anaheim, CA

CPA firm for sale in Anaheim, CA. This well-established firm is offering a partial sale in order to reduce the Seller’s workload in anticipation of retirement. The Seller is retaining the current...

$129,000

$129,000

Farmers Agency

Los Angeles County, CA

Established Farmers Insurance Agency - San Fernando Valley Opportunity This well-established Farmers Insurance franchise presents an exceptional opportunity for qualified agents seeking a profitable...

$499,000

$499,000

Cash Flow: $225,000

Monterey Peninsula CA CPA Tax Practice for Sale

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

$950,000

Cash Flow: $307,000