California

Other Financial Services Businesses in CA For Sale

Showing 60 results sorted by
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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

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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

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

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

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

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

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

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

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

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

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

Alan Stahl

Future In Site Realty

Serving Ventura County, CA

Alan Stahl has worked in the investment world for more than 50 years. He started his career running one of the most successful municipal and government bond firms over the course of 30 years, after which, in 1992, he founded Future In-Site Realty Associates, Inc. This company became a cornerstone for developing and leasing more than 75 preschools, as well as nearly 2,500 multi family units, and senior-housing projects. Since 1992, Alan has been recognized as one of the most knowledgeable brokers in the child care industry. He personally owned and operated two PreSchools over 18 years, and managed to develop, buy, sell, lease and renegotiate more than 40 child care leases for clients such as Kindercare, Tutor Time, The Learning Experience, and boutique Montessori preschools.

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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

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

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

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

Boutique HOA Management Company-Orange & LA County

Los Angeles County, CA

Boutique HOA Management Company- Serving 18 large communities across Orange County and the San Gabriel Valley, this established firm provides full-service HOA management with an impressive 100% client...

$280,000

$280,000

Cash Flow: $87,745

San Luis Obispo County CA Bookkeeping Practice for Sale

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

$1,675,000

Cash Flow: $493,000

Established Merchant Services Company- Profitable & Scalable Business

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

$3,300,000

Cash Flow: $450,000

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

Huntington Beach, CA CPA Practice for Sale

Orange County, CA

• The owner is a CPA • This practice was established in 2016 • Software in use includes Lacerte • Approximately 400 individual tax returns with an average fee of $350 per return • Approximately 100...

$300,000

$300,000

Cash Flow: $179,562

Ventura County, CA CPA Practice for Sale

Ventura County, CA

• The owner is a CPA • This practice was established in 1990. • About 15% of clients meet with the seller and staff • Software in use includes Lacerte, Smart Vault, TPS, QuickBooks, and Adobe Pro •...

$3,500,000

$3,500,000

Cash Flow: $1,195,750

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

Allstate Agency Northern Ca. 30 years Established

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

$2,399,000

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

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 $35,800 in annual revenue, via bookkeeping (10 clients) • Approximately 575 individual tax...

$700,000

$700,000

Cash Flow: $295,420

Owner Absentee Franchise - Tax Prep Co. with 10+ locations SoCali

California

The business consists of a high-performing portfolio of 10+ locations (year-round storefronts and seasonal high traffic retail kiosks). With a solid operational structure and minimal owner...

$1,000,000

$1,000,000

Cash Flow: $300,000

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

Virtual Woodland Hills, CA Practice for Sale

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

$995,000

Cash Flow: $556,500

Chico CA CPA Tax Practice for Sale

Butte County, CA

Priced at less than 2X cash flow • The owner is a CPA • This practice was established in 1978 • Seller prefers a buyer located in Chico CA or surrounding area • Great opportunity for local buyer to...

$210,000

$210,000

Cash Flow: $138,000

Santa Cruz CA CPA Practice for Sale

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

$875,000

Cash Flow: $375,000

Stockton CPA Practice

San Joaquin County, CA

Seller is open to selling the bookkeeping portion only • This practice was established in 1987 • Software in use includes Drake & QuickBooks • Approximately $53,000 in annual revenue, via bookkeeping...

$190,000

$190,000

Cash Flow: $71,000

Highly Profitable Financial Services & Consulting Firm | TURNKEY

Sacramento County, CA

Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing...

$1,400,000

$1,400,000

Cash Flow: $3,900,000

Virtual Covina, CA CPA Practice for Sale

Los Angeles County, CA

Please be informed that the seller is only willing to entertain buyers who are agreeable to the following terms: Purchase Price: $3MM Seller Financing: 5% of the purchase price or $150K, personally...

$3,000,000

$3,000,000

Cash Flow: $1,040,727

Ontario, CA CPA Practice for Sale

San Bernardino County, CA

Seller will only consider CPA licensed prospects. • The owners are CPAs. • This practice was established in 2007 • Software in use includes Lacerte, QuickBooks, Practice CS, GoFileRoom, ShareFile •...

$1,600,000

$1,600,000

Cash Flow: $700,450

Oakland, CA CTEC Practice for Sale

Alameda County, CA

Seller will only consider buyers located in California. • The owner is a CTEC • This practice was established in 1999 • Software in use includes CCH ProSystems FX Tax • Approximately $14,080 in annual...

$160,000

$160,000

Cash Flow: $82,500

Dehlan Group

Dehlan Group

Serving Fresno County, CA

Dehlan Group, selling California one business at a time.

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Lafayette, CA CPA Practice for Sale

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1991 • Software in use includes Drake • Trained staff interested in staying on with new owner • Approximately $99,000 in annual revenue, via...

$650,000

$650,000

Cash Flow: $212,000

Roseville CA CPA Practice for Sale

Placer County, CA

• The owners are CPAs • Ideal Buyer is licensed CPA or employ CPAs • This practice was established in 1946 • Software in use – Lacerte, QuickBooks, Creative Solutions, Microsoft Office 2024 Revenue: •...

$975,000

$975,000

Cash Flow: $522,300

Vallejo CPA Practice - Motivated Seller Terms and Guarantees Available

Solano County, CA

• The owner is a CPA • This practice was established in 1979 • Software in use includes QuickBooks, Sage Accounting, and Intuit ProSeries Total 2024 gross revenue - $186,000 • Approximately $30,000 in...

$240,000

$240,000

Cash Flow: $141,000

IRS Compliance ACA Filing Co. Nationwide

Los Angeles, CA

Affordable Care Act Health Insurance IRS Required Filings Compliance Company based in Los Angeles. The IRS and Dept. of Labor require businesses with 50 or more employees to file Forms 1094 + 1095-C...

$1,800,000

$1,800,000

Cash Flow: $600,000

Allstate Agency - Same Location since 1981- 10 Million Gross Premium

Merced, CA

This Agency is one of the finest Agencies in the Allstate family of California Insurance Agencies. It has $9.3 million in Allstate Premium and $1.5 Million in Broker Business. There is a staff of 4...

$2,075,000

$2,075,000

Cash Flow: $905,000

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

Walnut Creek, CA CPA Practice for Sale

Contra Costa County, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes Prosystems fx, QuickBooks, Office Tools, Doc.It, Word, Excel, Outlook • Approximately $52,400 in annual revenue,...

$1,385,000

$1,385,000

Cash Flow: $529,000

Davis, CA CPA Practice for Sale

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