San Francisco Bay Area, CA

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

Showing 19 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

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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

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High-Margin Finance Business for Sale — Proven Systems, Big Upside

San Jose, CA

Established tech-enabled finance platform generating $1M in seller's discretionary earnings with proven systems and exceptional growth potential. This Silicon Valley-based business operates in the...

$6,500,000

$6,500,000

Cash Flow: $1,000,000

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...

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$369,000

$369,000

Cash Flow: $234,000

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

San Francisco, CA - ATM route for sale

San Francisco, CA

8 ATM Locations in the San Francisco, CA area - all high-end Hotels, one shopping mall - making $15,000/yr NET (outside of Gas and time) for sale for $26,322 Buyer must join ACFN ATM franchise...

6

$26,322

$26,322

Cash Flow: $15,000

Virtual Brentwood CA Tax Book of Business for Sale

Contra Costa County, CA

Virtual client base and above-market average fees per return. Buyers seeking a high-value, fully virtual client base will find this one hard to match. • The owner is a CPA • Software in use: UltraTax...

$360,000

$360,000

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

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

FranchiseGrowth Coach

Available in California

Business coaching is a $7.5 billion industry in the United States. Turn your passion for business success into a successful Growth Coach franchise.

$50,000

$50,000

Franchise
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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

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

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

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

Scott Weavil

Sierra Pacific Partners

Serving Alameda County, CA

Sierra Pacific Partners is a boutique M&A advisory firm and business brokerage focused on serving businesses throughout California and across the country. We advise dynamic companies and their owners at key inflection points.

Contact Me >

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Allstate Agency Mega in Burlingame Area 30 years in Business

Burlingame, CA

This is one of the Premier Elite Agencies with Allstate Insurance Company. It has a 49% Loss Ratio and 90% Retention. The Staff is highly trained and Manager has been with the Agency over 15 years....

$1,950,000

$1,950,000

Cash Flow: $550,592

Antioch, CA EA Book of Business for Sale

Contra Costa County, CA

• The owner is an EA • Clients can be serviced remotely • Seller prefers a buyer located in the greater San Francisco Bay Area • This practice was established in 1992 • Software in use includes...

$130,000

$130,000

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

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