California

Financial Services Businesses in CA For Sale

Showing 108 results sorted by
listing image
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

Cash Flow: $50,000

$150,000

Cash Flow: $50,000

listing image
Established Business Brokerage

Shasta County, CA

Opportunity to acquire an established business brokerage territory operating under one of the most recognized brands in the industry. This professional services business operates within the...

$98,000

$98,000

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

Established Insurance Agency

Chico, CA

Established insurance agency located in the high-growth market of Butte County, operating under Farmers Insurance since 2015. The agency generates approximately $75,000 in cash flow, providing...

Not Disclosed

Cash Flow: $75,000

Not Disclosed

Cash Flow: $75,000

286-Unit ATM Portfolio | $590K Annual Cash Flow | Fully Vendor Loaded

Oakland, CA

A rare opportunity to acquire a 286-unit ATM portfolio with a 15-year operating history and $590,130 in annual cash flow. The business is offered at $1,929,728. The key advantage of this portfolio is...

$1,930,000

Cash Flow: $590,130

$1,930,000

Cash Flow: $590,130

Leading Business Brokerage Franchise

Santa Clara County, CA

This is a rare opportunity to acquire an existing business advisory and brokerage territory in Santa Clara County, part of the world’s largest and most recognized business brokerage network. The...

$99,000

$99,000

Turn Key Personal lines Insurance Agency

Castro Valley, CA

Imagine stepping into a thriving insurance agency that's already built the foundation for your success. This established personal lines agency in Hayward offers exactly what you've been looking for -...

$225,000

Cash Flow: $100,000

$225,000

Cash Flow: $100,000

ATM Portfolio: 286 Units | $590K Annual Cash Flow | Third-Party Loaded

San Francisco, CA

A 286-location ATM portfolio across California generating $590,130 in annual cash flow, offered at $1,929,728. The operational model is the key characteristic of this portfolio. Every location is...

$1,929,728

Cash Flow: $590,130

$1,929,728

Cash Flow: $590,130

Turnkey Farmers Insurance Agency | $200K+ Cash Flow | Immediate Income

Walnut Creek, CA

Established Farmers Insurance Agency – Strong Cash Flow & Growth Opportunity Established Farmers Insurance agency with a proven track record of consistent revenue and a stable, renewal-driven book of...

$348,000

9

$348,000

Farmers Book of Business & Bonus Oppurtunity on ALL New Business!

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...

$95,000

9

$95,000

Established Farmers Insurance Agency for Sale

Marysville, CA

Farmers Insurance Agency for sale in the Sacramento/Placer county area. Well established agency with great retention. Agency owner is retiring and willing to carry a partial note on the book of...

$525,000

$525,000

Turnkey Home-Based Business with AI Systems–Built for Rapid Expansion

Palm Springs, CA

This is a turnkey, AI-powered real estate business that helps with residential disputes. Customers pay a fee to use a custom system that guides them step-by-step based on their situation. The software...

$9,995

2

$9,995

Well established credit Card processing portfoliofor sale. Easy to run

Los Angeles, CA

NO FINANCING! Liquid cash only deal Owner does not want to do a financing deal. Takes too much time Well established Amazing Credit Card processing portfolio for sale in los angeles. includes about 21...

$209,000

Cash Flow: $156,000

$209,000

Cash Flow: $156,000

Established Bilingual Spanish Agency for Sale in Riverside County, CA

Riverside County, CA

Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. Located in San Jacinto, CA, this bilingual Spanish agency serves the diverse Riverside,...

$250,000

$250,000

Aaron Pfeffer

Iconic Business Technologies, Inc.

Serving Los Angeles County, CA

Iconic is a technology-driven M&A advisory platform that helps business owners sell or merge their companies with confidence and efficiency. With over 70 years of combined team experience, more than 200 transactions completed, and over $2 billion in closed deal volume, Iconic focuses on the lower middle market, typically working with companies generating up to $100 million in revenue. Headquartered in Los Angeles, California, Iconic blends AI-powered buyer sourcing, a proprietary deal-management platform called Iconic Rail, and experienced advisory teams to streamline the sell-side process. Positioned between traditional investment banks and small business brokers, Iconic offers a data-backed, high-touch experience that connects quality sellers with well-matched strategic and financial buyers, delivering faster timelines and stronger outcomes through a modernized M&A process.

Contact Me >

Contact me
Group Health Insurance Agency/Book for Sale -CA

Banning, CA

Established in 1989, this owner operator group health insurance agency serves groups and self-employed professionals. The 2025 financials indicate $130,804 in commissions. The agency’s book of...

$390,000

$390,000

Cash Flow: $124,247

Established Farmers Agency in El Cajon | Spanish-Speaking Client

El Cajon, CA

Established insurance agency in El Cajon with approximately $2.4M in premium and a strong foundation of bundled households that support strong retention and long-term client relationships. The book is...

$325,000

$325,000

Established Farmers Insurance Agency Available

Brea, CA

Established Farmers Insurance Agency for Sale in Orange County This owner-operated Farmers Insurance agency in Brea, California presents a unique opportunity for a licensed insurance professional...

$50,000

$50,000

High-Growth, High-Margin Farmers Insurance Agency Sacramento, CA

Sacramento County, CA

Rare opportunity to acquire a top-performing Farmers Insurance agency in one of Sacramento's most desirable areas. This long-established agency, originally founded in the early 1990s and acquired by...

$1,350,000

$1,350,000

Cash Flow: $275,555

Virtual Roseville, California CPA Practice for Sale

Placer County, CA

This practice is structured to operate virtually, making it an attractive option for buyers seeking immediate income and operational versatility. Key Highlights • CPA-owned practice established in...

$1,750,000

$1,750,000

Cash Flow: $594,000

Farmers Insurance Agency – San Carlos, CA | $3.2M Book | $235K Rev

San Carlos, CA

This is a rare opportunity to acquire a high-retention, established Farmers Insurance agency in San Carlos, California with a $3.2M premium book and $235K annual revenue (~$20K/month). Priced...

2

$280,000

$280,000

Cash Flow: $190,000

Own your own Insurance Agency in Northern California

Shasta County, CA

If you’ve ever dreamed of owning a successful insurance agency with an established client base and a fully operational office, this is an opportunity you won’t want to miss. A well-established...

$350,000

$350,000

Cash Flow: $128,254

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 $1,640,806 in annual premiums across Home policies, Auto, and Life...

$160,000

$160,000

Cash Flow: $109,000

Captive Insurance Agency

Sacramento, CA

Established and profitable Farmers Insurance Agency located in Sacramento, CA. The book consists of 75% P&C and 25% commercial and 90% retention. The agency has a strong reputation and has long term...

$350,000

$350,000

Cash Flow: $150,000

Established Agency for Sale

Tustin, CA

Established and profitable Farmers Insurance agency located in the highly desirable Tustin area is now available for acquisition. This turnkey opportunity is ideal for an experienced agent or...

$200,000

$200,000

Established Farmers Insurance Agency – Premier LA County Location

Los Angeles County, CA

Step into ownership of a legacy Farmers Insurance agency with over 40 years of proven success in one of the most desirable and opportunity-rich markets in the country — Los Angeles County. This is a...

$800,000

$800,000

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...

$1,375,000

$1,375,000

$3.5 Million BoB Farmers Insurance Agency for Sale

Long Beach, CA

ESTABLISHED FARMERS INSURANCE AGENCY FOR SALE This well-established Farmers Insurance agency presents an exceptional opportunity for an experienced agent or entrepreneur seeking to acquire a...

$350,000

$350,000

Insurance Book of Business – Murrieta, Ca

Murrieta, CA

Don’t miss this opportunity to own an insurance book of business located in the highly desirable Murrieta market. Perfect for agents looking to step into ownership with immediate income. What’s...

$100,000

$100,000

Cash Flow: $66,000

For Sale: Insurance Book of Business

Encinitas, CA

Ready to take ownership of a business with immediate revenue and serious growth potential? This Farmers Insurance book of business is a rare opportunity to step in and start earning from day one....

$100,000

$100,000

Cash Flow: $80,000

High Opportunity Insurance Book of Business -$90,000

Carlsbad, CA

Looking to step into a profitable, scalable insurance business with immediate income potential? This is your chance. We are offering a small but powerful book of business with Farmers Insurance that’s...

$90,000

$90,000

Cash Flow: $71,800

Farmers Insurance Agency

Westlake Village, 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...

$420,000

$420,000

High-Potential Consistent-Performing Farmer’s Book

Chino, CA

This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play...

$375,000

$375,000

Cash Flow: $172,332

Book of Business For Sale – San Diego, CA (92101) Farmers Insurance

San Diego County, CA

Farmers Insurance Agency Ownership Opportunity – Normal Heights, San Diego Build Wealth. Lead a Team. Own a Legacy. This is your chance to step into a turn-key, high-retention Farmers Insurance agency...

2

$195,000

$195,000

Profitable Established Turnkey Farmers Insurance Agency for Sale

Orange, CA

Established Farmers Insurance Agency for Sale - Orange County This profitable, turnkey Farmers Insurance agency has been serving Orange County since 1988, offering an exceptional opportunity for a...

6

$375,000

$375,000

Legal Document Prep & Tax Practice - 25+ Years, SBA Pre-Qualified

SBA LOAN ELIGIBLE

Colton, CA

Well-established legal document preparation, tax, and notary services firm serving the Inland Empire for over 25 years. This business has built a deeply loyal, repeat client base rooted in trust,...

$300,000

$300,000

Cash Flow: $87,846

SBA LOAN ELIGIBLE

Insurance Lead Generation & Marketing Company for Sale

Los Angeles, CA

The Company is a performance-based marketing and lead-generation partner serving regulated insurance verticals, with a primary focus on Medicare and Final Expense. The business specializes in driving...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

Non-Standard Insurance Agency w/Multiple Revenue Lines

South Gate, CA

Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant...

$450,000

$450,000

Cash Flow: $60,000

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

Contact me
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

Bay Area, CA - ATM route for sale

San Jose, CA

33 ATM Locations in the San Francisco Bay area (SJ to SF)- mainly high-end Hotels, making $41,000/yr NET (outside of Gas and time) for sale for $92,500 Buyer must join ACFN ATM franchise program....

6

$92,500

$92,500

Cash Flow: $41,000

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 $11,000/yr NET (outside of Gas and time) for sale for $20,898 Buyer must join the ACFN ATM franchise...

6

$20,898

$20,898

Cash Flow: $11,000

Established Tax Office | 5-Star Reviews | Turnkey Business

Perris, CA

Established and highly rated tax preparation franchise located in the heart of Perris, serving a strong and growing predominantly Latino market. This turnkey business benefits from excellent...

$299,000

$299,000

Cash Flow: $120,000

Vista CPA Firm for Sale

Vista, CA

Established CPA firm for sale in Vista, CA. This sale represents 100% of the business. The Seller is open to working with the Buyer on a part-time basis over the next year or two to assist with...

$330,000

$330,000

Cash Flow: $187,645

Farmers Insurance Agency with over $2.5 million premium for sale

Lodi, CA

Farmers agency established since 1970 for sale. Many long term clients over 40 years. Great location and retention as well. Farmers is a great company and is currently focused on growth with many...

$350,000

$350,000

Cash Flow: $110,000

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

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in Century City, Los Angeles, CA. This is a complete sale of the firm; however, the Seller would like to continue working with the Buyer on a part-time basis (2–3 days per week) to...

$715,000

$715,000

Cash Flow: $448,819

Stock Traders Daily 16x Growth Expansion

San Diego, CA

16x growth is teed up - we need a little cash to get over the hump. Founder owns about 85%. Stock Traders Daily (since 1.12.00). Fintech firm - offering stock signals for 25+ years Institutional...

$7,500,000

$7,500,000

Cash Flow: $1,380,000

Rocklin (Placer County) California CPA Practice for Sale

Roseville, CA

This well-established CPA & EA practice has been serving clients since 2009 and offers a strong mix of recurring bookkeeping, consulting, and tax preparation revenue. The firm operates with modern...

$575,000

$575,000

Cash Flow: $251,000

Buy or Sell a Financial Service Business in California
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed51
Asking Price$400,000
Reported Revenue$360,715
Reported Seller's Discretionary Earnings$172,395
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$299,500$400,000$732,500

Market Financial Highlights

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

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$200,750$111,500
Median$360,715$172,395
Upper Quartile$641,500$362,718

Valuation Multiples

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

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.161.89
Median1.302.33
Upper Quartile1.522.90

FAQ's

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

The median asking price for an established Financial Service Business in California is $400,000, though prices range from under $299,500 to well over $732,500.

How much do Financial Services Businesses owners in California earn?

The median reported revenue of Financial Services Businesses in California is $360,715 and owners earn a median of $172,395, which includes the owners salary and any other financial benefits they receive.

How do I value a 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 Financial Services Businesses in California, revenue multiples range from 1.16 to 1.52, with a median of 1.30. Earning multiples range from 1.89 to 2.90, with the median at 2.33. This means the typical Financial Service Business in California may ask for around 1.30 times its annual revenue, and 2.33 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