California

Financial Services Businesses in CA For Sale

Showing 134 results sorted by
Market Info
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Auto and Home Book with high Retention

San Jose, CA

This established Farmers Insurance agency presents a compelling acquisition opportunity in San Jose's Amador County market. The agency operates with a well-balanced portfolio of auto and home...

$110,000

Cash Flow: $85,000

$110,000

Cash Flow: $85,000

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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

Walk Into Opportunity, Not a Blank Page

Solano County, CA

Are you ready to step into ownership of a business with consistent renewal income, an existing customer base, and strong ongoing demand in the insurance market? This Farmers Insurance agency offers an...

$226,500

Cash Flow: $151,000

5

$226,500

Cash Flow: $151,000

Well established credit Card processing portfolio for sale. Easy to ru

Los Angeles, CA

NO FINANCING! Liquid cash only deal Owner does not want to do a financing deal. Fully setup Well established Amazing Credit Card processing portfolio for sale in los angeles. includes 19 accounts. you...

$200,000

Cash Flow: $156,000

$200,000

Cash Flow: $156,000

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

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 Business Brokerage

San Diego 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...

$89,000

$89,000

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

Leading Business Brokerage Franchise

San Jose, 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

All County Property Management
Franchise

Available Nationwide

Leading Residential Property Management Franchise Seeking Like Minded Candidates. We provide an opportunity in Property Mgmt for those seeking a residual income and the lifestyle that accompanies it.

$75,000

Avg. Unit Revenue: $423,174

$75,000

Avg. Unit Revenue: $423,174

275-Unit ATM Route With Contract-Controlled Cash Flow.

San Francisco County, CA

ESTABLISHED ATM ROUTE BUSINESS - 275 UNITS WITH CONTRACT-CONTROLLED CASH FLOW This profitable ATM business operates 275 machines across San Francisco County, generating $500,000 in annual cash flow...

$1,400,000

Cash Flow: $500,000

$1,400,000

Cash Flow: $500,000

Ready for Something Bigger Than a Starter ATM Portfolio?

Alameda County, CA

There is a pretty big jump between buying a small starter ATM portfolio and committing close to $2 million to a larger acquisition. This opportunity sits comfortably in the middle. With an asking...

$979,000

Cash Flow: $310,000

$979,000

Cash Flow: $310,000

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

San Francisco County, CA

A 286-location ATM portfolio across California generating $590,130 in annual cash flow, offered at $1,907,280. The operational model is the key characteristic of this portfolio. Every location is...

$1,907,280

Cash Flow: $590,130

$1,907,280

Cash Flow: $590,130

Lower-Entry Bay Area ATM Portfolio With Operations Already in Place

San Francisco County, CA

For someone interested in getting into the ATM business without starting with a seven-figure acquisition, this Bay Area portfolio offers a more approachable entry point. The total investment is...

$490,000

Cash Flow: $120,000

$490,000

Cash Flow: $120,000

Long-Established California ATM Business With Management in Place

San Francisco County, CA

LONG-ESTABLISHED CALIFORNIA ATM BUSINESS WITH MANAGEMENT IN PLACE This mature ATM business represents a rare opportunity to acquire an established financial services operation with 15 years of...

$1,900,000

EBITDA: $590,000

$1,900,000

EBITDA: $590,000

Greg Carpenter

Horizon M&A Advisors

Serving Santa Clara County, CA

When it is time to sell your business, what is important to you? Of course,getting the best price and terms, but also confidentiality, professional management of the process, avoiding risks by thorough preparation, selling to the buyer who will most likely succeed in growing the business, preserving the legacy of the business you have established, and more, are probably important to you. At Horizon M&A Advisors, we focus on putting your interestes first. Our experienced agents have sold hundreds of businesses. Several have owned businesses or have had careers as professional advisors in accounting, tax, and consulting. We have held management positions in public companies and private companies to lead teams of marketing, sales, manufacturing and other functions. We will understand your business and prioritize your requirements. Horizon M&A Advisors serves sellers of middle market businesses with revenues of $5 million to $100 million and sellers of smaller businesses that are suitable for addon acquisitions by larger firms. We serve institutional buyers including public companies, private equity and privately held companies. We specialize in manufacturing (especially precision sheetmetal and machining), building maintenance services and contracting service businesses such as HVAC, Plumbing, etc., but we are generalists and are capable of selling any type of business. We have sold everything from software, high-tech testing and contract manufacturing to service and distribution businesses. We have substantial research resources that enable us to study any industry quickly.

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Established Farmers Insurance Agency for Sale | North County San Diego

Escondido, CA

This is an outstanding opportunity to acquire a well-established Farmers Insurance agency serving the North County Escondido area. The agency has been successfully operating for 20 years, providing a...

$260,000

$260,000

250-Terminal Multi-State ATM Portfolio | $820K Annual Cash Flow

San Francisco, CA

Multi-State ATM Portfolio | Fully Managed | Established Cash Flow This opportunity offers the acquisition of an established ATM portfolio consisting of approximately 250 active terminals operating...

$2,870,000

Cash Flow: $820,000

$2,870,000

Cash Flow: $820,000

Multi-Line Insurance Agency

Castro Valley, CA

Picture yourself walking into your own insurance agency on Monday morning, knowing that your established client base is already generating steady revenue while you plan your next growth moves. This...

$225,000

Cash Flow: $100,000

$225,000

Cash Flow: $100,000

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...

$14,995

2

$14,995

250-Unit ATM Portfolio | $590K Annual Cash Flow | Turnkey Operation

San Francisco County, CA

Established 250-terminal ATM portfolio with a 15-year operating history, generating approximately $590,130 in annual cash flow. Asking price: $1,972,805. This opportunity offers a buyer immediate...

$1,972,805

Cash Flow: $590,130

$1,972,805

Cash Flow: $590,130

Murphy Business Sales
Franchise

Available Nationwide

Own a Murphy Business Sales franchise and build a business brokerage with training, established systems, and a collaborative national network.

$65,090

Avg. Unit Revenue: $187,129

$65,090

Avg. Unit Revenue: $187,129

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 $147,000 in cash flow, providing...

Not Disclosed

Cash Flow: $147,000

Not Disclosed

Cash Flow: $147,000

Profitable Turnkey Neighborhood DMV Registration Business!

San Diego County, CA

Established DMV Registration Service Business with Nearly 40 Years of Operating History. This turnkey business provides vehicle registration, title processing, renewal services, and commercial fleet...

$250,000

$250,000

Cash Flow: $93,365

Established Auto Broker Business

San Diego County, CA

Business Description Established automotive brokerage and vehicle leasing business available for acquisition. The company specializes in arranging new and Certified Pre-Owned vehicle purchases and...

$195,000

$195,000

Cash Flow: $100,000

Established Liberty Tax Franchise

Fullerton, CA

Liberty Tax is an established tax preparation franchise serving individuals and small businesses across the U.S. Franchisees operate their own local businesses while benefiting from an established...

$200,000

$200,000

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

Established B2B Advisory and Professional Services Firm for Sale

Los Angeles, CA

The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

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 Riverside, CA, this bilingual Spanish agency serves the diverse Riverside,...

$250,000

$250,000

Franchise Tax Preparation with Accounting Services

Temecula, CA

Turnkey Tax Franchise in Temecula – Proven Profitability Opportunity Overview: Take ownership of a thriving, highly profitable tax preparation franchise located in the heart of Temecula, CA. With a...

$180,000

$180,000

Cash Flow: $70,000

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

Established Temecula Insurance Agency — $1.5M Premium Book

Riverside County, CA

After 37 successful years as an insurance agent, the owner is ready to retire and is offering an excellent opportunity to acquire a well-established agency in Temecula, California. The agency has...

4

$135,000

$135,000

ATAX
Franchise

Available in California

ATAX is the fastest growing, full-service national tax preparation and business services franchise, serving our local multicultural communities.

$25,000

$25,000

Avg. Unit Revenue: $110,515

Highly Profitable, Established CPA Firm in Southern California

Los Angeles County, CA

For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has...

$3,300,000

$3,300,000

Cash Flow: $1,177,588

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

CPA Tax and Bookkeeping Practice for sale

Bakersfield, CA

Presenting an opportunity to acquire a well-established CPA Tax and Bookkeeping Practice located in Bakersfield, California. This business has been operating successfully since 1994, demonstrating...

$225,000

$225,000

Cash Flow: $57,040

Established Agency

Long Beach, CA

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

$250,000

$250,000

Established Insurance Agency

Shasta County, CA

ESTABLISHED INSURANCE AGENCY - TURN-KEY OPPORTUNITY This well-established insurance agency in Shasta County, California presents a rare turn-key acquisition opportunity with immediate revenue...

$325,000

$325,000

Cash Flow: $155,651

Commission Express
Franchise

Available Nationwide

White-collar franchise. No holidays or weekends! Twenty-eight years of experience. Commission Express has a working relationship with most Real Estate companies. No license required.

$150,000

$150,000

Highly Profitable San Diego County CPA Practice

Escondido, CA

Revenue Breakdown (7/1/2025 - 6/30/2026): • Individual & Fiduciary Returns: 607 returns at $961.94 average fee: $583,895 • Business Returns: 220 returns at $1,833.72 average fee: $403,419 • Benefit...

$1,800,000

$1,800,000

Cash Flow: $736,144

Profitable consumer fintech, $10.8M LTM revenue. $3.7M LTM EBITDA

California

The Company is a U.S. consumer-fintech platform that helps individuals discover and recover financial assets they've lost track of — a large, recurring problem that grows as consumers change jobs and...

Not Disclosed

Not Disclosed

EBITDA: $3,700,000

Own a Farmers Insurance Agency

Los Angeles, CA

Established. Profitable. Ready for Its Next Owner. Step into ownership of a legacy Farmers Insurance agency with over 15 years of proven success in one of the most desirable and opportunity-rich...

$329,000

$329,000

Well-Established South Bay Mercury & P&C Book

Torrance, CA

This South Bay-based Mercury and Independent Property & Casualty book of business has provided comprehensive coverage of its community’s evolving needs for nearly 30 years. Thanks to long-standing...

$1,800,000

$1,800,000

Cash Flow: $486,423

Own a Farmers Insurance Agency in Prime Los Angeles County

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...

$719,000

$719,000

Ifti Ahmed

BTI Group

Serving Santa Clara County, CA

Business Team, a unit of BTI Group, is the Largest Business Brokerage Firm in the Western United States specializing in arranging the purchase and sale of privately owned companies. During our third of a century of existence, we have developed both an unmatched depth of experience (an aggregate of several hundred years!) and a vast network of individual, corporate, and investment group buyers. In addition, our affiliation with the International Business Brokers Association allows us to reach buyers represented by other intermediary firms worldwide. Why Choose the Business Team Brokerage? I am a Managing Director with BTI in the M&A with sixteen years of experience dealing with different industries(please see my Profile attached). At BTI Group we have helped over 7,900 business owners successfully make that transition in our 40 years of business representing buyers and sellers. Some reasons why you might favor us in representing you are: 1. Experience – having sold over 7900 businesses we know how to get the job done and avoid common pitfalls. 2. Marketing Power – with 10 offices and 130 agents, we have a huge following of prospective buyers seeking to own businesses. 3. Confidentiality – our agents are all highly sensitive to confidentiality and our processes are all designed to protect the confidentiality of the sale. 4. Buyer Screening – let our agents do the time-consuming work of screening buyers so that only well-qualified buyers get to tour the business and meet with you. 5. You Run The Business – to keep sales, profits and hence value UP! We take the time to market the business, screen buyers, etc. to keep your time free. If you spend too much time trying to sell and let sales slip, the business value will suffer – we help you keep that value up. 6. Good Advice = since all we do is sell businesses we are your best source of advice on valuation, deal structuring, buyer selection, confidentiality, sale

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*2 Bay Area Farmers Ins Businesses For Sale- $6M Premium Portfolio!*

Marin County, CA

Rare opportunity to acquire one or both established Farmers Insurance agencies in two of California's strongest markets: Mill Valley and San Jose. These turnkey agencies offer immediate revenue,...

$600,000

$600,000

Cash Flow: $290,000

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

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

Confidential Regulated Insurance Distribution Platform

Los Angeles, CA

A rare opportunity to participate in the growth of a profitable, technology-supported insurance distribution platform built for scale, compliance, and expanding policy volume. This is not a...

Not Disclosed

Not Disclosed

Cash Flow: $3,000,000

RAPID GROWTH CPA - wants another CPA 25% - 49%

Cupertino, CA

PROFITABLE CPA FIRM IN SILICON VALLEY'S HEART Established in 1998 (took off a few years), this thriving accounting and tax practice operates in Cupertino, California, serving Silicon Valley's dynamic...

$275,000

$275,000

Cash Flow: $225,000

Transworld Business Advisors
Franchise

Available Nationwide

The world's largest business brokerage franchise with 45+ years in the industry. 250 offices, 20+ countries, low overhead, and high profit potential.

$98,000

$98,000

Avg. Unit Revenue: $990,674

Tax Practice Redding CA

Redding, CA

250 Clients: 200 1040, 45 Corporations, 10 Non Profit/Partnerships/Estates....

2

$185,000

$185,000

Cash Flow: $110,000

SBA Lender Pre-Qualified Farmers Agency — $579K Revenue/$276K SDE

SBA LOAN ELIGIBLE

Sacramento County, CA

SBA Lender Pre-Qualified Farmers Agency — $579K Revenue/$276K SDE Rare opportunity to acquire a top-performing Farmers Insurance agency in one of Sacramento's most desirable areas. This...

$1,350,000

$1,350,000

Cash Flow: $275,555

SBA LOAN ELIGIBLE

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

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

San Jose to San Francisco, 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 $40,000/yr NET (outside of Gas and time) for sale for $75,000 Buyer must join ACFN ATM franchise program....

6

$75,000

$75,000

Cash Flow: $40,000

Growth Coach
Franchise

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

Avg. Unit Revenue: $103,940

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 Analyzed72
Asking Price$450,000
Reported Revenue$405,263
Reported Seller's Discretionary Earnings$203,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$250,000$450,000$781,250

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$239,225$124,500
Median$405,263$203,000
Upper Quartile$707,500$367,376

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 Quartile1.162.03
Median1.252.32
Upper Quartile1.422.81

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 $450,000, though prices range from under $250,000 to well over $781,250.

How much do Financial Services Businesses owners in California earn?

The median reported revenue of Financial Services Businesses in California is $405,263 and owners earn a median of $203,000, 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 1.42, with a median of 1.25. Earning multiples range from 2.03 to 2.81, with the median at 2.32. This means the typical Financial Service Business in California may ask for around 1.25 times its annual revenue, and 2.32 times its annual owner earnings.

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