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

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

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

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

Concord, CA

CPA firm for sale in Concord, CA. ref # CON125. This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase...

$535,000

Alameda County, CA

Well established CPA practice, recognized for its exceptional service and strong client relationships. This SBA- approved firm has built a solid relationship over the years, making it an ideal...

$660,000

Santa Clara, CA

CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the...

$550,000

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

Santa Clara County, CA

This San Jose/Silicon Valley Metro Area firm provides comprehensive outsourced accounting, bookkeeping, controllership, and advisory services to small businesses, start-ups, venture capital firms, and...

$879,000

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

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

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

Burlingame, CA

CPA firm for sale in Burlingame, CA. Ref# BLG124 This well-established firm has been in its current location for the past 10 years and the Seller is ready for retirement. Approximately 50% of the...

$525,000

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

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

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

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

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

San Francisco, CA

Lotto/ western Union services/tax preparation business for sale in San Francisco Outer sunset. Located on a prime bustling street near many restaurants, shops, bakeries and coffee shops. The store is...

$170,000