California

Financial Services Businesses in CA For Sale

Showing 91 results sorted by
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Farmers Insurance Agency – Oceanside, CA

Carlsbad, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful Oceanside, CA. This high-performing agency generates $755,000 in annual revenue and has a strong, loyal...

$2,100,000

$2,100,000

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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

Farmers Agency For Sale

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...

$270,000

3

$270,000

Insurance Book with great Retention

Placer County, 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...

$144,000

$144,000

PRIME Farmers insurance Agency

Monterey County, CA

PRIME Farmers Insurance Agency - Profitable Opportunity in Monterey County This established Farmers Insurance franchise presents an exceptional opportunity for an ambitious entrepreneur seeking a...

$427,956

Cash Flow: $252,000

2

$427,956

Cash Flow: $252,000

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

Credit Card processing portfolio for sale. Easy to run

Los Angeles, CA

Amazing Credit Card processing portfolio for sale in los angeles. includes about 21 accounts. you can definity expand the business. Current income is about $13,000 per month. No expenses. No...

$379,000

Cash Flow: $13,000

$379,000

Cash Flow: $13,000

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

Established Insurance Agency for Sale in Prime Northern California Loc

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

Merchant Processing / Service Provider for Sale

California

Operating out of California, this established payment-processing company generates $118k in monthly residual revenue. With a diversified client base spanning various industries, the business boasts no...

$4,050,000

$4,050,000

Cash Flow: $412,800

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

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

$150,000

Cash Flow: $50,000

Farmers Agency for sell in Moorpark

Moorpark, CA

Established Farmers Insurance Agency for Sale in Moorpark, CA This well-positioned Farmers Insurance Agency presents an exceptional opportunity for an entrepreneurial professional to acquire an...

6

$100,000

$100,000

Starter Insurance Book For Sale (Spanish)

San Diego, CA

This is an opportunity to acquire a small Farmers Insurance agency in the San Diego market, well-suited for a first-time agency owner. The current book consists of approximately $1.2M in written...

$60,000

$60,000

Contact me
High-Volume OC Commercial DMV Registration Services

Fountain Valley, CA

Established in 1996 to bridge the gap between independent automotive dealers and DMV services, this business initially tailored services for dealers who lacked staff to manage complex DMV paperwork...

$600,000

$600,000

Cash Flow: $76,659

Turn-Key Farmers® Insurance Agency –Monterey County

Monterey County, CA

Turn-Key Farmers Insurance Agency in Monterey County Established Farmers Insurance agency presents an exceptional opportunity for immediate ownership transition. This agency serves the diverse...

$160,000

$160,000

Cash Flow: $115,000

Established Cost Reduction Consulting Business

Orange County, CA

The current owner is based in Southern California but you are able to be based anywhere in the US and work with clients anywhere in the US. Schooley Mitchell is the largest independent cost reduction...

2

$68,000

$68,000

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 $631,000 in annual premiums across Home policies, with a small...

$40,000

$40,000

Cash Flow: $35,000

Dedicated Insurance Specialists for the Commercial Transportation

San Joaquin County, CA

ESTABLISHED COMMERCIAL TRANSPORTATION INSURANCE AGENCY This specialized insurance agency serves the commercial trucking and transportation sector in San Joaquin County, California, generating $180,000...

$375,000

$375,000

Cash Flow: $120,000

SBA Pre-Approved Established Notary & Professional Services Business

Colton, CA

This well established notary and professional services business has been serving the community for over 25 years, building a strong and loyal client base rooted in trust and reliability. Located in a...

$300,000

$300,000

Cash Flow: $87,846

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...

$1,450,000

$1,450,000

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

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

Thriving $12M Premium Farmers Insurance Agency for Sale — Redding, CA

Redding, CA

Stand-Alone Building with Lease or Purchase Option! Looking for a business opportunity that combines proven profitability, brand power, and outstanding growth potential? This is it. This $12,000,000...

$2,520,000

$2,520,000

100% owner financing for qualified local CPA with 15 years experience.

Los Angeles, CA

Westwood, Westside Los Angeles, High Quality CPA Practice for Sale. Well established and well known, high quality sole practitioner CPA located in Westwood on the Westside near UCLA is retiring after...

$1,500,000

$1,500,000

Cash Flow: $800,000

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

Farmers Agency for Sale!

Los Angeles County, CA

Established Farmers Insurance Agency - Prime Los Angeles County Opportunity Step into ownership of a legacy Farmers Insurance agency with more than 40 years of proven success in one of the most...

$800,000

$800,000

Turn-Key $3M Prem Agency (MOTIVATED SELLER)– San Jose, CA

San Jose, CA

A rare opportunity to acquire a fully turn-key, $3 million premium insurance agency in the heart of San Jose, California. This agency delivers strong monthly cash flow, exceptional retention, loyal...

3

$299,000

$299,000

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

Mercury Book of Business for Growth Potential!

Tarzana, CA

Decade old multi-line Mercury agency has consistently brought in more than $250,000 in annual commission for the last for few years. Currently, with 691 policies in force, Due to loss ratio issue...

$339,000

$339,000

Cash Flow: $234,500

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

Top Independent Agency Loyal Asian-Speaking Clientele

San Gabriel, CA

This 17-year-old commercial-focused agency was started by an ambitious individual looking to serve the San Gabriel Valley’s large Chinese and Vietnamese community by joining a cluster (Access Pro...

$1,850,000

$1,850,000

Cash Flow: $630,000

San Jose, CA - ATM route for sale

San Jose, CA

36 ATM Locations in the San Francisco Bay area - mainly high-end Hotels, making $48,000/yr NET (outside of Gas and time) for sale for $116,800 Buyer must join ACFN ATM franchise program. Franchise...

6

$116,800

$116,800

Cash Flow: $48,000

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 $12,000/yr NET (outside of Gas and time) for sale for $20,898 Buyer must join ACFN ATM franchise...

6

$20,898

$20,898

Cash Flow: $12,000

Allstate Agency Ownership Opportunity – $13M Premium Book Available

Orange County, CA

Opportunity to step into and operate an established Allstate insurance agency with up to approximately $13 million in premium volume. As a business broker who has built and sold businesses myself, I...

$999,999

$999,999

Sherman Oaks CPA Practice

Sherman Oaks, CA

• The owners are CPAs • This practice was established in 2011 • Less than 10% of clients meet with the seller and staff • Software in use includes Lacerte, QuickBooks • Approximately $823,567 in...

$2,800,000

$2,800,000

Cash Flow: $978,690

Established Insurance Brokerage for Sale - $3M+ Premium

Los Angeles County, CA

In just its first year of operation, the agency has achieved aggressive growth, reaching over $3 Million in Total Premium. The business model is highly stable, generating approximately $250,000 in...

$975,000

$975,000

Professional Fiduciary with Rare and Unique Clients

California

This professional fiduciary business, established in 2017, boasts a robust client base across California. Specializing in managing the financial affairs of individuals, this business has developed a...

$435,000

$435,000

Cash Flow: $68,259

Contact me
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

Institutional Investment Signals Firm 5% sale

San Diego, CA

We are looking to sell 5% of the company to raise funds to accelerate the development of institutional relationships, the automated global expansion of our proven replicable product, and the ability...

$10,000,000

$10,000,000

Motivated Seller - San Diego CPA Practice - Terms & Guarantees

San Diego County, CA

Motivated for a Fast Close- Terms and Guarantees Available for the right buyer. Available to assist with transition during tax season. With an asking price below 2× cash flow, this is a standout...

$325,000

$325,000

Cash Flow: $188,650

Farmers Insurance Agency

Los Angeles County, CA

Our agency is the top 1% of all Farmers Agencies in the company nation wide. We have a total of 7.5M+ in premium consisting of personal and commercial clients. We have been in business since 2013 and...

$1,550,000

$1,550,000

Folsom CPA Firm for Sale

Folsom, CA

Established CPA firm for sale in Folsom, California. This Firm was founded in 2011 and has operated from its current location for nearly 15 years. The Seller is seeking retirement but is willing to...

$2,900,000

$2,900,000

Cash Flow: $958,358

Insurance Book for Sale(Independent Agency)

Fullerton, CA

Independent agency located in Fullerton, California. Personal/commercial for small business. 10+ years of business and good retention....

$300,000

$300,000

Redwood City CA CPA Practice for Sale, Available after 4/15

San Mateo County, CA

This well-established certified public accounting practice represents a compelling acquisition opportunity for qualified professionals seeking to acquire or build on an existing practice. Founded in...

$400,000

$400,000

Cash Flow: $229,000

Profitable Medicare Book of Business for sale in Northern CA

Placer County, CA

Medicare Books of Business for Sale in Norther CA. SEE PDF attached for Details. Established in 2018, main client base is in local region. Financially strong with long history of profitability....

Not Disclosed

Not Disclosed

Cash Flow: $55,000

40 Year Profitable Bookkeeping & Tax Services Firm

San Diego County, CA

Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent...

$200,000

$200,000

Cash Flow: $90,135

Established Insurance Agency for Sale – Stable Revenue & Renewals

San Diego County, CA

Rare opportunity to acquire a well established Farmers Insurance agency located in beautiful San Diego, CA. The agency offers a diverse mix of Personal Lines, Commercial, and Life insurance, providing...

$575,000

$575,000

Buy or Sell a Financial Service Business in California
Market OverviewListed for Sale
Number of Businesses Analyzed45
Median Asking Price$427,956
Median Reported Revenue$423,736
Median Reported Seller's Discretionary Earnings$206,421
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$350,000$427,956$895,000

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$231,250$106,000
Median$423,736$206,421
Upper Quartile$1,179,000$354,096

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 Quartile1.152.09
Median1.302.59
Upper Quartile1.753.32
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

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 $427,956, though prices range from under $350,000 to well over $895,000.

How much do Financial Services Businesses owners in California earn?

The median reported revenue of Financial Services Businesses in California is $423,736 and owners earn a median of $206,421, 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 1.15 to 1.75, with a median of 1.30. Earning multiples range from 2.09 to 3.32, with the median at 2.59. This means the typical Financial Service Business in California may ask for around 1.30 times its annual revenue, and 2.59 times its annual owner earnings.

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