California

Financial Services Businesses in CA For Sale

Showing 91 results sorted by
Encino CPA Firm for Sale

Encino, CA

CPA firm for sale in Encino, CA Ref# ENO125. This CPA Seller has 35 years of practice experience and is ready to transition into retirement. The Seller is open to assisting the Buyer on a part-time or...

$895,000

$895,000

Cash Flow: $348,384

Farmers Agency For Sale

San Mateo, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$250,000

$250,000

Cash Flow: $160,000

Virtual San Francisco Bay Area CA CPA Practice for sale - after 4/15

San Francisco County, CA

Established Virtual CPA Practice - San Francisco Bay Area This well-established virtual accounting and tax practice represents a compelling acquisition opportunity for qualified professionals seeking...

$1,200,000

$1,200,000

Cash Flow: $459,000

Est. 40 year Tax, Accounting, and Payroll Practice $1,500,000 Revenue

Orange, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

$1,875,000

Tax & Books specializing in Automotive

San Diego, CA

Owner would love to sell the business but would love to continue to work for the business and the new owner. 30 years of tax experience....

$400,000

$400,000

Established, Turn-Key Staffing & Recruiting Business (2 Locations)

San Bernardino County, CA

A rare opportunity to acquire two established, turn-key staffing and recruiting offices backed by one of the most respected national organizations in the staffing industry. This system combines...

$550,000

$550,000

EBITDA: $290,000

High Fee CPA Firm with owner Staying on 3-5 years

California

-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care. -Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium...

$2,450,000

$2,450,000

Walnut Creek CPA Book of Business

Contra Costa County, CA

• The owner is a CPA • This practice was established in 2006 • Seller is willing to provide compensated contract work after the sale to support the buyer and help ensure strong client retention •...

$260,000

$260,000

San Diego County CPA Firm for Sale

San Diego, CA

CPA firm for sale in San Diego County, CA. This well-established and highly profitable practice has operated in the same location for the past 12 years. The sale includes the full practice, and the...

$1,600,000

$1,600,000

Cash Flow: $575,117

Business Accounting Services Firm

Santa Clara County, CA

Accountants, Bookkeepers, Controllers, Advisors This business, a San Jose Metro Area financial services firm, offers comprehensive outsourced accounting, bookkeeping, controllership, and advisory...

$795,000

$795,000

Cash Flow: $240,000

Allstate Agency 35 years at Location Mega Agency

Modesto, CA

This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of...

$3,411,333

$3,411,333

Established CPA firm with Large Team and Real Estate Niche

California

Key Strengths & Opportunities ? Strong Financial Performance: $2.5M projected 2025 revenue with steady 10%+ annual fee increases. ? Leadership Continuity: Two junior partners staying post-sale ensure...

$2,950,000

$2,950,000

Farmers Insurance Agency – Oceanside, CA

$2,100,000 - Carlsbad, CA

$2,100,000

Carlsbad, CA

Inglewood, CA CTEC Tax Practice for Sale

Los Angeles County, CA

• The owner is a CTEC • This practice was established in 2004 • Software in use includes ATX • Approximately 1,200 individual tax returns with an average fee of $354 per return • Approximately 25...

$625,000

$625,000

Cash Flow: $283,500

Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff

Santa Clara County, CA

This established Allstate insurance agency represents a premium acquisition opportunity in Santa Clara, featuring 38 years of continuous operations and demonstrated profitability. The agency maintains...

$1,025,000

$1,025,000

Cash Flow: $452,000

Bill Corley - BottomLine Business Brokers

BottomLine Business Brokers

Serving Orange County, CA

Professionally, confidentially and with the highest integrity, BottomLine provides business brokerage and M&A services to Buyers and Sellers of small and medium-sized California businesses across a wide range of industries. Our team of experienced, licensed brokers provide exceptional service, from the first client meeting to the close of escrow ... and beyond! BottomLine is the brokerage with a competitive edge, a powerful blend of old school sales finesse and modern digital marketing. We have an active following - half our deals come from our massive database of qualified buyers, who also love to purchase the real estate. We work tirelessly to match each business for sale with the right buyer and guide the company through the complexities of transitioning to new ownership. If it's a business, our brokers have sold one just like it! With well over a thousand businesses sold under one roof, we deliver superior results. And that's the BottomLine. Business Owners: •No Upfront Fees - Only pay when your business sells. •Valuations - Business valuations take experience: they're a blend of the state of your company, its profitability and market conditions. We'll help determine fair market value. •Accomplished - The BottomLine team has sold businesses in YOUR industry. •Peace of Mind - Selling businesses is a full-time job; you run your company and let us handle the sale. •Experienced Guides - We shepherd the process from start to finish: documentation, marketing, due diligence, and escrow. •Representation Matters - Great representation stacks the odds in favor of a successful sale. A BottomLine broker is a huge advantage! Buyers: •Opportunity - Each business we represent is an opportunity for the right Buyer. •The Highest Standards - We represent each business with integrity, disclosure, and accuracy. •First Time Buyers Welcome - Many of our Buyers are first-timers. Don’t worry, we’ll coach you through the process.

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High Desert CPA Firm for Sale

Kern County, CA

CPA Firm for Sale – Southeast Kern County, CA. This well-established CPA firm has been serving the Southeast Kern County region for approximately 35 years. The owners are now preparing for retirement...

$415,000

$415,000

Cash Flow: $181,306

Southern California Firm Serving High-Net-Worth Clients

California

-Projected revenue of $1,700,000 for 2025 -Well-established real estate niche -Fantastic location between Los Angeles and San Diego This 2-partner boutique firm specializes in serving high-net-worth...

$2,300,000

$2,300,000

Encino EA Firm for Sale

Encino, CA

Well-established EA firm in Encino, CA for sale. Serving a loyal, long-term client base that includes many clients in the entertainment industry; the Seller is an experienced Enrolled Agent who enjoys...

$395,000

$395,000

Cash Flow: $224,192

Individual Tax Preparation

Corona, CA

Book of Individual Tax Clients. 85 Individual Tax Clients with average prep fee of $315. All returns are prepared on Lacerte Tax Software. Approximately 1/3 are in person tax appointments others are...

$32,500

$32,500

Cash Flow: $27,000

Established Independent Contractor Network

San Diego County, CA

Since the Company was founded 35 years ago, it has invested in building out an independent contractor network and associated technology platform that are now well established and continue to generate...

Not Disclosed

Not Disclosed

EBITDA: $456,000

Established Business Brokerage Franchise Opportunity – So. California

San Diego County, CA

Ideal for a seasoned entrepreneur or executive, this established business brokerage franchise offers the opportunity to build a high-impact advisory business in one of Southern California’s most...

$54,000

$54,000

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

Successful Gross of $ 3million Casualty Lines Allstate Agency 10 years

Carson, CA

This established Allstate insurance agency presents a strategic acquisition opportunity in Carson, California, serving the greater Los Angeles County market. The agency has maintained continuous...

$550,000

$550,000

Cash Flow: $318,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Judah Dishington

United Franchise Group

Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &

San Joaquin County, CA

Motivated Seller - Terms and Guarantees Available • The partners are CPAs - one partner willing to stay on with new buyer • The sellers prefer a buyer located in San Joaquin County or neighboring...

$625,000

$625,000

Cash Flow: $332,000

Santa Rosa CA EA Tax Practice for Sale - Available after 4/15

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

Turnkey Insurance Agency – Strong Client Base & Growth

Huntington Park, CA

This company is a well-established independent insurance agency serving both personal and commercial clients in the Greater Los Angeles area. Known for simplicity, speed, and cost-effective solutions,...

$150,000

$150,000

High-Profitability Book of Business For Sale!

California

-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a...

$800,000

$800,000

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

Murrieta, CA CPA Practice for Sale

Riverside County, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Lacerte, QuickBooks, CFS • Approximately $100,200 in annual revenue, via bookkeeping (40 clients) •...

$975,000

$975,000

Cash Flow: $466,026

Allstate Agency in Northern CA. Elite Status - Active Variable Comp

San Joaquin County, CA

This is a very successful Allstate Agency that the Seller is moving on to make it available to a qualified Buyer. The Agency has an excellent staff that have been their an average of 10 years minimal....

$1,183,700

$1,183,700

Lodi CA, (San Joaquin County) Tax & Bookkeeping Practice for Sale

San Joaquin County, CA

• This practice was established in 1975 • Seller prefers a local buyer fluent in Spanish or with staff who speak Spanish • Software in use includes UltraTax, Datatech & Crosslink • Approximately...

$410,000

$410,000

Cash Flow: $137,000

Calabasas, CA CPA Practice for Sale

Los Angeles County, CA

• The owner is a CPA • This practice was established in 2001 • Software used is Lacerte • Approximately $36,000 in annual revenue, via bookkeeping (14 clients) • Approximately 585 individual tax...

$700,000

$700,000

Cash Flow: $302,420

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

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Judah Dishington

United Franchise Group

Allstate Insurance Agency for 25 years in the County of Sacramento

Sacramento County, CA

This is one of Allstate's Elite Agencies with Allstate Insurance Company. The Lease is excellent at $1,400 per month and has 700 sq. ft. Allstate provides world wide trips for its Agents when they...

$775,000

$775,000

Lodi, CA CPA Practice for Sale

San Joaquin County, CA

• The owner is a CPA • This practice was established in 1985 and incorporated in 2003 • Seller prefers a buyer located in the greater Sacramento area • Software in use includes UltraTax, Fixed Assets...

$720,000

$720,000

Cash Flow: $193,102

Davis, CA CPA Practice for Sale - available after 4/15

Yolo County, CA

Seller prefers a local buyer as clients are not serviced remotely • The owner is a CPA • This practice was established in 2005 • Software in use includes Lacerte, QuickBooks, MS Office, CFS Tax Tools...

$860,000

$860,000

Cash Flow: $356,000

Fresno CPA Firm for Sale

Fresno, CA

CPA firm for sale in Fresno, CA. ref # FRE124. The firm was established by the Seller in 2000 and has operated in its current location for the past ten years. The office is situated in an upscale,...

$425,000

$425,000

Cash Flow: $172,458

Grass Valley, CA EA Practice for Sale

Nevada County, CA

• The owner is an EA • This practice was established in 2017 • Seller prefers a buyer located in greater Sacramento CA area • Practice supported by trained and dedicated staff willing to stay on with...

$375,000

$375,000

Cash Flow: $112,000

Profitable Direct Lending & Real Estate Investments Services

California

Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been highly profitable and provides direct lending services and real estate...

$35,000,000

$35,000,000

Cash Flow: $7,482,883

Redding, CA CPA Practice for Sale - Available after 4/15

Shasta County, CA

• The owner is a CPA • This practice was established in 1995 • Software in use includes Lacerte, QuickBooks, TValue, ATB, CFS, Excel, Word Perfect • Approximately $25,000 in annual revenue, via...

$315,000

$315,000

Cash Flow: $112,800

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

Simon Hong

SM Realty & Investment, Inc.

Serving Riverside County, CA

16 years of experience in the commercial field as a Real Estate Broker

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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

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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