Financial Services Businesses For Sale in California

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

Placer County, CA

• The owners are CPAs • Ideal Buyer is licensed CPA or employ CPAs • This practice was established in 1946 • Software in use – Lacerte, QuickBooks, Creative Solutions, Microsoft Office 2024 Revenue: •...

$975,000

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

Los Angeles, CA

Affordable Care Act Health Insurance IRS Required Filings Compliance Company based in Los Angeles. The IRS and Dept. of Labor require businesses with 50 or more employees to file Forms 1094 + 1095-C...

$1,800,000

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

Carlsbad, CA

CPA firm for Sale in Carlsbad, CA. ref # CLD224. This firm currently occupies a physical office space in Carlsbad, which is available to the Buyer if interested, but the practice can also be relocated...

$325,000

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

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

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

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

Fresno, CA

CPA firm for sale in Fresno, CA. ref # FRE124. This firm was established by the Seller in 2000 and has been operating in its current location for 8 years. This office is located in an upscale, single...

$425,000

Huntington Beach, CA

CPA firm for sale in Huntington Beach, CA. ref # HTB124. The Seller is looking forward to retirement but will be available to assist the Buyer with continued transition assistance as needed. This...

$500,000

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

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

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

Tulare County, CA

• The owner is a CTEC • This practice was established in 1975 • Software in use includes Lacerte and Dillners • Approximately $133,000 in annual revenue, via bookkeeping (44 clients) • Approximately...

$270,000

Los Angeles County, CA

• The owner is a CPA • This practice was established in 1989 • Software in use includes Drake and QuickBooks • Approximately $325,000 in annual revenue, via bookkeeping (50 clients) • Approximately...

$1,250,000

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

Santa Cruz, CA

Description: BUSINESS IS IN ESCROW. BACK UP OFFERS ONLY AT THIS POINT. C4311 PRICE LOWERED TO $550,000 SBA PRE-APPROVAL. MONTEREY COUNTY BANK Santa Cruz County and the Monterey Bay area have a...

$550,000

Los Angeles County, CA

• The owner is an EA • This practice was established in 1987 • Software in use includes Lacerte & QuickBooks • Approximately $95,500 in annual revenue, via bookkeeping (120 clients) • Approximately...

$780,000

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

Encinitas, CA

The primary owner is looking to sell 5% @ a $10 mil valuation. The Primary Owner owns 85%. The reason for selling involves a divorce. About: Stock Traders Daily leverages proprietary predictive AI to...

$10,000,000

California

Established Property and Casualty Insurance Agency - Asset Sale This well-established insurance agency in Fresno County, California presents an exceptional acquisition opportunity with strong...

San Luis Obispo County, CA

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong...

San Diego, CA

Rad Capital Group is pleased to present a preferred equity investment opportunity in California - a new construction La Quinta Hotel offering investment in upper midscale select-service with amazing...

$150,000

P3 Cost Analysts Franchise - Business Management Consulting Opportunity This franchise opportunity offers entry into the expanding cost reduction consulting industry through P3 Cost Analysts' proven...

$39,500