San Jose, CA
Imagine stepping into a well-established insurance agency where 90% of clients choose to stay year after year. That's the kind of loyalty and trust you'll inherit with this balanced auto and home...
Cash Flow: $85,000
Financial Services Businesses in CA For Sale
Market Info
Personal lines Book with Options
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...
9
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...
Cash Flow: $151,000
5
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...
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...
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...
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...
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...
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...
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...
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.
Avg. Unit Revenue: $417,302
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...
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...
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...
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...
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...
EBITDA: $590,000
Ryan Clark - CM&AA, CEPA
Veld Mergers & Acquisitions
Serving Los Angeles County, CA
We strive to help our clients realize their unique definition of success. To achieve this, our team provides a comprehensive service offering aimed at supporting lower middle market business owners at nearly all stages of their company’s lifecycle. Our team has supported over 2,000 clients since 2002 and completed more than 1,150 transactions. This experience, coupled with our history as founders, owners and operators ourselves provides our team with an unparalleled practical knowledge base and real world perspective that is aligned with our clients. When we provide mergers & acquisitions advisory services, explore capital sourcing and deployment options, evaluate valuation drivers or structure a realistic exit plan, we do so knowing that our clients rely on us to help manage what may be their largest asset and the culmination of years of extraordinary efforts. If our client has an interim leadership need, we approach the assignment as if it were our business, reputation, investment and our future retirement at stake – because ultimately it is. The value we provide and the quality of our efforts will make or break a successful engagement. In doing so we are not only able to capitalize on each of our management experiences, but we are also able to draw from best practices learned from working with thousands of clients across all industry sectors. As a result our perspective is broad and our resource base is vast. Our full service approach supports the notion that your business is more than just a transaction to you and us, it’s our business too. Your success translates into our success, just as we shoulder the burden of any failure. As a result we consider ourselves to not only be our client’s solutions advisor, but also their partner.
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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...
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...
Cash Flow: $820,000
Personal Lines Agency With 90% retention
Castro Valley, CA
Imagine stepping into a thriving insurance agency that's already built the foundation for your success. This established personal lines agency in Hayward offers exactly what you've been looking for -...
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...
2
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...
Cash Flow: $590,130
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.
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...
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...
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...
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...
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...
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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...
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,...
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...
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...
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
ATAX
Franchise
Available in California
ATAX is the fastest growing, full-service national tax preparation and business services franchise, serving our local multicultural communities.
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...
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...
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...
Cash Flow: $57,040
SBA Pre-Qualified Legal Document Prep & Tax Practice - 25+ Years
Colton, CA
This well-established professional services firm has served the Inland Empire community for over 25 years, building a loyal, repeat client base across three complementary revenue streams: legal...
Cash Flow: $87,846
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...
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.
Avg. Unit Revenue: $187,129
Successful Farmers Insurance Agency for Sale
Murrieta, CA
Take advantage of a rare opportunity to acquire an established Farmers Insurance Agency in the highly desirable Murrieta market. This agency generates approximately $23,000 per month in service...
Cash Flow: $276,000
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...
Cash Flow: $155,651
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...
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...
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...
Kevin Kim
Action Realty Task Holdings, Inc
Serving Los Angeles County, CA
Action Realty Task Holdings, Inc (ART) with its DBA Action Realty Task Inc (ART) established in 2022, based on LA Palma, Orange County, consited of more than 90% of agents, brokers or staff being seasoned over 15 years expereice in RE industry, have been dedicating to selling, buying commercial properties, busiensses alone, and business and realties, SFR (Hoses, Condos exceeding over hundreds of dollars over the past 4 years, We are serving mainly Los Angeles couty, orange county, riverside county, san bernardino county, and 8 of surrounding counties and neighbor states through the relatonships of near-by states agents and/brokers in selling properties or businesses. Actually, as name indicates, we are doing re business as ART of work
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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...
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...
*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,...
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...
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...
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.
Avg. Unit Revenue: $990,674
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...
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...
Cash Flow: $225,000
Tax Practice Redding CA
Redding, CA
250 Clients: 200 1040, 45 Corporations, 10 Non Profit/Partnerships/Estates....
2
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...
Cash Flow: $275,555
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
Cash Flow: $190,000
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.
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 Analyzed | 71 |
| Asking Price | $450,000 |
| Reported Revenue | $402,632 |
| 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 Quartile | Median | Upper Quartile |
|---|---|---|
| $250,000 | $450,000 | $787,500 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale in California.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $237,113 | $123,000 |
| Median | $402,632 | $203,000 |
| Upper Quartile | $711,250 | $369,693 |
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.
| Bound | Revenue Multiple | Earnings Multiple |
|---|---|---|
| Lower Quartile | 1.15 | 2.01 |
| Median | 1.25 | 2.32 |
| Upper Quartile | 1.43 | 2.82 |
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 $787,500.
How much do Financial Services Businesses owners in California earn?
The median reported revenue of Financial Services Businesses in California is $402,632 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 1.15 to 1.43, with a median of 1.25. Earning multiples range from 2.01 to 2.82, 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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