San Diego County, CA
Financial Services Businesses in CA For Sale
Market Info
San Diego CPA Tax Practice
Folsom CA CPA Practice for Sale
Folsom, CA
Very Profitable Bakersfield, CA 27 ATM Route - $185,000
Bakersfield, CA
Established Tax Office | 5-Star Reviews | Turnkey Business
Perris, CA
Vista CPA Firm for Sale
Vista, CA
Los Angeles CPA Firm for Sale
Los Angeles, CA
Rocklin (Placer County) California CPA Practice for Sale
Roseville, CA
Outstanding Allstate Agency / Orange Cty, CA. Excellent Agency 21 yrs
Anaheim, CA
Highly profitable Palm Desert 4 ATM Route $68,000 Cash Flow - $195,000
Palm Desert, CA
Amazing San Fran 225 ATM Portfolio $1,292,000 Cash Flow- $3,259,000
San Francisco, CA
Virtual Roseville, California CPA Practice for Sale
Placer County, CA
Beautiful and Profitable Captive Insurance Agency fully Staffed
Sutter County, CA
Ventura CPA Practice for Sale
Ventura, CA
High-Income Potential Business Brokerage – Exclusive Territory
$91,000
Santa Cruz County, CA
San Rafael Bookkeeping Practice for Sale
San Rafael, CA
Consulting & Advisory Franchise – Business Brokerage – Anaheim, CA
Anaheim, CA
Steven D Zimmerman, LCBB, M&AMI, LCBI, FIBBA
Restaurant Realty Company
Serving San Francisco County, CA
Restaurant Realty Company was founded by Steven D. Zimmerman in the San Francisco Bay Area in 1996. Since inception the company has developed into the largest California restaurant brokerage specializing in sales, acquisitions and leasing of restaurants, bars, nightclubs and related commercial buildings with local representation in the San Francisco Bay Area, Sacramento, Los Angeles, Orange County and San Diego markets. Restaurant Realty’s brokers and agents are well versed in conducting deals with independent restaurant owners, landlords, buyers, and lessees of businesses and real estate, as well as larger ownership groups and buyers of multi-unit operations, franchises and chains. Restaurant Realty’s current brokers and agents have had great success completing transactions with over 3,400 clients, selling/leasing over 1,700 restaurant, bar and/or nightclub businesses, nearly 80 related commercial buildings sold, representing over 3.5 Million square feet of commercial space leased and over 8,000 valuations completed.
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Redlands EA Practice for Sale
Redlands, CA
San Bernardino County CPA Firm with staff Listing CA2631
San Bernardino County, CA
Los Angeles - Wilshire CPA Firm for Sale
Los Angeles, CA
Bakersfield Region CPA Firm for Sale
Kern County, CA
Merchant Processing / Service Provider for Sale
California
40 Year Profitable Bookkeeping & Tax Services Firm
San Diego County, CA
Allstate Agency 35 years at Location Mega Agency
Modesto, CA
High Desert CPA Firm for Sale
Kern County, CA
Multi-Revenue Stream Business Brokerage - Lucrative Opportunity
$95,000
Marin County, CA
Southern California Firm Serving High-Net-Worth Clients
California
Established Business Brokerage Franchise Opportunity – So. California
San Diego County, CA
Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%
Alameda, CA
Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &
San Joaquin County, CA
Santa Rosa CA EA Tax Practice for Sale
Sonoma County, CA
Novato CA CPA Tax Practice for Sale
Marin County, CA
Allstate Agency in Northern CA. Elite Status - Active Variable Comp
San Joaquin County, CA
Calabasas, CA CPA Practice for Sale
Los Angeles County, CA
Great Price Allstate Agency 10 year Location
Santa Clara County, CA
Lodi, CA CPA Practice for Sale
San Joaquin County, CA
Established Business Brokerage Territory – Prime Market
$95,000
Alameda County, CA
Profitable Direct Lending & Real Estate Investments Services
California
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 | 72 |
| Asking Price | $450,000 |
| Reported Revenue | $405,263 |
| 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 | $781,250 |
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 | $239,225 | $124,500 |
| Median | $405,263 | $203,000 |
| Upper Quartile | $707,500 | $367,376 |
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 | 1.16 | 2.03 |
| Median | 1.25 | 2.32 |
| Upper Quartile | 1.42 | 2.81 |
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 $781,250.
How much do Financial Services Businesses owners in California earn?
The median reported revenue of Financial Services Businesses in California is $405,263 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 1.16 to 1.42, with a median of 1.25. Earning multiples range from 2.03 to 2.81, 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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