California

Other Financial Services Businesses For Sale in California

Showing 65 results sorted by
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Top Business Tech-enabled M&A Firm - US Only - $100M+ Active Pipeline

California

Rare Opportunity to Acquire a Turnkey, Top-Performing M&A Firm with Scalable Platform. This is a rare opportunity to acquire a top-performing business tech-enabled M&A Firm, serving Sell-side business...

$2,795,000

Cash Flow: $679,000

$2,795,000

Cash Flow: $679,000

listing image
Top Business Brokerage/ M&A Firm – Key LA Territory & Active Pipeline

Los Angeles County, CA

This is a rare opportunity to acquire a top-performing business brokerage and M&A franchise serving one of the most active and affluent markets in the U.S. With a long-standing track record of...

$1,200,000

Cash Flow: $511,734

$1,200,000

Cash Flow: $511,734

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

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

Asset SaleSide Hustle or Full Time Cost Analytics Business w/ Strong Profits!

Los Angeles, CA

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. Many current franchisees earning high 6 digit income...

$50,000

$50,000

Asset Sale
Start-upJudgment Buisness

Why own a Judgment Investigation Business? -Recession Proof Business Model -High Profit Margins & Unlimited Income Potential -Huge Market Size with Little Competition -Work-From-Home Operation -100%...

$200,000

2

$200,000

Start-up
Start-upSide Hustle or Full Time Bus Cost Analysis w/ BIG Profits from Home!

The largest independent cost reduction consulting firm in North America, with offices from coast-to-coast across the United States and Canada. **No Franchise Royalty for the First 12 Months! Yes One...

$44,000

$44,000

Start-up
Start-upLet's Flip Houses Together

This Company specializes in helping beginner investors enter the Real Estate market—without risking their own cash or credit. Here are the details: You will be in Business for Yourself, Not by...

$24,750

$24,750

Start-up
Start-upLoan Service Businesses FOR SALE ("TURN-KEY")

Are you looking to step into the financial services industry with a ready-made business? Are you looking to start generating 100K every month? The Potential is HERE Your search ends here! Discover a...

$5,000

2

$5,000

Start-up
Start-up$1 for a Fully Automated Real Estate Investing Business!!

Are you looking for passive income? Would you like to invest in a hands-off opportunity FOR JUST $1 UPFRONT, where an experienced company handles everything from A to Z, and you simply receive 70% of...

$1

$1

Start-up
Farmers Insurance Agency Book of Business for Sale LA / OC

Los Angeles County, CA

Profitable and established insurance agency for sale in the LA and OC area. This opportunity includes a book of business with approximately $1.8 million in annual premiums across a strong mix of Home,...

$200,000

$200,000

Cash Flow: $120,000

Financial Planning & Marketing App for Financial Advisory Firms

Marin County, CA

This software is a turnkey solution that combines a sophisticated financial planning application with a powerful marketing platform. This integrated system provides financial professionals with a...

$500,000

$500,000

High-Margin Finance Business for Sale — Proven Systems, Big Upside

San Jose, CA

Established tech-enabled finance platform generating $1M in seller's discretionary earnings with proven systems and exceptional growth potential. This Silicon Valley-based business operates in the...

$6,500,000

$6,500,000

Cash Flow: $1,000,000

Turn-Key Opportunity Seeking Immediate Cash Flow

San Pablo, CA

This is a rare chance to acquire a high-performing agency with a strong foundation and built-in potential for expansion. This is a great agency to come into the business and cover expenses so you can...

3

$369,000

$369,000

Cash Flow: $234,000

Steve Lyle

Coldwell Banker Commercial Lyle & Associates

Serving Riverside County, CA

History of Lyle Commercial Lyle Commercial has gained a reputation for providing the best brokerage and real estate investment services to clients active in the Coachella Valley region. Very simply, Lyle Commercial knows its marketplace! Our agents are experienced in the sale and leasing of commercial, retail and office space, as well as the sale of income and investment properties and land. Lyle’s Affiliation with Coldwell Banker Commercial Coldwell Banker Commercial is one of the most respected and recognized names in commercial real estate, both nationally and internationally. Coldwell Banker Commercial Lyle & Associates gives you, our client, greater access to a wide range of resources–both locally in the Coachella Valley as well as nationally and internationally.

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BUSINESS FUNDING SERVICE Business - $900K a year profit potential

Duncans Mills, CA

EXCLUSIVE LICENSING RIGHTS to a 23-year-old established funding service business that has helped hundreds of new owners purchase their business without the need for any bank loans. And they received...

$120,000

$120,000

Cash Flow: $430,000

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

ATM ROUTE - Profitable Passive Income Turnkey Business Opportunity

Riverside County, CA

Own a profitable 18 locations ATM route business in the high-traffic, tourist-heavy Coachella Valley, home to world-renowned events like the Coachella and Stagecoach Music Festivals! This is a rare...

3

$50,000

$50,000

Cash Flow: $25,000

San Francisco, CA - ATM route for sale

San Francisco, CA

8 ATM Locations in the San Francisco, CA area - all high-end Hotels, one shopping mall - making $15,000/yr NET (outside of Gas and time) for sale for $26,322 Buyer must join ACFN ATM franchise...

6

$26,322

$26,322

Cash Flow: $15,000

Santa Barbara, CA - ATM route for sale

Santa Barbara County, CA

5 ATM Locations (plus one extra machine) in the Santa Barbara, CA area all high-end Hotels, making $12,500/yr NET (outside of Gas and time) for sale for $22,647 Buyer must join the ACFN ATM franchise...

6

$22,647

$22,647

Cash Flow: $12,500

Real EstateMedical Offices entire 2nd floor-Elevator & stairs-19 rooms

Downey, CA

5177 Sqft 12 medical treatment rooms , 4 Doctor offices , 1 special procedure room , 1 manager office , 1 billing office , 3 nursing stations , 3 patient bathrooms , 1 employee bathroom . 1 break room...

Not Disclosed

Real Estate

Not Disclosed

Simi Valley, CA CPA Book of Business for Sale

Ventura County, CA

• The owner is a CPA • This practice was established in 1989 • Software in use includes Lacerte and QuickBooks • Approximately $1,800 in annual revenue, via bookkeeping (2 clients) • Approximately 170...

$160,000

$160,000

Pacifica CA CPA Practice for Sale

San Mateo County, CA

• The owner is a CPA • Seller prefers a licensed practitioner located in the San Francisco or Peninsula area • This practice was established in 2010 • Software in use includes UltraTax • Approximately...

$425,000

$425,000

Cash Flow: $257,898

Virtual Brentwood CA Tax Book of Business for Sale

Contra Costa County, CA

Virtual client base and above-market average fees per return. • The owner is a CPA and requires the buyer to be a licensed CPA or have a licensed CPA on staff • Software in use: UltraTax • 87...

$360,000

$360,000

Virtual Carpinteria, CA CPA Practice for Sale

Santa Barbara County, CA

Seller is only open to an established practitioner located in southern California. • The owner is a CPA • This practice was established in 2005 • No clients meet with the seller in person; all are...

$235,000

$235,000

Cash Flow: $119,035

Established Merchant Services Company- Profitable & Scalable Business

Marina Del Rey, CA

This is a well-established merchant services ISO (Independent Sales Organization) that provides credit card processing, ACH solutions, virtual terminals, and point-of-sale (POS) systems to businesses...

$3,300,000

$3,300,000

Cash Flow: $450,000

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

EBITDA: $456,000

Not Disclosed

EBITDA: $456,000

Established Business Broker Franchise – Southern California

San Diego County, CA

Serial Entrepreneur? This could be your ideal business. Backed by a 25 year + established national franchise, you’ll have access to training, systems, marketing, and support from day one. Operate...

$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 is a very successful medium sized Allstate Agency 1 Full- Time employee Lease at $1,520. It has Elite Status.. Allstate has International Agency Trips Annually when an Agent is meeting Company...

$640,000

$640,000

Cash Flow: $318,000

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

Medical Overpayments Recovery Business

California

This absentee-run healthcare overpayment recovery company has been specializing in recovering payer account balances for major health insurers since 1996. It’s earned a strong reputation as a trusted...

$10,500,000

$10,500,000

Cash Flow: $2,131,460

Monterey Peninsula CA CPA Tax Practice for Sale

Monterey County, CA

• The owner is a CPA • This firm was established in 1970 • Seller prefers a buyer located in Monterey County • Software in use includes ProSystem FX • Approximately 213 individual tax returns with an...

$950,000

$950,000

Cash Flow: $307,000

Santa Rosa CA EA Tax Practice for Sale

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

Boutique HOA Management Company-Orange & LA County

Los Angeles County, CA

Boutique HOA Management Company- Serving 18 large communities across Orange County and the San Gabriel Valley, this established firm provides full-service HOA management with an impressive 100% client...

$280,000

$280,000

Cash Flow: $87,745

San Luis Obispo County CA Bookkeeping Practice for Sale

San Luis Obispo County, CA

• This bookkeeping practice was established in 2015 • Software in use includes QuickBooks Desktop and Online • Approximately $1,525,000 in annual revenue, via Bookkeeping (263 clients) • Approximately...

$1,675,000

$1,675,000

Cash Flow: $493,000

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

Huntington Beach, CA CPA Practice for Sale

Orange County, CA

• The owner is a CPA • This practice was established in 2016 • Software in use includes Lacerte • Approximately 400 individual tax returns with an average fee of $350 per return • Approximately 100...

$300,000

$300,000

Cash Flow: $179,562

Ventura County, CA CPA Practice for Sale

Ventura County, CA

• The owner is a CPA • This practice was established in 1990. • About 15% of clients meet with the seller and staff • Software in use includes Lacerte, Smart Vault, TPS, QuickBooks, and Adobe Pro •...

$3,500,000

$3,500,000

Cash Flow: $1,195,750

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

Matt Sadati

Liberty Business Advisors of San Francisco Inc.

Serving San Francisco County, CA

Liberty Business Advisors of San Francisco is a multi lingual business broker firm in California.

Contact Me >

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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

Allstate Agency Northern Ca. 30 years Established

Modesto, CA

Allstate Agency for Sales and Services. Elite Status - Variable Comp Confirmed. Outstanding staff able to handle Sales and Retention - Excellent Loss Ratio...

$2,399,000

$2,399,000

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

Virtual Woodland Hills, CA Practice for Sale

Los Angeles County, CA

• The owners are CPAs and only open to selling to equally licensed buyers in the Los Angeles area • This practice was established in 1996 • Less than 5% of clients meet with the seller and staff •...

$995,000

$995,000

Cash Flow: $556,500

Santa Cruz CA CPA Practice for Sale

Santa Cruz County, CA

• The owner is a CPA • This practice was established in 1988 • Software in use includes Thomson Reuters • Approximately $38,000 in annual revenue, via bookkeeping (12 clients) • Approximately $4,500...

$875,000

$875,000

Cash Flow: $375,000

Highly Profitable Financial Services & Consulting Firm | TURNKEY

Sacramento County, CA

Exclusive Opportunity: Highly Profitable & Scalable Financial Services Firm for Acquisition This is a unique opportunity to acquire a highly profitable, scalable financial services firm specializing...

$1,400,000

$1,400,000

Cash Flow: $3,900,000

Ontario, CA CPA Practice for Sale

San Bernardino County, CA

Seller will only consider CPA licensed prospects. • The owners are CPAs. • This practice was established in 2007 • Software in use includes Lacerte, QuickBooks, Practice CS, GoFileRoom, ShareFile •...

$1,600,000

$1,600,000

Cash Flow: $700,450

Vallejo CPA Practice - Motivated Seller Terms and Guarantees Available

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

$240,000

Cash Flow: $141,000