Placer County, CA
Not Disclosed
Financial Services Businesses For Sale in California
Profitable Medicare Book of Business for sale in Northern CA
Thriving Marketing Agency - 50% Margins
San Francisco, CA
$1,800,000
Farmers Agency For Sale
San Mateo, CA
$250,000
Farmers Insurance Agency with over $2.5 million premium for sale
Lodi, CA
$350,000
Est. 40 year Tax, Accounting, and Payroll Practice $1,500,000 Revenue
Orange, CA
$1,875,000
$8 Million Farmers Premium Book of Business Agency For Sale
Long Beach, CA
$1,200,000
Farmers Insurance Agency - $150K Income - Vietnamese
San Jose, CA
$230,000
Farmers Insurance Agency – $170K Income – Mandarin/Cantonese
San Jose, CA
$265,000
Allstate Agency Ownership Opportunity – $7M Premium Book Available
Santa Clara County, CA
$999,999
Sherman Oaks CPA Practice
Sherman Oaks, CA
$2,800,000
FranchiseATAX
Available in California
$25,000
Established Insurance Brokerage for Sale - $3M+ Premium
Los Angeles County, CA
$975,000
Profitable Payroll Processing & Compliance Business – Scalable
Sacramento, CA
$325,000
Great Home and Auto book of business to build off
$150,000
Fremont, CA
Stock Traders Daily 16x Growth Expansion
San Diego, CA
$7,500,000
Folsom CPA Firm for Sale
Folsom, CA
$2,900,000
Mehmood Syed, CM&AA
Syed Brokerage & Capital Co.
Serving San Diego County, CA
Syed Brokerage & Capital Co. is an authority in selling, buying, financing, raising funding, and creating monetary solutions for privately owned companies. We make buying, selling, and raising capital less arduous and smoother. We have helped raise funding for Maritime Companies. A complete and profound operational and top business governance experience augments brokers with supreme financial knowledge and proficiency. Syed Brokerage & Capital is a top merger and acquisitions broker that brings proficiency, uprightness, and broad market knowledge to every transaction. Large firms in today’s marketplace endeavor to sell and buy companies. However, only a handful may offer their clients the highest knowledge, skills, and means of our distinguished firm. Syed Brokerage & Capital’s global team of bankers has significant experience advising privately owned businesses and private equity firms on many mergers and acquisitions transactions. Our knowledge of advising buyers and sellers provides us with the entire perspective and insights that further strengthen our capabilities as an M&A Broker for lower-middle—to middle-market companies. We leverage our expertise and knowledge to provide our clients with outstanding, high-quality outcomes. At Syed Brokerage & Capital, we understand that every transaction is Different. Resultantly, our focus on each engagement is personalized to fit the specific financial, industry, or other circumstances to accomplish the most favorable results. We work closely with our clients throughout the entire acquisition or sale to ensure an efficient process that minimizes disruption in their organizations. Syed Brokerage & Capital Co is also responsible for selling, buying, and financing Franchise businesses. Areas Covered: All United States of America and Canada, South America, Europe, Middle East
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Insurance Book for Sale(Independent Agency)
Fullerton, CA
$300,000
40 Year Profitable Bookkeeping & Tax Services Firm
San Diego County, CA
$200,000
Established Insurance Agency for Sale – Stable Revenue & Renewals
San Diego County, CA
$575,000
Encino CPA Firm for Sale
Encino, CA
$895,000
Virtual San Francisco Bay Area CA CPA Practice for sale - after 4/15
San Francisco County, CA
$1,200,000
Tax & Books specializing in Automotive
San Diego, CA
$400,000
Established, Turn-Key Staffing & Recruiting Business (2 Locations)
San Bernardino County, CA
$550,000
High Fee CPA Firm with owner Staying on 3-5 years
California
$2,450,000
Multi-Revenue Stream Business Brokerage - Lucrative Opportunity
$95,000
Marin County, CA
San Diego County CPA Firm for Sale
San Diego, CA
$1,600,000
Allstate Agency 35 years at Location Mega Agency
Modesto, CA
$3,411,333
Established CPA firm with Large Team and Real Estate Niche
California
$2,950,000
Inglewood, CA CTEC Tax Practice for Sale
Los Angeles County, CA
$625,000
Allstate Agency for Sale / Santa Clara 38 years Established-Full Staff
Santa Clara County, CA
$1,025,000
High Desert CPA Firm for Sale
Kern County, CA
$415,000
Southern California Firm Serving High-Net-Worth Clients
California
$2,300,000
Encino EA Firm for Sale
Encino, CA
$395,000
Individual Tax Preparation
Corona, CA
$32,500
Established Business Brokerage Franchise Opportunity – So. California
San Diego County, CA
$54,000
Established Business Brokerage Territory – Prime Market
$95,000
Alameda County, CA
Allstate Agency, Elite Status- Great Loss Ratio 47% Retention 90%
Alameda, CA
$1,100,000
Successful Gross of $ 3million Casualty Lines Allstate Agency 10 years
Carson, CA
$550,000
Manteca (San Joaquin County) CPA Practice - Motivated Seller - Terms &
San Joaquin County, CA
$625,000
Santa Rosa CA EA Tax Practice for Sale - Available after 4/15
Sonoma County, CA
$240,000
Turnkey Insurance Agency – Strong Client Base & Growth
Huntington Park, CA
$150,000
High-Profitability Book of Business For Sale!
California
$800,000
Novato CA CPA Tax Practice for Sale
Marin County, CA
$350,000
Murrieta, CA CPA Practice for Sale
Riverside County, CA
$975,000
Claudia Castro
Iconic Business Technologies, Inc.
Serving Los Angeles County, CA
Iconic is a technology-driven M&A advisory platform that helps business owners sell or merge their companies with confidence and efficiency. With over 70 years of combined team experience, more than 200 transactions completed, and over $2 billion in closed deal volume, Iconic focuses on the lower middle market, typically working with companies generating up to $100 million in revenue. Headquartered in Los Angeles, California, Iconic blends AI-powered buyer sourcing, a proprietary deal-management platform called Iconic Rail, and experienced advisory teams to streamline the sell-side process. Positioned between traditional investment banks and small business brokers, Iconic offers a data-backed, high-touch experience that connects quality sellers with well-matched strategic and financial buyers, delivering faster timelines and stronger outcomes through a modernized M&A process.
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Allstate Agency in Northern CA. Elite Status - Active Variable Comp
San Joaquin County, CA
$1,183,700
Lodi CA, (San Joaquin County) Tax & Bookkeeping Practice for Sale
San Joaquin County, CA
$410,000
Farmers Agency For Sale
$95,000
Solano County, CA
Calabasas, CA CPA Practice for Sale
Los Angeles County, CA
$700,000
Great Price Allstate Agency 10 year Location
Santa Clara County, CA
$290,000
Allstate Insurance Agency for 25 years in the County of Sacramento
Sacramento County, CA
$775,000
Lodi, CA CPA Practice for Sale
San Joaquin County, CA
$720,000
Davis, CA CPA Practice for Sale - available after 4/15
Yolo County, CA
$860,000
Fresno CPA Firm for Sale
Fresno, CA
$425,000
Grass Valley, CA EA Practice for Sale
Nevada County, CA
$375,000
Profitable Direct Lending & Real Estate Investments Services
California
$35,000,000
Buy or Sell a Financial Service Business in California
| Market Overview | Listed for Sale |
|---|---|
| Number of Businesses Analyzed | 45 |
| Median Asking Price | $425,000 |
| Median Reported Revenue | $369,000 |
| Median Reported Seller's Discretionary Earnings | $202,749 |
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.
Asking Price
| Lower Quartile | Median | Upper Quartile |
|---|---|---|
| $339,000 | $425,000 | $975,000 |
Market Financial Highlights
The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale in California.
| Bound | Revenue | Seller’s Discretionary Earnings |
|---|---|---|
| Lower Quartile | $242,000 | $114,000 |
| Median | $369,000 | $202,749 |
| Upper Quartile | $936,049 | $398,600 |
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 | 1.18 | 2.09 |
| Median | 1.32 | 2.53 |
| Upper Quartile | 1.59 | 3.05 |
| 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 $425,000, though prices range from under $339,000 to well over $975,000.
How much do Financial Services Businesses owners in California earn?
The median reported revenue of Financial Services Businesses in California is $369,000 and owners earn a median of $202,749, 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 1.18 to 1.59, with a median of 1.32. Earning multiples range from 2.09 to 3.05, with the median at 2.53. This means the typical Financial Service Business in California may ask for around 1.32 times its annual revenue, and 2.53 times its annual owner earnings.
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