Financial Services Businesses For Sale in California

California

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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

Start-upStart an Insurance Agency – Full Training & Support Provided.

Own your future with a turnkey life insurance agency opportunity designed for motivated entrepreneurs, even if you have no prior experience. This is your chance to step into a proven business model...

$199

Start-up

$199

Start-upEntrepreneurs, Self-Starters & Leaders Join the Farmers Insurance Team

Farmers Insurance offers a unique opportunity to build and/or buy an Agency. Farmers Insurance Agency owners enjoy limitless income potential (we are open in all California markets) with monthly and...

Not Disclosed

Start-up

Not Disclosed

Encino EA Firm for Sale

Encino, CA

Well-established EA firm in Encino, CA for sale. Serving a loyal, long-term client base that includes many clients in the entertainment industry; the Seller is an experienced Enrolled Agent who enjoys...

$395,000

Cash Flow: $224,192

Remote CPA Firm for Sale

Escondido, CA

Remotely operated Southern California CPA firm for sale. This Firm’s clients are primarily located throughout California, with a few out of state. The firm has been operated for several years by a...

$550,000

Cash Flow: $247,041

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

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

Cash Flow: $257,898

Individual Tax Preparation

Riverside County, CA

Book of Individual Tax Clients. 85 Individual Tax Clients with average prep fee of $315. All returns are prepared on Lacerte Tax Software. Approximately 1/3 are in person tax appointments others are...

$32,500

Cash Flow: $27,000

Foster City CPA Firm for Sale

Foster City, CA

CPA firm for sale in Foster City, CA. This home-based Firm has been operating in the area since 2001, and the Seller is looking to reduce their workload in anticipation of retirement. This sale...

$185,000

Cash Flow: $168,310

Virtual Brentwood Northern California 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

FranchiseFranchise Venture Capital

Available in California

You Could Possibly “Make Millions” by Becoming a Managing Partner. Receive royalties, franchise fees and equity in National Franchises.

$150,000

Franchise

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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

Cash Flow: $119,035

45% Cashflow and Growing CPA firm with 70-100% Equity for Sale

California

? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%. ? Real-Estate Niche: Deep relationships with developers, contractors, and...

$3,890,000

Multi-Revenue Stream Business Brokerage - Lucrative Opportunity

$95,000 - Marin County, CA

$95,000

Marin County, CA

Meade Wallman

United Franchise Group

Westwood, Westside Los Angeles, High Quality CPA Practice for Sale

Los Angeles, CA

Well established and well known, high quality sole practitioner CPA located in Westwood on the Westside near UCLA is retiring after 40 years. Looking for a local CPA with at least 10 years solid...

$1,490,000

Cash Flow: $800,000

Castro Valley CPA Firm for Sale

Castro Valley, CA

CPA firm for sale in Castro Valley, CA. ref# CSV125. This home-based Firm has been operating in the area for almost 40 years, and the Seller would like to sell in anticipation of retirement. This sale...

$235,000

Cash Flow: $158,615

Felizardo Gaxiola

First Choice Business Brokers - Excellence Team

Serving Riverside County, CA

First Choice Business Brokers has grown to become one of the largest organizations in the U.S. specializing in business sales. We have listed and managed the sale of over $8 billion in businesses for sale. Buyers and sellers alike can enjoy the accessibility and expertise of a national network of professional business brokers and the largest inventory of businesses available for sale. Our Inland Empire team will help you thru all the steps to sell or buy a business as a part of your business plan. We are a brokerage firm that will guide you from a business valuation to each milestone of the process and back you up as a legal shield avoiding risks and becoming your negotiator for this new lifetime decision. In summary, if you have a business you would like to sell or are ready to buy a business, the First Choice Inland Empire team would be proud to be your “First Choice” for buyer or seller representation, we genuinely care and understand the plans you have for YOU and your loved ones. We create opportunities for people: The Business Brokerage core business is actually a “people business” first and foremost, and we understand this. We create business opportunities that deliver value for people’s life. We are experts on the process: With a combination of business finance, marketing and operations, we highlight the real value that business buyers and sellers’ demand. From initial strategic exit planning through valuation, acquisition and marketing to closing the deal. Structuring, negotiating and closing deals: Our transactions are life-changing for the business owners, their families and employees. We understand the “psychology of the deal” and the emotions that come with it. We manage all the implications so you can experience a smooth process. It’s about knowing the true value of your company: We understand your business and its true value in order to present the opportunity to strategic buyers that are looking for your specific true value, and therefore willing to pay more. Formulation of the right strategy involves experience.

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Farmers Agency For Sale

Daly City, CA

Are you ready to own a thriving Farmers Insurance agency with consistent revenue? This well-established, high-retention agency represents an excellent opportunity for an entrepreneurial individual...

$525,000

Est. 40 year Tax, Accounting, and Payroll Practice $1,500,000 Revenue

Anaheim, CA

Strongly prefer a CA CPA owner operator who lives in Orange County CA, this is not meant to be a passive investment The owner is a CPA • This practice was established in 1985 • Software in use...

$1,875,000

Farmers Agency

Los Angeles County, CA

Established Farmers Insurance Agency - San Fernando Valley Opportunity This well-established Farmers Insurance franchise presents an exceptional opportunity for qualified agents seeking a profitable...

$499,000

Cash Flow: $225,000

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

FranchiseSchooley Mitchell Cost Reduction

Available Nationwide

Finding solutions that save businesses time and money. Promote a risk-free cost saving and expense reduction analysis.

$100,000

Franchise

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San Jose CPA Firm for Sale

San Jose, CA

CPA firm for Sale in San Jose, CA. This firm has been in business for approximately 40 years, and the Seller is ready to prepare for retirement. The Seller is available to continue working with the...

$775,000

Cash Flow: $365,959

San Diego CPA Firm for Sale

San Diego, CA

CPA firm for sale in the Scripps Ranch neighborhood of San Diego. This well-established firm sold roughly half of the firm in 2020 in order to reduce the Seller’s workload in anticipation of...

$175,000

Cash Flow: $115,413

Established Business Brokerage Territory – Prime Market

$95,000 - Alameda County, CA

$95,000

Alameda County, CA

Meade Wallman

United Franchise Group

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

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

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

Cash Flow: $332,000

Farmers Insurance Agency

Los Angeles County, CA

Our agency is the top 1% of all Farmers Agencies in the company nation wide. We have a total of 7.5M+ in premium consisting of personal and commercial clients. We have been in business since 2013 and...

$1,550,000

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in West Los Angeles, CA. The Seller currently provides Tax, Write-up, Business Management and Wealth Management services. This is a partial sale that includes all of the CPA...

$450,000

Cash Flow: $189,572

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

Cash Flow: $2,131,460

Allstate Agency Located in L A County Gross Premium over $5,000,000

Carson, CA

This is a growing Allstate Insurance Agency. It has an outstanding staff . It has been in business for over 15 years. The Seller has been a multi line producer and the Agency would make a great...

$750,000

Cash Flow: $400,000

FranchiseMurphy Business Sales

Available Nationwide

$439,983* Gross Profit. Low Investment. We’ll help you build a profitable, rewarding business and still have time for what matters most.

$50,000

Franchise

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Low work large margin opportunity 2 businesses in one location

Fresno, CA

• This practice was established in 2017 • Software in use includes Tax Slayer Pro • Approximately $50,000 in annual revenue, via bookkeeping (8 clients) • Approximately $32,000 in annual revenue, via...

$425,000

Cash Flow: $250,000

Profitable Payroll Processing & Compliance Business – Scalable

Sacramento, CA

This is a rare opportunity to acquire a well-established payroll processing and compliance company with a strong client base and recurring monthly revenue. The company provides full-service payroll...

$325,000

Cash Flow: $90,000

Top Business Tech-enabled M&A Firm - US Only - $100M+ Active Pipeline

$2,795,000 - California

$2,795,000

California

Los Angeles CPA Firm for Sale

Los Angeles, CA

CPA firm for sale in Los Angeles, CA. This Firm has been operating in the city of Los Angeles for the past 4 years and the Seller is looking forward to new opportunities outside of LA. This is not a...

$250,000

Cash Flow: $143,458

Anaheim CPA Firm for Sale

Anaheim, CA

CPA firm for sale in Anaheim, CA. This well-established firm is offering a partial sale in order to reduce the Seller’s workload in anticipation of retirement. The Seller is retaining the current...

$129,000

FranchiseAll County Property Management

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.

$75,000

Franchise

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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

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

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

Cash Flow: $87,745

Simi Valley EA Firm for Sale

Simi Valley, CA

EA firm for sale in Simi Valley, CA. This Firm has been operating for almost 40 years and in the same location for the past 8 years. This is a partial sale with the Sellers transitioning approximately...

$625,000

High-Profitability Book of Business For Sale!

California

-Cash flow exceeding 90% -Owner hours approx. 1,500 per year -Premium average fees This well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a...

$800,000

Leigh Apodaca

The Apodaca Group at Compass

Serving Orange County, CA

The Apodaca Group, in partnership with Compass Commercial, offers invaluable assistance to entrepreneurs aiming to sell their small businesses. Our team excels in identifying suitable buyers and ensuring seamless transitions for all parties involved, making us an attractive option for business owners contemplating a sale. Should you be exploring the sale of your business and require support in locating the ideal purchaser, we invite you to connect with The Apodaca Group. This collaborative effort could prove to be a highly advantageous stride in your journey. Leveraging our team's capacity to engage with a diverse pool of potential candidates on a daily basis potentially enhances the probability of discovering the perfect buyer for your enterprise. If you have any specific questions, feel free to ask! Give us a call today!

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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

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

Cash Flow: $129,000

Established Insurance Agency- Farmers Insurance

$200,000 - Temecula, CA

$200,000

Temecula, CA

Southwest Riverside County EA Firm for Sale

Menifee, CA

EA firm for sale in Southwest Riverside County, CA. Due to the small-town nature of the location, we are holding off on publicly sharing the city until the Practice Profile is reviewed and you express...

$199,000

Cash Flow: $117,781

Lake Forest EA Firm for Sale

Lake Forest, CA

EA firm for sale in Lake Forest, CA. This Firm has been operating in the city for over 20 years and in the same location for the past 10. The clients can easily be relocated to the Buyer’s office...

$110,000

Cash Flow: $101,579

FranchiseCommission Express

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.

$150,000

Franchise

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Concord CPA Firm for Sale

Concord, CA

CPA firm for sale in Concord, CA. ref # CON125. This firm was established by the Seller in 1992 and has been operating in its current location ever since. The firm can be relocated after the lase...

$535,000

Cash Flow: $240,322

Encino CPA Firm for Sale

Encino, CA

CPA firm for sale in Encino, CA Ref# ENO125. This CPA Seller has 35 years of practice experience and is ready to transition into retirement. The Seller is open to assisting the Buyer on a part-time or...

$895,000

Cash Flow: $348,384

Torrance CPA Firm for Sale

Torrance, CA

CPA firm for sale in Torrance, CA. ref # TOR125. This long-standing and highly respected practice has been serving the South Bay area since 1996 and now the Seller would like to plan for retirement....

$1,300,000

Cash Flow: $590,765

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

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

Cash Flow: $1,195,750

High-Growth Tax Relief Firm with 4.9+ Google Rating ASSET ONLY SALE

Costa Mesa, CA

? Description (Asset-Only Sale): Asset-Only Sale – Ingenious Tax Relief Selling assets only (no liabilities or legal entity transfer). Includes: ?? Brand & Business Name: Ingenious Tax Relief ?? #1...

$225,000

Cash Flow: $156,000

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

Cash Flow: $466,026

Lucrative Bay Area CPA Practice since 1961!

Alameda County, CA

Well established CPA practice, recognized for its exceptional service and strong client relationships. This SBA- approved firm has built a solid relationship over the years, making it an ideal...

$660,000

Cash Flow: $298,851

Santa Clara CPA Firm for Sale

Santa Clara, CA

CPA firm for sale in Santa Clara, CA. Ref# SCL125. This sole practitioner Firm boasts high profit margin and high average fees. The firm has been operating in the local area for over 30 years, and the...

$550,000

Cash Flow: $243,131

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