Banking & Finance Businesses for Sale in California
California
Banking & Finance
18 results for "Banking & Finance" businesses in "California"
California
Banking & Finance
18 results for "Banking & Finance" businesses in "California"
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Los Angeles, California
Confidential Regulated Insurance Distribution Platform
Call/Email
CF : $ 3,000,000
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 concept-stage insurance idea. The company generated eight-figure annual revenue with multi-million-dollar profitability and is operating at a higher current run-rate. The platform combines licensed sales, producer relationships, partner distribution, consumer acquisition, and a proprietary operating layer designed to improve workflow, reporting, producer productivity, compliance visibility, and customer monetization. The business sells through multiple distribution channels, including internal producers, contracted producers, independent relationships, and partner distribution channels. Its revenue model is built around policy commissions, override economics, renewal economics, service-related revenue opportunities, and consumer inquiry monetization. The owners are seeking the right capital partner, lender, strategic buyer, or insurance industry participant to help accelerate the next stage of growth. A partial ownership sale, structured financing, strategic growth capital, revenue-based capital, preferred equity, convertible structure, or other creative proposal may be considered for the right qualified party. To protect confidentiality, the company name, exact market focus, location, founder names, carrier relationships, technology details, channel counts, and other identifying information are withheld at this stage. Additional information will be provided only to qualified parties after execution of a non-disclosure agreement. NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Online / Remote
Allstate Agency - Insurance Industry
$ 310,000
CF : $ 100,000
The Agency has an excellent Loss Ratio and a nice Retention Ratio. It is open 5 days a week 9:00 am to 5:00pm. The owner has set up Customer Service which attracts many new Buyers of all types on insurance sales. Allstate Insurance now provides world wide trips for the Agent and his significant other. This is fully paid for by the company. Note call Dale Huffman 714-928-5138
Online / Remote
Allstate Insurance Orange County, California
$ 1,275,000
CF : $ 400,000
An Allstate Insurance Agency is available for sale in Orange County, California. Located in the bustling city of Anaheim, this agency is a respected provider of insurance services and brokerage, operating remotely for flexibility. The business has built a strong reputation in the banking and finance sector, thanks to a dedicated and expert team. The agency is known for its transparency and focus on customer satisfaction, which is reflected in its public visibility. Current owner, is looking for a motivated buyer to take over this well-regarded operation. To learn more about this opportunity to own an Allstate Insurance Mega Agency in California, please contact broker Dale Huffman at +1714-928-5138
Online / Remote
Allstate Agency in Stanislaus County CA. Allstate Agency i Modeston California
$ 3,411,000
CF : $ 900,000
This is an Allstate Insurance Agency mega size. The Seller is looking to retire and he has had an outstanding career being an Allstate Elite performer. This agency has a Gross Insurance premium of Allstate and I vantage Insurance carriers of $ 15,134,813. The Gross Commission is approximately $1,362,133 dollars per year, and the Bonus Amount is based on future Production in 2026, but the range can be 4% of the Agency Renewals. The staff of four employees have the ability to write all lines insurance and handle the customer service issues. Allstate provides world wide trips for their Agents who make the company goal. The Cost is taken care of by the company. This full benefit is provided for the spouses or significant other.
Online / Remote
Insurance Agency Allstate - Stanislaus County, California, Fullly Lic. Staff Elite Status Ins- Fully Licensed Staff Orange County, California
$ 2,399,400
CF : $ 987,394,300
Elite Allstate Agency located in Northern California. The staff is fully licensed with Casualty Licenses and Life & Health Licenses. They have been with the Agency an average over 10 years. Loss Ratio is in 40's percental. Retention in 80's percental. The Seller has trained the staff to handle all Service and Claim issues on a daily basis. The Office Manager is trained to administer any issues that come up with the size of this mega agency. Allstate allows agents to buy additional agencies when the agent desires to expand and has attained the qualifications for acquisition. Contact Dale Huffman 714-928-5138 The Company also sends their Qualified Agents on World wide trips with their significant other completely paid for by the company.
Online / Remote
Allstate Agency for Sale California Sutter County
$ 1,600,000
CF : $ 625,000
Allstate Agency represents a rare opportunity that doesn't come around often. You'll inherit an impressive operation generating over $7.1 million in gross premiums annually. The retiring agent has spent 40 years nurturing this business into a well-oiled machine, and now he's ready to pass the torch to someone who shares his commitment to serving clients. Here's what makes this opportunity special: you won't be starting from scratch. Three dedicated, long-term employees are eager to stay on board. They're fully licensed professionals who know the business inside and out, handling daily operations seamlessly. This means you can focus on growth and building relationships rather than worrying about staffing or training. The numbers speak for themselves - with over $7.1 million in gross premiums, this agency demonstrates the kind of financial strength that creates lasting wealth. You're not just buying a business; you're acquiring decades of established client relationships, proven systems, and a reputation built on trust. Whether you're an experienced insurance professional looking to expand or someone seeking a stable, profitable business with strong fundamentals, this agency offers the perfect foundation. The retiring owner has done the heavy lifting - building the client base, training the staff, and establishing the processes that drive consistent results. This type of established the opportunity is yours to seize.d, profitable agency rarely becomes available. When you find a business with this combination of strong financials, experienced staff, and growth potential, you move quickly. Thefoundation is solid, the team is ready.
Sacramento County, California
High-Growth, High-Margin Farmers Insurance Agency Sacramento, CA
$ 1,350,000
CF : $ 275,555
Rare opportunity to acquire a top-performing Farmers Insurance agency in one of Sacramento's most desirable areas. This long-established agency, originally founded in the early 1990s and acquired by the current owner in 2013, has delivered three consecutive years of accelerating revenue growth, culminating in 20% year-over-year growth in 2025 — approximately 5x the industry average. The agency manages over $4.3 million in total written premium across 1,919 policies spanning Auto, Homeowners, Life, Commercial, and specialty lines. Revenue reached $578,673 in 2025 with CPA-verified Seller's Discretionary Earnings of $275,555, representing a 47.6% SDE margin — among the highest in its category. This is not a typical captive agency. In addition to the core Farmers book, the agency operates a diversified independent brokerage platform generating approximately $100,000 in additional annual commissions across 150+ policies. This hybrid model provides revenue diversification and a built-in growth platform for the buyer. The agency benefits from established referral relationships and a strong local reputation, driving high-quality inbound opportunities. It is also licensed in both California and Nevada, opening cross-border growth opportunities. Retention is strong, with 100% Fire (homeowners) retention and 93% Life retention — both above district and state averages. Q1 2026 year-to-date retention stands at 96.87%, demonstrating continued momentum. The book is actively growing with 85 new policies written and a net increase of 23 policies in force through March 2026. The agency comes staffed with four employees, including three licensed producers and one support/marketing role. All systems, processes, and carrier relationships transfer with the sale. The seller is approaching retirement and is committed to a comprehensive 3-month post-close transition and training period to ensure continuity of client relationships and successful knowledge transfer to the new owner. Farmers Insurance agencies benefit from transferable book ownership, recurring commission revenue, brand-backed lead generation, and carrier infrastructure. Unlike more restrictive captive models, Farmers' open-market transfer program allows a true third-party sale process. This acquisition is well-suited for existing Farmers agents looking to expand, independent agency owners seeking a bolt-on, licensed insurance professionals entering agency ownership, or strategic acquirers building Sacramento market presence. All financials are CPA-verified and SBA-underwriting ready. NDA required before receiving the full Confidential Information Memorandum. Contact: Todd Eichman, Managing Partner — Transworld Business Advisors — teichman@tworld.com | 916-281-5838
Orange County, California
Direct Lending And Real Estate Investment - 30 Yrs
$ 30,000,000
CF : $ 5,680,586
In business for 30 years, this 100% service-oriented company is highly profitable and provides direct lending services and real estate investments. The business enjoys a stellar reputation and brand awareness in the industry, serving thousands of clients and investors over the decades. The business has been on a strong upward curve, with an average year over year revenue growth of over 35% since 2020. It has well-developed systems and processes in place to allow for future growth and expansion. Other investment highlights include: - A multi-source revenue business including loan origination, servicing, investments and trustee fees, thus controlling and benefiting from all aspects of the life cycle of the loan. - Long-term relationships between the business and, brokers and investors. - Great employees with experienced leaders in each department. - Serving clients in eight states (starting in 2020) with expected expansion onto additional states within the next two years. - On average, the company closes 60 to 100 loans each month, with most months exceeding 75. - As one of the oldest private money lenders in California, the pipeline of the business is largely generated by broker referrals. *** $5,000,000 in cash or trust deeds included in the sale. ***
Chino, California
High-Potential Consistent-Performing Farmer’s Book
$ 375,000
CF : $ 172,332
This 20-year-established Farmer’s agency boasts a diverse, 100% owner-operated book of business. With a history of smooth integration and high client loyalty, it provides a reliable, plug-and-play platform for a new operator. Do not inquire further if you do not have a Farmer’s appointment. The 1,163 policies have averaged $23,500 in monthly commission over the past 4 years. 353 policies are Auto, 670 are Fire/Home,with around 50/90 for Commercial and Life. Details in the CIM. The client portfolio primarily consists of middle-aged households and business owners with multiple insured assets. These clients tend to value professional advice and service quality over price-shopping, which supports retention and policy longevity. A Buyer MUST have sufficient financial credentials to qualify and a Farmers appointment in good standing. Additionally, a Farmer’s representative must approve a sale, and the potential buyer must meet Farmer’s financial guidelines as outlined in the CIM. One full-time CSR/Producer and one part-time CSR, earning a total of $7,000 per month, round out the staff. Operating Expenses are a lean 600/month (utilities, internet, and insurance). NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners. Detailed Information Facilities: The 600-square-foot commercial/office space rents for $1,500/month (below market) with a fixed 3% annual escalation. The lease is fully transferable via a strong landlord relationship. Competition: Despite some upheaval in the California marketplace, Farmer’s is a respected name, and clients are loyal. Growth & Expansion: By integrating these policies into their operations, a buyer can quickly expand market share and revenue and potentially qualify for higher bonuses. Increasing the development and conversion of carrier-provided internal leads and expanding referral relationships would also spur growth. Financing: Will consider based on a high down payment and a short term.
California
Payment Processing Company - Merchant Service
$ 4,050,000
CF : $ 412,800
Operating out of California, this established payment-processing company generates $118k in monthly residual revenue. With a diversified client base spanning various industries, the business boasts no client concentration issues and experiences below-average industry attrition rates. Offering a range of services including Zero Cost Processing, Payroll Services, Gift and Loyalty Programs, Lending, QuickBooks, and Check Management, the company requires low owner involvement and operating costs. Its commitment to client longevity, customer satisfaction, and industry respect underscores its success. For more information and to request a Non-Disclosure Agreement (NDA), please contact Spencer Sigoda for more information. Total rent: $822 Sq ft: 200 Month to Month Lease Employees: 3 Training: TBD Reason for selling: Relocating out of the USA
South Gate, California
Non-Standard Insurance Agency w/Multiple Revenue Lines
$ 450,000
CF : $ 60,000
Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant market gap and tailored products for the Hispanic community. By focusing on educating clients via personalized service and multilingual support, the company established a strong reputation and loyal client base. The agency maintains active appointments with a diverse group of carriers, including Kemper-Infinity, Safeway, National General, Bristol, Foremost, Aspire, Pacific Specialty, First Connect, Thimble, HCC, CNA Surety, Aegis, Lemonade, Bridger, and Agentero MGA. All carrier relationships are in good standing, with no known concerns regarding cooperation or policy transfers. Buyer must have their own Safeco appointment to be eligible for this acquisition. As part of its commitment to the community, the business also offers Live Scan fingerprinting, tax preparation, and DMV registration, each of which provides consistent and growing revenue. NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
South Gate, California
Non-Standard Insurance Agency w/Multiple Revenue Lines
$ 450,000
CF : $ 60,000
Founded by a minority entrepreneur, the agency was established in the 1990s with a mission to provide accessible insurance solutions and empower underserved clients. The agency addressed a significant market gap and tailored products for the Hispanic community. By focusing on educating clients via personalized service and multilingual support, the company established a strong reputation and loyal client base. The agency maintains active appointments with a diverse group of carriers, including Kemper-Infinity, Safeway, National General, Bristol, Foremost, Aspire, Pacific Specialty, First Connect, Thimble, HCC, CNA Surety, Aegis, Lemonade, Bridger, and Agentero MGA. All carrier relationships are in good standing, with no known concerns regarding cooperation or policy transfers. Buyer must have their own Safeco appointment to be eligible for this acquisition. As part of its commitment to the community, the business also offers Live Scan fingerprinting, tax preparation, and DMV registration, each of which provides consistent and growing revenue. NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
San Joaquin County, California
Insurance Agency - Excellent Loss Ratio Retention
$ 1,183,695
CF : $ 475,000
This Allstate Agency is at Elite Status. The Staff is highly trained and have been with Agency over ten years. Agents can buy additional Agencies if they qualify and have met their production goal established by the company
Fremont, California
Captive Insurance Book - Established, Diverse
$ 505,000
CF : $ 181,646
This Company offers a diverse range of protections for its clients in Central California including Home, Business, Life, Auto, Workers Comp, and General Liability Insurance. “It’s time to join a fantastic Company that can insure & secure your family!” The owner's focus on community involvement—participating in local high schools, the Chamber of Commerce, and coaching local sports teams—has fostered a strong network and a healthy referral base. A recent remodel and prime location enhance the business's visibility and accessibility, attracting walk-in customers regularly. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners. Detailed Information Facilities: The business is located roadside with 750 SF including a main reception area with two desks for customers and two private offices. The lease is on an annual basis expiring in January of 2025. The business has been here for 3.5 years and the Seller pays $1,585 per month. Competition: While a competitive market, there have been many changes in the insurance market that will soon create more opportunities as some carriers leave the market. Farmers Insurance remains in the market and working through a restructuring process with the Insurance Commissioner. Growth & Expansion: The Seller recognizes a need for someone who is good at social media advertising and continued involved in the community to reach as many people as possible. Financing: TBD if structure and terms are acceptable. Support & Training: As needed – specific terms for transition support can be negotiated. The Seller wishes to facilitate a successful and smooth transfer of the Business. Reason for Selling: The Seller is looking to go back to his roots in an unrelated industry.
Los Angeles County, California
Farmers Insurance Agency - Established
$ 399,000
CF : $ 225,000
Are you a driven entrepreneur or insurance professional looking for a new challenge? Do you want to own a successful business with a strong brand reputation? Look no further! We're offering an exceptional opportunity to acquire a well-established Farmers Insurance agency, with a loyal customer base and a proven track record of success. This agency has a history of providing top-notch insurance solutions to individuals, families, and businesses in the local community. Key Highlights: - Established agency with a strong reputation and customer loyalty - Current book of business at $2,600,000 - Consistent revenue stream and growth potential - Trained and experienced staff in place (Broker will provide training) - Comprehensive training and support from Farmers Insurance - Prime location with high visibility and foot traffic (on Main Road, corner office) - Plenty of parking and walk-in traffic in shopping center Ideal Buyer: - Experienced insurance professionals or entrepreneurs - Those looking for a new challenge or business opportunity - Individuals with a passion for helping others and building strong relationships Asking Price: $399,000 Artesia, Cerritos Contact Information: If you're interested in learning more about this exceptional opportunity, please contact us at realvestgroup2@gmail.com or (714) 860-7276 or (424) 413-1216. Don't miss out on this chance to own a thriving Farmers Insurance agency! For an easy fillable electronic NDA, please copy and paste the link below in your browser and follow simple instructions. https://www.signwell.com/new_doc/qkEFggR6UyP7m0ns/
Lawndale, California
Wide Reaching Reputable Indy Auto Health Agency
$ 3,100,000
CF : $ 507,000
This established, diversified independent agency, appointed by top P&C, Standard and Non-Standard, Auto, Health, and Home Carriers, is offering its Agency or Book of Business. Of the 2700 policies, the P&C distribution is approximately Homeowners -25%, Auto -70%, Commercial -5%, and Healthcare represents 33% of all policies. The retention rate is approximately 86% for P&C and 85% for Health from stable, long-term clients. Modern Technology has been implemented for greater efficiency, making the operation turn-key and the ability to handle the high volume of premiums. The Business is well-suited for a growing agency, those that want to expand offerings, and those looking for cross-sales opportunities (with commercial and financial products that this agency does not market heavily), for a steady residual income. The Mercury appointment is from 20 years ago and brings in the most revenue. NDA is required to secure a comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners. Detailed Information Facilities: Excellent location at a reasonable rate, conveniently located near freeways and several busy communities. The 1500 square foot space with room to spare and expand is $2500 per month. Competition: Through new marketing and lead generation efforts, competitors do not offer the same competitive carriers or customer service. Growth & Expansion: The Seller is finalizing a new appointment that will allow writing policies for civil service and government employees. This means greater diversification and opportunities for adding new clients and cross-sales with Home and Auto insurance. Financing: May be entertained under agreeable terms and conditions. Support & Training: To ensure a smooth transition and ongoing success the Seller will work with a buyer for a month, longer as an on-call consultant, or as negotiated. Reason for Selling: The Seller is going to retire and dedicate his time to his real estate holdings.
Los Angeles County, California
Convenience Store
$ 65,000
This is a mom-and-pop convenience store with beer and wine in a populated area of Los Angeles County. Extra income comes from a lotto/lottery and ATM. The annual gross is $276,000. The asking Price is $65,000, Rent $1,800, Size 1,400 sq ft, beer and wine.
Los Angeles County, California
Liquor Store With Real Estate
$ 3,750,000
CF : $ 400,000
For sale is a popular liquor store & check cashing location on a busy major street. There are 20 walk-in coolers in the 4,620 sq ft. space. The lot size is 5,724 sq ft. It has excellent profit, as they also do lottery and so on. You can buy the business only or with the property.
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