Banking & Finance for Sale in California

The Company is a U.S.-based B2B professional services business providing analytical, strategic, and financial advisory support to corporate and institutional clients. Assignments can include financial analysis, valuation support, strategic planning, market and industry research, transaction readiness, diligence coordination, project management, and related advisory work. The business is supported by experienced professionals, established internal workflows, and scalable administrative infrastructure. Revenue is generated through client engagements with varying scopes and durations. Growth oppo

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

Picture yourself owning a thriving Allstate insurance agency that's been serving Fresno families since 1977. This isn't just another business opportunity - it's your chance to step into a well-oiled machine that practically runs itself. You'll inherit nearly four decades of hard-earned trust and relationships. The numbers speak for themselves: $6.19 million in annual premium revenue flowing through renewals, which means your income starts on day one. But here's what really sets this apart - a remarkable 43% loss ratio that blows industry standards out of the water. That's the kind of performan

This South Bay-based Mercury and Independent Property & Casualty book of business has provided comprehensive coverage of its community’s evolving needs for nearly 30 years. Thanks to long-standing relationships with top carriers such as Mercury, Safeco, Kemper, Progressive, National General, Foremost, and Pacific Specialty, the business operates as a comprehensive insurance hub. Potential Buyers of this book MUST have a California Mercury Appointment. Individuals and local business owners have long benefited from tailored auto,general liability, renters, commercial, watercraft, motorcycle,

This is an Allstate Agency that handles all types of insurance needs. It has a total of 4 Employees and they are licensed to sell new policies and take care of customer needs. It has been in business since 2015, and the Seller is ready to retire. The Gross Premium is $3.85 million a year in renewals. The Loss Ratio is excellent at 30% with a Retention Ration of 85%. The Seller will also carry a Note for a ten year period to a qualified buyer. The attached picures shows how beautiful this office is in an excellent location. If you would be interested in a possible purchase,

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

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 wh

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 Huffma

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 operatio

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 Dis

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.

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 Conn

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

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 sec

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 $2,600,0

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

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.

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.