Financial Related Businesses for Sale in California
California
Financial Related
3 results for "Financial Related" businesses in "California"
California
Financial Related
3 results for "Financial Related" businesses in "California"
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Los Angeles County, California
Highly Profitable, Established CPA Firm in Southern California
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For over 25 years, this premier CPA firm has provided exceptional accounting, tax, and advisory services to a highly loyal client base in Southern California. Serving 100+ clients the firm has achieved remarkable organic growth driven entirely by word-of-mouth referrals and continues to show growth year over year. The practice is fully modernized, operating on a robust cloud infrastructure that allows for efficient, and a majority of remote-first client interactions. The firm offers a comprehensive suite of services, including Payroll Prep, Write-up, LLC & Incorporation, and Corporate & Individual Taxes. The revenue mix is highly stable, split 65% business and 35% individual clients. Financial Highlights: *List Price: $3,300,000 •TTM Revenue: $2,211,186 •TTM SDE (Seller's Discretionary Earnings): $1,297,224 •SDE Margin: 58.7% •Recent Growth: Revenue for Jan–Apr 2026 is up 11% compared to the same period in the prior year. Key Investment Highlights: •Strong Recurring Revenue Base: The firm boasts an 85% client retention rate with longstanding client history *B2B Focus: Businesses make up the majority of revenue, providing for a more stable revenue base *Diversified Services: The firm offers a broad range of services from payroll accounting to foundation set-up •Low Concentration Risk: No single client accounts for more than 5% of total revenue •Turnkey Operations: Supported by a dedicated team of 5 staff members with strong tenure •Seamless Transition: The current owner, who is retiring, is committed to staying on to help transition client relationships and provide necessary support to ensure continued success, or even stay on as a strategic advisor. This is a rare opportunity to acquire a highly profitable, scalable, and well-respected CPA practice with a predictable recurring revenue model and exceptional margins. This opportunity is well-suited for a range of qualified buyers, including: *Regional or National CPA Firms Looking to Expand: A firm looking to establish or expand its footprint in the Southern California market would gain immediate access to a well-established, loyal client roster of clients *Independent CPAs or Small Practices Looking to Scale: A solo practitioner or small firm ready to grow would acquire a fully staffed, operationally mature practice with proven systems, cloud-based infrastructure, and a recurring revenue base — allowing them to focus on growth rather than building from the ground up. *Out-of-State Firms Seeking a Seeking Southern California Market Entry: A buyer based outside of California looking to get into the California market can integrate this practice with minimal disruption, leveraging the existing team and client relationships from day one. https://tworld.com/locations/California/northsangabrielvalley/listings/Highly-Profitable-Established-CPA-Firm-in-Southern-California
California
Profitable Direct Lending & Real Estate Investments Services
$ 35,000,000
******* UNDER CONTRACT ******* Transworld Business Advisors of Orange presents: In business for 30 years, this 100% service-oriented company has been 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. *** The owner is retiring after 20 years in the business and will help the new owners with transition. Agent: Nassim Bayat DRE# 01958611 https://tworld.com/locations/California/orange/listings/Profitable-Direct-Lending-Real-Estate-Investments-Services
Stanislaus County, California
Premier Pawn Shop w/ Real Estate
$ 4,550,000
After more than 33 years of continued Ownership, it is time to retire and hand the keys to the kingdom over to the successor. Don’t miss the opportunity to be the owner of a long-established pawn shop in the Central Valley of CA, with the option to acquire the Real Property. On average this business has 700 loans out per month, ranging from small black & white tv’s to a 1,800 acre, 300 cow cattle ranch. Price includes all assets, inventory, current Loan Base and Commercial Real Estate. With a fully trained staff and management in place, this is truly a turn-key operation. Due to the increase in sales & demand, the Seller is in the process of hiring 1-2 more FT sales associates. This building used to be a bank, and still has the original bank vault which comes in handy for this type of business. It’s near shopping, restaurants, public transportation, and the freeway. The ideal buyer is a pawn shop owner or someone in this industry due to compliance, as well as industry rules and regulations. https://tworld.com/locations/California/trivalley/listings/Premier-Pawn-Shop-w-Real-Estate
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