Alabama Financial Services Businesses For Sale

4Jackson Hewitt Tax Service Existing Business in Wetumpka, AL7 Walmart Locations
$45,000
Jackson Hewitt Tax Service Existing Business in Wetumpka, AL7 Walmart Locations

Wetumpka, AL

Jackson Hewitt Tax Service is the 2nd largest in-person full service tax preparation company in the nation. Since 1986, the organization has grown to nearly 6,000 franchised and company-owned locations, including nearly 3,000 in Walmart Stores throughout the United States. We are an innovator in the tax industry with a mission of offering our hard-working clients access to simple, low-cost solutions to manage their taxes and tax refunds. Why Jackson Hewitt Is Right for You Lifestyle Choice - Tax Preparation is a Seasonal Business Multi-Unit Expansion - Our Franchisees Average Over 7 Locations Protected Territories Brand Support With National and Regional Marketing Industry Leading Financial Products for Our Clients The Strength of Our Partnerships Jackson Hewitt, Walmart® and American Express Serve® are all committed to helping the hardest working Americans do more with their money and get ahead in life. Together, we’re teaming up to give our clients faster, lower-cost and more convenient access to their refund and also to provide smart tools to manage that money. Tax Preparation is a Stable Industry According to the IRS.gov website, over 152 million Americans filed a tax return in 2017, with nearly 60% of all individual tax returns being prepared by a paid tax professional. This information is not an offer or solicitation of an offer for a franchise. It is for information purposes only. Currently, CA, HI, IL, IN, MD, MI, MN, NY, ND, RI, SD, VA, WA and WI regulate the offer and sale of franchises. We will not offer or sell franchises to residents of these state unless/until we have complied with applicable law. This advertisement is not an offering. NY Residents: This advertisement is not an offering. An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MNFileNo. F-7505

4Jackson Hewitt Tax Service Existing Business in Florence, AL2 Walmart Locations
$30,000
Jackson Hewitt Tax Service Existing Business in Florence, AL2 Walmart Locations

Florence, AL

Jackson Hewitt Tax Service is the 2nd largest in-person full service tax preparation company in the nation. Since 1986, the organization has grown to nearly 6,000 franchised and company-owned locations, including nearly 3,000 in Walmart Stores throughout the United States. We are an innovator in the tax industry with a mission of offering our hard-working clients access to simple, low-cost solutions to manage their taxes and tax refunds. Why Jackson Hewitt Is Right for You Lifestyle Choice - Tax Preparation is a Seasonal Business Multi-Unit Expansion - Our Franchisees Average Over 7 Locations Protected Territories Brand Support With National and Regional Marketing Industry Leading Financial Products for Our Clients The Strength of Our Partnerships Jackson Hewitt, Walmart® and American Express Serve® are all committed to helping the hardest working Americans do more with their money and get ahead in life. Together, we’re teaming up to give our clients faster, lower-cost and more convenient access to their refund and also to provide smart tools to manage that money. Tax Preparation is a Stable Industry According to the IRS.gov website, over 152 million Americans filed a tax return in 2017, with nearly 60% of all individual tax returns being prepared by a paid tax professional. This information is not an offer or solicitation of an offer for a franchise. It is for information purposes only. Currently, CA, HI, IL, IN, MD, MI, MN, NY, ND, RI, SD, VA, WA and WI regulate the offer and sale of franchises. We will not offer or sell franchises to residents of these state unless/until we have complied with applicable law. This advertisement is not an offering. NY Residents: This advertisement is not an offering. An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MNFileNo. F-7505

4Jackson Hewitt Tax Service Existing Business in Arab/Boaz, AL2 Walmart Locations
$30,000
Jackson Hewitt Tax Service Existing Business in Arab/Boaz, AL2 Walmart Locations

Arab, AL

Jackson Hewitt Tax Service is the 2nd largest in-person full service tax preparation company in the nation. Since 1986, the organization has grown to nearly 6,000 franchised and company-owned locations, including nearly 3,000 in Walmart Stores throughout the United States. We are an innovator in the tax industry with a mission of offering our hard-working clients access to simple, low-cost solutions to manage their taxes and tax refunds. Why Jackson Hewitt Is Right for You Lifestyle Choice - Tax Preparation is a Seasonal Business Multi-Unit Expansion - Our Franchisees Average Over 7 Locations Protected Territories Brand Support With National and Regional Marketing Industry Leading Financial Products for Our Clients The Strength of Our Partnerships Jackson Hewitt, Walmart® and American Express Serve® are all committed to helping the hardest working Americans do more with their money and get ahead in life. Together, we’re teaming up to give our clients faster, lower-cost and more convenient access to their refund and also to provide smart tools to manage that money. Tax Preparation is a Stable Industry According to the IRS.gov website, over 152 million Americans filed a tax return in 2017, with nearly 60% of all individual tax returns being prepared by a paid tax professional. This information is not an offer or solicitation of an offer for a franchise. It is for information purposes only. Currently, CA, HI, IL, IN, MD, MI, MN, NY, ND, RI, SD, VA, WA and WI regulate the offer and sale of franchises. We will not offer or sell franchises to residents of these state unless/until we have complied with applicable law. This advertisement is not an offering. NY Residents: This advertisement is not an offering. An offering can only be made by a prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MNFileNo. F-7505

Mortgage Field Inspection Services
$550,000 Cash Flow: $252,363
Mortgage Field Inspection Services

Montgomery, AL

Field inspection services for financial institutions. Their services are typically needed in instances when banks, mortgage lenders and insurance agencies need to verify information about homes, businesses or vehicles they have a financial interest in. For example, an insurance agency may contract a field inspector to examine a home for potential problems prior to issuing a home insurance policy to the owner. A mortgage lender or bank can use a field inspector to confirm a foreclosed property is no longer occupied. The duties of a field inspector vary by the type of inspection, but generally include driving to a location, performing a visual inspection, taking photos and writing a brief report. Insurance companies may employ field inspectors to verify the address of a business or perform inspections after a claim has been filed. Field inspection representatives drive to an address and conduct the inspection based on the requirements of the work order from the client. It is normal procedure to include photos of the property and an address verification photo. The report may note observations of occupancy, damages, vandalism, hazards and other conditions as may be required. Site inspection orders relate to mortgage delinquency, bankruptcy, foreclosure, auto loans, insurance claims and other reasons to have a site visit made. This business is conducting business in 5 Southern States and is currently operated from outside the area. The new owner does not need to be located in the immediate area. No special licenses needed. Please complete and return the attached NDA to receive the Confidential Information Memorandum for the Mortgage Field Services Company. Email completed NDA to info@westwoodbenson.com.

Alabama Farmers Agency for Sale
$1,396,164Seller Financing
Alabama Farmers Agency for Sale

Prattville, AL

This is an established Award Winning Farmers agency located in Prattville Alabama, with great road frontage on US Hwy 31. This $3.2 Million earned premium agency is a “turnkey” operation, consistent of a preferred auto/homeowner/commercial customer base with excellent opportunity for growth in cross sales as well as life/financial services. Good potential to increase revenues through new & renewal commissions as well as performance bonus based on growth, retention, etc. Experienced, licensed staff are open to transition with the sale while the current owner is open to a short term consulting relationship if desired. The Agency has five full time experienced Property, Casualty and Life licensed Professionals: Three Agency Producers on a salary plus commission basis with one specializing in Commercial P&C; Two FT CSR’s fully licensed on salary plus retention bonus.

Allstate Agency for Sale, Fairhope Alabama
$525,000Seller Financing
Allstate Agency for Sale, Fairhope Alabama

Fairhope, AL

Established 17-year agency is located in the desirable Fairhope Alabama market area. This $2M earned premium agency consist of a preferred auto/homeowner Allstate and Brokered customer base with excellent opportunity for growth in cross sales as well as life/financial services. Good potential to increase revenues through new & renewal commissions as well as performance bonus based on growth, retention, etc. Experienced, licensed staff are open to transition with the sale while the current owner is open to a short term consulting relationship if desired. Current Agency Staffing: Two P&C licensed professionals. One administrative assistant and receptionist. Part time receptionist works from 7am-2:30 pm. She is the face of the Agency when customers come in and they love her! She is very knowledgeable about all of our companies and is great with the systems and administrative issues. Full time Office Manager/Sales Agent, licensed in P&C and Life. She has been in insurance for 5 years and served as the Regional Allstate Life Sales Agent under the local Exclusive Financial Specialist servicing all of Baldwin County. In January of 2017 she transitioned to the Agency staff position full time. She is the Agency’s face in the community, at Chamber functions, with realtors and all other community events. She is well versed in the Allstate systems as it relates to customer on boarding and service after the sale.

Allstate Agency for Sale, Mobile Alabama
$435,000Seller Financing
Allstate Agency for Sale, Mobile Alabama

Mobile, AL

Established 15-year Allstate agency is located in Mobile County. This $1,570,000 earned premium agency consist of a preferred auto/homeowner Allstate & Brokerage customer base with excellent opportunity for growth in cross sales as well as life/financial services. Good potential to increase revenues through new & renewal commissions as well as performance bonus based on growth and retention. Experienced, licensed staff are open to transition with the sale while the current owner is open to a short term consulting relationship if desired. One licensed Sales Professional with 12 years’ experience.

Gulf Shores / Baldwin County, Alabama CPA Practice for Sale
$250,000
Gulf Shores / Baldwin County, Alabama CPA Practice for Sale

Gulf Shores, AL

• Located in the desirable Alabama Gulf Coast area of Baldwin County • This practice primarily focuses on accounting and tax preparation for businesses and individuals • 2017 gross revenues were $249,000 • 2017 cash flow was above average at 57% of gross revenue • The practice derives more than half its revenue from business clientele, offering year-round income from monthly accounting clients with a nice bump-up during tax season • The owner is flexible regarding transition assistance and is open to working part-time for Buyer if desired, which should facilitate client retention

North Alabama CPA Practice for Sale
$450,000
North Alabama CPA Practice for Sale

AL

• Full service CPA firm with revenue balanced to include accounting (approximately 20%), tax (42%), and auditing (38%) • Outstanding fee structure (average business return in 2016 was $2,250, and average individual return was $725) • The firm enjoys a loyal following and stellar retention rate • Assumable location with good visibility at a busy intersection • Owner is willing to provide transition assistance


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