California Financial Services Businesses For Sale

Financial ServicesCalifornia

Select Categories California
Turn-key Insurance BrokerageHighly-profitable, growing book of business
$699,900 Cash Flow: $269,131
Turn-key Insurance BrokerageHighly-profitable, growing book of business

Orange County, CA

Business focus is on Medicare insurance options. Firm is appointed with a number of insurance companies and offers numerous carriers and products to give clients freedom of choice. Company doesn't charge clients for services but receives commissions from the insurance companies. Product lines include Medicare Advantage, Supplement and Drug insurance. Large base of current business is an excellent platform upon which to continue to expand.

Insurance Office for SaleWell established 20+ years Insurance office for Sale!!
Insurance Office for SaleWell established 20+ years Insurance office for Sale!!

Orange, CA

We are looking for someone to buy a well established small agency with office. The office is located in Orange County, CA. Looking to sell soon, owner will carry for right candidate. Owner is primarily interested in the welfare of clients and continuation of the office location. This is a turnkey business ready for some new energy to come in and help it grow! Did you know? Owning a Farmers® agency has been called The Best Small Business Opportunity in America.®

Hot Opportunity - $150k down gets you 5% of Cannabis rental income!California Cannabis Cultivation Fully Leased Facility!
$150,000 Cash Flow: $607,800
Hot Opportunity - $150k down gets you 5% of Cannabis rental income!California Cannabis Cultivation Fully Leased Facility!

Adelanto, CA

Looking for a safe way to enter into the Booming Cannabis Industry in California? Rental properties for Commercial Canna-Businesses have hit an all time high in California and we have an amazing opportunity for the right buyer. $150k down gets you 5% of rental income at a fully leased CA Cultivation facility! 40% ROI...each year, year after year! Summary of the Revenue Sharing project and description of the collateral documents: Pineapple Park, a subsidiary of Sky Island, is in the process of partitioning two buildings totaling 38,000 SF (“Cassia Road Building”) it has secured into 3 separate spaces that are already reserved for Pineapple Park clients whom have pre-subleased the entire 38,000 SF at $4 and $5 per SF. The master lease on the buildings is at $2.15 per SF. Pineapple Park is looking for a development partner to help with installing HVAC and making the buildings ready for its tenants. The estimate is about $1m total in development costs for the project. A $150,000 investment on this would buy you 5% of the rental revenue per month at $183,000 per month less the master rent payment of $81,700 per month, which totals a monthly profit of $101,300. The net return to Investor on the $150,000 investment would be $5,065 per month and $60,780 annually. The leases are at a 10 year initial term and one 5 year option period. We are selling up to 25% for $750,000 with each $150k earing you an additional 5% in rental income revenue. In addition, Sky Island will issue a buyout option letter that would state that anytime between six months and the 3rd anniversary of the investment, if you are unsatisfied with the project for any reason, Sky Island will buy out your equity at what was paid in addition to any rent collected to that point +10% interest on the principal amount. This ensures you peace of mind. Price: $150k for 5% of Rental Income For discussion purposes, the additional collateral to be provided is: -Draft agreement we would potentially sign, -Master lease we signed & the sublease agreements that are already executed, -Q&A on the opportunity -Site Map of property location -Customer Testimonials that speak to our professionalism and attention to detail with clients and development projects

Seriously a Santa Rosa Business Brokerage with a Money Back GuaranteeDominate your competiton with this highly advanced brokerage.
$20,000
Seriously a Santa Rosa Business Brokerage with a Money Back GuaranteeDominate your competiton with this highly advanced brokerage.

Santa Rosa, CA

You’ll enjoy working every day with this advanced Santa Rosa business brokerage that generates all of your leads for you. You will never have to cold call or go door 2 door because this brokerage is a leads machine using the most advanced standard marketing along with digital and social media platforms. This Santa Rosa brokerage focuses on selling a business' goodwill and assets - not real estate. Valued at cost to the new owner with a minimal royalty upon the successful transaction of Santa Rosa businesses. Easily exceed 300,000 in cash flow per year selling as little as 4-5 quality businesses per year. It is not a stretch to exceed 7 figures in the future through natural growth and referral networks. --------------------------------------- The only reason to leave this page is to go to our web site for immediate download of the entire executive summary & prospectus. Go now to... www.businessbrokersforsale.com ----------------------------------------

Allstate Insurance Book of Business for Sale - Premium VolumePremium Volume $4.9 million
$1,600,000 Cash Flow: $320,000 Seller Financing
Allstate Insurance Book of Business for Sale - Premium VolumePremium Volume $4.9 million

Los Angeles, CA

Selling P&C book of business for Allstate Insurance. Must obtain P&C and Life licenses. Must attend company trainings for Allstate and due diligence processes. Business is self-employed 1099 paid by company.

"Cash Cow" Pawnshop: Profitable, Well Established, Turnkey.Great Location For Pawnshop, Unlimited Potentials, Motivated Seller!!!
$298,000 Cash Flow: $115,000
"Cash Cow" Pawnshop: Profitable, Well Established, Turnkey.Great Location For Pawnshop, Unlimited Potentials, Motivated Seller!!!

Huntington Park, CA

This Is A Cash Business, It Is Very Seldom Opportunity, So Purchase It Now!!! Profitable, Well Established, Fully Licensed & Insured Pawnshop, Located In High Density HISPANIC Neighborhood, Very Desirable Area For This Type Of Business. They Don't Come On The Market Very Often. . Its A GREAT Opportunity To Take Over This, 1350 sf Well Organized , Customer Friendly Pawnshop, Which Is Well Known In This Community.. Located On The Corner Of The Ground Floor, Offering Great Visibility, Large Signage, Good Parking, In This Newer Shopping Plaza. Situated On Major Intersection, Surrounded By Many Retail & Professional Businesses, Their Location Bringing Heavy Foot Traffic To Their Doors.. Currently, To Date, The Amount Of Outstanding Active Loans, "MONEY ON THE STREET", Secured By Gold & Jewelry, Is $115,000, Which Brings In Over $9,000 , FROM INTEREST ONLY, On A Continues Monthly Bases. Good Name Recognition, Very Loyal Customers, Excellent Standing With Local Police Department, No Other Pawnshops In The City, Great On Line Presents, With Established Ebay Account, As Well As With LiveAuctioners.com; Bonanzacom, Makes This A Very Attractive Opportunity, For Entrepreneur.

Seller/buyer Finance Available FundingFunding Brokerage Firm
Seller Financing
Seller/buyer Finance Available FundingFunding Brokerage Firm

Greenbrae, CA

For several years we have helped existing and new business owners with millions of dollars in funding. Our funding capacity per transaction is Max .USD$ 200m. This will be a long term unsecured loan, suitable for business acquisitions, projects and individual loans. We cover all sectors. Major areas of interest include mining, real estate, telecommunications,mega constructions. Should you have any project that requires (urgent) funding for long or short term purposes, kindly get in touch.

CPA/Accounting & Tax Firm - Ventura CountyNo attest - 52% Accounting / 48% Tax
$705,000 Cash Flow: $241,000
CPA/Accounting & Tax Firm - Ventura CountyNo attest - 52% Accounting / 48% Tax

Ventura County, CA

Highly profitable CPA, accounting and tax firm for sale in west side of Ventura County. This firm performs no attest work, and therefore it is a perfect firm for an Authorized CPA to expand services, or for a Qualified CPA or high-end bookkeeper/EA to continue the current growth. The $587K revenue nets 40% and is generated from approx. 60 monthly clients consisting of payroll only to write-up accounting and represents 52% of revenue, while the 48% is tax work for approx 400 personal and business tax returns. 3 employees plus owner with 2 seasonal help. Custom website with blogs and several domains to enhance web presence. Owner is willing to stay on for transition. Special projects revenue (not included in total revenue) was in excess of $500K from 2016-2017. This one-off work reflects the ability of the firm to generate a much higher income level then scheduled. Approx 150 returns on extension - waiting to generate approx $125K in cash flow - now!

Non-Standard Auto Agency 784 Policies Throughout CANon-Standard Auto Agency 784 Policies Throughout CA
$145,000 Cash Flow: $131,000
Non-Standard Auto Agency 784 Policies Throughout CANon-Standard Auto Agency 784 Policies Throughout CA

San Diego, CA

Perfect owner-operator opportunity, as this business is currently operated by two partners and no employees. Non-standard auto book of business with $784 policies in force. $80,000 in gross commissions, $200k in broker fees. Most of the business is with Kemper, Foremost, Progressive, Aspire, and Infinity. Agency is part of an agency aggregator. Cancellation fee to dissolve the agency aggregator relationship will be seller expense and is factored into the asking price of the Business. Partnership was formed in 2016. Sellers wish to sell the book of business and dissolve the partnership. Policies holders are located throughout California. NDA is required for further details on file with ProNova Partners.

Residual income business located in San Diego areaResidual income business located in greater San Diego area
$990,000 Cash Flow: $280,000
Residual income business located in San Diego areaResidual income business located in greater San Diego area

San Diego, CA

Residual income business with opportunity for growth. Business has been under current management for 20 years. Our online presence is optimized for marketing client services. This company generates a gross income of approximately 250K and growing. Requires maintaining service and equipment of current clientel, while marketing to new clients and the goal of promoting continued growth.

San Francisco, CA - Established ATM Business / RouteProven Business Model With Training & Support
$135,000 Cash Flow: $60,000
San Francisco, CA - Established ATM Business / RouteProven Business Model With Training & Support

San Francisco, CA

9 already installed ATMs plus one spare, generating $60,000 in annual net revenue Purchase Price for existing account: $135,000 (incl. Franchise Fee, Training and Support) Additional capital required to operate ATMs: $70,000 Takes about 3-5 hours a week to operate.

The Kayak of credit card processing - Rated 5 StarsKayak of credit card processing
$9,999
The Kayak of credit card processing - Rated 5 StarsKayak of credit card processing

Los Angeles County, CA

Slashmyfees is a credit card processor bidding platform. We are also rated 5 Stars by our customers. Customers get instant credit card processing quotes from multiple processors without having to deal with sales reps directly. We are an affiliate page for the credit card processing companies. SlashMyFees is a great lead generator for processors and potentially loans. We've partnered with 8 companies and offer no long term contracts and guaranteed savings. You'll be purchasing the name, web domain and the algorithm which populates instant fee quotes for your customers. the site also comes with an upload feature for customers to upload their statements. We'd like to sell this concept to someone that has time to work on it. When running the right keywords and campa

4Jackson Hewitt Tax Service Existing Business in Salinas, CA1 Walmart Location
$15,000
Jackson Hewitt Tax Service Existing Business in Salinas, CA1 Walmart Location

Salinas, CA

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 San Jose/South Bay, CA15 Walmart Locations
$225,000
Jackson Hewitt Tax Service Existing Business in San Jose/South Bay, CA15 Walmart Locations

San Jose, CA

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

Vietnamese Agency for Sale -- Generating over $200kTurn-key opportunity with existing book of business
$300,000
Vietnamese Agency for Sale -- Generating over $200kTurn-key opportunity with existing book of business

Garden Grove, CA

Taking over or purchasing an existing agency is an opportunity that few other companies offer. It provides lucrative financial incentives to capitalized external candidates, so they can facilitate the purchase of service and commission rights from existing Farmers agencies. This program offers up to a 3-year bonus on normal commissions, as well as an additional $10,000 office startup and $6,000 bilingual bonus.

Existing Farmers Agency OpportunityResidual Income and Equity
Existing Farmers Agency OpportunityResidual Income and Equity

San Bernardino County, CA

We are looking for someone to step in and take over established Book of Business in the Ontario, CA area. New Business Bonus Program Available $10,000 Office Start Up Bonus Available Sign on Bonuses for Bi-Lingual & Military Candidates Quarterly Life Growth Bonus Opportunity Quarterly Profitable Growth Bonus Opportunity Annual Commercial Growth Bonus Opportunity Achievement Clubs and Travel Awards Instant Agency Equity and Ability to Sell Full Training and Support Provided Residual income stream Agencies Available: (Ontario) PIF: (Policies in Force) 745 - $76,000 Total Commission (2017) Asking Price: $50,000 (East Riverside County) PIF: (Policies in Force) 878 - $116,000 Total Commission (2017) Asking Price: $116,000 (Rancho Cucamonga) PIF: (Policies in Force) 731 - $108,000 Total Commission (2017) Asking Price $108,000 (North East Orange County) PIF: (Policies in force) 422 - $54,000 Total Commission (2017) Asking Price $54,000 (Ontario) PIF: (Policies in Force) 897 - $120,000 Total Commission (2017) Asking Price $120,000 Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $50,000 in liquid assets seasoned 60 days in the bank • Have or acquire a P&C, Life & Health Licenses (We can guide you through this) • Farmers branded Office Location • For more info contact: Oscar Castaneda 909-605-0300 ocastaneda@farmersagent.com

Farmers Insurance AgencyEstablished Profitable Insurance Agency
Cash Flow: $250,000
Farmers Insurance AgencyEstablished Profitable Insurance Agency

San Diego, CA

Things change, and you may be looking for a new business opportunity. We have one available that may be of interest to you! Great Multi Lines agency for sale in a growing area of San Diego. This agency generates approximately $250,000 in renewal income plus new business commissions and bonus. Excellent freedom of schedule as you control your hours! Agency is with one of the nation’s largest and most well-known insurance companies. This agency is well established and has staff in place that are willing to continue working with the agency. The agent is also willing to stay on-board and help with the transition to ensure excellent retention of customers. Must have $50K in liquid assets and the capability to finance the purchase price. Agent is retiring from the business and looking to leave the clients with a capable agent that will take good care of the customers. Must be willing to get licensed in Property & Casualty and Life & Health and pass a background check. Call Chad 858-550-9060 x1004 or email him at ccolston@careersinsandiego.com Location is in the San Diego area Farmers offers some of the best new and renewal commissions in the industry. As a Farmers agent you would also enjoy: over 50 products to offer your clients, including auto, home, life, specialty, and commercial and more, a contract which allows outside business with other carriers, the ability to structure your succession plan as you deem most appropriate for you - sell your book of business back to Farmers or on the open market, or pass the agency on to a qualified family member -- the choice is yours, bonuses quarterly for profitable growth, commercial sale, and life sales, sales achievement clubs with trips, awards, and recognition, extensive training developed and delivered by the award-winning, #1 rated University of Farmers, a marketing program offering up to 50% financial aid, free mailers and leads, cafeteria-style benefits program, and much more!

Niche Financial Services in 25 States - With High Asset Value!Niche Financial Services in 25 States –With High Asset Value!
$10,000,000 Cash Flow: $1,621,851
Niche Financial Services in 25 States - With High Asset Value!Niche Financial Services in 25 States –With High Asset Value!

Los Angeles, CA

This small 16 year old firm, which operates in 25 states, is the undisputed national leader in its highly niche area of the financial services market (broadly speaking – as it does not engage in traditional financial service related activities). The company relies on its private investigation licensing, data collection and data management abilities, and in-house 18 person print, direct mail and customer service staff to facilitate client’s financial settlements. It is not a debt collection or debt settlement company or legal service; in fact, is quite the opposite. It could best be described as a ‘feel good’ service whose 400,000 plus past clients welcome its unique value proposition. In fact, those who do not qualify to become clients wish they did, as the company is only paid on a performance basis!

Farmers Insurance AgencyProfitable Established Insurance Agency
Cash Flow: $58,000
Farmers Insurance AgencyProfitable Established Insurance Agency

Hemet, CA

Great Multi Lines agency for sale in a growing area of Hemet CA This agency generates approximately $100,000 in renewal income plus new business commissions and bonus. Excellent freedom of schedule as you control your hours! Agency is with one of the nation’s largest and most well-known insurance companies. This agency is well established and has staff in place that are willing to continue working with the agency. The agent is also willing to stay on-board and help with the transition to ensure excellent retention of customers. Must have $50K in liquid assets and the capability to finance the purchase price. Agent is retiring from the business and looking to leave the clients with a capable agent that will take good care of the customers. Must be willing to get licensed in Property & Casualty and Life & Health and pass a background check. Location is in the Hemet area Call Don Swanson 619-296-3276 Farmers offers some of the best new and renewal commissions in the industry. As a Farmers agent you would also enjoy: over 50 products to offer your clients, including auto, home, life, specialty, and commercial and more, a contract which allows outside business with other carriers, the ability to structure your succession plan as you deem most appropriate for you - sell your book of business back to Farmers or on the open market, or pass the agency on to a qualified family member -- the choice is yours, bonuses quarterly for profitable growth, commercial sale, and life sales, sales achievement clubs with trips, awards, and recognition, extensive training developed and delivered by the award-winning, #1 rated University of Farmers, a marketing program offering up to 50% financial aid, free mailers and leads, cafeteria-style benefits program, and much more!

900 Policy Commercial Insurance Portable Book of Biz 55% ConstructionVery diversified risk profile, no large clients or concentration issues! High r
$350,000 Cash Flow: $90,000
900 Policy Commercial Insurance Portable Book of Biz 55% ConstructionVery diversified risk profile, no large clients or concentration issues! High r

Torrance, CA

900 Policies in Force - primarily construction focused enterprises, heavy in the DME space, this is a great PORTABLE book of accounts from a single Owner and one producer. Placing direct with Amtrust, BTIS, BIS, CAN, Cal Choice, Employers, Guard, Hudson, Philadelphia & SIS. Does Work Comp, G/L, Commercial Auto, $833k in Premium up for grabs, so it’s about $105k in commissions and $40k in Broker Fee revenue. Has a branded payroll service that sit atop one of the major platforms that helps with client stickiness and is an area ripe for opportunity to expand across the book. Couple 401k plans also that have group annuity programs through Ohio National so proof of concept to cross sell these kinds of solutions is already in hand. NDA is required for first round package on the book of business crafted by ProNova Partners.

Insurance Agency for SaleInsurance Agency for Sale
$135,000Seller Financing
Insurance Agency for SaleInsurance Agency for Sale

Modesto, CA

Farmers Insurance is seeking an entrepreneurial-minded individual to be their own boss and run a business with unlimited income potential. Current agent is looking to sell an established Farmers Insurance Agency to pursue other interests. Agency is located in Modesto, CA and book of business is in the Modesto, CA area. Can stay at location. Priced to sell at $135,000 and has over $87,000 in annual commissions and includes $10,000 start-up bonus.

75% Commercial 25% Personal Lines Insurance Book75% Commercial 25% Personal Lines Insurance Book
$650,000Seller Financing
75% Commercial 25% Personal Lines Insurance Book75% Commercial 25% Personal Lines Insurance Book

Burbank, CA

Commercial agency specializing in Limousine fleets, also with personal auto policies - approx 75% commercial and 25% personal. Highly rated on yelp with loyal clientele. Approx $2.3m in premiums, with commission rates between 10-15% depending on carrier. 98% client retention rate! Excellent roll up opportunity, or take over current office with current staff - you pick. NDA is required for first round package on the book of business.

Vehicle Service Contract MarketerVehicle Service Contract Marketer
$475,000 Cash Flow: $176,490 Seller Financing
Vehicle Service Contract MarketerVehicle Service Contract Marketer

Long Beach, CA

Vehicle Service Contract Marketer (Extended Warranties) in Southern California. An established company with an excellent reputation for high ethics in business and an excellent work environment. Most similar companies do not stay in business and stay profitable as this one has. Seeking a buyer to take over the business and to invest in new marketing strategy to facilitate continued growth in sales. NDA is required for first round package on this business.

California Vision Benefit Plan with Knox-Keene License!Automated business operations with infrastructure to scale!
$3,850,000 Cash Flow: $434,211
California Vision Benefit Plan with Knox-Keene License!Automated business operations with infrastructure to scale!

CA

This is a very rare opportunity to acquire a health benefit plan (The Plan) which has already been licensed by the California Department of Managed Health Care (DMHC) and has established its own network of contracted providers in place. Any health plan, such as a medical, vision, dental, or chiropractic plan needs a Knox-Keene license to do business in California. Acquiring a Company with a Knox-Keene license, contracted provider network, distribution and a significant membership block already in place would allow a buyer to enter the California vision benefit market immediately with an ongoing turn-key operation. This opportunity will allow the buyer to skip the long, arduous and costly process of filing for and obtaining a new Knox-Keene license from scratch. Obtaining a new Knox-Keene license from the state of California typically requires a team of attorneys consistently working on the application and corresponding with the DMHC over the 2-3 years it takes for final for approval before going to market. All-in costs and affiliated fees for the license and network construction are conservatively estimated be about $1M, per Seller. Acquiring this Plan bypasses this laborious process, and a buyer would benefit by immediately having a fully operational vision plan network that is automated and cash-flowing on day one! The Plan provides to its members the following benefits: preventative eye care, annual eye examinations, ophthalmic lenses, ophthalmic frames, and contact lenses to correct visual deficiencies. The Plan also has established strategic partnerships that allow it to offer coverage for LASIK Refractive Surgeries (which pays a referral amount back to the Plan) as well as bundled dental benefits to its members. The Plan has a vast network of approximately: 20,000 covered members, 1,500+ referring brokers, and approximately 600+ contracted vision providers. This plan has been an innovator in the California market for over 30 years; it is profitable, growing annually, has a fully automated business structure, staff in place, and audited financials. This opportunity is perfect for the following types of buyers: 1) out-of- state health plans who want to break into the California market, 2) other California health plans (such as dental, chiropractic) who want to easily assimilate into the vision plan market, 3) insurance companies who could offer current clients a vision benefit plan, 4) optometrists who want to diversify income, 5) a retail optical chain who wishes to expand into full service optometric services, 6) financial buyers with platforms in healthcare services. Note: buyer must qualify and meet the criteria for Knox-Keene licensing as mandated by the DMHC in order to purchase this Company (see website for details.

Farmers Insurance Agency SEED AcquisitionFarmers Insurance 1,115 Policy SEED Agency Available LA/OC
Farmers Insurance Agency SEED AcquisitionFarmers Insurance 1,115 Policy SEED Agency Available LA/OC

Downey, CA

We currently have a 1,115 policy book of business that is available free of cost and will be GIVEN to any candidate which meets the criteria mentioned below. The book is composed of three smaller agencies that were in LA/OC. The new agent is free to establish their office in any desired location but ideally should keep it in LA/OC county were most of the customers are based. In addition, we have a few books of business that are for sale, ranging from 500-1,500 Policies In Force. ($58k-$180k yearly commission revenue) The requirements are the same as the one criteria mentioned below except the liquid capital requirement is a minimum of 25k instead of 50k. (plus purchasing price) Please contact us for additional details. If taking over an existing book of business is not for you, we also have our retail program with attractive commission bonuses (30% on top) tailored for candidates that have a successful track record in financial services, sales, or networking and are ready to hit the ground running. Training and Support: While working with our team, you receive extensive sales training, product training, and support throughout your career. Our dedicated team helps to coach you through your start-up, by providing support from Product Specialists, Business Consultants, Marketing Managers, in addition to the District Manager and the Southern California Territory team. Program Includes: Up to 3-years of bonus, in addition to residual commission Quarterly bonuses $10,000 office expenditures bonus Bilingual and/or military bonus of up to $6,000 -- both Agent and Staff Requirements Include: Property & Casualty License Life, Accident & Health License Satisfactory results of background check Minimum of $25,000/$50,000 (depending on entry point) in seasoned liquid assets, compliant retail office location and 1 licensed and appointed staff/employee Bonuses and Incentives: We offer our agents various types of bonus that they qualify for. Below is a list of just a few: -Life Bonus -Quarterly and Annual Bonus -Office Start-up -Multicultural -Military CONTACT INFO: Any questions, concerns, or requests for additional information you may have do not hesitate to contact Paco Solórzano or Roy Corral at the Downey District Office. 562-622-0062 paco.rcorral@farmersagency.com

Farmers Agency w/ Chinese Clientele$200K in Residual Income - Mandarin & Cantonese Speaking Clientele
$325,000
Farmers Agency w/ Chinese Clientele$200K in Residual Income - Mandarin & Cantonese Speaking Clientele

Cupertino, CA

Established Farmers Insurance Agency available in the San Jose Area Approx.. 2000 policies in-force $10,000 Office Start Up Bonus Available Quarterly Life Growth Bonus Opportunity Quarterly Profitable Growth Bonus Opportunity Quarterly Commercial Growth Bonus Opportunity Achievement Clubs and Travel Awards Full Training and Support Provided Residual income stream of approximately $200K + Commissions and Bonuses from New Business Sales Asking Price $325,000 - This Business can be Gifted to a candidate with the right qualifications. Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $25,000 in liquid assets on hand • Have or acquire a P&C and Life & Health Licenses (We can help with this) • Farmers branded Office Location & Licensed and Appointed Staff • For more info contact: Domnick Iwasyk

Farmers Insurance Agency$200K in Residual Income
$325,000
Farmers Insurance Agency$200K in Residual Income

Alameda, CA

Established Farmers Insurance Agency available in the Alameda, CA area Approx.. 1600 policies in-force $10,000 Office Start Up Bonus Available Quarterly New Business Bonus Quarterly Life Growth Bonus Opportunity Quarterly Profitable Growth Bonus Opportunity Quarterly Commercial Growth Bonus Opportunity Achievement Clubs and Travel Awards Full Training and Support Provided Residual income stream of approximately $200K+ Commissions and Bonuses from New Business Sales Asking Price $300k Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $25,000 in liquid assets on hand • For more info contact: Domnick Iwasyk

Huge Profits Available Immediately: Cash Cow!Incredible Business Opportunity for You to Make Huge Profits!!
$225,000 Cash Flow: $144,000
Huge Profits Available Immediately: Cash Cow!Incredible Business Opportunity for You to Make Huge Profits!!

Los Angeles, CA

How would you like to own a business that helps others while you reap the enormous cash benefits? This incredible opportunity is a real gold mine! With this exciting opportunity in Student Loan Consolidation, you can assist others in lowering huge student loan payments. This business is booming and you should not miss out! You can own this unbelievable money-making business to net at least $200,000- 300,000 per year and more.

Incredible Opportunity- Cash Cow!Incredible Business Opportunity for You to Make Huge Profits!!
$225,000 Cash Flow: $144,000
Incredible Opportunity- Cash Cow!Incredible Business Opportunity for You to Make Huge Profits!!

Sacramento, CA

How would you like to own a business that helps others while you reap the enormous cash benefits? This incredible opportunity is a real gold mine! With this exciting opportunity in Student Loan Consolidation, you can assist others in lowering huge student loan payments. This business is booming and you should not miss out! You can own this unbelievable money-making business to net at least $200,000 - 300,000 per year and more.

75% Commercial 25% Personal Lines Insurance Book75% Commercial 25% Personal Lines Insurance Book
$800,000 Cash Flow: $220,000 Seller Financing
75% Commercial 25% Personal Lines Insurance Book75% Commercial 25% Personal Lines Insurance Book

San Gabriel, CA

Couple hundred clients with a couple hundred policies in force - primarily commercial insurance, but some personal lines and a small slice of group health as well. Seller is retiring, about 75% commercial business with 90% retention. For the Commercial business, 50% is through MGA & 50% Direct via Travelers, Amtrust, KBIC all being direct. Writing all kinds of wholesale, distribution, light manufacturing, contractors, LRO's, retail - individual & multi-unit, the gamut of commercial risks basically. $285k is commission revenue, $85k is broker fee revenue. NDA is required for comprehensive first round package on the book of business. Please dial Extension 692 if you decide to call us at (800) 985-4939 so you are routed properly! Thanks!!

Tax Bookkeeping & Payroll Business
$716,000 Cash Flow: $343,000 Seller Financing
Tax Bookkeeping & Payroll Business

San Bernardino County, CA

Very well established tax preparation, bookkeeping and payroll service company located in San Bernardino county. Year round services such as payroll and bookkeeping keeps regular income throughout the non tax season period! The firm regularly employs 4 - 5 full time employees, all bilingual, and all cross trained for vacation and sick days. Employees are long term and would likely be very interested in staying on board with a new owner. Firm has multi cultural and diverse client base. Tax preparation services are for both individual returns and businesses. The facility is owned by the owners of the business and is available for rent if desired. They currently only use about 60% of the space at present. Total office size is ~1,960 square feet. Total lot size is 23,000 square feet. This business is SBA pre approved for a loan.

San Marcos CPA Firm for Sale
$225,000
San Marcos CPA Firm for Sale

San Marcos, CA

CPA firm in San Marcos, CA for Sale. This practice currently generates 85% of its revenue from tax preparation services and 15% from bookkeeping services. Practice has approximately 300 individual tax returns with an average fee of $457, along with 65 1120/1120s returns with an average fee of $770, 56 1065 returns with an average fee of $536 and 18 1041's with an average fee of $485. A full breakdown, and more information on practice operations, is available on the Practice Profile via the link below. Please complete the Buyer Profile and NDA online at www.atbcal.com/buyerprofile and select the above practice to instantly receive more information. If you have already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. ATB, Inc. BRE 02002824

Downey, CA EA Practice For Sale
$310,000
Downey, CA EA Practice For Sale

Downey, CA

• The owner is an EA • This practice was established in 1955 • Software in use includes Lacerte • Approximately 11 bookkeeping clients, generating $50,135 in revenue • Approximately 700 individual tax returns with an average fee of $200 per return • Approximately 133 business tax returns with an average fee of $434 per return • $10,000 +/- revenue is generated via consulting and payroll • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $159,200 • Lease expires in N/A. MTM

Santa Rosa, CA CPA Practice For Sale
$830,000
Santa Rosa, CA CPA Practice For Sale

Santa Rosa, CA

• The owner is a CPA • This practice was established in 1982 • Software in use includes Lacerte, Quickbooks, Office Tools Workspace, Smart Vault, Tax Tools • Approximately 23 bookkeeping clients, generating $102,725 in revenue • Approximately 578 individual tax returns with an average fee of $550 per return • Approximately 59 business tax returns with an average fee of $2,000 per return • Approximately 107 other tax returns with an average fee of $750 per return • $30,000 +/- revenue is generated via tax planning, business consulting, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $265,000 • Lease expires in N/A. Seller owns building.

Tustin, CA CPA Practice For Sale
$625,000
Tustin, CA CPA Practice For Sale

Tustin, CA

• The owner is a CPA • This practice was established in 2004 • Software in use includes Lacerte and Quickbooks • Approximately 22 bookkeeping clients, generating $238,000 in revenue • Approximately 380 individual tax returns with an average fee of $388 per return • Approximately 90 business tax returns with an average fee of $843 per return • Approximately 34 other tax returns with an average fee of $765 per return • $42,000 +/- revenue is generated via audit and review, and other tax services • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $210,400 • Lease expires in June 2019

Los Alamitos, CA CPA Practice For Sale
$425,000
Los Alamitos, CA CPA Practice For Sale

Los Alamitos, CA

• The owner is a CPA • This practice was established in 1990 • Software in use includes Lacerte, Midas • Approximately 46 bookkeeping clients, generating $177,000 in revenue • Approximately 369 individual tax returns with an average fee of $280 per return • Approximately 68 business tax returns with an average fee of $750 per return • Approximately 24 other tax returns with an average fee of $300 per return • $2,500 +/- revenue is generated via audit and review • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $130,000 • Lease expires in N/A. May be assumed by buyer.

$9.4K Per Month eCommerce Site in the Finance, Banking, Loans, etc....
$667,751 Cash Flow: $258,480
$9.4K Per Month eCommerce Site in the Finance, Banking, Loans, etc....

Los Angeles, CA

A subscription based membership site created in January 2016 in the finance niche. This subscription helps customers understand the intricacies of a certain type of stock trading tactic and helps educate the audience on what is and what isn't a good stock to choose. The website uses ClickFunnels as part of its sales process, where the primary goal is to capture emails and then sell them on the subscription service via sales videos created in the back end of the sales funnel. At the moment, there is not a lot of marketing efforts going into the business and it currently boasts 2,600 emails on its list. This business could be built out with more content on the WordPress site and marketing channels can be aggressively expanded by the right buyer. There is a YouTube channel associated with this business, but the seller wishes to keep the YouTube channel with an agreement that the links pointing to this site will not be changed. See the link for more details regarding earnings and traffic.

Check Cashing In Los Angeles
$60,000
Check Cashing In Los Angeles

Los Angeles, CA

Check cashing business situated inside a swap meet, walk-in traffic and returning customers. Western Union, Lottery Sales, Money Gram, Low Rent and 2 employees. Absentee Owner.

Monterey, CA CPA Practice For Sale
$1,900,000
Monterey, CA CPA Practice For Sale

Monterey, CA

• The owner is a CPA • This practice was established in 1985 • Software in use includes Lacerte, CFS, QB's, CS Accounting, Office Tools Pro, Microsoft Office Suite, PDF Converter, TValue5 • Approximately 577 individual tax returns with an average fee of $765 per return • Approximately 300 business tax returns with an average fee of $1,500 per return • Approximately 59 other tax returns with an average fee of $930 per return • $64,600 +/- revenue is generated via consulting • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $912,000 • Lease expires in N/A. MTM; long-term lease available

Profitable Small Business Commercial Finance Consulting Firm
$9,600 Cash Flow: $102,000
Profitable Small Business Commercial Finance Consulting Firm

Los Angeles, CA

Annual Las Vegas Conference or (new) Disney Conference with great Guest Speakers! Hotel accommodations and Conference tickets- All paid for! Most Finance Consultants report seeing a ROI in same week of purchase due to their training. This is unheard of in most businesses purchases. No prior experience required with training included. Get the benefits of a solid Franchise Business without the High Entrance Fees! Sellers have started with this business and grew into an enterprise by becoming owners of some of the businesses that they helped to finance. Sellers have included additional marketing material not found in other offers. Opportunities are endless when starting as a Small Business Finance Consultant. Unique opportunity available to own a profitable and prestigious business in Finance and learn how to run your new business- FAST! This opportunity is not only profitable, but very rewarding. As a Commercial Finance Consultant Franchisee, you will assist small business owners who are desperately trying to locate funds for their business and close these lucrative deals. This Commercial Finance Consultancy Franchise includes a comprehensive program guide for new franchisees to walk them through the simplified ways to market, capture and close their business deals and ultimately reach a high-level rinse, cycle and repeat type business. ***New Premium Services now included with the Commercial Finance Consulting Business: **Free Press Release (Nationwide Distribution): 460+ National Media Websites, Prime Electronic News Distribution to: NBC, ABC (just to name a few) and their respective associates, Financial Channels, Hot Links to your new website and much much more! This is a $1,500 Value! **Free Logo for your Commercial Finance Business **Free Business Cards **Free Membership in Finance Directory Online Top 3 Reasons Why a Small Business Finance Consulting Business is the Best Business to operate in today and beyond: 1) A Small Business Finance Consulting Business can be operated from anywhere in the world. Franchisees have reported working from anywhere from France, Bahamas, Chile to Argentina and Aruba. 2) Dedicated consultants are earning more money than most of their peers who have been loyal employees on their jobs for more than 20 years! 3) Family Time! Family time is priceless- and Small Business Finance Consultants are often sharing their excitement for taking control of their lives by sending photos of family outings, picnics, movie nights, school sporting events and date nights. New Small Business Finance Consultants (Franchisees) receive a comprehensive package: (brief listing): A Franchisee Certificate of Purchase, a Lead Generating Website: hosted, maintained, and updated with daily back ups by our IT dept., Monthly Leads, Advanced Marketing Material (to jump start your business) including LinkedIn, Twitter and Facebook advertising, Effective Email Templates to capture prospective business owners, comprehensive training sessions with a Business/Marketing Coach .... and much more. A scalable and profitable business for under $10K! Can be Homebased (home based), operated from a home office or local office. Totally Relocatable. Franchisees will have exclusive areas of operation and our full support to becoming a successful Commercial Finance Consultant.

Bookkeeping, Tax Preparation and Payroll Services
Bookkeeping, Tax Preparation and Payroll Services

CA

Founded in 1986, the Company provides bookkeeping, tax preparation, payroll, sales tax, consulting and a variety of similar financial and accounting-related services. The Company’s customer base primarily consists of individuals, corporations, partnerships, LLC’s, and investors located throughout its geographic region. The Company has developed a client base of approximately 150 active monthly accounts and 500 annual tax clients resulting in a consistent recurring revenue stream. The Company is well-managed and is highly profitable. The Company has had long-term relationships with many of its clients. Management believes the Company has excellent growth opportunities going forward. Revenue is derived from the following services: • Monthly bookkeeping (43%) • Preparation of corporate taxes (24%) • Preparation of personal taxes (17%) • Preparation of LLCs and partnerships (7%) • Other (9%)

Santa Barbara, CA Tax Resolution Practice For Sale
$190,000
Santa Barbara, CA Tax Resolution Practice For Sale

Santa Barbara, CA

• The owner is a tax attorney • This practice was established in 2002 • Software in use includes TaxAct Professional • Tax resolution revenue for 2017: $158,000 • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $85,290 (average of last 3 years - 2015, 2016, 2017) • Lease expires in September 2019

Insurance Non-Std P&C – L.A. County, CA#120563
$120,000
Insurance Non-Std P&C – L.A. County, CA#120563

Pomona, CA

Insurance Non-Std P&C – L.A. County, CA#120563 Major Price Reduction. Business Never Better With 1st Quarter 2018 Total Revenue Of $40,000. Located In City Of Pomona Between The Inland Empire And The San Gabriel Valley. 90% Independent Non-Std Personal Lines with 10% Commercial Book Consisting Of G/L, Work Comp and Commercial Auto Now Available. Other Services Offered are DMV Registration and Taxes. Direct Appointments: 1. Infinity 2. Kemper 3. Mendota 4. More… Agency Management System: Agency Matrix Bookeeping: Quick Books Insurance Gross Revenue: a. 2017: $85,000 b. 2018 Jan, Feb, March Income $40,000. c. NEW Sale Price: $120,000 Seller Is Very Motivated. NEW Sales Price: $120,000 This Is An Excellent Business Opportunity For An Agent Or Agency To Purchase This Agency or Book. Call Now! FOR MORE DETAILS please copy and paste this link to your address bar http://www.mklbiz.com/docs/MKL_NON-DISCLOSURE_Confidentiality_AGREEMENT.pdf and fill in the form online… then print out pages to sign and date then fax to: (877) 384-4240. We will Email you the details OR contact: MKL Acquisitions Toll Free

Online-Only Commercial Loan Brokerage for sale
$250,000
Online-Only Commercial Loan Brokerage for sale

CA

Are you a loan broker who is ready to expand your business? This online-only commercial loan brokerage for sale is right for you! It is a one-stop resource for businesses looking for loans. The brokerage generates loan requests and connects loan seekers with lenders. It annually brings in ½ million free web page views from visitors looking for business capital. There are 21 established websites that boost visibility, revenue, and profit for any online lender. As a new owner you get: * Free, organic traffic from business loan seekers * 21 well-developed and established websites * Marketing data from all the sites * Boosts traffic, revenue, and profit for any online lender * A source of business loan deals to generate revenue immediately * Powerful advertising space * Lots of traffic from loan seekers The best benefit: no pay per click! Since the business has been established for 18 years with great success, the search engines rank it higher without the owner having to pay for the ranking or visitor clicks. The seller believes that a new owner could easily increase revenue by changing the design to include banner ads. This is an incredible deal for a loan broker with the right connections looking to expand his/her growing business.

Online-Only Commercial Loan Brokerage for sale
$250,000
Online-Only Commercial Loan Brokerage for sale

CA

Are you a loan broker who is ready to expand your business? This online-only commercial loan brokerage for sale is right for you! It is a one-stop resource for businesses looking for loans. The brokerage generates loan requests and connects loan seekers with lenders. It annually brings in ½ million free web page views from visitors looking for business capital. There are 21 established websites that boost visibility, revenue, and profit for any online lender. As a new owner you get: * Free, organic traffic from business loan seekers * 21 well-developed and established websites * Marketing data from all the sites * Boosts traffic, revenue, and profit for any online lender * A source of business loan deals to generate revenue immediately * Powerful advertising space * Lots of traffic from loan seekers The best benefit: no pay per click! Since the business has been established for 18 years with great success, the search engines rank it higher without the owner having to pay for the ranking or visitor clicks. The seller believes that a new owner could easily increase revenue by changing the design to include banner ads. This is an incredible deal for a loan broker with the right connections looking to expand his/her growing business.

Virtual CPA Practice For Sale
$390,000
Virtual CPA Practice For Sale

Los Angeles, CA

• The owner is a CPA • This practice was established in 1967 • Software in use includes Lacerte 2017 Revenue of $310,230 was generated by: • Approximately 109 individual tax returns • Approximately 19 other tax returns • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $250,000 • Lease expires in N/A. Virtual Office.

Virtual Tax and Accounting Practice For Sale
$415,000
Virtual Tax and Accounting Practice For Sale

Pasadena, CA

• The owner is an EA • This practice was established in 2015 • Software in use includes Cloud-based software, QBO, QBDesktop, Xero, WaveApps • Approximately 58 bookkeeping clients, generating $122,312 in revenue • Approximately 202 individual tax returns with an average fee of $200 per return • Approximately 60 business tax returns with an average fee of $802 per return • 2017 Revenue generated by other tax returns was $87,162 • $12,420 +/- revenue is generated via (consulting, payroll, audit, etc.) • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $216,000 • Lease expires in N/A. Virtual office.

50% Mercury Insurance Agency 1,200 Total Policies In Force
$300,000 Cash Flow: $82,942 Seller Financing
50% Mercury Insurance Agency 1,200 Total Policies In Force

Ontario, CA

Gross income is $152k, including $148K commission and $4K broker fee. Commission takes majority portion at approximately 95%. Auto 65%, home 28%, commercial 7%. It has a mix of Chinese, English and Spanish speaking clientele. Net Income we believe should be around $82K. It could be higher for a strategic buyer who has existing operations, because some expenses can be shared. Standard book of business = higher retention rate. The location has been established for 28 years – long history, minimal competition nearby. Currently 90% relying on referrals and 10% walk-in. Established agency management system and updated computer system in place (included in the FF&E). High sales conversion rate of 60%. Direct bill 100%. NDA is required for first round package on the book of business crafted by ProNova Partners.

Garden Grove, CA CPA Practice For Sale
$230,000
Garden Grove, CA CPA Practice For Sale

Garden Grove, CA

• The owner is a CPA • This practice was established in 1978 • Software in use includes Lacerte, AME, CS Accounting • Approximately 29 bookkeeping clients, generating $92,600 in revenue • Approximately 180 individual tax returns with an average fee of $383 per return • Approximately 25 business tax returns with an average fee of $742 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: Details to follow • Lease expires in N/A. Home Office

Mortgage Business For Sale
$10,000
Mortgage Business For Sale

Los Angeles County, CA

mortgage business is for sale with website www.3caloan.com.


Become a Premium Member Today!