California Financial Services Businesses For Sale

"Cash Cow" Pawnshop: Profitable, Well Established, Turnkey.Great Location For The Type Of Business, Unlimited Potentials.
$298,000 Cash Flow: $115,000
"Cash Cow" Pawnshop: Profitable, Well Established, Turnkey.Great Location For The Type Of Business, Unlimited Potentials.

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.

Farmers Agency - No Cost$90K in Residual Income - No Cost
Farmers Agency - No Cost$90K in Residual Income - No Cost

Tracy, CA

Established Farmers Insurance Agency available in the Tracy, CA area - No Cost Approx.. 1000 policies in-force $10,000 Office Start Up Bonus Available Up to $6,000 Bonus for Bi-Lingual & Military Candidates 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 $90K + Commissions and Bonuses from New Business Sales Asking Price $0 - This Business can be Gifted to a candidate with the right qualifications. Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $50,000 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 925-523-3679 - diwasyk1@farmersagent.com

Farmers Agency - Gifted - No Cost$90K in Residual Income - No Cost - East Bay Area
Farmers Agency - Gifted - No Cost$90K in Residual Income - No Cost - East Bay Area

Pleasanton, CA

Established Farmers Insurance Agency available in the Tracy, CA area - No Cost Approx.. 1000 policies in-force $10,000 Office Start Up Bonus Available Up to $6,000 Bonus for Bi-Lingual & Military Candidates 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 $90K + Commissions and Bonuses from New Business Sales Asking Price $0 - This Business can be Gifted to a candidate with the right qualifications. Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $50,000 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 925-523-3679 - diwasyk1@farmersagent.com

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.

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.

800+ Fixed/Indexed Annuity Book of Clients, $82MM AUM800+ Fixed/Indexed Annuity Book of Clients, $82MM AUM
$700,000 Cash Flow: $300,000 Seller Financing
800+ Fixed/Indexed Annuity Book of Clients, $82MM AUM800+ Fixed/Indexed Annuity Book of Clients, $82MM AUM

Newport Beach, CA

Please dial Extension 668 if you decide to call us at (800) 985-4939 so you are routed properly! Thanks!! Through exceptional customer service and marketing via seminars this Company has grown into a turnkey enterprise for someone looking for a stable, profitable book of happy annuity clients that can be swallowed whole. Easy integration as all files sit in the Seller's online database system for a seamless data dump post Closing, not to mention the thousands of client files/leads that did not convert which include the family net worth snapshot, contact information, etc...that can be mined for future conversions. 80% of the clients are located 25 miles from Newport Beach home territory, 60% of new business comes from existing satisfied client referrals. Many accounts have funds available now and upcoming and are ripe for consultations from a Buyer that may have a more diversified product offering or set of products that can help preserve and grow their wealth. 100% commission based, average age of client is 72, average net worth of 75% of clients is $1.5MM. Revenue is 90% annuities, 5% alternative investments and 5% life insurance. NDA is required for further details from Ace Business Brokers.

Agency for Sale in Huntington BeachGreat Turn-key Opportunity
$420,000
Agency for Sale in Huntington BeachGreat Turn-key Opportunity

Huntington Beach, CA

We have an established agency in Huntington Beach currently for sale. This agency has been growing year over year, generating over $289,000 in commission in 2017 with close to a 90% retention rate. The office is fully furnished with signage and has a great professional floor plan with a conference room and individual offices for staff. The office is move-in ready and is located in a prime area with great visibility. Selling agent is looking for a quick sale due to personal reasons. Asking price is $420,000. We have smaller agencies available in Orange County as well. Please reach out for further details.

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 an established Farmers Insurance Agency in the Rialto, CA area. 941 policies in-force 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 of $90K 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 (Included with this book of business) • For more info contact: Oscar Castaneda 909-605-0300 ocastaneda@farmersagent.com

Legal Document Preparation ServiceNiche profitable Service Business in Palm Desert, CA
$1,100,000 Cash Flow: $325,000 Seller Financing
Legal Document Preparation ServiceNiche profitable Service Business in Palm Desert, CA

Riverside County, CA

This is a storefront legal document preparation service opportunity developed by the entrepreneurial couple credited with creating this industry over 25 years ago. Growing their previous company to 200+ locations in 37 states, authoring three books published by J. Wiley & Sons, and praised by the former Attorney General of the State of California, who wrote: their mission is simple: as an alternative to lawyers, serve people who need to complete documents for uncontested legal matters, but don't know how to navigate through the legal system lacking either the resources or desire to hire an attorney. Following their previous company acquired by a public entity and the expiration of their non-compete agreement, the couple opened their present office in January 2015 following their similar business model with the same predicted results. With virtually no competitors within the same industry, their verifiable gross sales were $252,000 in Year One, $525,000 in Year Two and over $700,000 forecast for Year Three (2017) Owner profit in 2017 will exceed $325,000. This service business is 100% turnkey, minimal working capital of $30,000 suggested, with no accounts receivable and all customers paying in advance for services. Company maintains beautiful offices, fully furnished, with four full , and one part time staff member in place. As required by California law, this business maintains a Legal Document Assistant license with Riverside County, fully bonded, and carries an A+ rating with the Better Business Bureau. The friendly staff meets daily with customers who require a variety of legal services including Divorce, Living Trusts, Wills, Incorporations, LLC's, Probate, Real Estate Title Transfers, Buy-Sell Agreements, to name a few... The Company's in-house processing center processes the documents from information provided by the customer, and when required, directly files the documents in the Courts or Recorder's Office freeing the customer from enduring that stressful experience.The customer fees are a small fraction (often less than 10%) of what an attorney might charge for similar document preparation. Other than a caring attitude to assist people and an interest in legal processes, no legal expertise is required.Depending on the experience of the Buyer, owners are willing to train the Buyer for up to six (6) months to ensure a smooth transition. Further, if the Buyer desires to grow the business elsewhere in California and/or throughout the United States, Sellers through a separate consulting agreement, will use their experience and expertise to work with Buyers in achieving that growth.

Preferred Personal Lines, Some Commercial Insurance BookPreferred Personal Lines, Some Commercial Insurance Book
$80,000
Preferred Personal Lines, Some Commercial Insurance BookPreferred Personal Lines, Some Commercial Insurance Book

Pleasanton, CA

Small portable book of business with a couple hundred clients up for grabs. This is an Allied book of business with excellent loss ratios and healthy renewals. Seller would like a quick sale as she anticipates lots of international travel coming up and will not be available to take good care of her clients. NDA is required for first round package on the book of business being sold by Ace Business Brokers, Inc. Please dial Extension 696 if you decide to call us at (800) 985-4939 so you are routed properly! Thanks!!

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.

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!!

Income Tax Business For Sale - 14883Business For Sale
$244,073
Income Tax Business For Sale - 14883Business For Sale

Lancaster, CA

This is a turnkey system with solid results and unlimited potential. We are looking for CEOs to run their own business. Do hamburger franchise owners flip the burgers in their stores? No way, they run them as the CEO. Our scalable model allows you the freedom of working on your business, but not in it. You manage your store, you staff it, and you network with other businesses to connect with prospective clients in your community. You will be in business for yourself with a very powerful partner in the franchising community.

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

San Diego, CA

THIS AGENCY WILL NOT BE SOLD BUT GIVEN TO THE RIGHT PERSON AT FULL COMMISSION RIGHTS! We have a 1,000+ policy Seed Agency Book Available Beginning of 2018. We are now looking for a candidate to take ownership of a solid turn key agency with a mix of auto, home, commercial, and life this will not last long. This Farmers agency has incredible growth opportunity with Farmers Insurance. Location is in the Mission Gorge/Allied Gardens/San Carlos 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!

Palm Springs Area 95% Medicare Supplement Health Insurance AgencyPalm Springs Area 95% Medical Supplement Health Insurance Agency
$700,000 Cash Flow: $225,000 Seller Financing
Palm Springs Area 95% Medicare Supplement Health Insurance AgencyPalm Springs Area 95% Medical Supplement Health Insurance Agency

Palm Desert, CA

Perfect expansion & roll-up opportunity for a health-light or health-heavy existing agency; or buy a job for an independent minded licensed health agent! Clients have been trained to deal with the Agency on the phone so this is portable! With this acquisition the Buyers secures an existing 30 year old specialist/niche operation that has a large book of over 640 active policies in force! Perfect multi-lining opportunity for a well-diversified agency to get the rest of the personal lines (home/auto etc...). Remaining 5% is Advantage plan revenues. YTD 2017 through June 2017 came in at $120k, the vast majority from Anthem, plus UHC, Aetna & Mutual of Omaha. An organization that also cross-sold life insurance and/or annuity products would also have a nice sized book to farm and derive additional revenue streams from. Annual retention rate is approximately 95%, very little attrition to speak of. Primary sources of new business are client referral and answering local advertising that runs about $900 per month. Quoted Adjusted Net Income assumes Owner operator opportunity that TAKES OVER THE LEASE @ $2,500 per month. However, this could also easily be serviced by a senior level CSR/producer type that would only need to spend about 40 hours per week managing the book of business at a different location. NDA is required for full package on file with Ace Business Brokers, Inc. Please dial Extension 684 if you decide to call us at (800) 985-4939 so you are routed properly! Thanks!!

NorCal 60% Standard, 40% Non-Standard Insurance Agency Closest to DMV!NorCal 60% Standard, 40% Non-Standard Insurance Agency Closest to DMV!
$600,000 Cash Flow: $230,625
NorCal 60% Standard, 40% Non-Standard Insurance Agency Closest to DMV!NorCal 60% Standard, 40% Non-Standard Insurance Agency Closest to DMV!

Carmichael, CA

Please dial Extension 676 if you decide to call us at (800) 985-4939 so you are routed properly! Thanks!! Up for grabs is a turnkey operation that is a phenomenal roll up opportunity for an agency that wants an additional satellite location or shut down the month to month office space and take over the seasoned portable client base and service it remotely. Top carriers include Mercury, Travelers (Direct), Progressive, Financial Indemnity, Anchor General, First American Specialty among others. We have a comprehensive book of business snapshot exported from Epic (AMS360/Applied/etc...) that includes every possible angle to look at this book of business that has in excess of 1,500+ policies in force. SEO campaigns are solidly placed and performing well for local insurance agency searches by the community, plus the prime location near the DMV keeps them busy year round should you want the location. NDA is required for snapshot on file with Ace Business Brokers, Inc.

Non Standard Auto Insurance Agency, DMV, Tax Services in Inland EmpireNon Standard Auto Insurance Agency, DMV, Tax Services in Inland Empire
$125,000 Cash Flow: $55,000
Non Standard Auto Insurance Agency, DMV, Tax Services in Inland EmpireNon Standard Auto Insurance Agency, DMV, Tax Services in Inland Empire

Pomona, CA

Please dial Extension 675 if you decide to call us on this opportunity, thanks!! Lots of revenue streams from this non standard auto shop, has a couple hundred active auto policies, some home and commercial sprinkled in too. Couple hundred thousand in premium all-in. Good broker fee revenue, good tax preparation and DMV services, endorsement fees, etc...Tax prep is nearly all individuals and is spread out from April to October. Carriers primarily are Kemper, Infinity, Safeway, National General, Alliance, and a handful of others. NDA is required for further information from Ace Business Brokers.

Established Insurance Agency For Sale
$30,000 Cash Flow: $30,000
Established Insurance Agency For Sale

Cucamonga, CA

I have a Farmers Insurance Book of Business for sale. Primarily local clients to the Inland Empire. Approx. 383 active policies.

Los Angeles Business Brokerage Services with Huge Income Projections
$9,500
Los Angeles Business Brokerage Services with Huge Income Projections

Los Angeles, CA

The asking price is not a typo. Owner prefers to get paid over time allowing easy access into this business. Earn in excess of $300,000 per year with this advanced Los Angeles business brokerage for sale by businessbrokersforsale.com. Not only is this brokerage a fantastic business to run, it also has the ability to generate income beyond your wildest dreams. Don't get us wrong, you will work hard but isn't that the only way to earn high return? This business thrives all year long and in any economy. It is backed by an industry giant providing full certification, training and support. This is not a franchise - you are the owner - but with an entire stable of support all around you. Get the complete summary and prospectus now by going to... www.businessbrokersforsale.com/losangeles ----------------------------------------------------------

Orange, CA-Virtual Tax Practice For Sale
$450,000
Orange, CA-Virtual Tax Practice For Sale

Orange, CA

• The owner is a CPA • Although the practice is currently operated in Orange, CA, this is a virtual practice that can be operated at nearly any location • This practice was established in 1994 • Software in use includes Intuit Pro Connect • Approximately 500 individual tax returns with an average fee of $580 per return • Approximately 5 business tax returns with an average fee of $720 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $90,000 • Lease expires in 1/30/2018

Modesto, CA Tax Practice For Sale
$135,000
Modesto, CA Tax Practice For Sale

Modesto, CA

• The owner is a CTEC • This practice was established in 1994 • Software in use includes TaxWise • Approximately 787 individual tax returns with an average fee of $140 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $31,000 • Lease expires in 2019

Incredible Opportunity- Cash Cow!
$225,000 Cash Flow: $144,000
Incredible Opportunity- Cash Cow!

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.

Palm Springs, CA EA Tax Practice For Sale
$115,000
Palm Springs, CA EA Tax Practice For Sale

Palm Springs, CA

• The owner is an EA • This practice was established in 1990 • Software in use includes Drake • Approximately 423 individual tax returns with an average fee of $195 per return • Approximately 33 business tax returns with an average fee of $460 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $65,000 • Lease expires in 12/31/2018

Tarzana, CA Tax Practice For Sale
$275,000
Tarzana, CA Tax Practice For Sale

Tarzana, CA

• The owner is a CPA • This practice was established in 1984 • This is a sale of the entire book of tax business • Software in use includes ProSeries, CFS, Quickbooks, Super Forms Projected 2017 Tax Revenue: • Individual: $165,000, with an average return of $462 • Business: $60,500, with an average return of $852 • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: N/A • Lease expires in 10/15/2018

Bakersfield, CA EA Practice For Sale
$85,000
Bakersfield, CA EA Practice For Sale

Bakersfield, CA

• The owner is an EA • This practice was established in 2012 • Software in use includes Drake, Pitbull, Securefile Pro • Approximately 2 bookkeeping clients, generating $600 in revenue • Approximately 321 individual tax returns with an average fee of $210 per return • Approximately 3 business tax returns with an average fee of $617 per return • $800 +/- revenue is generated via consulting and tax problem resolution • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $47,500 • Lease expires in N/A. Month-to-month

Lodi, CA CPA Practice For Sale
$450,000
Lodi, CA CPA Practice For Sale

Lodi, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes Lacerte 11/19/2017 YTD Gross Revenue: • Bookkeeping/Write-Up: $50,235 • Approximately 520 individual tax returns with an average fee of $432 per return • Approximately 150 business tax returns with an average fee of $790 per return • Lease expires in N/A. Month-to-month. Owner owns 50% of building.

Long Established Tax Service
$340,000 Cash Flow: $184,799
Long Established Tax Service

Los Angeles County, CA

Established in 1993, and at current location since 2004. Owner and seasonal assistants service clientele base of 1500! 90% Spanish speaking. Bi-lingual owner. Highly functioning and profitable during four months tax season. That leaves eight months to expand year- round services such as legal, insurance, immigration assistance, corporate business, bankruptcy, etc. Owner also taught tax related courses in the evenings in a classroom style setting. The office space has cubicle style partitions with five fully equipped work stations, a computer server room, small break room area, and storage room. The front receptionist lobby is large and spacious to accommodate waiting clientele during the busy tax season. Business is located on high visibility boulevard. The business has gated private rear parking for 7 spaces. Plaza parking for public. Low rent! Owner retiring out of state. For more information please contact Business Broker Kellie Fish. (760) 898-8265

Profitable Bookkeeping Business
$595,000
Profitable Bookkeeping Business

Redlands, CA

WELL-ESTABLISHED AND VERY PROFITALBLE BUSINESS IN THE HEART OF REDLANDS, CA . FEATURES MODERNIZED 1,800 SF OFFICE WITH 7 OFFICES, RECEPTION AND WAITING ROOM , EMPLOYEES BREAKROOM AND ONE RESTROOM. OWNER RELOCATING AFTER 12 YEARS SERVING THE REDLANDS COMMUNITY. ASKING $675,000 FOR THE BUSINESS. SELLER WILLING TO COOPERATE WITH BUYER DURING AND AFTER CLOSE OF ESCROW TRANSFERING THE CLIENTS BOOKS AND RECORDS UPON MUTUAL AGREEMENT.

Laguna Hills, CA CPA Practice For Sale
$345,000
Laguna Hills, CA CPA Practice For Sale

Laguna Hills, CA

• The owner is a CPA • This practice was established in 1983 • Software in use includes Lacerte, AME, CFS, QB, and QB Enterprise • Approximately 10 bookkeeping clients, generating $15,570 of the gross revenue • Approximately 348 individual tax returns with an average fee of $430 per return • Approximately 45 business tax returns with an average fee of $800 per return • Approximately 100 other tax returns with an average fee of $830 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $160,000 • This is a book of business for sale, no office space or equipment included.

San Lorenzo, CA Tax Practice For Sale
$280,000
San Lorenzo, CA Tax Practice For Sale

San Lorenzo, CA

• The owner is an EA • This practice was established in 1967; seller purchased in 2010 • Software in use includes Drake • Approximately 1200 individual tax returns with an average fee of $200 per return • Approximately 22 business tax returns with an average fee of $500 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $165,000 • Lease expires in - details to follow

San Francisco - East Bay EA Practice For Sale
$520,000
San Francisco - East Bay EA Practice For Sale

San Francisco, CA

• The owner is an EA • This practice was established in 2009 • This is the sale of a partial book of business • Software in use includes UltraTax, Practice CS, File Cabinet CS YTD 11/2017 generated revenue as follows: • Bookkeeping: $43,500 • Individual Tax Returns: $332,700 in revenue • Business Tax Returns: $60,000 in revenue • Other Tax Returns: $5,000 in revenue • $24,500 +/- revenue generated via tax resolution, consulting, and payroll processing • Lease expires in 2022. Buyer will lease space from seller

Tarzana, CA Audit Practice For Sale
$430,000
Tarzana, CA Audit Practice For Sale

Tarzana, CA

• The owner is a CPA • This practice was established in 1984 • Software in use includes ProSeries, CFS, Quickbooks, Super Forms Projected 2017 Audit Revenue: • HOA Audits: $136,500 • HOA Reviews: 164,500 • HOA Taxes: $43,400 • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $260,000 • Lease expires in 10/15/2018

Liberty Tax Service in Orange County - Franchise
$79,000 Cash Flow: $23,605
Liberty Tax Service in Orange County - Franchise

Orange County, CA

Franchise tax service business. Great for part time business or a side business. Good opportunity for someone interested in accounting & bookkeeping. Do not have to be CPA to run this business. Great corporate training and support. Located in a Latino neighborhood. Go to www.powerrealty1.com to fill out my NDA online and check out my other listings.

Susanville Tax Firm for Sale
$600,000Seller Financing
Susanville Tax Firm for Sale

Susanville, CA

Well established CPA firm for sale in Susanville. This Primarily Tax focused firm currently uses Lacerte for individual and entity filings. Practice consists of approximately 425 tax clients with an individual average fee of $640 and an entity average fee of $1,500, along with a handful of compilations per year. $500k of gross revenue with approx. 250k of net. Seller currently owns the office building and will consider selling the building if buyer desires. 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.

Templeton, CA Bookkeeping and Tax Practice For Sale
$450,000
Templeton, CA Bookkeeping and Tax Practice For Sale

Templeton, CA

• The owner is a CTEC • This practice was established in 1992 • Software in use includes Quickbooks and ProSeries • Approximately 92 bookkeeping clients, generating $171,400 of the gross revenue • Approximately 1106 individual tax returns with an average fee of $166 per return • Approximately 88 business tax returns with an average fee of $300 per return • Approximately 5 other tax returns with an average fee of $245 per return • $900+/- revenue is generated via other income • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $248,600 • Lease expires in 5/31/2021

Redding, CA CPA Practice For Sale
$430,000
Redding, CA CPA Practice For Sale

Redding, CA

• The owner is a CPA • This practice was established in 1979 • Software in use includes Lacerte and Quickbooks • Approximately 19 bookkeeping clients, generating $132,300 of the gross revenue • Approximately 317 individual tax returns with an average fee of $400 per return • Approximately 59 business tax returns with an average fee of $1,825 per return • $6,800+/- revenue is generated via audit, review, and consulting • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $133,000 • Lease expires in September 2018

Property Management & Sales Office
$450,000 Cash Flow: $140,273 Seller Financing
Property Management & Sales Office

Santa Cruz County, CA

This well- established coastal real estate services company generates over $140,000/year earnings (SDE). Property management, vacation rental and sales services are provided within the greater Santa Cruz County area. Exceptional customer service has created year over year growth in property management income ($185,000/year). Property sales income varies year over year (from $100,000/year to over $300,000/year). Financial performance is driven more from referred business rather than focused advertising. Due to the owner’s pending retirement, the fulfillment of the high-growth strategy requires adding sales staff and increasing the advertising budget. The seller feels it is best for the new owner to align and resource these growth plans to best-fit the owner’s requirements. The seller will not be selling the property management accounts of the company as a separate offering. The seller will not consider an earn-out. Buyer has the option to relocate the business or rent the current space.

Profitable Tax Franchise
Profitable Tax Franchise

Orange County, CA

The owner purchased these three national tax franchise territories in 2010 and has built them up to three established and profitable units/offices. The seller is an absentee owner who employs a manager to run all three offices during the three-month individual return season. The plan is to divest this profitable investment, but the seller will make themself and the manager available to do everything possible to provide thorough training and to ensure a smooth transition to a qualified buyer. The seller is also an area developer for the franchisor so is uniquely qualified to help the buyer identify ideal locations for future units.

San Jose, CA CPA Practice For Sale
$260,000
San Jose, CA CPA Practice For Sale

San Jose, CA

• The owner is a CPA • This practice was established in 1998 • Software in use includes Lacerte • Approximately 7 bookkeeping clients, generating $38,700 of the gross revenue • Approximately 124 individual tax returns with an average fee of $950 per return • Approximately 10 business tax returns with an average fee of $1,350 per return • Approximately 12 other tax returns with an average fee of $1,255 per return • $8,600+/- revenue is generated via tax planning and other services • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $129,000 • Lease expires in 11/30/2017 with renewal option

South Orange County Tax Firm for Sale
$550,000
South Orange County Tax Firm for Sale

Orange County, CA

South Orange County EA Firm for Sale – $550,000 Enrolled Agent firm in South Orange County for Sale. This firm provides tax preparation services to approximately 650 individuals with an average fee of $400, and about 100 entities with an average fee of $720 along with bookkeeping/payroll/consulting services that generate year round revenue of about $127k. This practice generates 28% of the revenue from services other than tax preparation and 82% of revenue from tax preparation services. Please contact us for more information or complete the online buyer profile and NDA. 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.

San Ramon, CA Bookkeeping and Payroll Practice For Sale
$200,000
San Ramon, CA Bookkeeping and Payroll Practice For Sale

San Ramon, CA

• The owner is a bookkeeper • This practice was established in 1987 • Bookkeeping and payroll business come from referrals from CPAs • Software in use includes Quickbooks, TFP, MS Office • Approximately 100 bookkeeping clients, generating $132,000 of the gross revenue • $31,000+/- revenue is generated via payroll processing • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $106,000 • Many clients are serviced remotely but drop off material to the practice location • Lease expires on 3/31/2018

Canyon Country, CA CTEC Practice For Sale
$390,000
Canyon Country, CA CTEC Practice For Sale

Los Angeles County, CA

• The owner is a CTEC • This practice was established in 1999 • Software in use includes Lacerte, Quickbooks • Approximately 60 bookkeeping clients, generating $101,100 of the gross revenue • Approximately 580 individual tax returns with an average fee of $245 per return • Approximately 65 business tax returns with an average fee of $1,180 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $100,000 • Lease expires in 2022

Wrightwood, CA CPA Practice For Sale
$150,000
Wrightwood, CA CPA Practice For Sale

Wrightwood, CA

• The owner is a CPA • This practice was established in 2003 • The practice is a virtual office so it can be relocated/managed remotely • Software in use includes Lacerte • Approximately 7 bookkeeping clients, generating $25,920 of the gross revenue • Approximately 225 individual tax returns with an average fee of $300 per return • Approximately 42 business tax returns with an average fee of $475 per return • Approximately 13 other tax returns with an average fee of $525 per return • $2,766+/- 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: $97,500 • Lease expires in- N/A. Home office

Madera, CA CPA Practice For Sale
$315,000
Madera, CA CPA Practice For Sale

Madera, CA

• The owner is a CPA • This practice was established in 1987 • Software in use includes Lacerte and Quickbooks YTD 2017 generated gross revenue as follows: • Approximately 2 bookkeeping clients, generating $12,600 of the gross revenue • Approximately 355 individual tax returns with an average fee of $340 per return • Approximately 82 business tax returns with an average fee of $700 per return • Approximately 57 other tax returns with an average fee of $370 per return • $11,600+/- revenue is generated via other bookkeeping services • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $130,400 • Lease expires in N/A; seller owns building

P&C Agency - National Brand (San Diego, CA)
$349,000
P&C Agency - National Brand (San Diego, CA)

San Diego County, CA

Established profitable captive agency. Financing available!

P&C Agency - National Brand (LA County, CA)
$349,000
P&C Agency - National Brand (LA County, CA)

Los Angeles County, CA

Established profitable captive agency. Financing available!

P&C Agency - National Brand (Placer County, CA)
$59,000
P&C Agency - National Brand (Placer County, CA)

Placer County, CA

Established profitable captive agency. Financing available!

P&C Agency - National Brand (Placer County, CA)
$439,000
P&C Agency - National Brand (Placer County, CA)

Placer County, CA

Established profitable captive agency. Financing available!

P&C Agency - National Brand (Alameda County, CA)
$59,000
P&C Agency - National Brand (Alameda County, CA)

Alameda County, CA

Established profitable captive agency. Financing available!

Established Collection Agency
$595,000
Established Collection Agency

Poplar, CA

70 year old collection agency for sale. Over 15,000 established accounts. Total collections exceed $11 million. The agency retains approximately 40% of every dollar collected. Utilizes state of the art software and business systems. Trained and experienced staff, specializes in medical - retail - commercial accounts. If you desire a recession proof business - this is it!!