California Financial Services Businesses For Sale

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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.®

Stable & Long-term Insurance Agency for SaleTake over existing agency and begin receiving commission immediately
$240,000Seller Financing
Stable & Long-term Insurance Agency for SaleTake over existing agency and begin receiving commission immediately

Orange, CA

A retiring Farmers Insurance agent located in Orange, CA is looking for someone to purchase their established agency and take it over. Taking over 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 the existing agency. This opportunity includes bonuses such as a $10,000 office start-up bonus.

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

3Jackson Hewitt Tax Service - San Francisco/Oakland, CA Area15 Walmart locations
$225,000
Jackson Hewitt Tax Service - San Francisco/Oakland, CA Area15 Walmart locations

Mountain View, CA

Since 1982, Jackson Hewitt® has grown to nearly 6,000 franchised and company-owned locations, including 3,000 in Walmart® stores throughout the US. Our low start-up investment offers new Franchisees the opportunity to choose their own path to success: a single tax office location or expansion into multi-units, applying a strategy shared by nearly 75% of our system. On average, our Franchisees own and operate over seven Jackson Hewitt® locations. Jackson Hewitt® is an innovator in the tax industry with a mission of offering hardworking clients access to simple, low-cost solutions to manage their taxes and tax refunds. Jackson Hewitt has more than 35 years’ experience and operates in year-round neighborhood storefronts and seasonal kiosks in select Walmart® stores. We’ve built a solid business model structured around helping millions of people prepare and submit their tax returns each year. We also maintain strategic partnerships with brands like Walmart® and American Express®. Brand strength: Jackson Hewitt is the 2nd largest in-person full service tax preparation company in the nation – ranked #135 overall by Franchise Times in 2018 and #21 on Entrepreneur's 2018 Top Brands List. Stable industry: According to the IRS.gov website, over 154 million Americans filed a tax return in 2018, with nearly 60% of all individual tax returns prepared by a paid tax professional. Lifestyle choice: Tax preparation is a seasonal business, allowing new Franchisees a flexible work-life balance. This advertisement is for informational purposes only and is not an offering or a solicitation of an offering to purchase a franchise. NY Residents: 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. MN File: F-7505.

2Chris' Club $175,000Great Opportunuty
Chris' Club $175,000Great Opportunuty

Vallejo, CA

It's the FINEST DIVE BAR in the Bay Area!! This business is available now!! Includes full bar, full kitchen, fixtures, equipment, band stand for live music, pool tables, flat screen TV's, license, check cashing, 2 bathrooms, outdoor covered patio, barbecue, approximately 3200 square feet, parking, right off 80 freeway. Asking 175,000 Building can be purchased separately!

Profitable Bookkeeping BusinessProfitable Bookkeeping Business
$439,900
Profitable Bookkeeping BusinessProfitable Bookkeeping Business

Redlands, CA

1. Price reduced: Well-Established and very profitable business in the heart of great city, CA. a) Owner relocating out of state after 12 years serving the local community. b) Approx. 64 monthly accounts and 1000 tax returns makes this business very lucrative for a passionate and dedicated buyer. c) Present monthly rent is $1,825 on a month to month basis, landlord is open to a long lease with qualified buyer. d) Buyer will enjoy the low overhead and high net. e) Financing available O.A.C

High End Boutique Westside Farmers Insurance AgencyHigh Client Retention, High Profile / Networth Clients
$135,000
High End Boutique Westside Farmers Insurance AgencyHigh Client Retention, High Profile / Networth Clients

Los Angeles, CA

Since 1928, people have been trusting Farmers Insurance to help them grow and protect their most valuable assets. This particular agency is a full-service agency under Farmers Insurance Group and focused on protecting assets for clients in the more affluent communities of West LA region. The business is currently marketing, selling and servicing Homeowners, Auto, Commercial, P&C, Workers Compensation and Life insurance for Farmers Insurance. The agency has consistently written profitable business and prides itself on strong customer service. The retention of the agency is good at 86% with a current policy count of 388. There has never been a better time to be with Farmers, the fastest growing insurance company in America. Farmers is currently the only major insurance company in the U.S. with a Family Rights Provision that allows you to one day pass your business on to a family member. A suitable buyer will submit an NDA and proof of financial assets to purchase the Agency. The buyer will also meet all requirements of Farmers Insurance. ************************* Farmers Insurance Requirements (include, but not limited to the following): - Property & Casualty, Life & Health insurance license - Successful Background Check - Documented Liquidity of $70,000

5GREAT 7-ELEVEN Franchise Opportunity!!!GREAT 7-ELEVEN Franchise Opp
$380,000
GREAT 7-ELEVEN Franchise Opportunity!!!GREAT 7-ELEVEN Franchise Opp

Bell Gardens, CA

This 7-11 is a turnkey investment with contemporary design and well-stocked shelves which features: Delicious self serve barista-style CAFE' Island, Slurpee, and soda fountains; Bistro/Deli style sandwiches from Trader Joes; Hot Self-Serve Food and Hot oven parlor-style whole pizza! This store has a great high visibility, corner location and is priced to sell. 7-11 provides convenient financial services to its community “pay near me,” EBT, 7-11 APP deals and a chance to win Big with the Lottery! This stores also hosts modern consumer market trends such as Redbox & Amazon lockers, this 5 year old establishment has a high prime traffic location! This profitable store runs on its own, equipped with modern accounting/inventory technology, field service representative, and part time manager +5 part time employees. 7-11 has state of the art training which will equip new owner to transition ownership with in 3-6mos. This store is a TRUE DEAL, ENTREPRENEUR LISTS 7-11 AS #2 ON ITS TOP FRANCHISE LIST 2019, McDonald's being #1.

Farmers Insurance Agency for Sale- San DiegoFortune 500 Startup Opportunity
$170,000Seller Financing
Farmers Insurance Agency for Sale- San DiegoFortune 500 Startup Opportunity

San Diego, CA

We are seeking positive, business-minded individuals to help us grow Established Insurance Agencies in the Greater San Diego, Temecula, and Hemet California areas. Why a Farmers Agency ownership opportunity? This is an exceptional opportunity to build your own business. You will represent our diversified portfolio of Personal Lines Auto & Property Insurance, Commercial Property & Casualty Insurance, and Life and Life-related insurance products. Our more than 50 products allow multiple sales to the same household, increasing client retention and commissions. Seasoned Agents in our District are currently earning well over $20,000 a month in renewal income. As a Retail Agency Acquisition, your income will be bonus out at a much higher rate than our typical agencies, including a $10,000 cash bonus your first month, $300 monthly marketing bonus up to 36 months plus a lucrative monthly bonus that starts at 300% of earnings. Our flexible training program allows you to begin your career on a part-time or full-time basis. You will have office placement flexibility, and the ability to sell anywhere within California. We're also the only major insurance company in the U.S. with a Family Rights Provision that allows you to one day pass your business on to a family member. There has never been a better time to be with Farmers, the fastest growing insurance company in America. Responsibilities Present and sell insurance policies to new and existing clients Develop and calculate suitable plans based on clients' needs Resolve client inquiries and complaints Consistently market for new prospective clients Comply with insurance standards and regulations Track and identify areas of improvement Qualifications Previous experience in insurance, sales, customer service, or other related fields is preferred but not required Benefits Ownership of commission rights Renewal Commissions — With Farmers Friendly Reviews, policyholders will stay with you, year after year. Every time a policy renews, you earn a commission! As your agency base expands, more and more policies renew, and your commissions grow along with your business. Approximately 75% of an established agent’s income derives from renewal commissions. Your agency builds Equity — An added benefit is the ability to develop substantial monetary equity, known as Contract Value. Upon retirement, you can collect your Contract Value as payment for the sale of your policies to either the company or on the fair market. Many agents use their Contract Value as a retirement nest egg. In addition, the Contract Value exhibits as collateral for personal loans from the Farmers Insurance Group Credit Union. Bonus Programs — access to Office Start-Up Bonus, Agency Lead Generation Bonus, Monthly and Annual New Business Bonuses Requirements Property & Casualty, Life & Health insurance license is required. Successfully pass a Background Check Documented Liquidity of $70,000 Farmers Offers: • Comprehensive and award-winning training in all facets of the business • A wide portfolio of insurance products • 4 unique points of entry, including Acquiring existing Books of business • Outstanding and unlimited earning potential • Highest Commissions in the industry -- ranging from 5-60% • Experienced, supportive staff with expertise in marketing and all product lines including Life, Commercial, and Workers Comp • Virtual Training is available • Flexible hours, with the ability to work from your community JOB REQUIREMENTS * Desire to be your own boss * Good credit history (no recent bankruptcies, garnishments, liens, or collections over $1,000) * Highly motivated and goal-oriented * Entrepreneurial spirit and desire to be paid what you are worth * Outstanding networking and client relationship skills * Professional, ethical, and honest * Excellent time management and organizational skills

5Tax Practice For Sale in Riverside County, CATax Practice in Riverside, CA for Sale!
$199,046
Tax Practice For Sale in Riverside County, CATax Practice in Riverside, CA for Sale!

Riverside, CA

This is a turnkey system in Riverside, CA with solid results and unlimited potential. NO TAX EXPERIENCE NEEDED. Do hamburger franchise owners flip the burgers in their stores? No way. Liberty franchisees are CEOs. You manage your store, you staff it, and you network with other businesses to connect with your community. You will be in business for yourself with a very powerful partner in the franchising community.

4Large and Established Farmers Agency For Sale$300,000+ consistent gross annual income
$400,000Cash Flow: $150,000Seller Financing
Large and Established Farmers Agency For Sale$300,000+ consistent gross annual income

La Mirada, CA

Own your own profitable Farmers Insurance Agency producing $300,000+ Gross Annual Income in Farmers Commissions alone. 2,700 PIF (policies-in-force). Approximately Equal amounts of Auto/Home lines, balanced with healthy book of Commercial, Life, Umbrella, Specialty products, and Securities accounts Current agent holds 6/63 Securities license and an Arizona License as well. This is a 2nd Generation, Family Agency, first started in 1973. Well established procedures and systems in place. Endless potential on existing book-of-business and marketing programs in place. Additional commission can be earned through brokered, outside business. (Currently an additional $25,000 a year, but not included in the sale). Profitable monthly bonus has been earned every month to-date. Ideally looking to sell June 1st, 2020.

San Francisco, CA - Established ATM Business / RouteSan Francisco, CA- Proven Business Model With Training & Support
$92,990Cash Flow: $32,952
San Francisco, CA - Established ATM Business / RouteSan Francisco, CA- Proven Business Model With Training & Support

San Francisco, CA

11 already installed ATMs, currently generating $32,952 in annual net revenue. Purchase Price for existing account: $92,990 (includes Franchise Fee, Training and Support) Additional capital required to operate ATMs: $55,078 Takes about 5-8 hours a week to operate.

San Diego P/C indpt brokerage 95% commercial. $905K Rev.San Diego P&C independent insurance brokerage for sale
$3,200,000Cash Flow: $404,000
San Diego P/C indpt brokerage 95% commercial. $905K Rev.San Diego P&C independent insurance brokerage for sale

San Diego, CA

Rare, once in a quarter century, unique and extraordinary strategic acquisition opportunity to acquire a full service property and casualty independent insurance brokerage in one of the most beautiful, desirable and affluent cities in the United States. Annual Seller’s Discretionary Cash Flow margin is a strong and consistent 45% and the brokerage operates smoothly and highly profitably when the owner is away on vacation and operates perfectly well during the owner’s regular extended golf trips. The acquirer of this brokerage can be as much or as little involved in day to day operations as they so desire. This brokerage is being sold by the very owner who founded the brokerage nearly 26 years ago. California Agency is a full service property and casualty independent insurance agency founded in 1993. Agency is being sold because the founder and president is retiring. Agency has four employees; three customer service reps and one bookkeeper. All are licensed and have been with the Agency for 3-12 years. Agency has 960 total clients with 2,868 total policies; with an overall retention rate of 94%. The Agency policies are 95% commercial and 5% personal. Year 2018 had 2,637 renewal policies and 231 new business policies. Agency works with over 100 carriers. Top rated carriers include Hartford, Liberty Mutual, Nationwide, CNA, SCIF, Falls Lake, Travelers, Allied and Mercury, among many others. Top product lines include workers' compensation, package policies and auto. Agency has tremendous growth potential via cross-selling as many clients are one policy clients and at least half of all policies can be cross-sold. Agency is also realizing strong current growth adding 231 new business policies during 2018. Agency is appointed in California only and thus serves only the California market. Agency management system is Instar. Seller leases office space from himself at a market rate so a long-term lease is available. The seller is also willing to sell the building with the Agency, if buyer is so interested. Total annual written premium for 2018 was $7,000,000 Annual commission revenue for 2018 was $905,000 Adjusted EBITDA $404,000 Asking price $3,200,000 Step one is to email me using the email address below and I will promptly reply with an NDA for you to sign and return. Please do not call first as a discussion is not going to happen until the NDA is signed and returned to me. Once the NDA is signed and returned to me, I will then provide you with all information necessary for you to properly evaluate this buying opportunity. If you contact my client directly without my prior knowledge and written consent, I will remove you from this buying opportunity process. All inquiries and requests for information must be directed solely to me; until such time that is it pre-arranged and appropriate for a phone and/or in person meeting with my client. Please be certain that your email has a complete signature line that includes your full name, title, company name, business mailing address, email address and phone numbers; because in order to do business with you, I need to know with whom I am dealing. I strongly prefer to work directly with actual buyers only. If you are a business broker, M&A professional or a transaction intermediary, then you need to have a signed agreement with your buy-side client that states that your compensation will come from your buy-side client as I do not engage in commission sharing under any circumstances. Thank you. Sean H. Hayes, CVA Expert Insurance Agency Appraiser M&A Transaction Advisor 225 N. Columbus Dr., Suite 4301 Chicago, IL 60601

Insurance Claims & Financial InvestigationA Profitable Insurance Investigative Services with a Huge Growth Potential
Cash Flow: $95,000
Insurance Claims & Financial InvestigationA Profitable Insurance Investigative Services with a Huge Growth Potential

Orange County, CA

The company provides investigative services for various insurance claims to verify validity of the claims. They also work with many lending banks and institutions to provide investigative services against any financial fraud including but not limited to mortgage fraud. Lastly, they work with various businesses, government agencies, and schools to provide background check on potential hires. The company has built a strong book of business in working with insurance carriers, attorneys, and major lending banks. The company has been in business for over 25 years. They are headquartered in Southern CA with a very strong presence in CA. The company has multiple satellite locations across the United Sates. A best fit acquirer would already be in this business wanting to expand their book of business, or would be working in a complementary industry wanting to expand laterally to adjacent markets. Please call to discuss the asking price.

Farmers Insurance AgencyFarmers Insurance Agency for sale in the greater Sacramento area
$170,000
Farmers Insurance AgencyFarmers Insurance Agency for sale in the greater Sacramento area

Roseville, CA

Great book of business available in the Placer County/ Sacramento area. Book of business has 854 policies and generates $94,000 in service commissions (does not include office start up bonus, other bonuses and new business commissions). Policies consist of mostly home and auto (85% home and auto, 15% life, 5% commercial). Average retention on the book of business in 85%.

Student Loan ServicesStudent Loan Services Document Preparation
$685,000Cash Flow: $274,164Seller Financing
Student Loan ServicesStudent Loan Services Document Preparation

San Bernardino County, CA

We prepare documents for student of all types for approval on the 9 different Student Loan Forgiveness programs. We have been in business for two years and have doubled every year. We have 40 million records available that are part of this purchase. Our CPL is at $40.00 per lead which is unheard of in this industry. All financial information will be given after a NDA and Proof of Funds is provided. GREAT RESIDUAL INCOME!!!

Motivated Seller - Price NegotiableExisting book of business - Great for a first time buyer!
$79,000Seller Financing
Motivated Seller - Price NegotiableExisting book of business - Great for a first time buyer!

Shasta County, CA

Successful, well established insurance agency with tremendous growth opportunity for sale. This is a completely turn-key opportunity you won't want to miss. We are a captive agency (Farmers Insurance) with over 800 policies. Our annual gross income is ~$80,000-$100,000. This is a great opportunity for those who have an entrepreneurial spirit, love working with people and enjoy the freedom that comes with being your own boss. Negotiable price and current owner may be willing to carry. Please email us if interested in learning more about this opportunity.

Growing Tax and Accounting Firm - SacramentoFully Staffed and Centrally Located Tax and Accounting Firm
$895,000
Growing Tax and Accounting Firm - SacramentoFully Staffed and Centrally Located Tax and Accounting Firm

Sacramento, CA

Traditional firm with income tax preparation, bookkeeping and sales tax preparation. The firm focuses on small businesses and its owners. The firm has an excellent staff and has a mix of senior tax preparers and bookkeepers and also younger professionals who can help propel this firm well into the future. The principal believes that all of the staff will want to transfer. The firm is producing solid financial results and attractive profitability from its core group of long-term business and individual clients serviced from a centrally located office. The firm has grown principally through referrals from satisfied customers and limited web-based marketing. The principal of this attractive firm is an absentee owner spending just a few hours a week in his ownership duties. He has approached the business from an entrepreneurial perspective which he believes has positioned the firm to thrive in the future. The business is a steady money maker solidly positioned to continue to grow by serving the needs of small businesses in Sacramento

Highly Rated Income Tax Service with Amazing Reviews!Tax season is over, great time for transition
$119,000Cash Flow: $50,324Seller Financing
Highly Rated Income Tax Service with Amazing Reviews!Tax season is over, great time for transition

Riverside County, CA

Beloved and a little bit quirky, this tax service only firm provides caring and fun tax service year after year to a loyal client base. The business is being split with the majority (face to face clients) staying in this transaction and a few (online) moving with another firm. Recently achieved $1.0MM in refunds for clients. Pricing is positioned higher than H&R Block but much lower than a CPA firm. This provides great service at competitive price. Clients join at a net rate of about 12% per year and fees rise at 2%. Seller is willing to stay on full or part time. This business is located in Palm Desert.

Funding Services for Start-up BusinessesHelp new business owners get tax-free access to 401k & IRA acounts
$150,000Seller Financing
Funding Services for Start-up BusinessesHelp new business owners get tax-free access to 401k & IRA acounts

Sonoma County, CA

In 2001, I developed a plan for new business owners to provide them a way to get the funds they would need to buy or startup a small business or franchise without borrowing money from a bank. By creating a qualified replacement plan for existing 401(k) and IRA funds, clients were able to rollover money on a tax-deferred basis and not be subject to taxes and penalties. The 40% they would pay in taxes by taking a distribution could then be saved and applied toward the purchase of the new business. It was a no-brainer and in total compliance with IRS and DOL regulations. Over the years hundreds of new business owners from almost every state in the country have taken advantage of these tax-deferred rollover services. The fee is $5,000 per client and the gross profit averages 70% or $3,500 each.

High Net Portable Construction-Heavy Commercial AgencyHigh Net Portable Construction-Heavy Commercial Agency
$2,600,000Cash Flow: $535,363Seller Financing
High Net Portable Construction-Heavy Commercial AgencyHigh Net Portable Construction-Heavy Commercial Agency

Whittier, CA

Business Description: Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: http://www.pronovapartners.com/engagement/high-net-portable-construction-heavy-commercial-agency/ Large, portable, construction-heavy book of commercial business is the result of six strategic acquisitions over eight years now offered as a collective opportunity for an established agency to cross-sell its way to long term profitability or fast-track a new agency’s launch. Since 2012, the company has specialized in construction-trade coverage and successfully grown into a robust and certifiable big book of business. Clients come from a broad geographical area and an immense range of trades seeking Worker’s Comp, general business liability and basic E&O coverage. The complexities of commercial mean that strong relationships are needed to for retention and to ward off internet shoppers. All files are loaded into AMS 360 for easy post-closing transition. A purchase will also include six active domains, some of which are generating inbound leads daily, plus all toll-free phone numbers that ring with new and recurring business. NDA is required for release of 25 page comprehensive Confidential Information Memorandum crafted by ProNova Partners.

BrokerMortgage broker With Strong Banking Relationships In Niche Markets
Seller Financing
BrokerMortgage broker With Strong Banking Relationships In Niche Markets

Modesto, CA

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Student Loan ForgivenessStudent Loan Document Preparation Loan Services
$485,000Cash Flow: $240,000Seller Financing
Student Loan ForgivenessStudent Loan Document Preparation Loan Services

San Bernardino County, CA

Complete Turn-key Student Loan Document Preparation company. We have established all contracts for customers, Merchant Services, Call Centers (in Country and Beyond), Employee contracts, VOIP, 20 million in Student Loan Leads, etc. Includes 2500 clients currently under our contract and growing daily. Complete Turn-key. We have a residual income of $6500 a month and growing monthly added to our net profit of $13,500. November we will be at $10,000 a month in just residuals alone. Call today for information. All Information will be deemed confidential. NDA will be provided before any information will be given out.

Insurance Brokerage for Sale In Los AngelesInsurance Brokerage for Sale
$75,000
Insurance Brokerage for Sale In Los AngelesInsurance Brokerage for Sale

Los Angeles, CA

Wonderfully located in a very busy intersection and shopping strip. Brokerage has been in business for the past 5 years. The office is also setup to process on the spot vehicle registrations which produces an additional stream of income. Only reason I’m selling is because I’m also a realtor/real estate investor and cannot attend to the office as much. The office does have one employee whom customers have come to like a lot. The book of business is primarily personal lines however commercial appointments are also available. It’s a small office with huge potential to grow its current book. Only asking $75k or best offer. Looking for a quick sale.

Franchise tax service for saleEstablished profitable tax business for sale
$149,000Cash Flow: $100,000
Franchise tax service for saleEstablished profitable tax business for sale

Oxnard, CA

This business is doing over 1500 taxes a year.

San Diego CPA Firm Grossing 171K For Sale By Owner For 220KSmall, highly profitable, business-oriented full-service CPA firm
$220,000
San Diego CPA Firm Grossing 171K For Sale By Owner For 220KSmall, highly profitable, business-oriented full-service CPA firm

San Diego, CA

Small, highly profitable, business-oriented full-service CPA firm. We provide accounting, tax and consulting services. We use Lacerte and QuickBooks. High average fees and high net realization for financial statements, tax returns and consulting. Our clients are exclusively businesses and the individual owners of those businesses. Tax season is spread out to Oct. 15. Contact Mike Allen at mallensandiego@aol.com (We're using this email address and last name just for the sale of our firm in order to keep everything confidential at this stage)

Farmers Insurance AgencyEstablished Profitable Insurance Agency
$250,000
Farmers Insurance AgencyEstablished Profitable Insurance Agency

San Diego, CA

Get Support at every turn. With Farmers, you'll be in business for yourself, but you won't go it alone. Join Farmers family means you will: * Gel help from experienced agents and business consultants who will ease you into the award-winning University of Farmers training program, where you'll learn insurance and business basics. *Be able to use Farmer's ready to-go brand advertising, sales support, and help for marketing. * Farmers Offers Start up Bonus of $10K for Branding Expenses!! * Be part of Fantastic Bonus Opportunity up to 30% on NB and Retention!!

Farmers Insurance Agency for Sale30 Year Agent Retiring - Well established clientele
$179,000
Farmers Insurance Agency for Sale30 Year Agent Retiring - Well established clientele

San Jose, CA

Own your own Farmers Insurance Branch Location in the fast growing South Bay Area Market Six figure earning possible in the first year Residual Income with no upside earning limit – Some owners make more than $1M per year Low capital required ($70,000) - .(i.e. line of credit, savings, checking, qualified account *limitations apply) Build Business Equity with the Ability to Sell Your Business Comprehensive Training and Support Provided $10,000 Bonus Provided to Open your Farmers Branch Location No territory restrictions on sales. Sell anywhere in CA One stop shop product portfolio - Auto, Home, Business, Boat, Motorcycle, RV, Life Insurance, Annuities and more….. Nationally Recognized and Respected Brand “ We Are Farmers” Since 1928, people have been trusting Farmers Insurance to help them grow and protect their most valuable assets. We are looking for self starting, driven individuals to partner with to expand our footprint in the rapidly growing San Francisco Bay Area Market.

Profitable Insurance Business in Beautiful Northern CaliforniaNorthern California Best Opportunity in the State!
Seller Financing
Profitable Insurance Business in Beautiful Northern CaliforniaNorthern California Best Opportunity in the State!

Shasta County, CA

Businesses for sale on the Northern coast of California and in the mountains of Northern California . Whether you would like to spend your days escaping the heat along the beautiful coast of California or taking advantage of all of the outdoor recreation that Redding has to offer. We have a business for sale in both locations. Northern California has an opportunity for you to acquire an established business with Farmers Insurance. Business owners will inherit existing customer base with a operation servicing a 100 mile radius with a service area exceeding 250,000 in population. Ability to expand across California. Potential for additional income to exceed $100,000 • A $10,000 startup bonus and potential $25,000 product bonus available! Over 50 products available with income streams contributing to very high earning potential. Redding, CA: Redding offers 300 plus sunny days a year! . This picturesque area is surrounded by mountains, hiking trails, waterfalls, lakes and rivers. There is a regional airport and the coast is only a 2.5 hour drive. Redding is an outdoor enthusiast’s paradise offering unlimited activities and a wonderful place to call home. The area has affordable housing (median housing cost 300K compared to $600K in CA) and plenty of school options including public, private, charter and faith-based. Redding's University Preparatory was ranked top 1% (255th out of 28,813) in U.S. News Best High Schools with 79 participation of students taking advance placement courses. College options include community, private and CA State University affiliated classes. Coast: The business for sale in this area finds a home in this idyllic coastal region, where ocean fog rolls in from the ocean to blanket hushed redwood forests, and whales spout?offshore. Along the coast, artists set up their easels to paint scenes of crashing surf and whitewashed cottages wrapped in rose-filled gardens. Each year, December through May, look to the sea to witness roughly 15,000 gray whales swimming south for the summer. Contact me for additional information on our opportunities.

402 Policies in Force, Portable 60% Comm. Insurance Book of Business402 Policies in Force, Portable 60% Comm. Insurance Book of Business
$395,000Cash Flow: $41,979Seller Financing
402 Policies in Force, Portable 60% Comm. Insurance Book of Business402 Policies in Force, Portable 60% Comm. Insurance Book of Business

Los Angeles, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: http://www.pronovapartners.com/engagement/402-policies-in-force-portable-60-comm-insurance-book-of-business/ A total of 402 insurance policies created gross revenues of nearly $195,000 (in 2017) at this 37-year-old agency. 60% of accounts are commercial, 30% are personal, and 10% are life/health related. High percentage of reoccurring clients speak primarily English and Japanese. With only 1% of clients coming in to make payments (85% are direct billed and 15% are agency billed), the book is highly portable. Net Income after recast is $41,979. Profits could increase for a strategic buyer with an existing operation and can thereby eliminate some expenses or share others.  Seller is running this sub-optimally profit-wise. NDA is required for first round package on the book of business crafted by ProNova Partners.

Farmers Insurance Agency in greater LA areaFarmers Insurance Agency For Sale- LA Area
$120,000
Farmers Insurance Agency in greater LA areaFarmers Insurance Agency For Sale- LA Area

Downey, CA

We have two established books of business in the city of Downey which currently total 1,056 policies in force as of Apr 2019. (Approx. 120k in yearly commission renewals) The agencies are located in the city of Downey but can be relocated to any storefront/retail office location you desire (ideally within a 30 mile radius of Downey) The requirements are as follow: Satisfactory results of background check Property & Casualty License Life, Accident & Health License Minimum of $70,000 in assets (can be a combination of liquid, credit lines, and retirement plans such as 401k and IRA's) THIS IS NOT MONEY PAID TO FARMERS, IT IS A REQUIREMENT AS PROOF OF CAPITALIZED AND FINANCIALLY RESPONSIBLE CANDIDATES Compliant retail office location and 1 licensed and appointed staff/employee Start up incentives include: Up to 3-years of bonus, in addition to residual commission Quarterly bonuses $10,000 office startup bonus District paid trips/vacations and much more If taking over an existing book of business is not for you, we also have our retail program with attractive commission bonuses (300% on top of normal commissions) tailored for candidates that have a successful track record in financial services, sales, or networking and are ready to hit the ground running. CONTACT INFO: Any questions, concerns, or requests for additional information you may contact Paco Solórzano or Roy Corral at the Downey District Office. 562-622-0062 paco.rcorral@farmersagency.com

OC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance AgencyOC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance Agency
$450,000Cash Flow: $180,000
OC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance AgencyOC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance Agency

Buena Park, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: http://www.pronovapartners.com/engagement/oc-premium-supermarket-plaza-loc-non-standard-auto-insurance-agency/ Ideal first transaction target or satellite reconversion opportunity for a multi-unit non-standard auto insurance agency chain. Perfect location in the same plaza as a heavily trafficked supermarket that draws all kinds of foot and walk-in traffic, along with the sign guy. Not a portable book of business, need to take over the location, and need to be comfortable that cash is a key component of the value and net income of the client base that tends to be 50/50 cash & credit card pays. Providing DMV / Registration services that typically hovers around $5k per month, Broker Fee revenue that hovers around $10k per month steadily, and about $8-$12k per month in commission revenues, the largest carrier is Infinity but it's mainly the run of the middle non standard auto carriers. NDA is required for initial package on file with ProNova Partners.

Gilroy, CA Tax and Accounting Practice For Sale
$160,000
Gilroy, CA Tax and Accounting Practice For Sale

Gilroy, CA

• The owner is a CTEC • This practice was established in 1997 • Software in use includes Drake • Approximately 3 bookkeeping clients generating $2,692 in revenue • Approximately 603 individual tax returns with an average fee of $133 per return • Approximately 49 business tax returns with an average fee of $408 per return • $8,200 +/- in revenue is generated via immigration services, payroll, and other misc. services • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $49,500 • Lease expires in January 2023

Calabasas, CA CPA - Book of Business For Sale
$300,000
Calabasas, CA CPA - Book of Business For Sale

Calabasas Hills, CA

• The owner is a CPA and an attorney • This practice was established in 1985 • The practice is comprised of two very high net worth families. • Software in use includes Lacerte In 2018, the practice generated the following revenue: • Accounting/bookkeeping: $9,630 • Individual tax returns: $56,585 • Business tax returns: $50,895 • Fiduciary tax returns: $7,204 • IRS Audit/Gift tax returns: $45,315 • Tax consulting: $46,377 • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: N/A. Book of Business • Lease expires in N/A. Home office.

Lafayette, CA Tax Practice For Sale
$220,000
Lafayette, CA Tax Practice For Sale

Lafayette, CA

• The owner is an attorney • This practice was established in 2010 • Software in use includes Lacerte • Approximately 14 individual tax returns with an average fee of $6,000 per return • Approximately 9 business tax returns with an average fee of $8,556 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $131,540 • Lease expires in 1/31/2020. Thereafter, MTM

Insurance, Tax & Immigration Services
$240,000Cash Flow: $74,000
Insurance, Tax & Immigration Services

Bakersfield, CA

Have you ever wanted a one-stop shop?  This business offers 5 services in one location!  * INSURANCE Home, Auto, Commercial * REGISTRATION SERVICES  Name Change, License Plates * INCOME TAX SERVICES  Business, Personal, Income, Federal, State returns * CAR TITLE LOANS  Get Approved, Get Cash * IMMIGRATION SERVICES  Citizenship, Green Card, Visa Extension Seller has low overhead and one employee.  The multiple on the business like this is 150-200% of Sales which includes inventory.  There are 3 offices in one location and its close to historic downtown Bakersfield.

Salinas, CA Tax and Accounting Practice For Sale
$215,000
Salinas, CA Tax and Accounting Practice For Sale

Salinas, CA

• The owner is a CTEC • This practice was established in 2010 • Software in use includes Drake • Approximately 11 bookkeeping clients generating $19,105 in revenue • Approximately 776 individual tax returns with an average fee of $171 per return • Approximately 12 business tax returns with an average fee of $342 per return • $23,500 +/- in revenue is generated via assistance with filing immigration paperwork • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $56,710 • Lease expires in May 2020

Modesto, CA CPA Practice For Sale
$925,000
Modesto, CA CPA Practice For Sale

Modesto, CA

• The owner is a CPA • This practice was established in 1947 • Software in use includes Lacerte, QuickBooks, Workpapers CS, Fixed Assets CS Projected 2020 revenue: • Approximately 10 bookkeeping clients generating $20,000 in revenue • Approximately 300 individual tax returns with an average fee of $1,400 per return • Approximately 86 business tax returns with an average fee of $2,790 per return • Approximately 90 other tax returns with an average fee of $767 per return • $61,000 +/- in revenue is generated via audit, review, and compilations, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $494,000 • Lease expires in N/A. Month-to-month

Richmond, CA EA Practice For Sale
$260,000
Richmond, CA EA Practice For Sale

Richmond, CA

• The owner is an EA • This practice was established in • Software in use includes Drake, MS Office • Approximately 4 bookkeeping clients generating $5,800 in revenue • Approximately 300 individual tax returns with an average fee of $348 per return • $10,000 in revenue was generated in business tax returns • $50,000 in revenue was generated in fee-based wealth management • $25,000 in revenue was generated in tax resolution • $5,000 +/- in 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: $100,000 • Lease expires in N/A, Month-to-month.

Taxes Payroll And Bookkeeping Srvc
$800,000Cash Flow: $354,000
Taxes Payroll And Bookkeeping Srvc

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. This firm is ideally suited for an experienced tax professional. 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. No Seller Financing. No performance guarantee. For further information please submit an inquiry through this Web site. You will be required to complete a Non-Disclosure Agreement prior to receiving any additional information. Financial information is only provided after the initial phone interview with the Regional Business Broker assigned to this listing. Images on this Website are stock images and not actual images of the business. Broker, broker’s agents and broker-associated, employees and all other affiliates of Broker have NOT verified any of the information provided here. By submitting your inquiry through this Web site you are granting Broker permission to add you to Broker’s email subscription list.

Paso Robles, CA EA Practice For Sale
$625,000
Paso Robles, CA EA Practice For Sale

Paso Robles, CA

• The owner is an EA • This practice was established in 1992 • Software in use includes Lacerte, Quickbooks, BusinessWorks • Approximately 98 bookkeeping clients generating $305,488 in revenue • Approximately 630 individual tax returns with an average fee of $280 per return • Approximately 91 business tax returns with an average fee of $500 per return • Approximately 24 other tax returns with an average fee of $250 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $217,000 • Lease expires in N/A. Seller owns building.

UNDER CONTRACT *** SBA Pre-Approved *** Tax Franchise - Multi Location
$950,000Cash Flow: $325,000Seller Financing
UNDER CONTRACT *** SBA Pre-Approved *** Tax Franchise - Multi Location

San Diego, CA

TAX FRANCHISE ** SBA READY ** NO EXPERIENCE NECESSARY If you're looking for a solid business with a proven track record and great growth potential, then look no further. This business provides a rare opportunity to take part in a large tax franchise operation on the market today. The business runs smoothly with managers in multiple locations. These 15 locations are spread across Southern California. The managers handle the daily activities and oversee their employees. This allows the owners the freedom to focus on the big picture of the business. The franchisor is recognized as an industry leader in training, and on-boarding of new franchisees. They have an entire department specializing in training owners new to the system, and make it a very seamless process for people without industry experience. As a new owner you'll have tremendous support as part of a national franchise network with more than 6,800 franchised and company-owned locations. Reach out to Van Daughtry today to receive a detailed financial packet on this exciting listing upon signing an NDA. This will not last long! You'll love these numbers.

Bookkeeping Business
$349,000Cash Flow: $178,000
Bookkeeping Business

Palm Springs, CA

This bookkeeping business offers payroll services, and consulting as well as tax preparation services to wide range of business entities. They work with their clients to follow good accounting procedures with up to date information that provide a strong financial foundation for their business. They provide clients with professional and accurate information that allows their clients to focus on running their business and making it grow. This is a Turn-Key opportunity! Please call broker for more details on this property and to arrange a showing.

Thousand Oaks Tax Practice for Sale
$110,000
Thousand Oaks Tax Practice for Sale

Thousand Oaks, CA

Solo Practitioner 1040 practice available in Thousand Oaks. This home office practice would easily move to another office in the area. Practice generates $90k of revenue from 275 Individual clients with an average fee of $327. Complete the Buyer Profile and NDA online and then additional information will be emailed to you immediately after submission. 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 already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

San Juan Capistrano, CA CPA Practice For Sale
$710,000
San Juan Capistrano, CA CPA Practice For Sale

San Juan Capistrano, CA

• The owner is a CPA • This practice was established in 2003 • Software in use includes Lacerte • Approximately 62 bookkeeping clients generating $72,000 in revenue • Practice generates 511 individual returns with an average fee of $611 per return • Practice also generates revenue in the amount of $223,849, as follows: 66 S-Corps; 17 C-Corps; 29 Partnerships; 33 SMLLC; 78 Trusts; 11 Exempt Orgs • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $280,491 • Lease expires in N/A. Month-to-month• The owner is a CPA • This practice was established in 2003 • Software in use includes Lacerte • Approximately 62 bookkeeping clients generating $72,000 in revenue • Practice generates 511 individual returns with an average fee of $611 per return • Practice also generates revenue in the amount of $223,849, as follows: 66 S-Corps; 17 C-Corps; 29 Partnerships; 33 SMLLC; 78 Trusts; 11 Exempt Orgs • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $280,491 • Lease expires in N/A. Month-to-month

Silicon Valley CPA Firm for Sale
$725,000
Silicon Valley CPA Firm for Sale

Santa Clara County, CA

CPA Firm for sale in the Silicon Valley area (North West Santa Clara County). 2018 Gross Revenue $643,110 includes $399,100 (62%) from tax preparation services and $244,010 (38%) from accounting related services. Majority of clients (90%) drop off/email/mail documents with approximately 10% coming in to the office. Firm currently uses Lacerte, QUickbooks and CSA. Please complete the Buyer Profile and NDA and additional information will be emailed to you immediately after submission. 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 already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

Pleasanton, CA EA Practice For Sale
$710,000
Pleasanton, CA EA Practice For Sale

Pleasanton, CA

• The owner is an EA • This practice was established in 1972 • Software in use includes Lacerte, TaxTools • Approximately 605 individual tax returns with an average fee of $822 per return • Approximately 27 business tax returns with an average fee of $2,981 per return • Approximately 25 other tax returns with an average fee of $300 per return • $9,900 +/- in revenue is generated via consulting, bookkeeping, payroll, quarterly reports, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $304,400 • Lease expires in December 31,2019

VERTUAL ACCOUNTING GROUP CAN BE RUN FROM ANYWHERE IN THE US
$550,000Cash Flow: $276,965
VERTUAL ACCOUNTING GROUP CAN BE RUN FROM ANYWHERE IN THE US

CA

BUSINESS ACTIVITY: The Company provides a wide array of services for businesses accounting functions. The Company is a member of the Intuit Solutions Provider Program for mid-market business. As a Certified QuickBooks ProAdvisor, the Company provides software support, information and resources necessary to give outstanding customer service and support to small businesses. Services and products include; software sales, installation, set up, training, implementation of integrated solutions (Intuit products; Enterprise Solutions, Merchant Services and Payroll as well as third party applications), in addition to accounting, bookkeeping, catch-up and clean-up. SALES AND SELLER’S DISCRETIONARY CASH FLOW: FYE 2018 FYE 2017 FYE 2016 FYE 2015 REVENUES (R) $485,060 $450,000 $409,354 $462,470 CASH FLOW (CF) $272,443 $250,804 $194,223 $214,271 CF% OF R 56.1% 55.73% 47.45% 46.33% MARKETING STRATEGY: The Company has no formal sales and marketing department. It has reached its current level of success thanks to repeat business, an outstanding reputation for quality and customer service. FACILITIES: The Company has no leased space as all of the employees work from home offices. This is a virtual business and can be located and run from anywhere in the US. DAYS AND HOURS: Monday through Friday hours are 8:30 am to 5:00 pm. EMPLOYEES: The Company has two employees in addition to the owner. REASON FOR SALE: The Owner is taking the first steps towards retirement. TERMS: The asking price is $550,000. This is an SBA transaction with Buyer’s cash infusion of $82,500 and commercial lending of $467,500 plus SBA fees. The term of the SBA loan is for 10 years at an interest rate of 7.25% with payments of approximately $5,488 per month.

Established High Retention Insurance Agency for Sale!!
Established High Retention Insurance Agency for Sale!!

San Diego, CA

Established High Retention Insurance Agency for Sale!! We are looking for someone to buy a well-established profitable agency with above average retention. The office is located in North County of San Diego, CA. Immediate profits with award winning support team! Buyer must be licensed for for Property & Casualty, Life & Health and willing to attain their Series 6/63. Owner is looking to sell soon and will assist buyer with ongoing support to help with the transition. 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! Get Support at every turn. With Farmers, you'll be in business for yourself, but not by yourself. You won't go at it alone. Joining Farmers family means you will: *Get help from experienced agents, business consultants, and District Manager who will ease you into the award-winning University of Farmers training program, where you'll learn insurance and business basics. *Be able to use Farmer's ready to-go brand advertising, sales support, and help for marketing. * Farmers Offers Start up Bonus of $10K for Branding Expenses!! * Be part of Fantastic Bonus Opportunity up to 30% on NB and Retention!! Did you know? Owning a Farmers® agency has been called The Best Small Business Opportunity in America.®

Accounting Practice For Sale in San Diego Area - Santee, CA
$125,000
Accounting Practice For Sale in San Diego Area - Santee, CA

Santee, CA

San Diego Area, California Practice Fact Sheet PRACTICE FACT SHEET: San Diego Area, CA Supplied by New Clients, Inc. Year Established: 1993 Purchase Price: $125,000 – Financing available to qualified applicants. Various programs available. Call for details. ACCOUNTING, BOOKKEEPING, COMPILATIONS Monthly Clients: 4, Total: $6,005 Annual Clients: 1, Total: $5,000 Income Tax: Individuals: 400, Total: $95,000 Other Services: Payroll: Total: $5,200 Total Gross Income: $115,000 Description of area: Nice suburban area, great place to live, lots of family’s. Seller is requesting the following additional information from buyer: Confidentiality Agreement Financial Statement Interested Parties Should Contact: Todd Steinberg 1-800-338-0778 E-mail: todd@newclientsinc.com Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call. Sincerely, Todd Steinberg Executive VP of Sales & Marketing


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