Orange County, CA Financial Services Businesses For Sale

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

Orange County, CA

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

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

Orange, CA

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

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

Garden Grove, CA

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

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

Los Alamitos, CA

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

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

Tustin, CA

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

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

Garden Grove, CA

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

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.

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.

Tax season is here hurry. Vangroup Tax services.
$89,000 Cash Flow: $132,000
Tax season is here hurry. Vangroup Tax services.

Santa Ana, CA

It is the tax season and this business can pay for it self just from this tax season , imagine buying a business and paying for it (Good timing) in just under six (6) months. This is a balanced business for the area which is in need for such services . The services offered at this location makes it one stop shop for your financial needs as will as other services such as immigration, loans and insurance. This is the perfect area for such establishment and the demand is growing for it.


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