Orange County, CA Financial Services Businesses For Sale

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.

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

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.

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.

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.

Liberty Tax Services in Orange
$15,000
Liberty Tax Services in Orange

Orange, CA

Territory for sale only. Paid $40,000 for the territory but things changed and did not pursue. Boundary map will be provided. EZ turn key franchise business. Don't need a CPA license to run. Must set up your own office. Price reduced. 15k only.

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.