Placer County, CA Financial Services Businesses For Sale

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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 $104,000 in service 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%.

Farmers Insurance Agency
$40,000
Farmers Insurance Agency

Roseville, CA

Great opportunity to own an established insurance agency. Agency has approximately 400 policies. Generates $38,000 in service commissions, not including new business commissions, bonus potential and $10,000 for office start up. Agency has 90% retention and consists of 80% personal lines, 18% life, and 2% commercial (predominantly in the Roseville, Sacramento area). Great households with excellent profitability. Please contact us with serious inquiries. Candidate must be able to finance or pay in cash. Agent and District Office will train and help transition new buyer.

Auburn CPA Firm for Sale
$400,000Cash Flow: $180,000
Auburn CPA Firm for Sale

Auburn, CA

This CPA firm currently prepares approximately 530 tax returns for individual and entity clients with an average fee of $455 and $1200 respectively. Practice also generates approximately 49k from Monthly and Annual Bookkeeping clients for a gross practice revenue of about $335,000. 2018 Revenue is expected to be 20k higher than 2017. This office currently sees about 70% of clients schedule an appointment while 30% will mail in/drop off/email their documents. Practice currently uses Drake software for tax preparation, along with quickbooks and CFS software for bookkeeping operations. Present location is professional and available for sale or lease to Buyer. Please complete the Buyer Profile and NDA online and select the above practice to instantly receive more information. If you have already submitted a buyer profile and NDA, please contact us by phone or via email, for this listings profile. ATB, Inc. BRE 02002824


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