Riverside County, CA Financial Services Businesses For Sale

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.

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!!

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

Palm Desert Tax & Bookkeeping Firm for Sale
$360,000 Cash Flow: $209,151
Palm Desert Tax & Bookkeeping Firm for Sale

Palm Desert, CA

This Enrolled Agent firm has been in business since the 1980's and the seller is looking to retire. This practice generates approximately 300k of revenue with 54% of the revenue coming from Bookkeeping and 47% from Tax return preparation. Practice currently has approximately 40 bookkeeping clients with an average monthly fee of $338, 35 entity returns with an average fee of $1,150 and 280 individual tax returns with an average fee of $350. Please contact us, or complete the Buyer Profile, for more information. Please complete the Buyer Profile and NDA online at www.atbcal.com/buyerprofile 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.

Gold Jewelry Pawns & Loans
$300,000 Cash Flow: $300,000
Gold Jewelry Pawns & Loans

Palm Springs, CA

Valley Exchanges buys and sells: Gold and Silver Jewelry, Coins and Bullion and offers Cash for Gold and Pawn Services. They have a large selection of new gold and silver jewelry as well as beautiful estate jewelry pieces and pre-owned high end watches. Great customer service, very fair prices and a reputation for being able to handle high volume buys. Please call broker for more details on this exciting opportunity to be your own boss in this multi-dimensional business.