San Bernardino County, CA Financial Services Businesses For Sale

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Existing Farmers Agency OpportunityResidual Income and Equity
Existing Farmers Agency OpportunityResidual Income and Equity

San Bernardino County, CA

We are looking for someone to step in and take over established Book of Business in the Ontario, CA area. New Business Bonus Program Available $10,000 Office Start Up Bonus Available Sign on Bonuses for Bi-Lingual & Military Candidates Quarterly Life Growth Bonus Opportunity Quarterly Profitable Growth Bonus Opportunity Annual Commercial Growth Bonus Opportunity Achievement Clubs and Travel Awards Instant Agency Equity and Ability to Sell Full Training and Support Provided Residual income stream Agencies Available: (Rancho Cucamonga) PIF: (Policies in Force) 731 - $108,000 Total Commission (2017) Asking Price $108,000 (North East Orange County) PIF: (Policies in force) 422 - $54,000 Total Commission (2017) Asking Price $54,000 (Rancho Cucamonga) PIF: (Policies in Force) 858 - $100,000 Total Commission (2017) Asking Price $100,000 (Upland) PIF: (Policies in Force) 1,000 - $95,000 Total Commission (2017) Asking Price $95,000 (Rancho Cucamonga) PIF: (Policies in Force) 493 - $60,000 (2017) Asking Price $60,000 (Chino) PIF: (Policies in Force) 550 - $60,000 (2017) Asking Price $60,000 Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $70,000 in assets • Have or acquire a P&C, Life & Health Licenses (We can guide you through this) • Farmers branded Office Location • For more info contact: Oscar Castaneda 909-605-0300 ocastaneda@farmersagent.com

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.

Price Reduction! Established Business for SaleTerrific opportunity to step into a profitable well-established agency
$375,000
Price Reduction! Established Business for SaleTerrific opportunity to step into a profitable well-established agency

San Bernardino County, CA

Multi-line agency affords the opportunity to sell personal, commercial, life policies and retirement products. Additionally relationships with other carriers compliment your operation all geared to enhance the placement of business. Bonuses for profit and production are too numerous to name, and accompany a generous commission structure. Family-rights provision is particularly attractive. MUST be licensed for Fire & Casualty, Life, and though not necessary but preferable Series 6 & 63. Pricing reduced.

Apple Valley, CA EA Practice For Sale
$500,000
Apple Valley, CA EA Practice For Sale

Apple Valley, CA

• The owners are EAs • This practice was established in 1980 • Software in use includes Intuit-Lacerte, QuickBooks, CFS Tax, MS Office • Approximately 102 bookkeeping clients generating $170,500 in revenue • Approximately 923 individual tax returns with an average fee of $314 per return • Approximately 115 business tax returns with an average fee of $835 per return • $25,000 +/- in revenue is generated via business consulting, tax planning, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $288,921 • Lease expires in N/A. Perpetual lease.

Profitable Bookkeeping Business
$549,000
Profitable Bookkeeping Business

Redlands, CA

Well established and profitable business in the Heart of Redlands, California. Features modernized 1,800 SF space, 7 offices, reception, waiting room, employee lounge and rest room. Owner relocation out of state after 12 year of serving the Redlands community with high number of monthly accounts, tax returns and business returns. The revenue makes this business lucrative for a passionate and dedicated buyer.

50% Mercury Insurance Agency 1,200 Total Policies In Force
$225,000Cash Flow: $82,942Seller Financing
50% Mercury Insurance Agency 1,200 Total Policies In Force

Ontario, CA

Gross income is $152k, including $148K commission and $4K broker fee. Commission takes majority portion at approximately 95%. Auto 65%, home 28%, commercial 7%. It has a mix of Chinese, English and Spanish speaking clientele. Net Income we believe should be around $82K. It could be higher for a strategic buyer who has existing operations, because some expenses can be shared. Standard book of business = higher retention rate. The location has been established for 28 years – long history, minimal competition nearby. Currently 90% relying on referrals and 10% walk-in. Established agency management system and updated computer system in place (included in the FF&E). High sales conversion rate of 60%. Direct bill 100%. NDA is required for first round package on the book of business crafted by ProNova Partners.

Tax Bookkeeping & Payroll Business
$716,000Cash Flow: $343,000Seller Financing
Tax Bookkeeping & Payroll Business

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. 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.

Hesperia, CA EA Practice For Sale
$695,000
Hesperia, CA EA Practice For Sale

Hesperia, CA

• The owner is an EA • This practice was established in 1992 • Software in use includes Proseries 2016 generated gross revenue as follows: • Bookkeeping: $20,000 in gross revenue • Individual tax returns: $500,000 • Business tax returns: $100,000 • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $155,000 • Lease expires in - details to follow

Established Tax Preparation Franchise - Upland
$40,000
Established Tax Preparation Franchise - Upland

Upland, CA

Less than the price to start a new location. Semi-absentee owned tax preparation franchise. Growing location and well positioned to again increase revenues and net during the next tax season. Owner has forecasted a robust coming tax season. This is a great seasonal business – work for five months and one or two days a week during the off-season. No experience necessary, as the franchise provides access to all the training you need to operate the business, manage and train employees to prepare taxes. Also a great opportunity for an accountant / finance / tax professional looking to expand their clientele and offer additional services like bookkeeping and business taxes. Well documented intranet system with state-of-the art proprietary interview based tax return software. Outstanding web site. Effective franchise advertising/marketing programs include: national advertising, directory & publication advertising, targeted direct-mail campaigns and in-store coupon & promotions. This is a must-see business with an existing, loyal, and diverse client base. The time to buy is now before the next tax season starts.

Redlands CPA Practice For Sale
$330,000
Redlands CPA Practice For Sale

Redlands, CA

* The owner is a CPA looking to retire. * This practice was established in 2007 * Software in use includes Lacerte, QB, Plan Guru, Bill.com, MS Office * Approximately 7 monthly bookkeeping clients, generating $153,000 of the gross revenue * Approximately 2 quarterly bookkeeping clients, generating $18,600 of the gross revenue * Approximately 1 annual bookkeeping clients, generating $5,200 of the gross revenue * Approximately 43 individual tax returns with an average fee of $700 per return * Approximately 20 business tax returns with an average fee of $1,100 per return * $26,000+/- revenue is accounting. * Lease is month to month.


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