San Bernardino County, CA Financial Services Businesses For Sale

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20 Year Check Cashing Payday Loan Company For SaleBusy check cashing/payday loan store in a high visibility Upland retail location
$195,000Cash Flow: $111,131
20 Year Check Cashing Payday Loan Company For SaleBusy check cashing/payday loan store in a high visibility Upland retail location

San Bernardino County, CA

In a high visibility Upland retail/commercial location adjacent to a densely populated neighborhood perfect for the services provided by this busy check cashing/payday loan store, the owner is ready to retire. Services Provided: Check Cashing Payday Loans Bill Payment Wire Transfer The owner will provide intensive training (4 weeks) and ongoing support as needed to the qualified buyer. Revenues have been consistent and, according to the seller, averaging over $104,000 for the last 3+ years! See revenue summaries below. For more information, please contact Frank Costa at (626)395-0717 or at frank.costa@sunbeltnetwork.com.

Established Business for SaleTerrific opportunity to step into a profitable well-established agency
$425,000
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.

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: (East Riverside County) PIF: (Policies in Force) 878 - $116,000 Total Commission (2017) Asking Price: $116,000 (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 (Ontario) PIF: (Policies in Force) 897 - $120,000 Total Commission (2017) Asking Price $120,000 (Upland) PIF: (Policies in Force) 1,000 - $140,000 Total Commission (2017) Asking Price $140,000 Candidate Requirements: • Pass background Check (credit, criminal, driving record) • Minimum of $50,000 in liquid assets seasoned 60 days in the bank • 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

50% Mercury Insurance Agency 1,200 Total Policies In Force50% Mercury Insurance Agency 1,200 Total Policies In Force
$250,000Cash Flow: $82,942Seller Financing
50% Mercury Insurance Agency 1,200 Total Policies In Force50% 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.

Profitable Tax & Insurance Business With 140 Monthly Paying Customers
$32,000
Profitable Tax & Insurance Business With 140 Monthly Paying Customers

Chino, CA

Wow!!! Huge opportunity for you to own your own insurance and tax services business in the heart of Chino. You can expand and conquer this market. Currently they have about 140 monthly paying customers. Also, you are buying 750+ warm past clients who have done business with this company before, allowing you to re-connect with them to offer your services. Nice looking office with great space and layout for you to take over. Desks ready for your employees to start working and making money on day 1 of opening. The space size is about: 900 square feet and they are only paying: $1,000 on a month to month basis. The seller's loss is your gain, with the right marketing strategy and aggressive follow up to their past clients you can acquire new clients. Don't wait, contact the listing agent now.

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.

Profitable Bookkeeping Business
$549,000
Profitable Bookkeeping Business

Redlands, CA

WELL-ESTABLISHED AND VERY PROFITALBLE BUSINESS IN THE HEART OF REDLANDS, CA . FEATURES MODERNIZED 1,800 SF OFFICE WITH 7 OFFICES, RECEPTION AND WAITING ROOM , EMPLOYEES BREAKROOM AND ONE RESTROOM. OWNER RELOCATING AFTER 12 YEARS SERVING THE REDLANDS COMMUNITY. ASKING $675,000 FOR THE BUSINESS. SELLER WILLING TO COOPERATE WITH BUYER DURING AND AFTER CLOSE OF ESCROW TRANSFERING THE CLIENTS BOOKS AND RECORDS UPON MUTUAL AGREEMENT.

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 - Ontario
$50,000
Established Tax Preparation Franchise - Ontario

Ontario, CA

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.

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.

Established Tax Preparation Franchise - Rancho Cucamonga
$200,000
Established Tax Preparation Franchise - Rancho Cucamonga

Cucamonga, CA

Well established, semi-absentee owned tax preparation franchise. Established location and well positioned to again increase revenues and net during the next tax season. With hundreds and hundreds of returns completed in 2017, 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 a substantial existing, loyal, and diverse client base with years of repeat business and a high retention rate in a continually growing area. 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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