San Diego County, CA Financial Services Businesses For Sale

Financial ServicesCaliforniaSan Diego

Select Categories California
Accounting - Bookkeeping - Software Support FirmProfitable Coastal Town Accounting Firm
$479,000Seller Financing
Accounting - Bookkeeping - Software Support FirmProfitable Coastal Town Accounting Firm

San Diego County, CA

A well-established 17-year old San Diego County non-certified outsourced CFO, accounting, bookkeeping and software support services company. The client list runs the gamut of sole proprietors to professional LLC’s to large corporations. Most clients are on a signed retainer, monthly automatic payment basis; there is virtually no accounts receivable.

Business Brokerage For Sale : Owner Will Guarantee $200K Annual IncomeGUARANTEED $200K INCOME FIRST YEAR - OWNER MAKES UP THE GAP IF YOU DON'T
$25,000
Business Brokerage For Sale : Owner Will Guarantee $200K Annual IncomeGUARANTEED $200K INCOME FIRST YEAR - OWNER MAKES UP THE GAP IF YOU DON'T

San Diego, CA

The business is a leading full-service turnkey business brokerage seeking a fresh motivated owner. They exclusively focus on representing profitable businesses with a proven track record. The business is backed by internationally recognized certification. On top of their advanced services, the business includes two incredible guarantees… 1. Income Guarantee: If you do not reach $200,000 income your first year then the certifying body will pay you the difference bringing you up to $200,000! 2. Resale Guarantee: If, at any time in your first three months, you decide this business is not for you then certifying body will buy it back! • 100% Financing Available • Low Overhead – 80% Profit Margin • Exceed $300,000 per year • No Staff Required • Never Cold Call as all leads are inbound • Low Price (includes unlimited leads) • Extensive Ongoing Support & Training • Proven CRM & App Inclusion • Dedicated Social Media Director • Dedicated Digital Media Director Proper CA real estate licensing required. ----------------------------------------------- Get the brokerage for sale summary at www.businessbrokersforsale.com ------------------------------------------------

Well-Seasoned Personal & Commercial Lines Farmers Insurance AgencyHuge Net Income - Perfect Family-Run Business Opportunity!
$2,800,000Cash Flow: $651,821Seller Financing
Well-Seasoned Personal & Commercial Lines Farmers Insurance AgencyHuge Net Income - Perfect Family-Run Business Opportunity!

San Diego, CA

Excellent opportunity to acquire a Farmers Insurance Agency with outside commercial appointments - over 6700 well-seasoned policies, approximately 19% of those are commercial policies through MGAs. This agency is well-staffed with CSR and licensed producers who take care of the current book of business while bringing in new clients. Seller is looking to pursue unrelated business interests and desires to sell to a qualified Buyer who will keep the agency intact. Buyer must qualify with Farmers Insurance to successfully purchase this business. NDA is required for first round due diligence package.

Farmers Insurance AgencyEstablished Profitable Insurance Agency
Farmers Insurance AgencyEstablished Profitable Insurance Agency

San Diego, CA

Things change, and you may be looking for a new business opportunity. We have one available that may be of interest to you! Great Multi Lines agency for sale in a growing area of San Diego. This agency generates approximately $300,000 in renewal income plus new business commissions and bonus. Excellent freedom of schedule as you control your hours! Agency is with one of the nation’s largest and most well-known insurance companies. This agency is well established and has staff in place that are willing to continue working with the agency. The agent is also willing to stay on-board and help with the transition to ensure excellent retention of customers. Must have $50K in liquid assets and the capability to finance the purchase price. Agent is retiring from the business and looking to leave the clients with a capable agent that will take good care of the customers. Must be willing to get licensed in Property & Casualty and Life & Health and pass a background check. Call Jasmine 858-550-9060 x1001 or email her at agencyservices@careersinsandiego.com Location is in the San Diego area Farmers offers some of the best new and renewal commissions in the industry. As a Farmers agent you would also enjoy: over 50 products to offer your clients, including auto, home, life, specialty, and commercial and more, a contract which allows outside business with other carriers, the ability to structure your succession plan as you deem most appropriate for you - sell your book of business back to Farmers or on the open market, or pass the agency on to a qualified family member -- the choice is yours, bonuses quarterly for profitable growth, commercial sale, and life sales, sales achievement clubs with trips, awards, and recognition, extensive training developed and delivered by the award-winning, #1 rated University of Farmers, a marketing program offering up to 50% financial aid, free mailers and leads, cafeteria-style benefits program, and much more!

Farmers Insurance AgencyEstablished Profitable Insurance Agency
Farmers Insurance AgencyEstablished Profitable Insurance Agency

San Diego, CA

Things change, and you may be looking for a new business opportunity. We have one available that may be of interest to you! Great Multi Lines agency for sale in a growing area of San Diego. This agency generates approximately $250,000 in renewal income plus new business commissions and bonus. Excellent freedom of schedule as you control your hours! Agency is with one of the nation’s largest and most well-known insurance companies. This agency is well established and has staff in place that are willing to continue working with the agency. The agent is also willing to stay on-board and help with the transition to ensure excellent retention of customers. Must have $50K in liquid assets and the capability to finance the purchase price. Agent is retiring from the business and looking to leave the clients with a capable agent that will take good care of the customers. Must be willing to get licensed in Property & Casualty and Life & Health and pass a background check. Call Jasmine 858-550-9060 x1001 or email him at agencyservices@careersinsandiego.com Location is in the San Diego area Farmers offers some of the best new and renewal commissions in the industry. As a Farmers agent you would also enjoy: over 50 products to offer your clients, including auto, home, life, specialty, and commercial and more, a contract which allows outside business with other carriers, the ability to structure your succession plan as you deem most appropriate for you - sell your book of business back to Farmers or on the open market, or pass the agency on to a qualified family member -- the choice is yours, bonuses quarterly for profitable growth, commercial sale, and life sales, sales achievement clubs with trips, awards, and recognition, extensive training developed and delivered by the award-winning, #1 rated University of Farmers, a marketing program offering up to 50% financial aid, free mailers and leads, cafeteria-style benefits program, and much more!

$519k Gross Large & Small Group Benefits Insurance Book of Business$519k Gross Large & Small Group Benefits Insurance Book of Business
$1,500,000Cash Flow: $450,000Seller Financing
$519k Gross Large & Small Group Benefits Insurance Book of Business$519k Gross Large & Small Group Benefits Insurance Book of Business

Fallbrook, CA

150+ policies, small and large group health, dental, Medicare, individual with a small number of life insurance policies. This is a very persistent book of business with the majority of clients staying with the Agency over 5 years, many well over 10 years. Largest accounts are with Blue Cross and Blue Shield. Seller has been in insurance for well over 40 years and is ready to retire. 80+% of the revenue is contained within the Top 50 Clients. Further details of this book of business provided in first round package. Signed NDA required for release.

Residual income business located in San Diego areaResidual income business located in greater San Diego area
$990,000Cash Flow: $280,000
Residual income business located in San Diego areaResidual income business located in greater San Diego area

San Diego, CA

Residual income business with opportunity for growth. Business has been under current management for 20 years. Our online presence is optimized for marketing client services. This company generates a gross income of approximately 250K and growing. Requires maintaining service and equipment of current clientel, while marketing to new clients and the goal of promoting continued growth.

Home and Commercial Mortgage 30 yrs. San Diego Riverside Orange County
$249,900Cash Flow: $200,000
Home and Commercial Mortgage 30 yrs. San Diego Riverside Orange County

San Diego, CA

There are many mortgage companies out there. And, for the most part, they do mostly the same thing. So where then is the advantage of this firm: 1. 30 consecutive years of profitable operation 2. 30 years of clients returning for their next loan - home or commercial 3. 30 years of Name Recognition 4. 30 years of fabulous reputation and working relations with many, many, many, many, many lenders. And all of these lenders are asking them for "MORE BUSINESS!!!" Are you and existing mortgage company looking to grow your business through a strategic purchase?? You've found it. Are you a current manager of an existing mortgage business (holding a CA RE license for at least 2 years) seeking the American Dream of owning your own business?? You've found it. Are you a top performing employee of a mortgage business (holding a CA RE license for at least 2 years) knowing that you can do more being on your own??? You've found the right opportunity. This is a very profitable mortgage - home and commercial - business available for the first time. It is extremely rare to have any mortgage business for sale in the southern California market!!!!!! Grab this one before your competition beets you to it!!!!!!!

Carlsbad, CA CPA Practice For Sale
$390,000
Carlsbad, CA CPA Practice For Sale

Carlsbad, CA

• The owner is a CPA • This practice was established in 2002 • Software in use includes UltraTax • Approximately 500 individual tax returns with an average fee of $400 per return • Approximately 120 business tax returns with an average fee of $800 per return • Approximately 10 other tax returns with an average fee of $500 per return • $20,000 +/- revenue is generated via consulting, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $202,000 • Lease expires in July 2019

Mortgage Business "30 years old" San Diego, Riverside Orange Counties
$250,000Cash Flow: $200,000
Mortgage Business "30 years old" San Diego, Riverside Orange Counties

San Diego, CA

There are many mortgage companies out there. And, for the most part, they do mostly the same thing. So where then is the advantage of this firm: 1. 30 consecutive years of profitable operation 2. 30 years of clients returning for their next loan - home or commercial 3. 30 years of Name Recognition 4. 30 years of fabulous reputation and working relations with many, many, many, many, many lenders. And all of these lenders are asking them for "MORE BUSINESS!!!" Are you and existing mortgage company looking to grow your business through a strategic purchase?? You've found it. Are you a current manager of an existing mortgage business (holding a CA RE license for at least 2 years) seeking the American Dream of owning your own business?? You've found it. Are you a top performing employee of a mortgage business (holding a CA RE license for at least 2 years) knowing that you can do more being on your own??? You've found the right opportunity. This is a very profitable mortgage - home and commercial - business available for the first time. It is extremely rare to have any mortgage business for sale in the southern California market!!!!!! Grab this before your competition beets you to it!!!!!!!

Vista Tax & Accounting Firm for Sale
$600,000Cash Flow: $307,740
Vista Tax & Accounting Firm for Sale

Vista, CA

Tax & Accounting firm for sale in Vista, CA. Practice currently generates revenue from approximately 330 individual clients with an average fee of $750+, along with 175 entities with an average fee of $840+, and approximately 68k of revenue from Accounting, Write up, Bookkeeping & Consulting Services. This firm currently uses CCH for tax preparation and operates with low overhead providing more than 300k of net profit. 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.

Venture Capital Consulting Firm
$500,000Cash Flow: $498,899Seller Financing
Venture Capital Consulting Firm

Carlsbad, CA

Retiring Venture Capital Consultant after 50 years of buying, selling, and financing over 180 companies will train aspiring entrepreneurs in state of the art, creative financing, acquisitions, mergers, & joint ventures. This is once in a lifetime opportunity to be a true, creative, venture capital entrepreneur. Multi- million dollar income. Financing available to qualified applicants. Call The Parker Group @(480) 265-5579 for information.

San Diego, CA CPA Practice For Sale
$210,000
San Diego, CA CPA Practice For Sale

San Diego, CA

• The owner is a CPA • This practice was established in 2009 • Software in use includes Drake, Quickbooks, QBO, RC Reports, Chrometa • Approximately 9 bookkeeping clients, generating $153,777 in revenue • Approximately 7 individual tax returns with an average fee of $532 per return • Approximately 6 business tax returns with an average fee of $2,000 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $100,500 • Lease expires in N/A. Home office.

Better Than "Shark Tank"!
$50,000Seller Financing
Better Than "Shark Tank"!

Carlsbad, CA

I was on Wall Street with Merrill Lynch and this is my story. You can start a business! Capital for your business! Fund your project! A Reverse Bank Instrument gives businesses have the option to monetize a bank instrument for credit. This is a best kept secret among Wall Street insiders and will allow businesses to have cash equity which will enable business owners to reinvest back into their business. Businesses have the ability to use cash from the liquidated instrument to buy goods and trade them with minimal risk. Struggling businesses can use them as a way of raising money to invest in the operations. We work alongside other financial institutions who can issue and monetize bank instruments. This is Non-Recourse funding. Bank instruments can be useful when starting up a business. You can either purchase or lease a Reverse Bank Instrument and have the bank instrument cashed in (monetized) to provide capital for your business.


Become a Premium Member Today!