San Diego County, CA Financial Services Businesses For Sale

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Non-Standard Auto Agency 784 Policies Throughout CANon-Standard Auto Agency 784 Policies Throughout CA
$145,000 Cash Flow: $131,000
Non-Standard Auto Agency 784 Policies Throughout CANon-Standard Auto Agency 784 Policies Throughout CA

San Diego, CA

Perfect owner-operator opportunity, as this business is currently operated by two partners and no employees. Non-standard auto book of business with $784 policies in force. $80,000 in gross commissions, $200k in broker fees. Most of the business is with Kemper, Foremost, Progressive, Aspire, and Infinity. Agency is part of an agency aggregator. Cancellation fee to dissolve the agency aggregator relationship will be seller expense and is factored into the asking price of the Business. Partnership was formed in 2016. Sellers wish to sell the book of business and dissolve the partnership. Policies holders are located throughout California. NDA is required for further details on file with ProNova Partners.

Residual income business located in San Diego areaResidual income business located in greater San Diego area
$990,000 Cash 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.

Farmers Insurance AgencyEstablished Profitable Insurance Agency
Cash Flow: $250,000
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 Chad 858-550-9060 x1004 or email him at ccolston@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!

San Marcos CPA Firm for Sale
$225,000
San Marcos CPA Firm for Sale

San Marcos, CA

CPA firm in San Marcos, CA for Sale. This practice currently generates 85% of its revenue from tax preparation services and 15% from bookkeeping services. Practice has approximately 300 individual tax returns with an average fee of $457, along with 65 1120/1120s returns with an average fee of $770, 56 1065 returns with an average fee of $536 and 18 1041's with an average fee of $485. A full breakdown, and more information on practice operations, is available on the Practice Profile via the link below. 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. ATB, Inc. BRE 02002824

Bookkeeping - CFO Outsourcing - QuickBooks Support
$485,000
Bookkeeping - CFO Outsourcing - QuickBooks Support

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 soleproprietors to professional LLC’s to large corporations. Most clients are on a signed retainer, monthly automatic payment basis; there is virtually no accounts receivable.

Escondido, CA (CPA) Sale of Book Practice For Sale
$80,000
Escondido, CA (CPA) Sale of Book Practice For Sale

Escondido, CA

• The owner is a CPA • This practice was established in 1982 • This is the sale of the remaining ONE California-based business client (medical group) • Software in use includes Drake, CFS, and Quickbooks In 2017, this client generated the following revenue: • $49,800 - Process payroll including sending direct deposits and mail check stubs to employees, calculate and send federal and state payroll tax deposits, prepare pensions, and bank reconciliations • $8,300 - Process quarterly financial statements, prepare pension plan self-directed summaries, and prepare federal and state payroll tax returns • $2,075 - Process year-end financial statements, pension plan reconciliation, federal and state tax returns (W-2s and 1099s) • $5,850 - Scheduling and reporting of CA unclaimed property, and client president’s form 700 submission and individual income tax return

Encinitas Tax & FInancial Firm for Sale
$500,000
Encinitas Tax & FInancial Firm for Sale

Encinitas, CA

Encinitas, CA Tax Firm for Sale – $500,000 Well-established EA Tax & Insurance Services Firm for sale in Encinitas. Practice currently uses Pro Series tax software to prepare approximately 140 Individual and 85 Entity tax returns. Practice revenue of $500k is comprised of 26% Tax Preparation, 30% Bookkeeping Services, and 44% Insurance/Financial Services. 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.


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