San Francisco County, CA Financial Services Businesses For Sale

Financial ServicesCaliforniaSan Francisco

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San Francisco, CA - Established ATM Business / RouteProven Business Model With Training & Support
$135,000 Cash Flow: $60,000
San Francisco, CA - Established ATM Business / RouteProven Business Model With Training & Support

San Francisco, CA

9 already installed ATMs plus one spare, generating $60,000 in annual net revenue Purchase Price for existing account: $135,000 (incl. Franchise Fee, Training and Support) Additional capital required to operate ATMs: $70,000 Takes about 3-5 hours a week to operate.

Multi-Service Business: Tax Prep, Mailbox, Property Mgmt
$28,000
Multi-Service Business: Tax Prep, Mailbox, Property Mgmt

San Francisco, CA

Independent business owner opportunity. Established office in the Excelsior neighborhood of San Francisco. Previously, a tax preparation business (M&M Tax Service) was in the existing office location for 10+ years. Financial Liberty took over the office space and has been in the location for about a year, and previously was in San Jose, CA for 5+ years. The current business license allows for mail box rental, printing, shipping, money transfer business, as well as tax preparation and notary public services. This is a great opportunity for someone that wants to build something proprietary, with the image of a franchise. Maybe one day open additional branches, franchise, or license the brand. Turn key opportunity, software, business license, and office are up and running.

Established Insurance Agency
$188,000
Established Insurance Agency

San Francisco, CA

Represent the largest publicly traded personal lines, P&C insurance company in the U.S. Brand name recognition, coupled with an awesome entrepreneurial opportunity. Small, established book of business, provides residual income. Enhanced commission structure the first several years, makes this opportunity unlike any other in the industry.

San Francisco, CA CTEC Practice For Sale
$130,000
San Francisco, CA CTEC Practice For Sale

San Francisco, CA

• The owner is a CTEC • This practice was established in 1980 • Software in use includes Lacerte • Approximately 2 bookkeeping clients, generating $5,750 of the gross revenue • Approximately 1,000 individual tax returns with an average fee of $95 per return • Approximately 30 business tax returns with an average fee of $325 per return • Approximately 17 other tax returns with an average fee of $300 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $68,400 • Lease expired in June 2017

San Francisco CPA Practice For Sale
$900,000
San Francisco CPA Practice For Sale

San Francisco, CA

• The owners are CPAs • This practice was established in 2001 • Software in use includes Intuit, Lacerte, Quickbooks, CCH Axcess, Cloud-based Windows, MS Office • Approximately 26 bookkeeping clients, generating $258,000 of the gross revenue • Approximately 173 individual tax returns with an average fee of $1,570 per return • Approximately 80 business tax returns with an average fee of $2,860 per return • $45,000+/- revenue is generated via consulting • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $293,210 • Lease expires in November 2019

San Francisco CPA Practice For Sale
$235,000
San Francisco CPA Practice For Sale

San Francisco, CA

• The owner is a CPA who is ready to retire • This practice was established in 2012 • Software in use includes Lacerte • Approximately 2 bookkeeping clients, generating $11,805 of the gross revenue • Approximately 310 individual tax returns with an average fee of $398 per return • Approximately 60 business tax returns with an average fee of $570 per return • Approximately 20 other tax returns with an average fee of $322 per return • $10,500 +/- revenue is generated via audit and planning • Annual earnings including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $105,000 • Lease expires in January 2017


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