California

California Financial Services Businesses For Sale

Showing 157 results sorted by featured

Gold dealer/refining at discount. 50% repeat customers. $1.2M profit.

San Diego, CA

As the top gold dealer in San Diego, this business provides an amazing opportunity for a buyer to own and operate a turnkey operation with a solid reputation and stable client base: • Buy gold at a discount, melt it and sell at market. Options lock in pricing to hedge all risk from precious metal price fluctuations. Buy and sell precious metals with zero risk and at a discount. • 2020 Earnings of $1.2M • 50% of customers are repeat or referrals over 15-year history • Safe, secure location and facilities with low overhead • Stellar reputation • Successful operational processes in place • Growth Opportunities: o Expand hours: Company has been run as open for business only Mon-Fri, Noon-6PM o Increase advertising: Company spends minimal money on advertising (<$4,000 on advertising in 2020) o Expand e-commerce and retail sales: Company turns 99% of inventory for fast revenue via wholesale sales. Maximize revenue with retail sales. o Expand wholesale business. Local vendors are almost exclusively retail. o Current owner does not push hard to maximize profits. Current owner restricts clients with published minimum purchases. • Search engine strength: top organic (free) ranking (Google, Google Maps) for terms like "Gold Buyer San Diego," "Cash for Gold San Diego," "Sell Gold San Diego," • Defined as an “essential” business under Covid guidelines, as a financial institution • Owner offers master-level training in-person, and ongoing via easy-to-use technology San Diego Gold Exchange recognized right away the value of providing a safe, secure and comfortable place for owners to sell their no longer wanted valuable items. The business buys and sells coins, bars, jewelry, watches and other items with precious metals in a secure storefront location. The business has a longstanding reputation for delivering fair, stellar customer service in a professional, secure environment. With two private transaction rooms, customers are afforded a comfortable and discreet space to conduct business. The company manages the buying and selling operation, as well as a retail jewelry operation, Uptown Patina, with limited in-store and e-commerce capabilities. In addition, the business includes the Gold Refinery of San Diego.

$3,600,000

7

$3,600,000

Cash Flow: $1,200,000

TAX EMPIRE: 2,700+ Tax Returns / year

Los Angeles County, CA

Tax Preparation Operation, with multiple locations established 20+ years ago. Proven business model with nation wide advertising/marketing campaigns, technological infrastructures, financials products, dedicated customer care and tools to help the owner succeed. Easily scalable. 92% of the business is between 12/15 to 4/15. Work hard 4 months and enjoy the rest of the year! • Semi-Absentee Ownership • Locations were established 20+ years ago • Software used is proprietary • Approximately 2,700 individual tax returns with an average fee of $220 per return for a total net fee of: $575,000.00. • Lease expires in 3 to 4 years. • + 85% of retention rate • Growing customer base • Frequent opportunities for additional accounting work.

$375,000

$375,000

Cash Flow: $115,000

Start-up

Own A Bitcoin Business For Less Than $45,000.00

Are you looking for an easy to operate, high income, ALL CASH, ground floor business opportunity? Does the thought of being the first person providing a service thousands are already screaming for. Would a passive, regular, cash income improve your lifestyle, enhance your retirement, or help you reach your financial goals? Bitcoin and Cryptocurrency are growing at a phenomenal rate. In fact, experts believe the industry will see billions of dollars in investment during 2021. Amazon, PayPal, Tesla, and many other international firms now accept Bitcoin What seemed the domain of tech geeks and fringe freedom seekers, has now moved into the mainstream. Unfortunately, purchasing Cryptocurrency like Bitcoin, privately is very difficult and often impossible. Moving Crypto back into cash is even worse. It requires complex, expensive, and highly scrutinized wire transfers and tons of paperwork Even when it's possible through bank and wire transfers, using banks eliminates privacy, destroying one of the main reasons Cryptocurrency popularity is growing . We help customers overcome these problems. Now for the first time, business owners like you can get in on the ground floor of this amazing all cash, residual income, cutting edge business opportunity by owning your own crypto-money business in an industry virtually free from competition. You keep a very significant portion of the overall transaction as a fee for providing this much needed convenience. Alternatively with our two-way Business Model, customers can pay you in Cryptocurrency and you hand them back currency. You can profit in either direction. We take care of the in’s and out’s with extensive knowledge, a nationwide network and superior support. Once you purchase our program Program We GET WORKING FOR YOU We Start the process to start generating revenue for you as soon as possible. You sit back relax and track your profits. Very low overhead and no employees necessary. By acting now you will be starting at the dawn of the exploding Bitcoin. Those who wait will be left behind. Don’t be left behind. Contact us NOW to speak with one of our business consultant and get started TODAY!

Start-up
Start-up

Business Credit , Start-Up Loans, Business Loans

$7,800 Investment Fast ROI Earning 6 figures to even a 7 figure income is quite possible. Yes… It’s important to always leave the BEST for LAST. In the movie Jerry Maguire, Tom Cruise shouts “Show Me The Money.” As cliché as it might be, what is really important in business is, “WHAT IS THE EARNING POTENTIAL?” How much can I make and how soon? With a product price averaging $4,617 over the last 549 sales, and a commission at approximately 40%, you can see that it doesn’t take a lot of sales to amass a significant income. What is equally important is the amount of time it takes to be up and earning. Your initial certification training will take less than 10 hours. Of course, you will always be learning, but you will be ready to start working with clients in a couple of days. You can work part-time or full time, there is no requirement to “quit your day job.” Some of our BOSS Alliance™ members start slow and when their income exceeds their current occupation they can then “fire their boss.” Our flexible opportunity is designed to fit the needs of a wide variety of personal situations. THE BIG QUESTION, WIFM – What’s In It For Me? For sure, that is the most important question you need to ask when evaluating a business opportunity. And for us, it is also the easiest to answer. HOW ABOUT UNLIMITED ACCESS to an exclusive, proprietary, technology based solution for small business PROVIDING A HIGH demand product most small businesses require immediately OFFERING A SOLUTION to entrepreneurs that have been repeatedly told “NO” ACQUIRING YOUR OWN business at a fraction of the cost of a franchise or other businesses RECEIVING Your initial training and daily continued support through live ZOOM meetings LEARN TO EARN SIX FIGURES CONSISTENTLY FROM HOME GET STARTED TODAY BECOMING PART of the BOSS Alliance™ gives you access to trusted peer support nationwide GAINING A HEAD start instantly with a large variety of professional marketing tools HAVING ACCESS to marketing and lead generation training and approved vendors UNLIMITED EXPANSION capability; scale your company as large as you want A POTENTIAL RETURN on your investment within a few short weeks SHOCKING STATISTICS TO CONSIDER 82% of businesses fail because of inconsistent or insufficient cash flow 27% of businesses aren’t able to receive the funding they need Kauffman Firm Survey, quotes the average start-up requires $80,000 WHY DO BUSINESSES NEED BOSS? Because small businesses need help. BADLY! As we all know, banks typically DO NOT lend to start-up or early-stage companies. When an entrepreneur goes to their local bank to get backing for their new business idea the bank doesn’t say, “NO,” they say, “HECK NO!” To be “bankable” you usually need to produce two years of profitable profit-and-loss statements, balance sheets, and tax returns. Basically, if you can prove to the bank you don’t need the money, then, you qualify. BOSS ALLIANCE MEMBERS COAST TO COAST WHO NEEDS BOSS? According to the small Business Administration, small businesses make up 99.9% of U.S. Employer firms (SBA, 2019). That means a total of 30.7 million small businesses in the U.S. could benefit from the BOSS system. Small businesses employ more than 59.9 million people. There are 8.7 million minority-owned small businesses. Unemployment is lowest among small businesses. STOP SEARCHING If you have always dreamed of the right place to focus your energy, attention, and passion If you have been looking for the right opportunity that finally pays you what you are worth If you desire to be involved in a high caliber, prestigious career, something to be proud of If you are tired of jumping from one dead-end job another dead-end job If you want to Fire your boss! Take back control of your own destiny ! If you are looking for part-time to supplement your income If you are looking for full-time to replace your current occupation If you are looking for part-time and want to eventually migrate to full-time

$7,800

$7,800

Start-up
Start-up

Start A B2B Equipment Financing Brokerage (No Licensing Needed)

With a very low start-up cost of $2,140.50 + $346/month you will be able to join the Equipment Broker School family. This isn't as much of a "school" as it is a platform to create the business-in-a-box experience. This business model does not require any type of state or federal licensing. We all know it takes money to make money. (However most thought it would be more to start a brokerage) There are roughly 28 million small businesses in the US and they all have one thing in common: They need working capital & equipment financing every day to operate and grow. One of the top reasons why established, profitable businesses fail is lack of financing; companies need financing to survive the natural ebb and flow of business. Banks simply aren't lending to small businesses, even though they are the backbone of our economy. Most business's are struggling to obtain approvals from traditional banks because the banks would rather focus on larger applications ($500k+), because it costs the same to underwrite smaller applications ($499k and Below). Equipment Broker School is a nationally-recognized brand and an industry leader in the fast-growing market for business financing. We empower entrepreneurs like you to make money by providing most business's, regardless of credit or collateral, with the equipment financing and working capital they need in as little as 24 hours.

$2,200

4

$2,200

Start-up
Start-up

Equipment Broker School Business Loan Broker Business Opportunity

With a very low start-up cost of $2,140.50 + $346/month you will be able to join the Equipment Broker School family. This isn't as much of a school as it is a platform to create the business-in-a-box experience. This business model does not require any type of state or federal licensing. We all know it takes money to make money. (However most thought it would be more to start a brokerage) There are roughly 28 million small businesses in the US and they all have one thing in common: They need working capital & equipment financing every day to operate and grow. One of the top reasons why established, profitable businesses fail is lack of financing; companies need financing to survive the natural ebb and flow of business. Banks simply aren't lending to small businesses, even though they are the backbone of our economy. Most business's are struggling to obtain approvals from traditional banks because the banks would rather focus on larger applications ($500k+), because it costs the same to underwrite smaller applications ($499k and Below). Equipment Broker School is a nationally-recognized brand and an industry leader in the fast-growing market for business financing. We empower entrepreneurs like you to make money by providing most business's, regardless of credit or collateral, with the equipment financing and working capital they need in as little as 24 hours.

$2,140

6

$2,140

Start-up
Start-up

Bookkeeping and Beyond!

There's no category for this one. This franchise opportunity supports small business owners with virtual full charge bookkeeping, administrative support, management, live phone answering, co-working, and even executive suites. All the things small business needs in one location. Founded by an Air Force Veteran that supported F-15 Fighter Pilots on their missions, TheOfficeSquad supports small business owners with all the things they need to accomplish THEIR mission. This business is diverse. By not putting all your eggs in one basket you'll survive and grow through economic challenges no matter what's happening in Washington. Grow your own squad. We'll show you how.

$40,000

3

$40,000

Start-up
Start-up

Start an Online Insurance Agency

Fantastic opportunity for a driven young insurance agent who wants to start a fully operational insurance agency with full training, licensing, appointments, Product availability and operational from day one in all 50 states We provide full training Licensed in all 50 states Appointments with all major carriers Lead generation Full support staff Complete the online site and customer service model You're a fully portable agency in a box. This is for individuals that want to start a brand new Agency from anywhere in the country working independently backed by a 35-year-old Insurance Master General Agency.

$25,000

$25,000

Start-up

Established Insurance Agency for sale

Salinas, CA

$5.4 million commission revenue insurance agency for sale. High profit margin of 42% for this nonstandard auto turnkey insurance operation in several locations in Northern CA. Tax preparation also included. Franchise agreement must be signed. Contact catoak@gmail.com for profile and to make an offer. Buyer must be able to offer $10.9 million or best offer will be accepted.

$10,999,999

$10,999,999 - Salinas, CA

San Diego - Highly Profitable B2B Cost Reduction Consulting Business

San Diego, CA

Business owners have plenty to worry about. There’s payroll and healthcare, hiring and retaining employees, taxes, the economy, staying ahead of the competition, technology breakdowns, and more. When it comes to paying bills for services like courier and telecom, business owners don't always have the time to examine invoices or the market with a careful eye. This specialized, niche business delivers risk-free objective advice and analysis to reduce telecommunications, merchant services, waste, small package shipping, E-signature, electronic logging device fees, utilities, and fuel. Consulting is done on a contingency basis – clients are only charged a fee if savings are found, we never detract from the bottom line! Fees are a shared portion of found savings over a specified period. Typically, vendors have the upper hand due to confusion within their industry, despite providing essential day-to-day services. Our cost reduction services focus on areas where we can help our clients deal with vendors on their behalf, and specifically where invoices, contracts, various charges, codes, and discount rates are all confusing for a normal businessperson. • High demand • LOW overhead • Multiple revenue streams • Recurring revenue – tremendous earnings potential • Highly scalable platform allows for continued long-term growth • Niche business specializing in huge area of need ***Third-party financing available for qualified buyers

$91,000

$91,000 - San Diego, CA

Cash Flow: $169,550

Independent P&C Insurance Agency with Mercury Book for Sale

Mission Viejo, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://pronovapartners.com/engagement/oc-independent-insurance-agency-with-mercury-book-for-sale/ An independent P&C Insurance Agency featuring a Mercury book and transferrable Mercury appointment, along with many other carriers, is being offered for sale in Mission Viejo, CA. This agency offers preferred personal lines as well as commercial policies, and a small number of surplus lines as well. No life or health. Clients are located throughout Southern California, with a healthy concentration in affluent South Orange County. High retention, light service required. Relocatable. This is a great opportunity for a newly independent insurance agent, or for a roll-up for an existing agency. Asking price includes the book, appointments, all phone numbers, websites, etc. NDA required for comprehensive initial package. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$395,000

$395,000 - Mission Viejo, CA

Cash Flow: $50,000

$4M Allstate Agency in Westlake Village, CA(PL)

Westlake Village, CA

LOCATION Company: Allstate City/State: Westlake Village, California County: Ventura Zip Code: 91362 Location Available: Office space located in a commercial district bordering south Ventura County and North LA County. Next to Allstate Preferred Body Shop. Great location and visibility. Rent/Lease Terms: 1100 square feet/ Year 2 of 5 year lease. Rent/Lease Rate: $1,340 per month with increase of 2% per year F&E Available: Furniture and Equipment to convey Years in business: Family owned agency started in 1973. Owner took over in March 2015. Location Photos: Available on request Current Agency Staffing: Two full time licensed team members, one with 20 years tenure, along with current and prior agency owners. Agency has a successful partnership with an Exclusive Financial Specialist. FINANCIAL Asking Price: $1,152,000 Annual New/Renewal Revenues: Confidential until NDA received Earned Premium: $4,000,000 plus $300 - $350k in brokered business Bank Financing Available: Local and national referrals available on request Seller Financing Available: Open to minimal financing if necessary Detailed Financial Reports: Confidential until NDA received GENERAL INFORMATION Family owned, second generation, award winning agency consisting of a preferred auto/homeowner customer base with high retention, profitable loss ratio and loyal customer base. Agency located in a professional business area in a highly desirable location in Westlake CA, bordering South Ventura County and North LA County. Potential to increase revenues through new and renewal commissions and has significant bonus earning opportunities. A turnkey operation with tenured staff, multi-household customers and compelling earning potential. FOR MORE INFORMATION ON THIS LISTING, PLEASE CONTACT: Energia Consulting Partners, LLC Corporate@EnergiaPartners.com

$1,152,000

$1,152,000 - Westlake Village, CA

Established Northern California Agency for Sale

California

Well established agency has been thriving for many years. One of only small handful of other insurance agencies in the area - this is a perfect opportunity in a small community! Please note: this agency can not be moved from it's current location. Must be willing to relocate to Northern California (north of Sacramento) or be in the area already.

$125,000

$125,000 - California

SoCal Preferred Personal Lines Insurance Book of Business for Sale

Corona, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://pronovapartners.com/engagement/socal-preferred-personal-lines-insurance-book-of-business-for-sale/ An independent insurance agency that has been primarily focused on non-standard auto acquired a Travelers appointment in 2018 and did a book roll, moving policies and growing a preferred and standard book worth upwards of $2 million in premiums. This Company has ultimately decided to switch focus to commercial and wishes to divest of the Travelers book and a Nationwide book as well. For the right roll-up buyer, this is an excellent opportunity to pick up these policies and to grow your agency. Most accounts have been with the Company for 9 – 10 years, and in the last year the Company experienced rapid growth of about 30% in the Travelers book. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$792,000

$792,000 - Corona, CA

National Employment Staffing, Recruiting Franchise Business for Sale

Torrance, CA

National Employment Staffing, Recruiting Franchise Business for Sale This relatively new franchise office location. The name brand is known in the area. Well. Positive reviews all over Southern California. The industry leader in the category. A database of current and past clients, warm prospects, and screened applicants, for a new Franchisee / Owner to build from this foundation. 100% NOT a "fire sale" but priced to sell ! $137,700 is the low-end ESTIMATED INITIAL INVESTMENT on this franchise as disclosed in the 2021 Franchise Disclosure Document, Item 7.

2

$105,000

$105,000 - Torrance, CA

Cash Flow: $98,211

Fred Mercuro

Pacific Business Advisors

Serving California

Pacific Business Advisors is a full service Financial Intermediary and Business Broker. As such we function as a middleman between Sellers and Buyers of Businesses…both Main Street Enterprises and Middle Market Companies. Affiliated businesses of Pacific Business Advisors include: the law firm of Michael T. Chulak & Associates, including Immigration attorneys focused on packaging various visa types with the purchase of a qualifying business, along with both First Nationwide Accounting Services, and Union America Insurance Agency.

Contact Me >

Contact me

15 Y/O, Highly Respected, Award-Winning Boutique Real Estate Agency

San Francisco County, CA

The Company is a boutique real estate agency based in San Francisco, CA. It has been serving the SF and surrounding-area markets for more than 15 years and is one of the most respected in its industry. Their competitive advantage comes from their unique geographic scope of service and price range. They cover San Francisco and all surrounding areas, enabling them to understand market trends faster and make moves accordingly and more quickly than their competitors. The Company operates as an independent boutique in a large market, so they do many things differently than is expected in their industry, which makes them stand out from the competition. Renowned for their expertise, client satisfaction, market scope, connections in the agent/ broker community, and their reputation for being professional and fun to work with, current ownership relishes in their personal approach to business. The Company’s industry insider connections give their clients extra leverage for success. A strong example is their membership to the Top Agent Network, which is a private, invitation-only forum for the top 10% producing agents and brokers in the area to share advanced information. Their website is a game-changer in the industry, both with comprehensive, personalized front-end search functionalities for clients and a clever, utilitarian backend for brokers. Ownership relishes in their personal approach to business. The Company is run much like a family-owned business. Most of the sales team came from the Owner’s personal connections. The Owner emphasizes future success will be bolstered by maintaining the close-knit atmosphere that has been fostered over the years. Significant opportunities for continued growth exists, including expanded digital marketing, creative first-time buyer online events and expanded market share. Purchase Considerations: * Over 15 years of experience serving the San Francisco and North, East & South Bay Areas * The Company strives to operate differently than the typical real estate agency, looking at the right fit between a buyer and property, and looks to the long-term * Their unique, highly personalized approach, along with buyers and listings from an array of price points and geographical areas, leads to strong client referrals and a strong reputation in the SF and surrounding bay area markets. Many real estate offices only serve a certain area or price. * Average transaction size is approximately $1.5MM * 2020 sales were strong, with many overbids flooding their deals, and expansion in suburban sales as well * The website has a very strong user experience, for clients and agents alike, and is valued at approximately $250,000 as a standalone entity * The website’s built from scratch search platform allows customers to search by hyper local criteria with rich data to drive informed decisions about where and what to buy, with yelp integration and more. * The website is an equally powerful tool for agents, with a carefully designed back end that makes tracking clients and pulling reports simple and efficient * More than 50 years of experience in their team of six sales professionals whose approach to real estate is knowledgeable, helpful, honest and fun * The Company was able to creatively pivot during the pandemic. Using creative marketing, like Facebook Live events for listings and moving first-time buyer events online, they were able to do over 80% of the business they did in all of 2019 in the last 5 months of 2020. * The Company is seeing an uptick in interest in suburban properties, with approximately $15MM of their 2020 sales coming outside of the San Francisco city limits To learn more about this business, please click on the following link: https://raincatcher.com/listings/real-estate-agency and follow these steps: 1) Select "Login to Sign NDA" to the right 2) Select "Not a Raincatcher buyer member yet? Click here to create an account and get exclusive access to our premium business-for-sale listings..." 3) Enter your information and click on "CLICK HERE TO SIGN NDA" 4) Scroll to the bottom of form, sign your name in the "Receiving Party" box, input your company title and then click "SUBMIT" 5) Click "Continue.." 6) Click button "ALMOST DONE! CLICK HERE TO TELL US WHAT YOU'RE LOOKING FOR" 7) Fill out form with your business acquisition preferences and click "SIGN UP" If this is the first time you have signed a NDA with Raincatcher, we will need have a conversation with you to verify the information entered and give you full access to view all of the Raincatcher listings. We will only need to go through this process once, moving forward you will be able to use your username and password to view all listings and slide decks

$1,200,000

$1,200,000 - San Francisco County, CA

Cash Flow: $404,428

Allstate Insurance Agency for SALE, BOB total($9.4m-Allstate+McGraw)

San Jose, CA

LOCATION Company: Allstate City/State: North San Jose, CA County: Santa Clara Zip Code: 95131 Location Available: Yes Rent/Lease Terms: N/A Rent/Lease Rate: NDA Required F&E Available: Yes Years in business: 30 + years Location Photos: Yes, available upon request Current Agency Staffing: N/A FINANCIAL Asking Price: $2.8m Annual New/Renewal Revenues: $9.4m Earned Premium: $9.4m (Allstate + McGraw etc) Bank Financing Available: Yes Seller Financing Available: Negotiable Detailed Financial Reports: Yes, NDA required GENERAL INFORMATION This 33 year Allstate agency is located in North San Jose, California in Santa Clara county in the northern part of the Silicon Valley which has a population of around 2,00,0000 and is rich in ethnic diversity and high median household income. This $9.4 million dollar Earned Premium Agency consists of a preferred auto and homeowner customer base with excellent opportunity for growth in cross sales and financial services

6

$2,800,000

$2,800,000 - San Jose, CA

402 Policies in Force, Portable 60% Comm. Insurance Book of Business

Los Angeles, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: http://www.pronovapartners.com/engagement/402-policies-in-force-portable-60-comm-insurance-book-of-business/ A total of 402 insurance policies created gross revenues of nearly $195,000 (in 2017) at this 37-year-old agency. 60% of accounts are commercial, 30% are personal, and 10% are life/health related. High percentage of reoccurring clients speak primarily English and Japanese. With only 1% of clients coming in to make payments (85% are direct billed and 15% are agency billed), the book is highly portable. Net Income after recast is $41,979. Profits could increase for a strategic buyer with an existing operation and can thereby eliminate some expenses or share others.  Seller is running this sub-optimally profit-wise. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$275,000

$275,000 - Los Angeles, CA

Cash Flow: $41,979

Real Estate Loans - Mortgage Broker - Hot, hot, hot!

Placer County, CA

Here’s a rare and exciting opportunity to develop a residential home loan and mortgage business (with a big brand name ring to it) beyond its small-town location. Or, just capitalize on the current path of continued success in this charming and attractive area; a place where most would want to live and play, nestled just outside of the Sacramento area between the foothills and mountains. Low key, with few to no employees, but as fast-paced as you want to make it with the continued demand that affords the current owner a very healthy six-figure income. Comes with additional customer demand that gets turned away due to personal life choices. Growth potential! Seller will stay to transition the new owner properly.

$499,500

$499,500 - Placer County, CA

Cash Flow: $363,478

Farmers Insurance Agency For Sale

Placer County, CA

Great opportunity to own your own Farmers Insurance Agency in the greater Sacramento area. This established book of business has around 1.25 million in premium. The agency generates $120,000 in service commissions annually. The agency is predominantly property and casualty. Service commissions do not include new business commissions and eligible bonus opportunities. Farmers insurance also provides a competitive start up bonus to new agency owners.

$240,000

$240,000 - Placer County, CA

Insurance Agency for Sale

Millbrae, CA

Excellent Farmers Insurance agency for sale. The owner is looking to relocate. The book consists of approximately 900 policies; mostly home and auto policies. This will be a great start to owning your own insurance agency. There are bonus opportunities in addition to the service commissions. The buyer will have access to Farmers Insurance expanded line of products; including Home, Auto, Life, Business, Specialty, Financial Services (must have securities license series 6 or 7). The candidate will need to have or able to obtain Property & Casualty and Life & Accident & Health licenses. Verification of at least $50,000 in assets and pass a background check.

$149,000

$149,000 - Millbrae, CA

Cash Flow: $60,000

Established Farmers Insurance Business for Sale

Humboldt County, CA

Qualified buyers - this is the opportunity you've been waiting for! Built over 10 years, this Farmers Insurance business is ready for you to take over tomorrow. Located in beautiful Humboldt County. Less than 1 hour from any outdoor sporting event or activity imaginable. Whether it's the Ocean beaches, some of the oldest National and State parks, dining on the water; visiting the zoo, or enjoying a few pints from the local breweries; Humboldt County is waiting for you! Established from the ground up over 10years ago this business is currently thriving, Book of business is under 1,000 policies. Profit/Loss/Expense reports available. Asking price is $90,000. Building and lease open for negotiations. Invest in your future today and purchase this business! Now has never been a better time to be rewarded with Farmers Insurance. Sign on bonus, signage bonus, monthly performance bonuses, marketing bonus, and so much more! Own the best small business opportunity in America with Farmers. With Farmers you're in business for yourself but not by yourself. Backed by a team local, experienced team and a remote corporate team - you'll never be without the tools you need to succeed.

$90,000

$90,000 - Humboldt County, CA

Cash Flow: $85,000

E-Commerce-Online CPE Courses forTax-CPAs-EAs

Orange County, CA

Online CPE (Continuing Professional Education) training company with IRS and NASB accreditations for all states established in 2006 is now available for acquisition. Revenue $399,897, DE $282,849, asking $890,000. The company has an integrated suite of online training courses through self-study and On-Demand webinars with an extensive library of course materials. There are 7,003 active clients plus an email list of 58,000 tax and accounting professionals. The business has SBA pre-approval for a qualified buyer. SBA loans funded between Feb 1st and Sept 30th 2021 qualify for 6 months of no payments with loan forgiveness while program funds last. The SBA is also waiving the 3.5% guarantee fee which will save the buyer $26,478 in closing costs on this transaction. The company successfully pivoted in 2020 from a business model of live tax seminars coupled with online CPE training to a 100% online model while maintaining revenue. In 2020 the company created and launched a Virtual Tax Seminar that is being hosted 4 times a week and a digital tax reference guide for CPAs and EAs. As a result of these changes revenue increased 31% in December year-over-year and the 4th quarter of 2020 was 11% above 2019. The company operates on an ecommerce model with all orders placed via their online store. The business is relocatable and a staff can work remotely and does not need to work from a brick and mortar office. Office admins handle customer support/service. The owner’s role is primarily content development (written materials & webinars, 2020 tax materials have already been created), accreditation compliance/renewals, and managing the online store (this could be delegated to an admin) and finances. Summary * $399,897 Sales 2020 * $282,849 Discretionary Earnings 2020 * Offered at $890,000 * SBA financing available for qualified buyers * $135,000 down payment with SBA financing (see page 40 for details) * $182,081 net after debt service with SBA Financing Products & Services * 100% of CPE Course offered online * 7,003 active clients * email database of over 58,000 tax and accounting professionals * Library of 99 CPE Courses, Webinars & Tax Reference Materials * 277 Individual lessons in library * Over 300 hours of certified CPE. * 2019 Tax Course & Updates Complete Accreditations * CPE for CPAs in all states NASBA & National Registry of CPE Sponsors * IRS Approved Continuing Education Provider for EAs * IRS Voluntary Annual Filing Season Program (AFSP) & IRS Annual Tax Refresher Course (ATRC) * CTEC (California Tax Education Council) Buyer Requirements The ideal buyer would have tax/accounting experience and be capable of creating new content and courses. New courses can be created from existing materials. The peak season for this business is countercyclical to that of a CPA/EA practice as it runs from October through January. Inquiries from Principals Only

$890,000

$890,000 - Orange County, CA

Cash Flow: $282,849

Chris' Club $175,000

Vallejo, CA

It's the FINEST DIVE BAR in the Bay Area!! This business is available now!! Includes full bar, full kitchen, fixtures, equipment, band stand for live music, pool tables, flat screen TV's, license, check cashing, 2 bathrooms, outdoor covered patio, barbecue, approximately 3200 square feet, parking, right off 80 freeway. Asking 175,000 Building can be purchased separately!

2

- Vallejo, CA

Staged for Profitability: Real Estate Staging Co.

Valencia, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://www.pronovapartners.com/engagement/home-staging-business-for-sale/ The Sellers quickly became successful after purchasing the business in 2017. She took on the creative side while he the sales, and business strategy side. Her creativity won awards and recognition while he landed jobs with home builders and built relationships with top realtors who understood the value of staging and making sure each listing showed well. The Company website is an extension of the quality of work; well laid out, attractive and highly informative. But it’s also a practical tool to bring in new business. Services include staging vacant or new model homes (where buyers could purchase the property and the statement making home décor; Design consulting, Holiday decorating and working with property owners to refresh and declutter homes in preparation for sale. COVID restrictions have temporarily suspended the last two services. Working with online real estate concierge companies has also created new opportunities. Those companies front the costs of minor renovations and staging and recover fees from escrow at closing. Real Estate Industry Statistics are compelling: • Sales – 85% of staged homes sell for 5-23% over the asking price. • After investing in Home Staging – homes sell faster. Staged homes have an average time on market of just 23 days. • ROI - with an average of 1% of the selling price invested in Home Staging, approx. 75% of sellers saw an average of 5%-15% over asking price realized. Inventory is valued at $140,000 at trade cost. A detailed list of household furniture, accessories, decor and artwork, along with FF&E will be provided to qualified buyers. Business website and Inventory control software with a barcode system for furnishings, artwork, rugs etc., is included. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$89,000

$89,000 - Valencia, CA

Cash Flow: $35,204

CA Benefits and Workers Comp Business

San Diego, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://www.pronovapartners.com/engagement/california-benefits-and-workers-compensation-consultancy-for-sale/ This is a California based company that fills a unique niche – providing customizable and highly-vetted medical provider networks for Group Health and Workers Comp payers. Three partners formed the Company in 2011, and one wishes to retire. The partners are looking to sell part or all of the Company to facilitate the exit of one partner. The Company has created a highly profitable business with predictable income from a client list of “essential” California businesses, including school districts, municipalities, farms, dairies, and the like. This is an excellent acquisition opportunity for any company that is in the benefits or insurance space, human resources, or similar. This business has already received lots of off-market interest, and so we expect this to move quickly! NDA is required {LINK ABOVE} to secure first round of comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$3,000,000

$3,000,000 - San Diego, CA

Cash Flow: $600,000

Commercial Insurance Agency Fleet Transportation

Acton, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https: https://www.pronovapartners.com/engagement/transportation-focused-insurance-agency-for-sale/ In representation of a commercial transportation, transport and fleet auto insurance agency who have been able to take advantage of cross-selling personal lines with their long-standing client base. Greater than half of their commercial client base serving as personal line clients, they have as well been able to command a greater than standard broker fee fees thanks to very strong and lucrative wholesale and direct appointments (nearly 200) with the ability to place nearly any type of commercial or personal policy. Very high foot traffic and opportunities for commuting passerby's, very competitive pricing, more than 150 appointments meaning they can almost always beat the competition in pricing allowing them to charge a heafty commission (broker fee) and their clients literally love them for it - as they're placing risk at a lower than competitively priced cost where this difference is nominal in the big picture. Additionally, with a directed marketing effort and with their current structure and foundation, there are near limitless opportunities for growth and direction. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$750,000

$750,000 - Acton, CA

CPA Retiring- Premium Tax Business For Sale

San Diego, CA

Searching for a friendly, experienced tax professional to take over a fabulous book of business in San Diego. Recurring revenue of over $130K is comprised of desirable billing averages with approximately 90 individual clients with average fees of $692; 30 partnerships and LLCs with average fees of $1,516; 18 S Corporations with average fees of $1,712; 10 trust returns with average fees of $1,100; 4 non-profits with average fees of $1,200 (2 are simple online "postcard" filings), and typically less than $10K in billings for miscellaneous consulting/light bookkeeping. Consistent client base since 2010. Total revenue for the each of the last 3 years has varied from $132K to $134K. All tax clients have been prepared using Lacerte software. Many business clients use QuickBooks, some of which are forwarded for tax preparation purposes and tax adjustments at year-end. Beautiful office is available for sublease in the Sorrento Valley area, which may be a great option for most seamlessly introducing new owner to clients. Desk, furnishings, decor and equipment are all available for purchase. No in-person appointments have been conducted since February 2019. Although we require purchaser to have a local office location, we believe most will remain all or significantly virtual using the phone, Zoom, email, secure portal, etc. CPA owner is retiring due to outside family obligations, yet is available for transitional assistance and referral support. Partner is also planning to retire before long. In addition to being another great referral source, the potential future purchase of this second book of business would almost double revenue listed. Additional growth opportunities may include the addition of more year-round work such as bookkeeping, payroll and financial services. For Non-Disclosure Agreement and further information, please email seller at sdtaxforsale@gmail.com, or click on link in ad. Please provide some basic information about yourself, your licensing, your background, and your currently employment situation.

$150,000

$150,000 - San Diego, CA

San Jose, Liberty Income Tax & Multiple Services

San Jose, CA

Well-established tax preparation and financial services business since 2009, with over round 3,000 locations nationwide, processing personal and small business tax returns annually. Business is located within a free-standing shopping strip in a high-visibility location with an excellent traffic count, with plenty of parking. Lease through 2022 with around $3,100/m Rent. This business offers an excellent opportunity for a new owner to create additional revenue by adding loan services, Bookkeeping, Mortgage, and a variety of other services offered by Liberty Tax in addition to the possible DMV registration, and Real Estate services.

$120,000

$120,000 - San Jose, CA

Cash Flow: $30,000

Trusted Los Angeles Independent Escrow Company Great Reputation = Prof

Los Angeles, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://www.pronovapartners.com/engagement/los-angeles-escrow-company-for-sale/ Although established as a Broker-Owned company in 2005, the owners pivoted its operations in 2011 when two initial partners decided to obtain their DBO license and became an independent escrow operation. By May of 2012, they hired their first experienced Escrow Manager and brought in a third partner to rebrand the Company and incorporate new technology that would allow it to run more efficiently. These were complimented by the development and implementation of foundational SOPs that set high professional standards and enacted employee and regulatory practice accountability. On a day-to-day basis, the company is run by the same Escrow Manager, two escrow officers and one assistant. Although the partners are less active in the business, they maintain oversight of its operations. One focuses on the financials, audits, and DBO compliance while another oversees technical support and marketing. The third partner provides coaching and support via weekly meetings and consultations. The Business is staffed well for the current volume estimated to be 30 to 40 transactions per month. Despite the pandemic, business is better than 2019 and the business can handle additional transactions without overwhelming employees. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

- Los Angeles, CA

Cash Flow: $225,000

Established Tax Practice for Sale in San Diego

San Diego, CA

The interview process for a potential buyer will begin in November 2020. Primarily a tax practice serving individual and small business clientele, this centrally located upscale CPA office is run solely by two owners (no staff) resulting in low expenses and a high net. Revenue of approximately $230K is derived from approx. 225 individual clients with average fees of $570, 52 business returns with average fees of $1,255, 15 trust returns with average fees of $780, 7 non-profits entities with average fees of $927, along with billings for miscellaneous tax consulting and just a couple of bookkeeping accounts with room to grow further year-round services. Practice uses Lacerte and QuickBooks. Office has accepted no face-to-face appointments since mid-Feb, working solely via mail, phone and email. Gorgeous, fresh and cheery new offices with plenty of parking and a lease through June 2024. Equipment, furnishings, artwork, decor and supplies included. Please email owners at sdtaxforsale@gmail.com to request an NDA to receive a detailed practice profile.

$300,000

$300,000 - San Diego, CA

SFV Allstate: Healthy Growth-Positioned Book

Van Nuys, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://www.pronovapartners.com/engagement/sfv-allstate-agency-for-sale/ This successful agency was built on the determination and hard work of the Seller who has spent a decade plus building relationships and helping protect what his clients value most. Today, this consistent agency has 2,160 policies in force. Historically, Allstate agency’s value has always been higher than independent agencies. The strong brand name and customer service commitment provides considerably higher retention rates for its agents. Referrals and cross-selling to the existing books of business are key revenue drivers. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$800,000

$800,000 - Van Nuys, CA

Service Key to Success of Established Life Agency

Lodi, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://www.pronovapartners.com/engagement/central-california-financial-planning-practice-for-sale/ This historically profitable business flourished by helping those in need of guidance and security for their senior years. After working in various areas of the insurance industry, the Seller discovered the rewards of helping those at financial crossroads; learning that through careful and thoughtful planning of insurance plans he could keep seniors and their families protected. The suite of planning and protection programs include Life and Disability Insurance, establishing Revocable Living Trusts, the creation of Final Expense Trusts and Long Term Care Planning & Insurance Coverage plus a thriving specialty services for Medicaid/Medical Assistance. The work was both financially and personally rewarding and he believes (after some setbacks related to personal issues), a Buyer who cares as much about his beloved community as he does will not only be able to return revenue to former highs, but capitalize on the country’s growing senior population and escalate earnings far beyond his best years. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners. Detailed Information Facilities: Since 2007 the business has resided at a commercial building with a small foyer and two offices that is about 750 square feet. Rent is $1045 and per month with utilities included. The lease is on a month-to-month term. A Buyer will either negotiate a new lease or give 30 days’ notice. Although at a convenient location, and that the business is well-known in the community, Business will likely do just as well elsewhere. Competition: Although some insurance companies in the county offer annuities and life insurance, he knows only a few in that come close to his expertise in Medicaid guidance. A Google keywords search shows the Seller’s business ranked highly. Growth & Expansion: To take the Company to the next level, the Seller recommends renewing local and county-wide advertising; establish or build on social media marketing; hire additional producers and add financial planning services, but most importantly, be sure to maintain the trust of the loyal customer base. Financing: For a well-qualified buyer, the Seller will consider financing with favorable terms and conditions, for no more than five years. Support & Training: Seller is open to negotiating terms to stay on as a part-time consultant after the initial transition to support the Buyer and ensure ongoing success. Reason for Selling: After a long and successful career, it is time to retire.

$200,000

$200,000 - Lodi, CA

Farmers Insurance Agency

Carmichael, CA

If you are an entrepreneur looking to start your very first insurance agency, becoming a Farmers insurance agent by purchasing a starter book of business is a great way to get started. Own your business while being associated with a premier brand and corporation offering support and training to help you with your success. Agency is profitable with over 595 policies in force, high retention, with a mix of preferred personal auto, fire, life, some non-standard auto, and a small commercial book. New owner may stay in current office or relocate. Perfect opportunity for a brand-new agent. Must be licensed or close to completing licensing in California. The requirements are as follow: Satisfactory results of background check Property & Casualty License Life, Accident & Health License Minimum of $50,000 in assets (can be a combination of liquid, credit lines, and retirement plans such as 401k and IRA's) THIS IS NOT MONEY PAID TO FARMERS, IT IS A REQUIREMENT AS PROOF OF CAPITALIZED AND FINANCIALLY RESPONSIBLE CANDIDATES Invest in your future today and purchase this business! Now has never been a better time to be rewarded with Farmers Insurance. Sign on bonus, signage bonus, monthly performance bonuses, marketing bonus, and so much more! Additional quarterly bonuses and annual bonuses One time $5,000 office sign on bonus Own the best small business opportunity in America with Farmers. With Farmers you're in business for yourself but not by yourself. Backed by a team local, experienced team and a remote corporate team - you'll never be without the tools you need to succeed.

$90,000

$90,000 - Carmichael, CA

Cash Flow: $35,000

Become A Bay Area Farmers Insurance Agency Owner!

Tiburon, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://www.pronovapartners.com/engagement/become-a-bay-area-farmers-insurance-agency-owner/ If you are an entrepreneur looking to start your very first insurance agency, becoming a Farmers insurance agent by purchasing a starter book of business is a great way to get started. Own your business while being associated with a premier brand and corporation offering support and training to help you with your success. Agency is profitable with over 1000 policies in force, high retention, with a mix of preferred personal auto, fire, life, some non-standard auto, and a small commercial book. Well-located and well-appointed office makes for a turnkey transition. New owner may stay in current office or relocate. Perfect opportunity for a brand-new agent. Must be licensed or close to completing licensing in California. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$179,000

$179,000 - Tiburon, CA

Cash Flow: $74,602

Big Boy Bail Bonds, Inc.

Los Angeles, CA

Selling: greetings! I am the owner of Big Boy Bail Bonds in Los Angeles County, a business that has been successful for nearly fifteen years since being founded in 2007. The organization is the highest-rated bail bonds service in Van Nuys with annual gross revenue of $420,000. The benefits of investing in this company involve receiving a turnkey bail bonds company that currently services all of Los Angeles County and some surrounding areas. The business comes fully staffed with experienced employees, a website (bbBail.com), and existing social media & 5 star reviews on google,Yelp accounts. The business has an EBITDA of $415,000, cash flow of $147,000, and inventory of $45,000. Bail is a lucrative and relatively stable business with a consistent flow of customers, particularly in an area with a high population such as the greater Los Angeles area and in any city in CA with a jail. With existing staff, a recognizable name in the area, and a history of successful operation, Big Boy Bail Bonds can easily be grown to multiple locations in CA. And made into an overnight success. Easily expandable. ~ Rated Five Star, Turn Key bail bonds company, servicing all of Los Angeles County and Surrounding Counties. ~ Company Phone Number & Website: bbBail.com -Office location in Sherman Oaks CA ~ All Social Media accounts and Yelp account Big Boy Bail Bonds, Inc. provides an avenue for the incarcerated person to be out of custody until his/her day in court, allowing the defendant to continue his/her day-to-day life until the criminal matter is resolved.

$650,000

$650,000 - Los Angeles, CA

Cash Flow: $147,000

CPA Firm

Red Bluff, CA

Description of Opportunity Busy four-person CPA firm seeking experienced CPA able to manage client relationships. Firm has been serving clients for 37 years and enjoys an excellent reputation. Duties: • Meet with clients, build and maintain client relationships • Prepare all types of financial statements • Prepare personal and business income tax returns • Tax planning, projections and research of tax-related issues • Represent clients before tax authorities • Perform special accounting projects such as trusts, estates, conservatorships and guardianships • Participate in client strategic-planning meetings and provide succession planning guidance • Report financial information to management and advise them on tax consequences of business decisions Required Qualifications: • California CPA license • Bachelor’s degree • 7 or more years of public accounting experience Employment Benefits: • Salary range commensurate with experience. • Pension plan participation • Company will consider relocation reimbursement. Send resume to: bill@billmcmahoncpa.com

$630,000

$630,000 - Red Bluff, CA

Farmers Insurance Agency in the San Fernando Valley Area

Los Angeles, CA

We have multiple established books of business in the San Fernando Valley/Ventura County area. The agencies are located in the San Fernando Valley/Ventura County area but can be relocated to any office location you desire (ideally within a 30 mile radius of current offices). Sale price is TBD, serious candidates can meet with the agents and negotiate. Price is totally negotiable between agent and buyer. This is an excellent opportunity for a candidate who wants to cross-sell these mainly personal lines books of business as well as take advantage of our lucrative start-up bonuses, see below for additional information. Looking to acquire a bigger or smaller book of business? We can work with you to accommodate any size of agency to fit your needs. Start up incentives include: Book qualifies for a 6 quarter bonus structure starting at a 180% new business commission multiplier (paid monthly)commission multiplier (paid monthly) Additional quarterly bonuses and annual bonuses One time $7,500 office sign on bonus $500 monthly marketing bonuses for 3 years District paid trips/vacations and much more The requirements are as follow: Satisfactory results of background check Property & Casualty License Life, Accident & Health License Minimum of $50,000 in assets (can be a combination of liquid, credit lines, and retirement plans such as 401k and IRA's) THIS IS NOT MONEY PAID TO FARMERS, IT IS A REQUIREMENT AS PROOF OF CAPITALIZED AND FINANCIALLY RESPONSIBLE CANDIDATES Compliant office location (will need corporate approval) and 1 licensed and appointed staff/employee If taking over an existing book of business is not for you, we also have our retail program with aggressive commission bonuses (300% on top of normal commissions) tailored for candidates that have a successful track record in financial services, sales, or networking and are ready to hit the ground running. CONTACT INFO: Any questions, concerns, or requests for additional information you may contact Marta Layne or Jose Moreano at the Farmers District Office. 818-564-4561 marta.jmoreano@farmersagency.com

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$150,000

$150,000 - Los Angeles, CA

Farmers Insurance Agency San Diego

San Diego County, CA

Business Description Established High Retention Insurance Agency for Sale!! Serving La Mesa, El Cajon, Alpine and Mission Valley. Huge Bonus Opportunity. We are looking for someone to buy a well-established profitable agency with above average retention. The office is located in East County of San Diego area, CA. Immediate profits with award winning support team! Owner is looking to sell soon and will assist buyer with ongoing support to help with the transition. Owner is primarily interested in the welfare of clients and continuation of the office location. Owner has plans to retire, this is a turnkey business ready for some new energy to come in and help it grow! Get Support at every turn. With Farmers, you'll be in business for yourself, but not by yourself. You won't go at it alone. Joining Farmers family means you will: *Get help from experienced agents, business consultants, and District Manager who will ease you into the award-winning University of Farmers training program, where you'll learn insurance and business basics. *Be able to use Farmer's ready to-go brand advertising, sales support, and help for marketing. * Farmers Offers Start up Bonus of $10K for Branding Expenses!! * Be part of Fantastic Bonus Opportunity up to 30% on NB and Retention!! Did you know? Owning a Farmers® agency has been called The Best Small Business Opportunity in America.®

3

$375,000

$375,000 - San Diego County, CA

Farmers San Diego/South San Diego Insurance Agency

San Diego County, CA

Established High Retention Insurance Agency for Sale!! We are looking for someone to buy a well-established profitable agency with above average retention. The office is located in South Bay Area, CA. Immediate profits with award winning support team! Owner is looking to sell soon and will assist buyer with ongoing support to help with the transition. Owner is primarily interested in the welfare of clients. This is a turnkey business ready for some new energy to come in and help it grow! Get Support at every turn. With Farmers, you'll be in business for yourself, but not by yourself. You won't go at it alone. Joining Farmers family means you will: *Get help from experienced agents, business consultants, and District Manager who will ease you into the award-winning University of Farmers training program, where you'll learn insurance and business basics. *Be able to use Farmer's ready to-go brand advertising, sales support, and help for marketing. * Farmers Offers Start up Bonus of $7,500 for Branding Expenses!! * Be part of Fantastic Bonus Opportunity up to 30% on NB! Plus concierge sign vendor program. Did you know? Owning a Farmers® agency has been called The Best Small Business Opportunity in America.®

$80,000

$80,000 - San Diego County, CA

Dave Richards

KeyStone Business Advisors

Serving California

Keystone Business Advisors is Southern California-based full-service M&A advisory firm. Keystone specializes in managing the sale of privately-owned California-based businesses with annual revenues up to $100 million. The firm has completed over 200 + transactions and has considerable experience in most industries including manufacturing, wholesale/distribution, service, ecommerce, software, IT, logistics, professional services and healthcare. All Keystone M&A Advisors are experts managing the sale process and excel in keeping things moving forward in an orderly manner to ensure that sensitive information is protected, uncertainty is avoided, and the best price is achieved.

Contact Me >

Contact me

Farmers Insurance Agency in LA/OC area

Los Angeles County, CA

We have an established turn-key agency in the LA/OC metro area which currently total approximately 680 policies in force as of October 2020. (Approx. 82k in yearly commission renewals last year) The agency is located in Whittier but can be relocated to any office location you desire within the LA/OC area. The existent office location and customer service representative can be part of the deal. The agent is retiring and leaving the insurance industry. Sale price is TBD but most likely be in the 60k range. Price is totally negotiable between agent and buyer, Farmers does not get involved in selling price. This is an excellent opportunity for a candidate who wants to cross-sell this mainly personal lines books of business as well as take advantage of our lucrative start-up bonuses as well as 6 quarters of 1.8x higher commissions, see below for additional information. Looking to acquire a bigger or smaller book of business? We will have more agencies for sale during the first quarter of 2021. The requirements are as follow: Satisfactory results of background check Property & Casualty License Life, Accident & Health License Minimum of $50,000 in assets (can be a combination of liquid, credit lines, and retirement plans such as 401k and IRA's) THIS IS NOT MONEY PAID TO FARMERS, IT IS A REQUIREMENT AS PROOF OF CAPITALIZED AND FINANCIALLY RESPONSIBLE CANDIDATES Compliant office location (will need corporate approval) and 2 licensed and appointed staff/employee Start up incentives include: Book qualifies for a 6 quarter bonus structure starting at a 1.8x new business commission multiplier (paid monthly) Additional quarterly bonuses One time $5,000 office startup bonus plus an additional $6,000 in signage/branding credit $300/month in marketing dollars for the first year District paid trips/vacations and much more If taking over an existing book of business is not for you, we also have our retail program with attractive commission bonuses (3x on top of normal commissions) tailored for candidates that have a successful track record in financial services, sales, or networking and are ready to hit the ground running. This is the most lucrative scratch program in the business. CONTACT INFO: Any questions, concerns, or requests for additional information you may contact Steve Garcia or Roy Corral at the Farmers District Office. 562-622-0062 steve.rcorral@farmersagency.com

$65,000

$65,000 - Los Angeles County, CA

Start-up

Area Representative for a National Tax Franchise.

ATAX is a full-service national tax preparation and business services franchise with proven success for over 34 years. It has been recognized as one of the top 50 franchises for minorities and top 50 low-cost franchises. The ATAX model has a variety of products and services for the franchisee to offer to customers, making it able to generate revenue year-round.

$300,000

Start-up

$300,000

Start-up

Lending Network

The Lending Networks Turnkey Banking opportunity allows you to enter the lending & financial services industry with no experience, no staff and no significant capital expense. This is an essential business with an increase of over 200% in residential, commercial and business loan applications. An opportunity to create wealth. Individuals and Businesses are in need of capital to survive and weather the economic storm. This has created an unprecedent opportunity for the right individuals in this industry. You will be provided the infrastructure, technology, leads, processing, underwriting, training and access to warehouse lines to operate a National Lending company. Your products, rates and services will be more competitive than the major banks with the quickest turn times in the industry. The Banking Advantage: You control your financial destiny Build your banking brand. Help Individuals, businesses, and your community No experience, staff, or large investment required. No ongoing fees Access to lenders & warehouse lines Lifetime training and support Hi demand business Real Time leads provided Marketing An industry leader in the commercial, business and residential lending industry. We have been helping individuals to successfully own their own banking business for more than 40 years. Some of the Loan products you will offer: SBA Loans Bridge Merchant Cash Advances Equipment Leasing Account Receivables Financing Factoring Franchise Financing Medical Practice Loans Medical Receivables Financing Lines of Credit Asset Based Financing Hard Money Loans Gas Station Purchase Order Financing Energy & Commodity Finance Hotel Financing Construction Financing Commercial Real Estate Financing Mezzanine Financing I have created a Superior turnkey platform, Expert Staff, and Success Culture where individuals like yourself Excel. You will never lose a loan to rate or product, if cannot not do a loan that loan cannot be done. We are the only company in the world that is offering this platform to the public: A License that is recognized by the Federal and State Governments, Participation in Health, Dental, Vision, Life and a 401k, Lifetime Training and support, Back Office Support, Processing, Onsite training, Real Time leads, Direct mail leads, Comprehensive Marketing Package, Custom Website, Business Cards, Letterhead, 1 on 1 Mentoring, Live Training Seminars, Live Webinars, Live Conference Calls, Online University, Software, Laptop and much more.

6

$29,995

Start-up

$29,995

Start-up

70% Returns, No Marketing, And No Sales - Just Day Trade Our Money

. = = = = = See www.DayTradingFranchises.com (copy and paste URL) = = = = = ABOUT US - We are a day trading education and facilitation business (we provide training, trade funds, trade signals, support, etc.). NEEDED: We have a growing corporate trade fund. We are looking for men and women who can train to day trade a portion of our corporate account as an independent day trader operating their own business activity. You can day trade from anywhere, any day*, and any hour*, for as much or as little as you need or want to earn. You just need a computer and internet connection. It is simple and your earnings potential are vast. WHAT WE DO: - EDUCATION - We teach a 20+ year refined system with unique trade secret indicators that are simply and signal you when to buy or sell the market. We are designed to help beginners and tailor to those with experience. - FACILITATION - We provide training, signals, live trading webinars, and we fund you a good starter trade account. With positive results you can request trade account increases up to $100,000 to get you into big money faster. - PROFIT SHARE - You keep 70% of your trade profits using our funded account. You can trade a side private account and keep 100% of your earnings. MAKE BIG MONEY - You can find lots of little money businesses selling $10, $50, ... little money products and services chasing customers over and over. If you want to make big money, then go where big money flows. That is day trading the global financial markets. There is also no chasing customers, no marketing, etc. IDEAL BUSINESS - Business is about making money as fast as possible with the least expense, time, etc. Day trading our established system does just this. It provides the most simple big money (click of a mouse), most direct big money (already in the form of money), least costly big money (few expenses), fastest big money (high ROI), and most flexible big money (any time, any day, any where) available today. This is all made available by existing markets combined with todays technology and our trade secret high performing tools and techniques. This is a turn key business where we can get you started quickly and successfully. KEEP IT SIMPLE AND FLEXIBLE - We can help you make the money you need and desire without the need for expenses and responsibilities for facilities, equipment, raw materials, logistics, licensing, employees, and so much more expense and hassle of a traditional business. It is just you and your computer when and where you want. DETAILS - - - - - - FACILITIES AND ASSETS - REMOTE - An online based business operated from your office, home, or while traveling. - COMPUTER - The only equipment required is a typical computer and internet connectivity. - OTHER - No other equipment is needed. SUPPORT AND TRAINING - TRAINING - 56 hours of applied training (not classroom or lecture). 36 hours of 1-to-1 private instruction on-line with part of the training completed on-site at our offices in Salt Lake City, UT. - ONGOING - Daily live trade webinars when the market is open. MARKET AND COMPETITION - NO COMPETITION - The more organizations and traders in the market the bigger the market. There is no competition. The market currently exchanges $5,500,000,000,000 ($5.5 trillion) daily. - MARKET - The Forex* is a global market. As such, you can trade 24 hours a day from Sunday 5 pm all week until Friday 5 pm Eastern time. Trade as much or as little as you need or want. FINANCIAL INFORMATION - INITIAL FEE - Buy in and training is $16,595. There is added value at $22,595. - INITIAL CAPITAL - $0. All other services for the first year are provided. - AFTER THE FIRST YEAR - $327 monthly fee starting the 13th month NEXT STEPS - WEBSITE - Review www.DayTradingFranchises.com. - CONTACT - Let's talk and get your questions answered. - EVALUATION - Complete a $10 (software, ...) and 30 day trade trial.

$16,595

Start-up

$16,595

Start-up

Farmers Insurance Agency - San Diego, CA

This Farmers agency is located in a high growth county. This Agency opportunity is for someone who is stuck in a career rut or looking into a career path change and may have had previous business ownership experience in the past. The ideal candidate is determined to control their future and build a business that can create a legacy for generations to come. A qualified candidate would have an entrepreneurial spirit, a strong desire to achieve goals, a fearless attitude toward prospecting new customers, building centers of influence, establishing themselves in a community, and building networks. The best candidate would be motivated to lead a team, has high energy for people, and the consultative selling process. The candidate would have a strong background with sales, leadership, management, and have $75,000 in liquid assets (or the ability to obtain) to be used as operating capital and office startup expenses. If you are stuck in a rut or are in a cross roads of life, do not let this opportunity go by without inquiring more about the Retail Agency Ownership program with Farmers Insurance in San Diego, CA. Contact us to learn more about the best small business opportunity in America!

Start-up

Work Part time make full time earnings

Burbank, CA

This is a great fit for someone looking to build a business with great returns. It is a simple business with no employees or if one wishes to grow the business they can. This ATM route is part of a major group and has a great system in place to monitor everything needed to operate with ease. There are many ways to grow the business depends on individual aim.. Low overheads. All ATM's have great contracts with very good locations. This business is easily scalable with plenty of opportunity to add more machines and increase cash flow. There is no other business on the market like this! Simple operations currently includes 8 ATM in major locations in Los Angeles and Burbank Please complete the NDA

$95,000

$95,000

Napa CPA, CA (Tax and Audit) Practice for Sale

Napa, CA

• The owner is a CPA • This practice was established in 1990 • Software in use includes Lacerte, CCH Pfx, QuickBooks • Approximately 4 bookkeeping clients generating $3,500 in revenue • Approximately 162 individual tax returns with an average fee of $500 per return • Approximately 60 business tax returns with an average fee of $1,200 per return • Approximately 4 other tax returns (non-profits) with an average fee of $875 per return • Approximately 20 audit and review clients generating $150,000 • Approximately 48 peer reviews generating $203,824 • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $173,852 (2020) • Lease expires on December 31, 2023

$600,000

$600,000

Well Established Currency Exchange Company

Alameda County, CA

This company offers competitive exchange rates for 80+ currencies in convenient retail locations in San Francisco Bay Area. It has a proprietary currency exchange technology platform that can calculate the exchange rates based on real-time currency exchange data. They also have an eCommerce website where customers can exchange currency online so the currency will be mailed to their desired address. Due to the pandemic, most banks have closed branches and do not offer these services so there is strong demand even with oversees travel significantly down. Most of the customers are repeat customers who travel oversees frequently. Their retail location also offers additional services such as notary and live-scan fingerprinting. The owner is available for a smooth transition and training.

$400,000

$400,000

Cash Flow: $100,993

Laguna Hills, CA CPA Book of Business for Sale

Laguna Hills, CA

• The owner is a CPA • This practice was established in 1992 • Software in use includes QBO, QB Desktop, Intuit Online Tax, Box.com • Approximately 27 bookkeeping clients generating $70,000 in revenue • Approximately 100 individual tax returns with an average fee of $360 per return • Approximately 34 business tax returns with an average fee of $1,000 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: N/A. Book of Business • Lease expires in N/A. Book of Business. Virtual office.

$150,000

$150,000

$3M Allstate Agency in Woodland Hills, CA(PL)

Woodland Hills, CA

LOCATION Company: Allstate City/State: Woodland Hills, California County: Los Angeles Zip Code: 91367 Location Available: Office space borders residential and commercial area. Established location since 1997 with good visibility and signage. Rent/Lease Terms: 1200 square feet with month-to-month lease Rent/Lease Rate: $2,709 per month and includes 4 parking spaces. Ability to sublet portion of the office for $740. F&E Available: Furniture and Equipment to convey Years in business: Family-owned agency started in 1997. Owner took over in March 2011. Location Photos: Available on Request Current Agency Staffing: Two full time licensed team members, along with current agency owner. Currently interviewing for additional staff members. Agency has a successful partnership with an exclusive financial specialist. FINANCIAL Asking Price: $967,125 Annual New/Renewal Revenues: Confidential until NDA received Earned Premium: $3,000,000 plus $600K in brokered business Bank Financing Available: Local and national referrals available on request Seller Financing Available: Open to seller financing if necessary Detailed Financial Reports: Confidential until NDA received GENERAL INFORMATION Family owned, second generation, agency consisting of a preferred auto/homeowner customer base with high retention and loyal customer base. Agency is nestled at the base of the Santa Monica mountains within walking distance to the Woodland Gateway Mall. A well-diversified book of business with potential to increase revenues through new, renewal and brokered commissions in an exceedingly desirable neighborhood. A complete operation with tenured staff, significant bonus opportunity and undeniable earning potential. FOR MORE INFORMATION ON THIS LISTING, PLEASE CONTACT: Energia Consulting Partners, LLC Corporate@EnergiaPartners.com

$967,125

$967,125

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