California

California Financial Services Businesses For Sale

Showing 184 results sorted by featured

Established Pawn Shop Location For Sale, Prime Business

Lancaster, CA

Must see ! Location is zoned and licensed and approved for second hand and Pawn Shop. It is currently a Pawn Shop. Fully bulletproof including the display cases, set up to operate as a Pawn Shop, Jewelry Store, Antique Store or Check Cashing. Has surveillance system. Saferoom with 2 Jewelry safes. Some large inventory may stay with the store. Save yourself a year of headaches and trouble of construction and permits. Location already has its own client base that is used to the place. Inventory and Loans May stay with additional fees.

$375,000

2

$375,000

Established Check Cashing & Loan Business With Strong Customer Base

Buena Park, CA

This is an established financial services business that has been a cornerstone of the community since 2001. We are loved by our strong customer base with great reviews online. We currently net over 200k income without any advertising or potential added services. Our services include check cashing, payday loans, wire transfers (Western Union & Ria), money orders, and bill payments. We currently are fully licensed for Deferred Deposits in California as well as having a CFL License that is not actively being used for personal, auto title, or mortgage loans. This has been a great and successful business since its inception but we are selling in order to take on full multi-unit property management for our family.

$450,000

3

$450,000

Cash Flow: $218,790

Established Farmers Insurance Agency with a huge untapped market

Dixon, CA

Farmers Insurance Agency For Sale $126,000/ year in renewal commissions. Operating Cost $20,000/year Annual Net income $106,000 Agency Earned Premium: $1,000,000 I am selling my established Farmers Insurance Agency just off i80, in a great location. Amazing opportunity to grow the book of business in a thriving town. The best thing about this industry is that the sky is the limit and there is no cap on income. Work from home and from the office. Big bilingual opportunity as well. Roughly 2 years left on the lease, $1,100/month including all utilities except phone. Easy financing options through Farmers Credit Union to purchase the agency. Farmers Requirements: Property and Casualty License Life License Pass Background Check 50k In Reserves Contact: Walter Maroney 707-344-5417 Wallymaroney@yahoo.com

$250,000

$250,000

Cash Flow: $106,000

Insurance Agency For Sale in Richmond, CA

Napa County, CA

Opportunity to purchase an established book of business in Richmond, CA. Great retention and opportunity to cross sell the book. SPANISH SPEAKING/BILINGUAL A MUST. Will go over more details via phone, zoom, or in person.

$85,000

$85,000

Cash Flow: $80,000

Well Established Venture Capital Consulting Practice

Carlsbad, CA

We specialize in creative and innovative financing techniques for business acquisitions and mergers. Clients retain us to structure business acquisitions and mergers with little or no risk financially, and no debt! These venture capital resources are also available for larger projects.

$500,000

$500,000

Cash Flow: $350,000

Established Farmers Insurance Business for Sale

Santa Cruz County, CA

Established Farmers Insurance Agency for Sale in the beautiful, sunny Santa Cruz County! As a Farmers Insurance Agency Owner, you will join a group of business owners representing a strong and respected brand. Opportunity to purchase an established book of business in Santa Cruz County area for retiring agent. Great retention and opportunity to cross sell the book. Will go over all agency details via phone, zoom, or in person. The benefits: • Signing bonus • Monthly Lead Opportunity • Exterior branding bonus • Generous Additional Income Bonus Program • Selling Agent is willing to be engaged in helping buyer transition and retain customers. • Support from District Office and Territory team, University of Farmers, and more training resources. Why choose Farmers Insurance? • Founded in 1928. • Listed in the Fortune 500 and ranks in the top 150 military friendly employer. • You can offer your community over 50 different products ranging from home, auto, life, commercial insurance and financial services.

$200,000

$200,000

Cash Flow: $135,000

Asset Sale

Colorado Inc. 5 Yrs.Seasoned-Business Funding Loan Qualified for $300K

Beverly Hills, CA

If you need $300,000.00+ to purchase a new business or expand your existing business than this bank loan qualified turn-key seasoned 5+ year seasoned Colorado corporation is your ticket. Expertly seasoned and engineered to meet or exceed all currently bank lending guidelines as a Business Consulting Company this corporation will get your project funded fast. You will not be turned down for unsecured stated income funding with this powerhouse corporation. Here's the details: CORPORATION- U.S. CONSULTING SERVICES -INC: ALL INCLUSIVE-Aged/Seasoned COLORADO CORPORATION filed: 2016. This company is 5+ years seasoned corporation is available for IMMEDIATE delivery and completely turn-key. SIC coded: Business Consulting Services Corporation. Established federal tax ID number included. Established 800 National wide live answered, 411 listed telephone services(30 days pre-paid) Secretary of State updates paid (2 states paid over-the-counter filings) all corporate records, corporate resolutions authorizing incorporation, articles of incorporation, corporate minutes, corporate bylaws, stock certificates, corporate kit with seal, 5 page live supported website included, corporate business checking account, line of credit and gold MasterCard assistance for owner, certificate of good standing, business license plus 1 year registered agent fees and mail forwarding service included. ESTIMATED FUNDING $320,000.00-$375,000.00+ corporate loan qualified. This one is ready to roll into funding and is hands free. WILSHIRE FINANCIAL GROUP PRIORITY EXPRESS SERVICE INCLUDED- Price $39,950.00 DELIVERED

$39,950

3

$39,950

Asset Sale
Asset Sale

Established ATM Route & Service Business $232,000

Sacramento County, CA

Highly profitable “FAMILY OWNED & OPERATED” ATM Route and Customer Service business. Portfolio includes 30 ATMs with solid location agreements that generate more than $99,500 annual gross profit. All 30 ATMs are owned and operated by Seller. All equipment has been EMV upgraded and well maintained with great auto renewing contracts, very strong numbers and margins. An ideal, high cash flow business with very low overhead and great potential for adding new accounts while taking advantage of built-in organic growth and possible referrals! Long term Owner Operator maintains ATM vaults and replenishes cash according to their schedule, load and use. This great fully automated and easy to monitor opportunity allows you to expand your existing ATM business or build your own business where you can work from home and get paid each time a customer withdraws cash. An excellent option to put your money to work while making passive income and building your retirement! Training and support provided. ATM Route Details: • Monthly ATM GP approx. $8,293 • Annual ATM GP approx. $99,500 • Rotating vault cash required to load machines – Amount TBD (based on load) • Number of Machines – 30 ATMs owned • Hours Required Weekly: 1 Part Time Owner Operator • Location Types – Convenience Stores, Liquor/Grocery Stores, Gas Stations, Bars/Restaurants, Hospitality, Barber Shops and More! _______________________________________________________________________________________________ CALL NOW... Donna Denton at 916-742-2259 for an NDA and additional information. Cash Only

$232,000

$232,000

Asset Sale
Start-up

Own Your Own Commercial Real Estate Lending Business!!

Popular Commercial Lending Group, Inc. (PCLG) www.popularcommercial.com has been originating Commercial, Multifamily, Hospitality and Agricultural real estate loans from $1-500MM since 2008 lead by Darin Young, President with 30 years real estate lending experience. PCLG is part of the U.S. Commercial Real Estate Lending industry which exceeds $16 trillion and offers a rare opportunity known as our Affiliate Commercial Real Estate Program (ACREP) to a select few around the country with the following benefits: * Part-time income potential in excess of $100,000 per year * Full-time income potential in excess of $200,000 per year * No Prior lending experience required * No territory restrictions * Ability to originate Commercial Loans $1-500MM * Build your own brand or let us help you build a new brand * Flexible business structures considered customized to your individual goals * Access to over $50 billion in capital Are you a match for this type of opportunity? PCLG presently seeks potential affiliates with the following backgrounds: * Attorneys * Accountants * Bankers * Insurance Agents/Brokers * Real Estate Agents/Brokers * Residential Mortgage Brokers * Fintech Originators * Real Estate Developers/Investors * Financial Planners/Advisors * Wealth Managers * Private Equity Funds * REITS * Other What types of real estate loans will Affiliates be able to offer and on what types of assets? * Bridge and Permanent Commercial Loans * Commercial RE * Multifamily * Hospitality * Agricultural * Industrial * Self Storage * Retail * Assisted Living * Gas Stations * Car Washes * Special Use * SFR 1-4 NOO How do Affiliates earn income and how is income potential calculated? * Standard Affiliate income is calculated as a % of loan amount and ranges from .5-1% of funded loan amount. Ex. $1 million loan = $5-10,000; $10 million loan = $50-100,000 * Affiliate income is usually paid within 1-3 business days from funding * You retain the borrower relationship for ALL future loans As you can see becoming an Affiliate can be very lucrative and much more lucrative than residential real estate lending. Affiliate Requirements: * $100,000 Min Net Worth * Good credit required with No bankruptcy history in the past 7 years (some exceptions considered) * Clean background check with No criminal history * "Do the Right Thing" business ethics and professional conduct Our ZERO Risk Guarantee from Darin Young, President: If you do not earn our fee in the first 12 months of business as an Affiliate we will fully refund 100% of your investment lost. For consideration please inquire!!

$19,500

$19,500

Start-up
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. Thank you for your franchise interest in the Lending Network where we put you in business as a branch of a bank. Our platform allows you to enter the lending industry at the highest level, bypassing the necessary financial net worth and experience needed to work with the best in class lenders. Our partners & industry have experienced their best year ever in profits! With an increase in residential, commercial and business loan applications. This is expected to continue for the next decade. Now is the time to start creating wealth. THIS IS A COVID 19 ESSENTIAL BUSINESS! Your clients will benefit from the lowest rates, best programs and quickest turn times in the industry. It is time for your independence. https://vid.us/j5z8ea It is all about you https://vid.us/5f3pvb Ready for an opportunity that is in high demand, a loyal following, and a simple business model built for growth? 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.

$29,995

3

$29,995

Start-up
Start-up

Own a Profitable Business Finance Consultant Agency

We’re offering eager entrepreneurs just like you, the opportunity to start your own business … and because you’re on BizBuySell, we’re guessing that’s something you’ve probably aspired to accomplish for a long time. You’ll be providing a little-known service that almost every business needs … and to JUMP-START your success, we’ve plugged into a recent US Government multi-billion dollar giveaway program just for businesses that kept their staff employed during the height of the Covid epidemic. (HINT: Congress allocated $100 BILLION for this program and approximately $83 BILLION is still left to claim.) If you’d like to know more, we have an informative webpage and a short video here: https://apply4ertc.com/bizop/ There’s no hard sales pitch at the end. And you don't get anything extra if you sign up within the next 60 seconds. The last thing we want is someone who feels like they were pressured to join us. In the video you’ll learn how to start this business with a very minimal investment … and you can begin part-time if you prefer as long as you have enough free time during normal business hours … no need to quit your job to get started with us. It will be YOUR business, so you’ll have all the upsides of being your own boss … meaning you work your own hours, you’ll have no income ceiling … BUT, like any other business you might start, there is no guaranteed income … you’ll only make money if YOU put forth the effort … business ownership is not for the lazy. But if you’re willing to work, you could earn an amazing income … all you’ll have to do is bring a passion to help other business owners. Please take a few minutes to learn what we’re all about … and then you’ll be able to decide if we’re for you … or NOT … Once again, we have an informative webpage and a short video here: https://apply4ertc.com/bizop/

$997

$997

Start-up
Start-up

Area Rep Investment Venture (Passive & Aggressive Options Available)

Within the world of franchising, there exists a little-known opportunity that is the ultimate franchise investment & can create a fortune, known as an Area Representative. It is simply the owning of the rights to develop a franchise system within a area. This area can be a metropolitan area, a state, or several states. The Area Representative assists the franchise company in developing the area in exchange for a share in the royalty revenues (50% of net revenue from each franchise) and franchise fees that are generated from franchise sales within that area (50% of franchise fee). The Area Representative investment is $10K per territory, starting with 20 territories of 30,000 population for a total investment of $200K. The main responsibility of an Area Representative is to Open Offices & Coach - Mentor the Franchisees to follow the system. Create fanatical fans, which will result in having Happy, Successful Franchisees. When the Franchisee prospers, so doe the AR!

$200,000

2

$200,000

Start-up
Start-up

Start A B2B Equipment Financing Brokerage (No Experience Needed)

As seen on Equipping The Dream Reality Show. Google it! This is for anyone and everyone who is looking for a massive opp. With a very low start-up cost of $3,600 + $1,650/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 businesses 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.

$3,600

6

$3,600

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

Thriving Tax and Accounting Firm

San Diego County, CA

Revenue in 2021 was $805,000 and the firm is on track to reach over $900,000 in revenue in 2022 based on the fact that Q1 numbers are up over 15% compared to 2021. This revenue is a fantastic blend of high-end clients with 60% of revenue coming from tax preparation and 40% coming from accounting work. In 2021, the SDE (cashflow) to the owner was $377,980. We are projecting over $400,000 in SDE for 2022 given the increase in revenue and the business choosing to work with higher end clients that are 'low touch' and willing to pay a premium for quality work. The growth of the firm has all happened organically with ZERO outbound sales and marketing efforts. Growth is all through word of mouth. The tax and accounting staff all have long tenures with the firm and are highly skilled in all aspects of tax planning and accounting work. The owner is a CPA , so this would be a great fit for a larger firm to acquire a growing firm with seasoned staff. The business uses Lacerte for tax work.

$950,000

$950,000 - San Diego County, CA

Cash Flow: $400,000

Contact me

Insurance Agency, $135k sales, Consistent Sales, Loyal Clients

Orange County, CA

Insurance Agency established over 40 years, provides general liability insurance, workers comp, commercial auto, all types of bonds, products liability, business owners’ packages, commercial property insurance, EPLI, D & O, errors and omissions, cyber, commercial umbrellas, bonds, and inland marine polices. Personal lines include homeowners’ insurance, personal auto coverage, rentals, secondary home insurance, and umbrella insurance. $135k sales with over 47% of the revenue consisting of Commercial policies. The company has consistent sales with a stable client base. The owner-seller has built a company with excellent customer service and procedures. This is an excellent Insurance Agency to acquire and build or merge with an existing agency. Summary: * Offered at $240k * $135,000 in sales The Seller will provide training for 4 weeks/20 hours per week. Reason for Selling: Retirement Inquiries from principals only

$240,000

$240,000 - Orange County, CA

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.

$350,000

$350,000 - Humboldt County, CA

Men's Apparel Store with On-Site Check Cashing & Money Transfers

Oxnard, CA

Men's Apparel Store with On-Site Check Cashing & Money Transfers. Great opportunity to buy an established business with excellent clientele and 3 stable sources of income. Sources of income include Western Wear Clothing, Check Cashing and Money Transfers which work together to help each other generate income. Perfect opportunity for someone that is an owner operator with a vision to expand online. The store currently carries some of the most popular brands in Western Wear including Levis, Wrangler, Stetson, Resistol and many more.

5

$199,500

$199,500 - Oxnard, CA

Cash Flow: $225,250

Established ATM route for sale - Stockton to Fresno, CA (Part Time)

Stockton, CA

8 ATM Locations in the Stockton to Fresno area - 1 Casino (2 ATMs), 5 Hotels, 1 Gas Station - making 62K/yr NET (outside of Gas and time) for sale for $86,500 Buyer must join ACFN ATM franchise program. Franchise program entitles you to unlimited growth for the next 10 years including marketing to find new locations and all the support you need to run your business. *** WE (ACFN) do the marketing and obtain the contracts as well as technical support and accounting. *** YOU own and operate your ATMs working a few hours a week. Call for details.

6

$86,500

$86,500 - Stockton, CA

Cash Flow: $62,000

Allstate Agency in Alhambra, CA

Alhambra, CA

Outstanding cash flow with this $1.18M Allstate Agency in western Los Angeles County! Excellent merger opportunity with this Allstate agency and immediate cash flow! Negotiable on purchase price.

$275,000

$275,000 - Alhambra, CA

Cash Flow: $203,000

Financial Consulting Company

Beverly Hills, CA

Here is a one-of-a-kind, seven-figure-generating, CASH COW financial consulting company! Located in Beverly Hills, CA, the company specializes in consulting services to assist business owners and entrepreneurs obtain business loans to finance their companies and new ventures. The company’s strategic corporate funding advisory service includes a proprietary program to prepare a company for funding, plus a myriad of supporting business services offered through the company’s referral partners to deliver the best results to its clients. Serving sophisticated corporate and entrepreneurial clientele, the company is an expert at helping business owners navigate the muddy waters of business bank loans. Clients turn to the company when they are unable to secure business funding on their own. The company advises entrepreneurs on how to prepare their companies to obtain the business financing they need to grow their dreams into realities. Inventory is included in the sale, which has a wholesale cost value of approx. $500,000 and an estimated retail sales value of $1,250,000+. Also included in the sale are A/R of approx. $932K. This company is ideal for any entrepreneur with an interest in financial services consulting. Per Seller, the entire business model and operation can be learned by a buyer in under two weeks. Seller is willing to stay on for a longer transition period if needed. Seller financing may be available for a qualified buyer, or a purchase price discount is available for Crypto Currency forms payment! Call now or email inquiries to: ddube@fcbb.com.

$2,500,000

$2,500,000 - Beverly Hills, CA

Cash Flow: $1,105,127

Insurance Agency and Multiservices

Bakersfield, CA

Established Multiservices Business for sale, Great opportunity , We are a multi-services business, We offer different kind of services, DMV auto registration , Auto Insurance, Immigration Services,Income taxes, Car title loans, We have 6 years in the market, The rent is very cheap $795 a month , good location, good reviews in google, Don't miss this opportunity this business has good potential to grow....

6

$300,000

$300,000 - Bakersfield, CA

Cash Flow: $120,000

One of the most stable Agencies with over 40+ years of Tenure

Laguna Hills, CA

Purchasing an existing agency and getting access to a high bonus on all New Business is an opportunity that few other companies offer. It provides lucrative financial incentives to capitalized external candidates, so they can facilitate the purchase of service and commission rights from existing Farmers agencies. We currently have a 40+ year Farmers Insurance agency in Orange County for sale. It happens to have one of the highest retention agency in CA and with a high cross-sell percentage. For the right buyer, this is a unique opportunity to buy an extremely stable book (over 94% average over the past 4 years). This agency purchase can generate immediate revenue plus up to 3 year bonuses on New Business commissions. This is a great turnkey opportunity for anyone looking to build their business with the help of an existing one. The benefits: • Signing bonus of up to $10,000 • Marketing bonus up to $18,000 in the first 3 years • Exterior branding bonus of $6,000 • For the first 3 years, qualify for up to 460% of normal commissions on new business due to enormous bonus potential. Our most recent Agent averaged over $500k in income in their very first year because of this bonus structure. • Selling Agent is willing to be engaged in helping buyer transition and retain customers. • Support from District Office and Territory team, University of Farmers, and more training resources. • Our District has a 100% success rate with all new agents we have placed since 2014, the highest success rate in the nation.

$150,000

$150,000 - Laguna Hills, CA

Vietnamese Agency for Sale

Garden Grove, CA

Purchasing an existing agency and getting access to a high bonus on all New Business is an opportunity that few other companies offer. It provides lucrative financial incentives to capitalized external candidates, so they can facilitate the purchase of service and commission rights from existing Farmers agencies. We currently have a Vietnamese Farmers Insurance agency in Orange County for sale. For the right buyer, this is a unique opportunity to buy an extremely stable book with a great location. This agency purchase can generate immediate revenue plus up to 3-year bonuses on New Business commissions. This is a great turnkey opportunity for anyone looking to build their business with the help of an existing one. The benefits: • Signing bonus of up to $10,000 • Marketing bonus up to $18,000 in the first 3 years • Exterior branding bonus of $6,000 • For the first 3 years, qualify for up to 460% of normal commissions on new business due to enormous bonus potential. Our most recent Agent averaged over $500k in income in their very first year because of this bonus structure. • Selling Agent is willing to be engaged in helping buyer transition and retain customers. • Support from District Office and Territory team, University of Farmers, and more training resources. • Our District has a 100% success rate with all new agents we have placed since 2014, the highest success rate in the nation.

$100,000

$100,000 - Garden Grove, CA

Management Business with Financial Products

Sacramento, CA

This is a Management Business with Financial Products assets for $3.7M combined. It has remote operation(s) in Texas, New Jersey, and California. Exclusive contracts are NOT available to the general market. There is a high barrier to entry for new competitors in this industry that experiencing tremendous growth. The opportunity offers diverse product offerings with no hard/drop shipping. THERE IS NOT REAL ESTATE INCLUDED IN THIS SALE Please contact me directly about this unique and lucrative opportunity!!

$3,700,000

$3,700,000 - Sacramento, CA

Wholesale General Insurance Agency in OC – FinTech Enabled

Irvine, CA

The Company provides wholesale insurance products and policies to a network of brokers, agents and households nationwide using its tech enabled platform. From inception, this Company was created as a FinTech enabled platform by forward-thinking founders who come from the startup, wealth management, and financial planning industries. It partners with Life Insurance Brokers and provides marketing training and support, and technological solutions to partnered agents. Its products and framework are tailor made for each partner to address their specific needs and help grow the broker's book of business, driving revenue to both parties by streamlining its entire process with its technology. As a general agent, the company’s primary business looks to partner with agents who can bring life insurance policies by leveraging their current and future relationships with clients. The Company accomplishes this by offering different leveraged products, which enable higher premium sales and funding of larger policies, as an example. In 2021, property-liability net written premiums equaled $4,455,892.49, up from $1,388,019.17 in 2020. Of the 2021 total, there were a total of 41 policies with an average commission amount of $108,680. This level of production was accomplished through six partnered brokers with the number one producer bringing in 14 (34.15%) deals and this is an example of how our services enable the higher production of our partnered brokers. The company’s growth shows no signs of slowing, so owning this business could be the perfect solution to achieving your financial goals. The business is based in Irvine located in a busy intersection and a highly desirable location in Orange County, CA. Office space is (1,300) Sq. ft with (2) private offices, breakroom, bathroom, supply room, reception area with several workstations, and easy access from parking lot. However, the management team works nationwide and remotely so the Company headquarters can be relocated. The ownership is completely hands off and has trained staff to manage all day-to-day aspects of the business. The company continues to thrive and is has great potential to increase revenues through new and renewal commissions through cross sales of many of its insurance products across its network of agents and direct to consumers. A turnkey operation with tenured staff, multi agent and multi-household customers and compelling earning potential. Additional income stream available by adding additional brokers and agents nationwide which could possibly increase the general agency’s production. The agency is well established in the broker community with excellent P&C licenses staff. The company continues to thrive and is has great potential to increase revenues through new and renewal commissions through cross sales of many of its insurance products across its network of agents and direct to consumers. A turnkey operation with tenured staff, multi agent and multi-household customers and compelling earning potential. Additional income stream available by adding additional brokers and agents nationwide which could possibly increase the general agency’s production. The agency is well established in the broker community with excellent P&C licenses staff. According to IBISWorld, the Insurance Brokers and Agencies industry has grown over the five years to 2021, benefiting from economic growth during most of the period, in addition to favorable legislation and positive trends in the insurance sector. The industry includes insurance brokers that represent the buyer, rather than the insurance company; and agencies, which represent various insurance companies during the purchasing process. The industry is a vital component of the larger insurance sector as industry operators act as intermediaries between insurance providers and downstream clients. Operators generate income via commissions earned on policies sold. As a result, industry revenue increases as policy prices and volumes increase. Over the five years to 2021, the industry has grown for numerous reasons. One such reason has been rising premium prices on policies sold to consumers. Despite rising premium prices, consumers have not decreased their consumption of insurance products due to rising disposable income levels and favorable legislative trends. Over the five years to 2026, the industry is anticipated to continue its steady, moderate rate of growth as the overall economy improves following the coronavirus pandemic. Macroeconomic growth will likely lead to per capita disposable income growth during the outlook period, enabling households to afford goods that require insurance policies, such as automobiles, and generally desirable insurance policies, such as private health and life insurance. Similarly, the number of businesses is expected to increase an annualized 0.7% over the five years to 2026, likely leading to higher demand for brokerage of commercial lines of insurance. Overall, industry revenue is expected to increase an annualized 2.6% to $210.8 billion over the next five years. Projected Revenue 2022: $ 4,300,000 / Projected EBITDA: $ 649,000 Agency Earned Premium is $ 4,455,892

$1,950,000

$1,950,000 - Irvine, CA

Cash Flow: $464,445

Established Farmers Agency Available for Sale

Studio City, CA

We have an established agency available in Los Angeles County area bringing in approximately 65K in renewable commissions The current office locations can be part of the deal. The agent is looking to retire and move out of state. Must be able to pass a Background Check Active Property and Casualty License, and Life, Accident and Health license Minimum of $50,000 in assets

$115,000

$115,000 - Studio City, CA

Commercial Trucking Insurance Agency

Orange County, CA

A top-notch trucking insurance agency in Inland Empire with 3 producers since 2004. Super clean BOB and very lean operation with Valuable Carriers. Loss ratio is under 30%; huge upside potential. The buyer must have Preferred Long Haul Trucking markets for at least 3 years, otherwise our carries will not approve your agency appointment. So, please tell us your agency name and at least 3 long haul markets with whom you currently place business. We will ONLY respond to qualified potential buyers.

$5,000,000

$5,000,000 - Orange County, CA

Cash Flow: $800,000

Established Farmers Insurance Agency with potential to cross sell

Alameda County, CA

Located in the San Francisco Bay Area. Great opportunity to own a large size book of business with 2200 policies. A huge client base that will has opportunity to cross sell. $272k in commissions. Farmers is a great company that provides support and a bonus program. Seller is retiring.

$400,000

$400,000 - Alameda County, CA

Cash Flow: $272,000

National Tax Franchise for sale

Los Angeles County, CA

Liberty Tax, South Pomona is available for immediate sell. The business comes with 300 established clients and award winning Franchise support from Liberty Tax. No tax experience or CPA is required and the buyer can take over the business immediately. The business also comes with a Tax Manager with 5 years of tax experience who is available to be hired. Liberty Tax model has also introduced book-keeping and mortgage businesses this year to supplement tax business. The seller will also provide full support until buyer transitions in. The store is located in a densely populated area of the territory and is ideal for both, seasoned tax preparers and experienced. The business is priced at the basic Franchise cost and comes with full set-up including computers, store signage and furniture.

$45,000

$45,000 - Los Angeles County, CA

Cash Flow: $70,000

Established, Award Winning Premium Agency for sale

San Jose, CA

This established, award-winning $5,100,000 premium agency is located in San Jose, California, a growing community about an hour south of San Francisco. San Jose has a median home price of $900,000 while boasting an average income of approximately $110,000. Families represent nearly 60% of the community. The highly ranked schools, weather, and abundance of outdoor activities create the perfect location to live and work. Now is the time to be your own boss!

4

$1,475,000

$1,475,000 - San Jose, CA

CPA Tax Practice for Sale

Torrance, CA

Well established practice of over 20 years with a loyal client base. With approximately 150 business tax return clients and 650 Individual clients. Last year gross receipts for tax returns, accounting work and consulting was approximately $320K. 70% of the revenue earned during the tax season. Seller will provide transition period if requested. Due to the type of clientele, the prospective buyer must be CPA licensed with more than 3 years of tax experience. Merger option will be considered.

$350,000

$350,000 - Torrance, CA

Major Tax Service Franchise in Costa Mesa, CA

Costa Mesa, CA

With offices in every major and secondary metro, we are a trusted source for tax preparation and other financial services. We are driven to not just increase tax preparation revenue, but also add products and services which will allow our franchisees to operate and earn revenue 12 months a year. There has never been a better time to buy a Liberty Tax franchise!

$112,053

$112,053 - Costa Mesa, CA

Westside CPA Tax Practice is seeking 50% partner to Join the firm

Los Angeles, CA

Well established sole practitioner CPA firm located on the Westside in Westwood Village is looking for an experienced and knowledgeable CPA with at least 5 years of CPA firm tax and accounting supervision experience to join the firm and grow the practice. This is a busy tax and accounting practice all year long with annual 2022 gross income estimated to be over one million. The right buyer can joint the firm and try working for few months during tax season to feel the practice and get to know the clients. After the trial period, you can buy up to 50% of the practice the first year, and the remaining after couple years of transition period. Practice is estimated to complete more than 500 LLC’s and S-corporation’s tax returns and more than 200 individual tax returns during 2022. There are less than 100 annual bookkeeping clients and less than 50 quarterly payroll and sales tax returns. Practice is well organized and streamlined using QuickBooks desktop for accounting, Lacerte for tax preparation, Jetpack for workflow system and SmartVault for client portal. There is minimal client contact and most of work is done through client portal. If you have the experience to manage and run a million dollar practice, this is an excellent opportunity to join an established CPA firm on the Westside. Now is the perfect time to get a test drive of practice and see how it works before you commit for long term investment and partnership. Contact us today.

$1,500,000

$1,500,000 - Los Angeles, CA

Cash Flow: $700,000

Insurance Agency - High Retention & Great Location

Novato, CA

Opportunity to purchase an established book of business in the Bay Area area. Great retention and opportunity to cross sell the book. Will go over more details via phone, zoom, or in person.

$90,000

$90,000 - Novato, CA

Cash Flow: $85,000

Jackson Hewitt Tax Service Yuba City/Marysville, CA

Yuba City, CA

Complete store buildout, fully furnished, functioning, set up with computers, Walmart kiosk, printers, etc. About Jackson Hewitt Tax Service Since 1986, Jackson Hewitt has grown to nearly 6,000 franchised and company-owned locations. This includes kiosks within 3,000 Walmart stores nationwide. Our low start-up investment offers new franchisees the opportunity to choose their own path to success. Options include a single tax office location or expansion into multiple units, which reflects a market strategy shared by nearly 75% of our system. On average, our franchisees own and operate over seven Jackson Hewitt locations. Why Choose Jackson Hewitt Tax Service? We have built a dependable business model on helping millions of clients prepare and submit their tax returns each year. Jackson Hewitt is the nation's second largest in-person full-service tax preparation company. Brand Strength: #1 for Tax Services in the Entrepreneur Franchise 500 list for 2021. Ranking: #35 in Entrepreneur's 2021 Top Low-Cost Franchise under $100,000. Lifestyle Choice: Tax Preparation is a Seasonal Business Multi-Unit Expansion: Our Franchisees Average Over 7 Locations Stable Industry: According to IRS.gov, over 165 million Americans filed a tax return in 2020 with nearly 50% of all individual tax returns prepared by a paid tax professional.* *Total includes returns filed to obtain Economic Impact Payments by those who would not usually file income tax returns. This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states in the United States regulate the offer and sale of franchises: CA, HI, IL, IN, MD, MI, MN, NY, ND, OR, RI, SD, VA, WA, and WI. If you are a resident of one of these states, we will not offer you a franchise unless and until we have complied with applicable pre-sale registration and disclosure requirements in your jurisdiction. NY residents: This advertisement is not an offering. An offering can only be made by prospectus filed first with the Department of Law of the State of New York. Such filing does not constitute approval by the Department of Law. MN File No. F-7505

$115,000

$115,000 - Yuba City, CA

Insurance Agency - High Retention - Great Location.

Anaheim, CA

Purchasing an existing agency and getting access to a high bonus on all New Business is an opportunity that few other companies offer. It provides lucrative financial incentives to capitalized external candidates, so they can facilitate the purchase of service and commission rights from existing Farmers agencies. We currently have a Farmers Insurance agency in Orange County for sale. It happens to have one of the highest retention agency in CA and with a high cross-sell percentage. For the right buyer, this is a unique opportunity to buy an extremely stable book (over 88% average over the past 4 years). This agency purchase can generate immediate revenue plus up to 3-year bonuses on New Business commissions. This is a great turnkey opportunity for anyone looking to build their business with the help of an existing one. The benefits: • Signing bonus of up to $10,000 • Marketing bonus up to $18,000 in the first 3 years • Exterior branding bonus of $6,000 • For the first 3 years, qualify for up to 60% of normal commissions on new business due to enormous bonus potential. • Selling Agent is willing to be engaged in helping buyer transition and retain customers. • Support from District Office and Territory team, University of Farmers, and more training resources.

2

$150,000

$150,000 - Anaheim, CA

Portable Insurance book specializing in Jewish clients

Los Angeles, CA

This asset for sale is described by our client as an “Israeli Amazon resellers book.” The Seller says “If you are an Israeli or Hebrew speaker, you could have access to one of the fastest growing and thriving group of business owners on the planet. Many of our client’s customers own many resellers. Our client has only accessed a few of these businesses. If you as the buyer have a Tel Aviv office, you could make use of these customers to insure many of their other businesses and endeavors”. Amazon has forced all resellers to buy insurance/General Liability. This has been boon for our client as far as new customer count. Next year, our client imagines many people who bought from other vendors will contact him because his customers are happy, and the Facebook group constantly shares how happy they are with his service. Other vendors have dropped the ball. Our client sees massive rate increases for Israelis who bought insurance directly online who will need professional help. Our client says literally every single client was a referral from a public Facebook group. Our client was able to provide good service and support and customers continue to send our client new prospects which in 80% of the circumstances he sells. Many of our client’s customers need only an annual certificate of insurance for Amazon. They need NO ongoing service, and the policies are all on auto-renewal. Our client notes: “The industry is Amazon Resellers. This industry is now a greenfield for any insurance broker or company as Amazon and the other sites (eBay and Etsy) will make general liability coverage a mandatory necessity. Amazon resellers are a growing market for entrepreneurs as there is little front-end investment required.” Our client’s “ready to go,” profitable insurance structure and book, plus relationships, will enable a buyer to be up and running immediately. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$100,000

$100,000 - Los Angeles, CA

Cash Flow: $48,000

25+ year Allstate Agency for sale - over $3,000,000 BOB

Walnut Creek, CA

25+ year Allstate Agency for sale. 89% policy retention. 31.66% Loss Ratio. Over $3,000,000 BOB including McGraw brokered policies. Excellent opportunity for growth and bundling packages

$750,000

$750,000 - Walnut Creek, CA

SoCal High Net Worth P&C Insurance Book of Business

Marina del Rey, CA

This book of business has an enviable client base and strong client retention and referrals. This unique opportunity is well situated for an experienced insurance broker to inorganically acquire high profile clients in the LA region. With a strong history of growing revenues and profitability, this book will not last long. Acquire the business and employee to grow a new office, or just the book and juice your revenues, lots of ways to slice this one. Do not wait around, the Owner would like to be closed and out by September 1st. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$900,000

$900,000 - Marina del Rey, CA

Cash Flow: $250,000

Antoinette Gonzales Norris CBB

LinkBusiness

Serving California

LINK Silicon Valley is our newest office in San Francisco Bay Area. Link Business is the largest business brokerage in the world with offices in the United States, New Zealand, Australia and the Philippines. Our brokers specialize in business sales transactions and have collectively sold over $2 Billion in businesses to date. Our office brokers focus on selling businesses in the bay area. We sell all business types: Retail, service-oriented businesses and technology startups and others. Silicon Valley is the technology-hub and home of big tech players such as Google and Facebook. This eco-system offers many exciting opportunities for prospective buyers to venture into business ownership. Our goal is to help every seller and buyer and share our knowledge and expertise, so they can make the best decision for their future. We help both buyers and sellers who are in the cross-roads of their career looking to make a change and we make that transition a seamless experience. Whether you are buying your first business, planning your exit strategy or looking to grow through acquisitions, LINK Silicon Valley can assist you every step of the way through our expertise and network connections. For a free and confidential consultation, please contact LINK Silicon Valley at 925-399-1891. Office Address is 5980 Stone Ridge Dr, Suite 111, Pleasanton, CA 94588.

Contact Me >

Contact me

Foundational Insurance Agency - Build On Build Up

Glendale, CA

This well-seasoned independent insurance agency pivoted over the last 3 years after being one of many Farmers left for greener pastures. Years of success as a well-rounded agent kept the Seller running a viable operation. He focused on profitable commercial accounts and broadened the scope of work to include health and life policies. Clients in the close-knit community are quite loyal and given the opportunity and better pricing options than the standard big box carriers, the business can grow beyond its normal 1100 policies. A quarter of the 200 active policies are commercial accounts. Currently, the Seller and his licensed brother (who works part-time) service clients and keep the renewals coming in. This book would be an excellent starting point for a new agent with good marketing and sales skills or a solid addition to an agent needing to branch out and cross-sell to an existing P&C book. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$180,000

$180,000 - Glendale, 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.

$210,000

$210,000 - California

Insurance Agency - High Retention - For Sale

Sonoma, CA

Opportunity to purchase an established book of business in the Sonoma community. Great retention and the Agent is looking to move quickly. Will go over all agency details via phone, zoom, or in person.

$100,000

$100,000 - Sonoma, CA

Cash Flow: $130,000

Allstate Insurance Agency for SALE, BOB approx $9.0+( 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: $5000 p/m on 2454 sq ft Rent/Lease Rate: NDA Required F&E Available: Yes Years in business: 30 + years Location Photos: Yes, available upon request Current Agency Staffing: 5 FINANCIAL Asking Price: Negotiable Annual New/Renewal Revenues: $9,000,000+ Earned Premium: $9.0m (Allstate + McGraw etc) Bank Financing Available: Yes Seller Financing Available: Yes Detailed Financial Reports: Yes, NDA required GENERAL INFORMATION Located in the Golden Triangle of Silicon Valley. This 34 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 $9.0 million dollar Earned Premium. Award winning Agency consists of a preferred auto and homeowner customer base with excellent opportunity for growth in cross sales and financial services

6

$2,600,000

$2,600,000 - San Jose, CA

Collections Agency Portable $6MM Judgment Portfolio Included

Los Angeles, CA

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://pronovapartners.com/engagement/portable-collections-agency-6mm-judgment-portfolio-for-sale/ This portable collections portfolio has about 5,000,000 +/- of collectable accounts on the books that are 0-4 years old. A portion of the accounts are also part of a roster of 300+ judgments for an additional $6.6MM as well. The judgments carry interest at 10% per year, all of them can be renewed, over and over, so in ten years this block is worth $12MM!!! The clients were very selective on whom they pursued, with only those debtors most likely to be paid as the ones selected. Clean operational history, no legal issues, C-corp. entity so ideally a stock sale would be best for tax efficiency purposes but we can deal with that later per Buyer preference if that’s a sticking point. NDA is required for internal report analysis, financial due diligence package, and the opportunity to do a conference call with the Seller. Detailed Information Facilities: Relocatable nationwide. Competition: Collections is a tough business mentally, however, the Seller has implemented a system within the collections space that treats people with dignity, gets the account squared away, and results in a profitable enterprise. Growth/Expansion: Existing replicatable template in place to be scalable for a more motivated owner operator. Other opportunities could be nurtured if someone with more enthusiasm for the business took over. Financing: If the price and deal structure is right. Support/Training: As needed. Reason Selling: Retirement.

$250,000

$250,000 - Los Angeles, CA

Cash Flow: $110,000

11,000+ PIF Preferred California Insurance Agency

Los Angeles, CA

11,000+ PIF Count Preferred California Insurance Agency – (Or Book Only!) Once in a generation acquisition target for a PEG, MGA, insurance carrier level (to rewrite yourselves), or large insurance agency that is looking for a long term cash flow / ROI play. Retention rates in the 90’s, loss ratios in the 50’s across the entire book and all carriers. Heavily concentrated in one popular preferred carrier with a commission rate of 15%, primarily P&C personal auto, with about 15% home and 5% commercial. There are two golden geese in this acquisition: 1) This is a cross sellers paradise. Here lies a pool of 10,000+ health insurance cases, life insurance cases, annuities/AUM type targets, additional commercial accounts/business owners, the sky is the limit. Assuming only 10% penetration you have an additional 1,000 customers ACROSS EACH DIVISION!! Maybe more is possible, depends on the acquiring entity. 2) Seller is a master at operations management and extracts an industry best production and net income level on a per employee basis. Sprinkle some of that secret sauce into your organization, and consider how much more profitable would you be if you were running at ~$400k in revenue per staff member??? That IP alone is worth the price, let alone the book of business, future commissions, and cross sale empire to secure. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

- Los Angeles, CA

Cash Flow: $1,894,121

Growing Non-Standard Auto Agency – 2,100 Policies

San Diego, CA

Non-standard auto book of business established in 2016 offers 2,100 policies in force throughout California. The book has seen triple-digit growth in fees and nearly double commissions in the past two years. • Approximately 250-280 policies written each month • Approximately 130-150 policies each month are rewrites for previous cancellations. • Broker fees average $100 for new policies, up to $200 for rewrites. • About 80% of clients are on EFT with auto-renewing policies. Carriers include Kemper, Aspire, National General, Foremost, Western General, and Dairyland. Runs on Hawksoft agency management system, loss ratios vary by carrier but all are reasonable with most below 70%, with exceptions recently with industry-wide higher dips that carrier reps seem unconcerned about. Three licensed producers and one CSR can stay with the book or be excluded, per Buyer preference. Little walk-in traffic makes the book easily transferable to another agency working anywhere in California. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

$680,000

$680,000 - San Diego, CA

Cash Flow: $200,000

CA Benefits and Workers Comp Business

San Diego, CA

This profitable Company is a unique California medical network that can be customized to the needs of each individual client. The Company has years of experience in PPO. The business model generates recurring revenue and the technology allows the subscribing clients to customize the network to fit their own needs. The Company also offers several re-pricing options to payers. The Company reviews provider performance to assure compliance with the network’s evidence-based treatment guidelines, improving outcomes and offers metrics germane to the medical treatment within the network, allowing payers to monitor performance. The Company is a resource for Group Medical Insurance Providers and Payers, and for Workers Comp Payers to create a custom network of highly qualified medical providers, specific to California. The Company’s network and technology allow Payers and Employers to tailor their network to their own specific needs. The payers subscribe to the Company’s network generating recurring revenue for the Company. NOTE: This is a re-listing of a major purchase opportunity for a rapidly expanding, profitable California medical network. The initial response to the original listing of this opportunity was huge. A large investment group signed a Letter of Intent To Purchase early on, thus removing the opportunity from the marketplace. The holder of the LOI, following numerous delays over many months, was unable to proceed due to unexpected internal problems separate from their signing the LOI or their completed due diligence. Therefore, this terrific opportunity is now again available for purchase. Our Client’s business and profits continue to expand. They have re-listed this purchase opportunity at $3M (USD). This sale price, based on current revenues, growth and profits, should be recovered by a Buyer in short order. Please do not respond to this opportunity unless you will provide proof of funds prior to any demos or negotiations; i.e. the capability to make an acquisition of $3M dollar (USD). The Seller only wishes to work with interested Buyers who, once they are satisfied with their due diligence, are prepared to proceed immediately. We do ask for your understanding in these regards as our initial listing generated a very high volume of responses. NDA is required 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

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

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

$563,000

$563,000 - Red Bluff, CA

California Business Brokers