California

California Financial Services Businesses For Sale

Showing 162 results sorted by featured

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: $890,000 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

$890,000

$890,000

Antioch, CA Tax Practice for Sale

Antioch, CA

• The owner is an EA • This practice was established in 1994 • Software in use includes ProSeries, QuickBooks, Tax Dome, MS Office, Adobe • Approximately 1,500 individual tax returns with an average fee of $225 per return • Approximately 35 business tax returns with an average fee of $575 per return • Approximately 10 other tax returns with an average fee of $575 per return • $7,000 +/- in revenue is generated via reviews, tax consulting, tax resolution, etc. • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $217,180 • Lease expires in December 14, 2022

$480,000

$480,000

Sonora, CA EA Practice for Sale

Sonora, CA

• The owner is an EA • This practice was established in 1995 • Software in use includes ProSeries, QuickBooks, ProAdvisor, MS Office • Approximately 38 bookkeeping clients generating $146,450 in revenue • Approximately 462 individual tax returns with an average fee of $433 per return • Approximately 43 business tax returns with an average fee of $1,403 per return • Approximately 16 other tax returns/consulting with an average fee of $650 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $230,945 • Lease expires in November 1, 2021, with a 5-year renewable option. Building owner is also willing to sell the building.

$550,000

$550,000

Fresno, CA CPA Practice for Sale

Fresno, CA

• The owner is a CPA • This practice was established in 1986 • Software in use includes Drake, QuickBooks, Timeslips 11.0, MS Office • Approximately 27 bookkeeping clients generating $85,125 in revenue • Approximately 140 individual tax returns with an average fee of $404 per return • Approximately 68 business tax returns with an average fee of $634 per return • Approximately 2 other tax returns/consulting with an average fee of $738 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $37,957 (2020) • Lease expires in November 30, 2021

$215,000

$215,000

$2.2M Allstate Agency in Winnetka, CA(GH)

Winnetka, CA

LOCATION Company: Allstate City/State: Winnetka, CA County: Los Angeles Zip Code: 91306 Location Available: Yes Rent/Lease Terms: N/A Rent/Lease Rate: NDA Required F&E Available: Yes Years in business: 2 + years Location Photos: Yes, available upon request Current Agency Staffing: N/A FINANCIAL Asking Price: $370,000 Annual New/Renewal Revenues: $200,766 Earned Premium: $2,230,735 Bank Financing Available: Yes Seller Financing Available: Negotiable Detailed Financial Reports: Yes, NDA required GENERAL INFORMATION This two (2) year Allstate agency is located in Winnetka, California in Los Angeles county in the west central part of the San Fernando Valley. The community has a population of around 50,000 and is rich in ethnic diversity and high median household income. This $2.2 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. FOR MORE INFORMATION ON THIS LISTING, PLEASE CONTACT: Energia Consulting Partners, LLC Corporate@EnergiaPartners.com

$370,000

$370,000

Farmers Agency in Prime Location South Orange County

Orange County, CA

Located in a prime location in South Orange County, this ten-year Farmers Insurance Agency would be a great option for anyone interested in having a business with recurring income. The book consists of more than 1300 policies including Fire, Auto, Commercial, and Life insurance policies. The current owner is absent and one office manager along with one insurance agent run the business. An owner-operator can increase performance and grow the business. It can easily be added to another established Farmers Insurance office or can be a great start for an insurance agent who wants to have his/her own office. Contact to get NDA to sign so you can get the details of the number of policies as well as financials of the business.

$350,000

$350,000

Cash Flow: $95,000

Bank for Sale in California, United States of America

Santa Barbara, CA

This is a great opportunity to buy a bank for sale in the United States of America. Established Bank for sale in California, United States of America. Charter: OCC Assets: $100,000,000 USD - $200,000,000 USD State: CA, USA Note: City/Location will be disclosed after execution of NDA. A fully operational bank is up for sale. A qualified buyer is someone that provides proof of funds. Proof of funds is a letter from a well-known bank or brokerage firm. Please do not send a corporate bond, Bank Guarantee, SBLC, etc.

$28,000,000

$28,000,000

Studio City, CA CPA Practice For Sale

Studio City, CA

• The owner is a CPA • This practice was established in 1981 • Software in use includes Lacerte, Datafaction, MS Office, Windows, TValue 5, CFS Payroll, CFS TaxTools • Approximately 69 individual tax returns with an average fee of $2,395 per return • Approximately 13 business tax returns with an average fee of $5,240 per return • Approximately 6 other tax returns/consulting with an average fee of $2,985 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $135,207 • Lease expires in N/A. Seller owns building. Building may be purchased by the buyer in a separate transaction.

$350,000

$350,000

Allstate ECP Agency Ownership Opportunity

$225,000 - Bakersfield, CA

$225,000

Bakersfield, CA

For Sale by Owner

Covina, CA CPA Practice for Sale

Covina, CA

• The owner is a CPA • This practice was established in 2010 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately 43 bookkeeping clients generating $563,564 in revenue • Approximately 75 individual and 65 business tax returns, with an average fee of $1,465 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $564,618 • Lease expires in N/A. Month-to-month

$1,050,000

$1,050,000

Established High Retention Insurance Agency for Sale!!

San Diego, CA

Established High Retention Insurance Agency for Sale!! We are looking for a Business Professional who values Recession & Pandemic Proof Income! To purchase a well-established profitable agency with above average retention. The office is located in North County of San Diego, CA but can be relocated upon approval. Immediate profits with award winning support team! Buyer must be licensed or willing to get licensed for Property & Casualty, Life & Health and willing to attain their Series 6/63 within 12 months. 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. 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.®

$100,000

$100,000

ROUTE BROKERS®, INC.

Route Brokers, Inc.

Serving California

Be your own boss with an ESTABLISHED, PROFITABLE & RECESSION-PROOF Route Distribution Business! Earn HIGH, IMMEDIATE INCOME from a MODEST INVESTMENT! ROUTE BROKERS® has the largest selection of routes-for-sale ANYWHERE ! ! ! We have businesses with flexible hours & net profits up to $9,300 per week, after ALL operating costs. We carry all major brands from Boar's Head to Snapple. IF IT'S A ROUTE . . . WE HAVE IT !!

Contact Me >

Contact me

Whittier, CA CPA Practice for Sale

Whittier, CA

• The owner is a CPA • This practice was established in 1985 • Software in use includes ATX, QuickBooks, EasyAcct • Approximately 22 bookkeeping clients generating $51,200 in revenue • Approximately 440 individual tax returns with an average fee of $341 per return • Approximately 70 business tax returns with an average fee of $714 per return • Approximately 15 other tax returns (non-profits) with an average fee of $667 per return • $9,000 +/- in revenue is generated via review and consulting, etc. • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $277,300 (2020) • Lease expires in N/A. Month-to-month

$350,000

$350,000

Established bank for sale! 3 websites, app, 5 Star reviews & turn key!

Beverly Hills, CA

Owner retiring. This bank is turn key! It comes with 3 websites, cell phone app, 5 star reviews on yelp, good social media presence and reviews. It's in good standing with no debts. It comes with a similar named charity. This is an online operation mostly with all the modern advances and possibilities such as instant banking, payments, loans and crypto etc. It functions from home offices, but also high end public and private offices in Los Angeles, Salt lake, the EU and all over the world. There's great returns, but also to many options and benefits to list. $250,000.00

$250,000

$250,000

Cash Flow: $200,000

Established Bay Area Real Estate Franchise Brokerage for Sale

Contra Costa County, CA

2 prominent bay area branch locations with an exclusive wide appealing franchise model. Buyer will need to have a Broker license from the CA Dept of Real Estate and solid experience in managing residential real estate agents. Must have recruiting background. Subject to corp approval.

$2,200,000

$2,200,000

Davis, CA CPA Audit Practice for Sale

Davis, CA

• The owner is a CPA • This practice was established in 2005 • Software in use includes Lacerte, QuickBooks, MS Office • Approximately 11 audit and review clients generating $144,400 in revenue • Approximately 8 other tax returns with an average fee of $1,700 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $60,000 • Lease expires in N/A. Home office. Seller travels clients' offices to conduct audit fieldwork and interviews.

$190,000

$190,000

Santa Ynez Valley CPA Firm for Sale

Santa Ynez, CA

CPA firm for sale in the Santa Ynez Valley region. Firm revenue of $1,004,352 includes approximately 835 Individual tax clients and 281 Entity tax clients along with Bookkeeping and Consulting Services. Gross revenue breakdown is roughly 82% Income Tax Preparation, 13% Bookkeeping, and 5% Consulting. Firm uses Lacerte and sale includes all FF&E required for office operations. Current staff should be retained after close and both Selling Shareholders are willing to stay through the transition as needed. Much more information is available in the Practice Profile. Please contact us at (855) 428-2225, or through BizBuySell for this listing's profile.

$1,400,000

$1,400,000

Car Title Loan Co. 90% Online, $12m Secured AR

Los Angeles, CA

Profitable Finance/Lending company for Car Title Loans, Payday, Money Orders, Lottery, etc. 90% Online Sales and also 2 busy Los Angeles retail locations. $12,000,000 in AR included secured by low LTV Car Title Loans and guaranteed by another car title company they have an exclusive agreement, No Loses. Net Income in 2019 was $2,000,000 from $2,800,000 in revenue. 2020 was lower due to COVID Lockdown but quickly recovering and people need $$$. Established in 2004, this company has built a strong presence and has numerous other revenue and growth opportunities available. This is high barrier to enter business and this company has secured all the necessary licenses for federal, state, and county. Very scalable business. For more information, you must complete the buyer registration at https://www.bizex.net/buy-business/register

$16,000,000

$16,000,000

Check Cashing Businesses Making Gross $342,K Net $96,K

North Highlands, CA

Well established check cashing and payday loan business in operation for over 25 years. In addition to check cashing and payday loan services, these offices also specializes in selling money orders, bill payment services, money transfers/money wiring, stamps, faxing, photocopies, cell phones and accessories, mail boxes, and UPS pick-up and delivery. All four locations are located in busy retail plazas with major anchors driving high volume of foot traffic. Each office features bank-quality build- out and security systems. Excellent growth potential through hands-on management. Disclaimer: This Information has been supplied to Broker by Seller. Broker expressly disclaims any and all liability for representation of warranties, expressed or implied, contained in such information, or for omissions from them. Broker believes such information to be correct, but has not verified or checked it. Any agreement or decision by Buyer to pursue a transaction regarding this Business should be based on further investigation by the buyer.

$280,000

$280,000

Cash Flow: $94,394

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

$3,600,000 - San Diego, CA

$3,600,000

San Diego, CA

For Sale by Owner

$3.1M Allstate Agency in Livermore, CA(DD)

Hayward, CA

LOCATION Company: Allstate City/State: Livermore, CA County: Alameda Zip Code: 94546 Location Available: Yes Rent/Lease Terms: 1000-1200 sq foot home. 4 offices, reception area, 2 bathrooms and kitchen. Rent/Lease Rate: $1500/month F&E Available: Yes Years in business: 13 years Location Photos: Available upon request Current Agency Staffing: Three full time, very experienced licensed staff who are available to transition with the sale. Strong relationship with EFS and thus makes ALR goal every year. The owner is also willing to transition with the buyer in an advisory role. FINANCIAL Asking Price: $799,500 Annual New/Renewal Revenues: $280,000 (not including brokered business, variable compensation nor agency bonus) Earned Premium: $3,164,000 Bank Financing Available: Yes Seller Financing Available: Will be considered Detailed Financial Reports: Available upon request GENERAL INFORMATION Award winning, established agency located in a family friendly town on the eastern bay of San Francisco, which is consistently growing. The office is located in a very visible house in the cute downtown. This $3.1 M Allstate earned premium agency is consistent of a preferred auto/homeowner customer base. Additionally, Allstate has just opened this market for homeowner policies providing a lot of cross sell opportunity. There is an established relationship with an EFS and they consistently make their life/financial goals. This agency has a low loss ratio, and excellent retention from established processes already in place. It is a turn key operation! FOR MORE INFORMATION ON THIS LISTING, PLEASE CONTACT: Energia Consulting Partners, LLC Corporate@EnergiaPartners.com

$799,500

$799,500

Business Brokerage and Consulting Company

San Diego, CA

Established business providing both business brokerage and consulting services. Included in the sale is an extensive portfolio of clients in place. Absolutely no cold calling or soliciting. Ongoing support includes marketing and leads generation sources PLUS operational systems which are fully in place. This is a virtual business model which provides increased profits. This is the perfect business for someone who does not have the time and financial commitments required of a typical business, but instead is looking for a lower investment, more flexibility, a faster return on investment and a higher income than you will find with most other businesses. This is probably the best business opportunity available anywhere in today’s market. There are multiple income streams and high net margins which make this a fantastic, low risk, business investment. Consistent, 6 figure earnings potential “year over year”. NO INDUSTRY EXPERIENCE NECESSARY – FULL TRAINING AND SUPPORT PROVIDED Other Business Highlights Include: - Consult with business buyers helping them identify businesses that best fit their background, financial requirements, and capabilities. - Provide consultation on financing options plus coaching on the evaluation and buying process. - Provided is a large portfolio of businesses for sale from all industry categories looking for qualified buyers that would pay you fees to help them accomplish that goal. Contact Joe for detailed information about this business.

$34,950

$34,950

Cash Flow: $100,000

Santa Barbara, CA CPA Practice For Sale

Santa Barbara, CA

• The owner is a CPA • This practice was established in 1974 • Software in use includes Lacerte, QuickBooks, CFS, MS Office • Approximately 7 bookkeeping clients generating $19,400 in revenue • Approximately 230 individual tax returns with an average fee of $1,549 per return • Approximately 37 business tax returns with an average fee of $1,757 per return • Approximately 87 other tax returns (non-profits) with an average fee of $866 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $168,715 • Lease expires in May 15, 2021

$620,000

$620,000

Los Angeles, CA CPA Virtual Practice

Los Angeles, CA

• The owner is a CPA • This practice was established in 2011 • Software in use includes QBO, Jetpack, Slack, ProConnect, Citrix, Sharefile • Approximately 36 bookkeeping clients generating $322,879 in revenue • Approximately 226 individual tax returns with an average fee of $835 per return • Approximately 152 business tax returns with an average fee of $1,177 per return • $49,500 +/- in revenue is generated via consulting and other miscellaneous services • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $427,547 • Lease expires in N/A. Virtual office.

$1,036,000

$1,036,000

ESOP Advisory and Administration - 70% Net Profitability

San Jose, CA

TrustService, Inc. (TSI) (pseudonym) was founded in 2003 to provide independent trustee and fiduciary services in support of ESOP transactions and specific elements of ongoing Employee Stock Ownership Plan (ESOP) administration. ESOPs are one of the most powerful corporate finance strategies available to privately held companies, especially in one of the largest generational business transition periods in history. ESOPs have traditionally received Congressional support from both sides of the aisle. Properly constructed, they offer compelling tax-advantaged benefits to the corporation, to divesting shareholders seeking an exit plan and to employee participants. In the midst of the current pandemic, ESOP companies excel at surviving the most difficult economic times and at retaining and motivating employees. Anticipated future tax increases will fuel rapid growth in ESOP formations by private company sellers. Since ESOPs are deemed to be retirement plans, they fall under ERISA statutes. ESOPs are regulated by the IRS and Department of Labor, and thus must be established and administered carefully and properly. This creates a profitable opportunity for a capable independent ESOP trustee and thus the TSI business, which has over $782 million under management from approximately 50 long-standing clients, with no material concentration. TSI provides two main categories of service: Transactional Services and select ongoing Administrative Support Services. Transactional Services include arranging for an arms-length independent business appraisal and negotiating on behalf of the ESOP and its employee owners with selling shareholders, for significant one-time transaction fees, plus the opportunity for fees on future transactions. Administrative Services include arranging the annual valuation, voting the shares owned, holding the assets of the ESOP trust (stock, cash and notes) and coordinating distributions to departing plan participants. Both Services are extremely valuable, since they are called for by ERISA and reduce the legal liability exposure of the corporation and the selling shareholders, while assuring plan participants are treated fairly. Administrative Services yield annual (annuity-like) fees. As ESOPs grow in popularity and size, the opportunity for TSI to expand in number and size of clients is limited only by the new owner’s ambition. The TSI CEO is available for transitional or ongoing support to the acquiring entity, depending on the overall structure and terms of the transaction, or is willing to exit entirely after a prudent handoff.

Cash Flow: $779,576

Corporate Financial Services Business

Beverly Hills, CA

A turnkey, revolutionary financial services company located in the heart of Beverly Hills, California that has changed the small business funding paradigm forever. The 13-year-old business has a very well-known name brand, a respected reputation, and a first-class, seven-figure sales generating business model. This business occupies the top position within a highly competitive financial services niche market. The company provides unique, strategic business funding services as well as one-of-a-kind Executive Search and Placement Marketing Services to a sophisticated corporate client entrepreneurial market base. The sale includes a proprietary business model and copyrighted intellectual properties including a library of sales and marketing materials that have been developed by the sellers and are active and in play daily. The advertising campaigns are in place and the schedule is pre-programmed. The sales pitch scripts have been perfected over the years and proven to yield success. The contracts have been attorney-drafted, time tested and bulletproof. With a 3,500 plus client and potential client database, the contact list is priceless, lighting up the switchboards and generating $50,000-$100,000+ in average sales every time the business executes a sales campaign and clicks the “send button”. (Able to demonstrate this to a potential buyer). The business has cultivated a strong network of strategic relationships with accountants, bankers, lenders, sales agents, lawyers, and business professionals that allow the business to operate like a well-oiled machine. These relationships are highly valuable and have flourished over the past 13 years. All company revenue to date has been generated by incoming calls, and there is unlimited future profit potential for this unique financial services business. Growth may be realized by increasing advertising, additional staffing, implementing a cold calling initiative, utilizing social media, and offering more in-house services. One additional service can be immediately added “in-house” (by hiring 1-2 additional employees) for a very specific service that can be disclosed to a potential buyer. This additional service has been professionally estimated to generate an additional $1.4M-$1.7M annually and this one service offered in-house could easily more than double the yearly income and profit potential of the subject business. The existing inventory included in this sale has a wholesale value of about $500,000 and an estimated retail sales value of $1,250,000+. Also included in the sale price is FF&E of $12,000 and accounts receivables of approximately $1,698,440. The office is fully furnished and completely operational. The entire start to finish business operations program can be learned by the new owner in under two weeks. If additional guidance is needed the sellers are willing to enter into a limited consulting agreement with the new owner(s).

$2,999,000

$2,999,000

Cash Flow: $1,078,036

Liquor Store in Fresno County

California

A liquor store located off a major street with good parking space in front. The store has consistent sales history including this pandemic. Scratcher vending machine by the front door to relieve a cashier's workload. It also offers check cashing services for known companies only. Good books and records to verify income after acceptance of an offer. Low rent of $2,000 is a strength in any retails -about 3% of monthly gross sales. The landlord welcomes long term lease. The owner wants to relocate and move on to much bigger market after years of hard working at this liquor store. It should be an opportunity for an owner operator for good income. Principal Buyer Only! No Broker Call Please!

$295,000

$295,000

Accounting Practice For Sale in San Jose

Cupertino, CA

Retirement minded CPA. Firm established in 1998. Accounting: 6 Annual Clients -Average Fee $3.600 - Total - $21,725 Income Tax: 85 Individuals - Average Fee $752 - Total $63,950 101 Businesses - Average Fee $1,593 - Total $160,845 Other Services: Business Consulting $5,125 Tax Examinations $10,000 Tax Planning $525 Incorporations & Legal Fees $3,610 Clients are long term, educated and higher income individuals. Businesses are small to medium under $5m in gross. Half of clients are businesses and high income individuals mostly related to the business clients. NOTE- We also have active listings for CPA practices for sale in the following Bay Area locations: San Carlos - 700k San Mateo - 460k San Francisco- 150k Fairfield - 275k Please email todd@thrivefinancialgrp.com for more information.

$360,000

$360,000

Cash Flow: $222,580

Walnut Creek, CA CPA Practice for Sale

Walnut Creek, CA

• The owner is a CPA • This practice was established in 1973 • Software in use includes Lacerte, QuickBooks, Windows 10 • Approximately 150 individual tax returns with an average fee of $1,933 per return • Approximately 49 business tax returns with an average fee of $3,265 per return • Included in the tax revenue are 4 quarterly and 29 annual bookkeeping clients • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $123,550 • Lease expires in N/A. Month-to-month

$550,000

$550,000

TAX EMPIRE: 2,700+ Tax Returns / year

$375,000 - Los Angeles County, CA

$375,000

Los Angeles County, CA

For Sale by Owner

Solana Beach CPA Firm for Sale

Solana Beach, CA

PENDING - CPA firm for sale in Solana Beach, CA. Firm revenue of $76,500 is 100% derived from Tax Preparation. Revenue includes approximately 43 Individual tax clients and 6 Entity tax clients with average fees of $1,469 and $2,176, respectively. Currently 69% of clients will remit documents via email/mail/upload while about 31% previously scheduled an in-person appointment. Practice uses Lacerte for all tax filings and the firm should remain in Solana Beach area. Please complete the Buyer Profile and NDA online at www.atbcal.com/buyerprofile/ , and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listing's profile. Please check your junk folder if you don’t receive the information within 5 minutes.

$99,500

$99,500

Ventura CPA Audit Firm for Sale

Ventura, CA

CPA Audit firm for sale in Ventura, CA. Firm revenue of approximately $275k is derived from Audit & Review Accounting Services along with related Entity Income Tax Preparation. Buyer should be a CPA with experience in non-profit and CIRA Accounting. Revenue includes approximately 80 Corp and Non-Profit Tax Return Filings in addition to 62 Audits & Reviews. Practice is currently home based and 100% of the clients will remit documents via email/mail/upload. Practice uses Lacerte & Caseware and can be relocated within a reasonable distance. Please complete the Buyer Profile and NDA online at www.atbcal.com/buyerprofile/ , and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listing's profile. Please check your junk folder if you don’t receive the information within 5 minutes.

$300,000

$300,000

Alameda CPA Firm for Sale

Alameda, CA

CPA firm for sale in Alameda, CA. Firm revenue of $93k is derived mainly from Tax Preparation and Bookkeeping Services. Revenue includes approximately 93 Individual tax clients and 27 Entity tax clients along with Bookkeeping and limited Payroll. Gross revenue breakdown is roughly 92% Income Tax Preparation and 8% Bookkeeping & Payroll tax. Currently 90% of clients will remit documents via email/mail/upload while about 10% will schedule an in-person appointment. Firm uses Lacerte and can be moved. Please complete the Buyer Profile and NDA online at www.atbcal.com/buyerprofile/ , and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listing's profile. Please check your junk folder if you don’t receive the information within 5 minutes.

$110,000

$110,000

"Peninsula" Established & Profitable Insurance Agency for sale, $$$

San Mateo, CA

Offered for sale is an insurance agency based in a desirable Mid Peninsula City within San Mateo County. The agency is captive with one of the nation's largest insurers which will help you to capture market share on brand recognition alone. The corporate model is seeking aggressive growth and subsequently paying high incentives for new business. The seller is ready to retire and has the agency at an attractive price. This business is affiliated with one of the longest-running insurers in the country. When uncertainty arises, people look to ensure their way out of the next uncertain time. While in a Pandemic and foreseeable months to come, this could be a boom time for insurance as people look to shore up assets and protection. Farmers Insurance Agency: *Auto Insurance *Home/Renters Insurance *Life Insurance *Commercial business *Worker's Compensation *Financial Services *Special Products Asking price: $150,000. A well-established insurance book of business @$1.2 million in premium. This book is mixed with a total of 950 auto, home, commercial & life policies. Excellent opportunity to sales volume for both personal line and commercial lines of premiums. Great pay plans and bonuses. Highly desirable mid-peninsula location in San Francisco Bay Area. The potential buyer will be able to access to all related reports and must get qualified with the district manager. Enquire today for this great opportunity and take over the existing accounts and build additional revenue and sales volume.

$150,000

$150,000

Campbell CPA Firm for Sale

Campbell, CA

CPA Firm in Campbell, CA for Sale. This firm’s Gross Revenue of $570,000 is broken down to 58% Tax Preparation services and 42% Financial Statement reporting/Accounting/Sales Tax/Bkkpg/etc. Over 90% of clients routinely drop off/email/mail documents and approximately 10% come in to the office for an appointment. However, the practice has transitioned many of the 10% to virtual since Covid. Practice tax return preparation consists of approx. 160 individuals with an average fee of $1,462, and 73 Entities with an average fee of $1,294 (some entity fees are included in Accounting Service fees), and the Financial Statement Reporting & Accounting consists of 6 major clients and multiple small businesses. Practice is best suited to a local CPA who is experienced, friendly and compassionate. Firm currently uses Lacerte, QuickBooks and CSA. Please complete the Buyer Profile and NDA online at www.atbcal.com/buyerprofile/ , and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listing's profile. Please check your junk folder if you don’t receive the information within 5 minutes.

$625,000

$625,000

Tustin, CA CPA Practice For Sale

Tustin, CA

• The two owners are CPAs • This practice was established in 2019 when it was acquired by the sellers • Software in use includes ATX, QuickBooks, QBO • Approximately 20 bookkeeping clients generating $68,580 in revenue • Approximately 100 individual tax returns with an average fee of $460 per return • Approximately 78 business tax returns with an average fee of $1,000 per return • Approximately $14,300 in revenue is generated via payroll processing • $34,000 +/- in revenue is generated via other miscellaneous services • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $123,304 • Lease expires in May 1, 2022

$275,000

$275,000

Sutter Colusa Co, CA CPA Practice for Sale (Motivated Seller)

Yuba County, CA

• The two sellers are CPAs. • This practice was established in 1978 • Software in use includes Lacerte 2019; Prosystemfx; 2020, PDFlyer; Office Tools; Practice Forward 2020 Revenue is projected to generate: • Approximately 362 bookkeeping clients generating $486,000 in revenue • Approximately 718 individual tax returns with an average fee of $602 per return • Approximately 150 business tax returns with an average fee of $1,800 per return • Approximately $162,000 in other services • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $410,940 • Practice has two locations: 1) Location 1: Rent $5,000, lease expires in 2025 - Buyer has the option to purchase the building of Location 1. The Asking Price does NOT include the building. 2) Location 2: Rent $1,500; lease expires in 2023

$1,450,000

$1,450,000

Rita Barbato

The A List Group

Serving California

California Business Broker, Florida Business Broker

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Accounting Practice For Sale in Mid-Peninsula Area

San Carlos, CA

Cash Flow: $418,000 Gross Revenue: $700,000 Asking Price: $865,000 Accounting: Monthly Clients: 2 , Total: $ 14,828 Quarterly Clients: 10, Total: $ 46,980 Annual Clients: 9, Total: $ 53,217 Income Tax: Individuals: 94, Avg Fee: $4,979 Total: $468,026 Businesses: 9, Avg Fee: $2,307 Total: $ 20,763 Other (Trusts) 22, Avg Fee: $2,245 Total: $ 49,390 Compilations: 2 Total: $ 6,064 Miscellaneous: Total: $ 40,000 Seller is requesting the following additional information from buyer: Confidentiality Agreement Financial Statement

$865,000

$865,000

Cash Flow: $418,000

Sacramento, CA CPA Practice For Sale

Sacramento, CA

• The owner is a CPA • This practice was established in 2013 • Software in use includes Drake (transitioning to ProSeries), QuickBooks Online and Desktop • Approximately 30 bookkeeping clients generating $35,280 in revenue. • Approximately 352 tax returns with an average fee of $383 per return • $25,000 +/- in revenue is generated via payroll processing, etc. • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $118,580 • Lease expires in December 31, 2020

$250,000

$250,000

Business Credit , Start-Up Loans, Business Loans

For Sale by Owner

Northridge, CA EA Practice For Sale

Northridge, CA

• The owner is an EA • This practice was established in 1991 • Software in use includes Lacerte, AME 2019 Revenue was generated as follows: 23 Accounting/Bookkeeping clients generating $123,112 in revenue. 639 Individual returns: $120,543 11 Partnership returns: $6,325 38 Corporation returns: $24,735 21 Fiduciary returns: $10,405 Misc. Services (charged at hourly rates): $6,513 • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $101,949 • Lease expires in August 2021

$350,000

$350,000

$750K Virtual Accounting Firm For Sale, ABA Advisors LLC, Chuck Hayes

Los Angeles County, CA

OVERVIEW - ABA Advisors represents this very fast-growing virtual accounting firm. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE FIRM - The majority of the firms’ clients are monthly and the staff is completely outsourced. BUSINESS ID# US-1109

$975,000

$975,000

Bellflower, CA CPA Practice for Sale

Bellflower, CA

• The owner is a CPA • This practice was established in 1941 • Software in use includes Lacerte, Excel • Approximately 17 bookkeeping clients generating $69,200 in revenue. • Approximately 516 individual tax returns with an average fee of $570 per return • Approximately 118 business tax returns with an average fee of $754 per return • $32,800 +/- in revenue is generated via payroll processing and consulting, etc. • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $133,218 • Lease expires in N/A. Month-to-month

$550,000

$550,000

San Ramon CPA Firm for Sale

San Ramon, CA

CPA firm for sale in San Ramon, CA. This single CPA firm with an 80%+ net profit would be perfect for an experienced EA or CPA. Firm revenue of $155k is derived from approximately 116 Individual clients with an average fee of $657 and 42 Entities with an average fee of $1,591. Gross revenue breakdown is roughly 92% Income Tax Preparation, 8% Quarterly Accounting/Bookkeeping. Currently 90% of clients will remit documents via email/mail/upload while less than 10% will schedule an in-person appointment. Please complete the Buyer Profile and NDA online at www.atbcal.com/buyerprofile/ , and select the above practice, to instantly receive more information. If you already submitted a buyer profile and NDA, please contact us at (855) 428-2225, or via email, for this listing's profile. Please check your junk folder if you don’t receive the information within 5 minutes.

$195,000

$195,000

Redding, CA Tax Practice For Sale

Redding, CA

• The owner is an EA • This practice was established in 2007 • Software in use includes Lacerte • Approximately 698 individual tax returns with an average fee of $261 per return • Approximately 36 business tax returns with an average fee of $369 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $109,710 • Lease expires in N/A. Month-to-month

$265,000

$265,000

Cameron Park, CA Tax Practice (Motivated Seller - Terms & Guarantees)

Cameron Park, CA

• The owner is an EA • This practice was established in 1995 • Software in use includes ProSeries • Approximately 1,200 individual tax returns with an average fee of $200 per return • Approximately 204 business tax returns with an average fee of $250 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $216,514 • Lease expires in N/A. Month-to-month

$350,000

$350,000

Santa Ana, CA CPA Practice For Sale

Santa Ana, CA

• The owner is a CPA • This practice was established in 2012 • Software in use includes Lacerte, QuickBooks, Xero, AuditLobby, Timelobby, MS365 2019 Revenue includes: • 20 Tax Prep clients, generating $100,000 in revenue • 5 Bookkeeping clients, generating $150,000 in revenue • 5 SEC Audit clients, generating $520,000 in revenue • 4 Private company audits, generating $150,000 in revenue • 3 Review clients, generating $60,000 in revenue • 2 SOX compliance clients, generating $190,000 in revenue • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $456,727 • Lease expires in May 30,2022

$1,300,000

$1,300,000

Northridge, CA CTEC Practice For Sale

Northridge, CA

• The owner is a CTEC/CRTP • This practice was established in 1986 • Software in use includes Drake, QuickBooks, MS Office • Approximately 29 bookkeeping clients generating $77,000 in revenue • Approximately 543 individual tax returns with an average fee of $178 per return • Approximately 114 business tax returns with an average fee of $452 per return • Approximately 8 other tax returns with an average fee of $438 per return • $1,100 +/- in revenue is generated via other services, etc. • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $43,000 • Lease expires in N/A. Month-to-month

$300,000

$300,000

Los Angeles, CA CPA Practice For Sale

Los Angeles, CA

• The owner is a CPA • This practice was established in 1991 • Software in use includes Lacerte, QuickBooks • Approximately 13 bookkeeping clients generating $157,500 in revenue. • Approximately $225,000 in revenue is generated via tax returns: - Individual returns: 160 clients - Business returns: 176 clients - Other returns: 8 clients • $67,500 +/- in revenue is generated via consulting, etc. • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $334,700 • Lease expires in September 30, 2022

$630,000

$630,000

Mission Viejo, CA CPA CPA Practice For Sale

Mission Viejo, CA

• The owner is a CPA • This practice was established in 2004 • Software in use includes Thomson Reuters Saas, UltraTax, QuickBooks • Approximately 30 bookkeeping clients generating $91,900 in revenue • Approximately 17 payroll clients, generating $22,300 in revenue • Approximately 103 individual tax returns with an average fee of $497 per return • Approximately 54 business tax returns with an average fee of $887 per return • Approximately 5 non-profit tax returns with an average fee of $475 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $217,000 • Lease expires in January 31, 2021.

$370,000

$370,000

Pinole, CA Tax Practice For Sale

Pinole, CA

• The owner is a CPA • This practice was established in 1984 • Software in use includes Lacerte • Approximately 1,270 individual tax returns with an average fee of $388 per return • Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $315,640 • Lease expires in N/A. Seller owns building.

$590,000

$590,000

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