California

California Financial Services Businesses For Sale

Showing 164 results sorted by featured

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

Sacramento CPA Book of Business for Sale

Sacramento, CA

• The owner is a CPA • This practice was established in 1994 • Software in use includes Lacerte, QuickBooks • Approximately 5 bookkeeping clients generating $21,000 in revenue • Approximately 134 individual tax returns with an average fee of $452 per return • Approximately 63 business tax returns with an average fee of $932 per return • $16,300+/- in revenue is generated via payroll processing and other services • 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. Home Office.

$210,000

$210,000

Concord EA Book of Business For Sale

Concord, CA

• The owner is an EA • This practice was established in 1979 • Software in use includes UltraTax • Approximately 15 bookkeeping clients generating $39,800 in revenue • Approximately 61 individual tax returns with an average fee of $550 per return • Approximately 11 business tax returns with an average fee of $850 per return • Approximately 2 other tax returns with an average fee of $640 per return • $2,554 +/- in revenue generated via tax projections, tax audits, etc. • 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. Home Office.

$110,000

$110,000

Paso Robles CPA Firm for Sale

Paso Robles, CA

CPA firm for sale in Paso Robles, CA. This single CPA firm could be perfect for an experienced CPA or EA. Firm revenue of $150k is derived from approximately 232 Individual clients with an average fee of $345 plus 46 Businesses with an average fee of $1,146 and 28 Estates & Trusts with an average fee of $400. Gross revenue breakdown is roughly 95% Income Tax Preparation and 5% Consulting/Tax Planning/Amendments. Practice uses Lacerte for all tax filings. Seller is available to assist with return preparation next tax season if desired, this practice has no other staff. 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.

$187,500

$187,500

Eureka, CA CPA (Motivated Seller - Reduced Asking Price)

Eureka, CA

• The owner is a CPA • This practice was established in 2013 • Software in use includes Lacerte, QuickBooks, MS Office, DMS, BillQuick • Approximately 11 bookkeeping clients generating $35,400 in revenue • Approximately 330 individual tax returns with an average fee of $382 per return • Approximately 16 business tax returns with an average fee of $1,605 per return • Approximately 17 partnership tax returns with an average fee of $626 per return • Approximately 22 other tax returns with an average fee of $742 per return • $6,400 +/- 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: $110,943 • Lease expires in N/A. Month-to-month

$199,000

$199,000

ERISA Health & Welfare Plan Administrator

San Diego County, CA

The company has been providing plan administration services in the health and welfare benefit industry for thirty years. Under ERISA, the company consults, advises, and services trust accounts in California as well as throughout the United States. As a trust plan administrator, the company provides the day-to-day fiduciary and accounting and reporting specialty services of trusts; as they are knowledgeable on Taft-Harley, VEBA, Davis -Beacon, and prevailing wage and lead consultants through these subjects as it pertains to employers. The company offers consulting services around the ever-changing health care regulations and helping clients keep within compliance. Excellent books and records. Long term employees. The company has a great reputation and is well respected. Great, long-term clients with recurring revenue. Further opportunities to grow the business. This is a turn-key company that is primed for a new owner to step in and continue building on the solid foundation that’s been already built over thirty years. Great opportunity for a buyer to own their own business; one who is familiar with TPAs, ERISA, or possesses good people skills with a penchant for understanding ERISA compliance/regulation and accounting. *Pre-approved for SBA bank loan financing Additional Notes: An NDA, Buyer Profile, and Proof of Funds/Financial Statement must be provided prior to releasing any confidential information on the business.

$2,750,000

$2,750,000

Cash Flow: $512,126

North Los Angeles County CPA Firm for Sale

Santa Clarita, CA

CPA firm for sale in North Los Angeles County, CA. This single CPA firm could be perfect for an experienced CPA or EA. Firm revenue of $150k is derived from approximately 83 Individual clients with an average fee of $783 and 40 Entities with an average fee of $1,940. Gross revenue breakdown is roughly 95% Income Tax Preparation, 5% Annual Accounting. Currently, 25% of clients will remit documents via email/mail/fax while 75% come in for an in-person meeting, however, even most in-person clients use a secure file transfer and email to communicate. 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.

$185,000

$185,000

Tax Preparation Business Annual Net Income $232,305.

Sacramento, CA

Well established tax preparation and financial services business since 2009. Over 1,200 personal and small business tax returns processed annually. This office is recognized as one of the top 100 producing tax within the entire Sacramento Meto area. Business is located within a free-standing building in high-visibility location with excellent traffic count, private off street parking. Lease through 2025 with $2,000/m Rent. This business offers an excellent opportunity for new owner to create additional revenue by adding insurance services, DMV registration and Real Estate services. Seller claims his Operating Expenses: $67,900 a year and his Annual Net Income is is about $232,305. for more information please call the agent; Lee Mullinax @ (925) 276-0690 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.

$475,000

$475,000

Cash Flow: $232,305

Captive Insurance Agency Southern California

Orange, CA

This business is a "Captive Agency" Insurance that has been in existence for over 50 years. The seller has decided to go into a different direction in his career. The Office Manager is staying with the Company along with the Sales Force and Customer Service Representatives. The Annual Gross Premium (Renewals + New Business) is $11,440,000. Net Income + Add Backs = $642,995. The premium is made of 4 categories, P & C, Life, Health, & Commercial. This Insurance Company provides Annual Trips all over the world for Agents and their significant others, who meet production goals. The trips are completely paid for by the company. The Corporate Insurance Carrier also pays the agents on an Annual Bonus based on production in Life Insurance, Retention, and Loss Ratios. The Seller has averaged over $110,000 Annually in his Company Bonus. The 1099's are available to review after an offer is made during the "Due Diligence" process. If you have any questions please call or email, Dale Huffman 714-928-5138.

$3,250,000

$3,250,000

Cash Flow: $642,995

Montclair EA Practice For Sale

Ontario, CA

• The owner is an EA • This practice was established in 1988 • Software in use includes Proseries, CLS, Paysoft • Approximately 1,360 bookkeeping clients generating $329,375 in revenue • Approximately 600 individual tax returns with an average fee of $200 per return • Approximately 52 business tax returns with an average fee of $850 per return • $5,100 +/- in revenue is generated via audit and review, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $299,810 • Lease expires in N/A. Seller owns building.

$600,000

$600,000

Start A B2B Equipment Financing Brokerage (No Licensing Needed)

For Sale by Owner

Sherman Oaks Business Management Practice For Sale

Sherman Oaks, CA

• The owner is a CTEC • This practice was established in 2002 • Software in use includes Lacerte, CFS Tax Tools & Payroll, Datafaction, e-File Cabinet, Xero Accounting, Adobe • Approximately 78 bookkeeping clients generating $321,000 in revenue • Approximately 730 individual tax returns with an average fee of $363 per return • Approximately 146 business tax returns with an average fee of $1,300 per return • $42,125 +/- in revenue is generated via rental income, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $142,975 • Lease expires in August 28, 2022

$950,000

$950,000

Campbell EA Practice For Sale

Campbell, CA

• The owner is an EA • This practice was established in 1973 • Software in use includes Intuit, EasyAcct, ExacTax, CFS Tax Tools • Approximately 24 bookkeeping clients generating $42,000 in revenue • Approximately 276 individual tax returns with an average fee of $406 per return • Approximately 10 business tax returns with an average fee of $1,400 per return • $15,000 +/- 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: $70,205 • Lease expires in N/A. Month-to-month

$220,000

$220,000

Adrianna Smith

First Choice Business Brokers LA

Serving California

First Choice Business Brokers is one of the largest business sales organizations in the U.S., listing over $7.5 Billion in businesses for sale since our foundation in 1994. First Choice Business Brokers specializes in business sales across all industries with transaction sizes from approximately $50,000 to $25 million. First Choice Business Brokers assists business owners in selling their businesses by locating and matching them with a buyer and managing the entire sales process. Additionally, we also work with business buyers to find the right business that meets their purchase criteria. With several offices located throughout the U.S., we have sold thousands of businesses, of all types, confidentially and efficiently through our vast buyer networks.

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Scotts Valley CPA Practice (Motivated Seller - Terms and Guarantees)

Scotts Valley, CA

• The owner is a CPA • This practice was established in 2005 • Software in use includes Lacerte • Approximately 12 bookkeeping clients generating $24,375 in revenue • Approximately 519 individual tax returns with an average fee of $302 per return • Approximately 47 business tax returns with an average fee of $429 per return • Approximately 26 other tax returns with an average fee of $438 per return • $5,000 +/- in revenue is generated via payroll, etc.) • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $84,357 • Lease expires in N/A. Month-to-month

$320,000

$320,000

Burbank CPA Firm for Sale

Burbank, CA

CPA firm for sale in Burbank, CA. This firm is well suited for a CPA or EA who has a strong background in small business tax & accounting in the entertainment industry. Firm services makeup is 72% tax preparation and 28% accounting. Firm revenue of $703k is derived from approximately 925 Individual clients with an average fee of $445 and 150 Entities with an average fee of $635. Approximately 55% of clients will remit tax documents via email/mail/fax while 45% will want to come in for an in-person meeting. 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.

$825,000

$825,000

Roseville CPA Book of Business For Sale

Roseville, CA

• The owner is a CPA • This practice was established in 2004 • Software in use includes Lacerte, QBO, XCM (workflow) • Approximately 17 bookkeeping clients generating $5,520 in revenue • Approximately 109 individual tax returns with an average fee of $600 per return • Approximately 76 business tax returns with an average fee of $1,600 per return • $126,000 +/- in revenue is generated via tax planning, extension fees, misc. • 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.

$410,000

$410,000

Roseville CPA Book of Business For Sale

Roseville, CA

• The owner is a CPA • This practice was established in 2004 • Software in use includes Lacerte, QBO, XCM (workflow) • Approximately 19 bookkeeping clients generating $5,395 in revenue • Approximately 116 individual tax returns with an average fee of $600 per return • Approximately 90 business tax returns with an average fee of $1,600 per return • $98,500 +/- in revenue is generated via tax planning, extension fees, misc. • 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.

$400,000

$400,000

Santa Rosa, CA CPA Practice For Sale

Santa Rosa, CA

• The owner is a CPA • This practice was established in 1974 • Software in use includes Thomas Reuters; Custom Payroll; General Ledger and Financial Stmts • Approximately 12 bookkeeping clients generating $216,000 in revenue • Approximately 320 individual tax returns with an average fee of $540 per return • Approximately 76 business tax returns with an average fee of $1,460 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $141,747 • Lease expires in N/A. Seller owns building.

$625,000

$625,000

Oakland, CA (Motivated Seller) CPA Practice For Sale

Oakland, CA

• The owner is a CPA • This practice was established in 2004 • Software in use includes ProSeries, QuickBooks • Approximately 5 bookkeeping clients generating $12,400 in revenue • Approximately 382 individual tax returns with an average fee of $750 per return • Approximately 50 business tax returns with an average fee of $1,744 per return • $27,156 +/- 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: $175,164 • Lease expires in December 31, 2021

$520,000

$520,000

Full Service CPA Firm, Shadows of Disneyland

Orange County, CA

30 Year CPA excited about retirement, seeks a qualified leader to take the Helm. Seller will finance up to $500,000. Nearly all the $1,200,000 of annual revenues generated by dedicated staff of over a dozen. Revenues have been consistent for the past 3 years and are well diversified between a broad array of services which results in "multiple engagements" and services rendered for most clients. Bonus Statistic; no ONE client exceeds 5% of the total annual revenues. Ready to take your professional career to the next level? Let's chat and see if this opportunity might be a fit for you!

$1,250,000

$1,250,000

Cash Flow: $132,673

Equipment Broker School Business Loan Broker Business Opportunity

For Sale by Owner

Carlsbad Tax Firm For Sale

Carlsbad, CA

PENDING - Upscale Tax & Bookkeeping Firm in Carlsbad, CA for Sale. Firm consists of 2 Partner Shareholders along with Staff to generate revenue of $915k. Revenue is derived from Approx. 600 Individual tax clients with an average fee of $710 and 125 Entities with avg fees around $1,565. Practice generates 69% of revenue from Tax Preparation services along with 14% from Bookkeeping & Payroll and 17% from Consulting, IRS/FTB Audits & Misc Tax Services. Practice uses Lacerte and Quickbooks. 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 listings profile. Please check your junk folder if you don’t receive the information within 5 minutes.

$1,300,000

$1,300,000

Salinas, CA CPA Practice For Sale

Salinas, CA

• The owner is a CPA • This practice was established in 1997 • Software in use includes Lacerte, Efile Cabinet, Office Tools, QuickBooks, Secure Drawer • Approximately 15 bookkeeping clients generating $77,355 in revenue • Approximately 150 individual tax returns with an average fee of $823 per return • Approximately 35 business tax returns with an average fee of $2,171 per return • Approximately 7 other tax returns with an average fee of $1,371 per return • $72,400 +/- in revenue is generated via tax resolution and consulting, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $268,000 • Lease expires in N/A. Home office

$450,000

$450,000

Modesto, CA CPA Practice For Sale

Modesto, CA

• The owner is a CPA • This practice was established in 1989 • Software in use includes Lacerte, Creative Solutions Accounting, Quickbooks, Small Business Tools, Tax Tools Revenue generated in 2019 includes: $508,336 • 26 Write-Up/Bookkeeping Clients: $84,375 • 871 Individual tax returns: $249,250 • 93 Business tax returns: $98.460 • 65 Business tax returns: $37,470 • Audit and Review: $2,000 • Consulting: $13,000 • Payroll: $22,141 • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $193,143 • Lease expires in N/A; month-to-month

$600,000

$600,000

Sacramento, CA EA Book of Business For Sale

Sacramento, CA

• The owner is an EA • This practice was established in 1980ish • Software in use includes Lacerte • Approximately 13 bookkeeping clients generating $35,825 in revenue • Approximately 451 individual tax returns with an average fee of $300 per return • Approximately 11 business tax returns with an average fee of $1,100 per return • Approximately 11 other tax returns with an average fee of $650 per return • $10,500 +/- in revenue is generated via rep work, consultation, book work with tax returns • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: N/A. • Lease expires in N/A. • Motivated Seller – Terms and Guarantees

$260,000

$260,000

Richmond, CA EA Practice For Sale

Richmond, CA

• The owner is an EA • This practice was established in 2003 • Software in use includes Drake, MS Office • Approximately 2 bookkeeping clients generating $4,320 in revenue • Approximately 249 individual tax returns with an average fee of $350 per return • $10,000 in revenue was generated in business tax returns • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $65,912 • Lease expires in N/A, Month-to-month.

$101,470

$101,470

Modesto, CA EA Practice For Sale

Modesto, CA

• The owner is an EA • This practice was established in 1992 • Software in use includes - detail to follow • Approximately 25 bookkeeping clients generating $82,500 in revenue • Approximately 657 individual tax returns with an average fee of $222 per return • Approximately 53 business tax returns with an average fee of $528 per return • Approximately 84 other tax returns with an average fee of $190 per return • $51,000 +/- in revenue is generated via payroll processing, consulting, tax audit, etc.) • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $208,000 • Lease expires in September 2020

$385,000

$385,000

Money Making Turn Key Insurance Business

San Diego County, CA

Are you looking to be in business for yourself but not by yourself? Where your financial potential is unlimited and recession proof?  This is your opportunity to be a part of one of the largest global, well known and respected franchises that has been providing insurance services for their clients for nearly 100 years. You Know the jingle and you've seen the commercials. With corporate training and multiple incentives for new agents, you're almost guaranteed success. You will be handed an existing book of business that you will nurture and continue to grow with incredible support from one of the largest insurance companies in the world.  For more details about this amazing opportunity, make sure to give a call today so you can help others plan for tomorrow. We look forward to hearing from you.

$204,101

$204,101

Cash Flow: $121,848

Napa, CA CPA Practice For Sale

Napa, CA

• The owner is a CPA • This practice was established in 2006 • Software in use includes ProSeries, QuickBooks, Windows 10 • Approximately 1 bookkeeping clients generating $5,500 in revenue • Approximately 50 individual tax returns with an average fee of $633 per return • Approximately 4 business tax returns with an average fee of $1,644 per return • $20,650 +/- in revenue is generated via governmental and commercial audits, tax consulting, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $32,590 • Lease expires in June, 30, 2021

$80,000

$80,000

Vacaville, CA CPA Book of Business For Sale

Vacaville, CA

• The owner is a CPA • This practice was established in 2000 • Software in use includes ATX • Approximately 5 bookkeeping clients generating $12,660 in revenue • Approximately 112 individual tax returns with an average fee of $489 per return • Approximately 31 business tax returns with an average fee of $653 per return • $10,800 +/- in revenue is generated via payroll services, 1099 filing services, etc. • 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

$115,000

$115,000

Bookkeeping and Beyond!

For Sale by Owner

San Jose, CA CTEC Practice For Sale

San Jose, CA

• The owner is a CTEC • This practice was established in 1965 • Software in use includes ProSeries, QuickBooks, Windows 7 & 10 • Approximately 13 bookkeeping and payroll clients generating $7,200 in revenue • Approximately 1050 individual tax returns with an average fee of $410 per return • Approximately 10 business tax returns with an average fee of $900 per return • Approximately 10 other tax returns with an average fee of $800 per return • $6,000 +/- in revenue is generated via audit and review of tax returns,compilation, consulting, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $192,000 • Lease expires in 2021

$560,000

$560,000

Inglewood, CA Tax Practice For Sale

Inglewood, CA

• The owner is a CTEC • This practice was established in 1999 • Software in use includes ATX • Approximately 1,100 individual tax returns with an average fee of $355 per return • Approximately 200 business tax returns with an average fee of $425 per return • Of the $475,000 revenue, approximately $40,240 was generated from the Riverside office of the practice • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $208,465 • Lease expires in 2021

$560,000

$560,000

Los Angeles, CA CPA Practice For Sale

Los Angeles, CA

• The owner is a CPA • This practice was established in 1980 • Software in use includes Lacerte • Approximately 18 bookkeeping clients generating $82,500 in revenue • Approximately 112 individual tax returns with an average fee of $1,466 per return • Approximately 89 business tax returns with an average fee of $3,023 per return • Approximately 89 other tax returns with an average fee of $1,033 per return • Approximately $66,500 in revenue is generated via trust accounting • Approximately $611,800 in revenue is generated via consulting and investments • Approximately $8,100 in revenue is generated payroll processing • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: to be disclosed by seller • Lease expires in December 31, 2020

$1,575,000

$1,575,000

Gilroy, CA Tax and Accounting Practice For Sale

Gilroy, CA

• The owner is a CTEC • This practice was established in 1997 • Software in use includes Drake • Approximately 3 bookkeeping clients generating $2,692 in revenue • Approximately 603 individual tax returns with an average fee of $133 per return • Approximately 49 business tax returns with an average fee of $408 per return • $8,200 +/- in revenue is generated via immigration services, payroll, and other misc. services • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $49,500 • Lease expires in January 2023

$160,000

$160,000

Modesto, CA CPA Practice For Sale

Modesto, CA

• The owner is a CPA • This practice was established in 1947 • Software in use includes Lacerte, QuickBooks, Workpapers CS, Fixed Assets CS Projected 2020 revenue: • Approximately 10 bookkeeping clients generating $20,000 in revenue • Approximately 300 individual tax returns with an average fee of $1,400 per return • Approximately 86 business tax returns with an average fee of $2,790 per return • Approximately 90 other tax returns with an average fee of $767 per return • $61,000 +/- in revenue is generated via audit, review, and compilations, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $494,000 • Lease expires in N/A. Month-to-month

$925,000

$925,000

Salinas, CA Tax and Accounting Practice For Sale

Salinas, CA

• The owner is a CTEC • This practice was established in 2012 • Software in use includes Drake • Approximately 12 bookkeeping clients generating $23,043 in revenue • Approximately 735 individual tax returns with an average fee of $168 per return • Approximately 12 business tax returns with an average fee of $375 per return • $20,000 +/- in revenue is generated via assistance with filing immigration paperwork • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $68,459 • Lease expires in May 2020

$199,000

$199,000

Insurance Claims & Financial Investigation

Orange County, CA

The company provides investigative services for various insurance claims to verify validity of the claims. They also work with many lending banks and institutions to provide investigative services against any financial fraud including but not limited to mortgage fraud. Lastly, they work with various businesses, government agencies, and schools to provide background check on potential hires. The company has built a strong book of business in working with insurance carriers, attorneys, and major lending banks. The company has been in business for over 25 years. They are headquartered in Southern CA with a very strong presence in CA. The company has multiple satellite locations across the United Sates. A best fit acquirer would already be in this business wanting to expand their book of business, or would be working in a complementary industry wanting to expand laterally to adjacent markets. Please call to discuss the asking price.

Cash Flow: $50,000

Amy Cole Cole, M&AMI, MBA, CBI, CBB

ABI Business Sales, M&A and Valuations

Serving California

Founded in 1984, ABI is one of the oldest and most highly regarded firms in California specializing in the Valuation, Sale, Merger and Acquisition of privately-held companies. ABI professionals work confidentially with each client and their advisors, to develop custom solutions designed to achieve their objectives and maximize business value. Using a time-tested system, our firm has successfully managed hundreds of transactions for small to mid-market companies across a wide-range of industries. Headquartered in the San Francisco Bay Area, ABI is licensed in the State of California, with nine M&A affiliates throughout the USA. The firm maintains national and global strategic alliances providing broad access to active investors and acquirers.

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San Luis Obispo, CA CPA Practice For Sale

San Luis Obispo, CA

• The owner is a CPA • Software in use includes Lacerte, Office Tools, QuickBooks • Approximately 17 bookkeeping clients generating $28,440 in revenue • Approximately 901 individual tax returns with an average fee of $438 per return • Approximately 213 business tax returns with an average fee of $839 per return • Approximately 204 other tax returns with an average fee of $486 per return • Approximately 23 audit/review clients generating $75,700 in revenue • $82,200 +/- in revenue is generated via fiduciary accounting, tax planning, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $295,800 • Lease expires in N/A. Month-to-month

$980,000

$980,000

San Jose, CA CPA (Motivated Seller) Practice For Sale

San Jose, CA

• The owner is a CPA • The seller is amenable to working with buyer/new owner for up to two years, under an arrangement, to ensure maximum retention and growth. • This practice was established in 1998 • Software in use includes Lacerte • Approximately 6 bookkeeping clients generating $24,472 in revenue • Approximately 88 individual tax returns with an average fee of $835 per return • Approximately 110 business tax returns with an average fee of $1,078 per return • Approximately 2 other tax returns with an average fee of $3,125 per return • $15,200 +/- in revenue is generated via consulting. IRS audit representation, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $200,718 • Lease expires in N/A. Month-to-month

$350,000

$350,000

Start an Online Insurance Agency

For Sale by Owner

Victorville, CA CPA/Tax Practice For Sale

Victorville, CA

• The owners are CPAs • This practice was established in 1993 • Software in use includes Lacerte, QuickBooks • Approximately 1,413 individual tax returns with an average fee of $242 per return • Approximately 194 business tax returns with an average fee of $627 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $163,000 • Lease expires in December 31, 2020

$550,000

$550,000

Merced, CA EA Practice For Sale

Merced, CA

• The owner is an EA • This practice was established in 1992 • Software in use includes Intuit ProSeries • Approximately 21 bookkeeping clients generating $31,000 in revenue • Approximately 542 individual tax returns with an average fee of $166 per return • Approximately 28 business tax returns with an average fee of $331 per return • $25,000 +/- in revenue is generated via payroll, consulting, non-profits • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $99,350 • Lease expires in N/A. Month-to-month

$160,000

$160,000

Santa Cruz County, CA EA Practice For Sale

Santa Cruz County, CA

• The owner is an EA • This practice was established in 1998 • Software in use includes Lacerte, ATX, Sage, QuickBooks • Approximately 39 bookkeeping clients generating $91,000 in revenue • Approximately 278 individual tax returns with an average fee of $500 per return • Approximately 107 business tax returns with an average fee of $760 per return • $93,320 +/- in revenue is generated via entity set-up, audit, tax representation, tax/financial planning, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $192,000 • Lease expires in May 31, 2020, with a 5-year renewal option

$475,000

$475,000

Woodland Hills, CA CPA Practice For Sale

Woodland Hills, CA

• The owner is a CPA • This practice was established in 1971 • Software in use includes Lacerte, Accounting CS • Approximately 100 bookkeeping clients generating $748,000 in revenue • Approximately 349 individual tax returns with an average fee of $967 per return • Approximately 185 business tax returns with an average fee of $1,474 per return • Approximately 16 other tax returns with an average fee of $953 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $453,509 • Lease expires in May 2021

$1,600,000

$1,600,000

Redding, CA EA Practice For Sale

Redding, CA

• The owner is an EA • This practice was established in 1989 • Software in use includes Lacerte 2019 generated gross revenue as follows: • Bookkeeping: $88,551 • Individual Tax Returns: $142,565 • Partnership Tax Returns: $10,750 • Corporate Tax Returns: $36,824 • Fiduciary Tax Returns: $3,025 • $1,530+/- in revenue is generated via consulting • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $92,857 • Lease expires in N/A. Seller owns building.

$325,000

$325,000

Santa Maria, CA CPA Practice For Sale

Santa Maria, CA

• The owner is a CPA and works an average of 25 hours per week • This practice was established in 1977 • Software in use includes Drake and QuickBooks • Approximately 20 bookkeeping clients generating $48,000 in revenue • Approximately 300 individual tax returns with an average fee of $300 per return • Approximately 60 business tax returns with an average fee of $450 per return • Approximately 30 other tax returns with an average fee of $350 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $48,000 • Lease expires in N/A. Month-to-month

$210,000

$210,000

San Ramon, CA CPA Practice For Sale

San Ramon, CA

• The owner is a CPA • This practice was established in 1964 • Software in use includes Drake, UltraTax, PCSAI • Approximately 20 bookkeeping clients, generating $19,300 in revenue • Approximately 220 individual tax returns with an average fee of $920 per return • Approximately 30 business tax returns with an average fee of $1,700 per return • Approximately 13 other tax returns with an average fee of $538 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $106,316 • Lease expires in N/A. Seller owns building.

$340,000

$340,000

Monarch Beach, CA Tax and Tax Resolution Practice For Sale

Monarch Beach, CA

• The owner is an EA • This practice was established in 2012 • Software in use includes ATX I firm management software • Approximately 480 individual tax returns with an average fee of $550 per return • Approximately 40 business tax returns with an average fee of $900 per return • Approximately 50 tax resolution clients with an average fee of $3,000 per return • $50,000 +/- revenue is generated via other services • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $240,500 • Lease expires in N/A. Month-to-month

$560,000

$560,000

Santa Cruz County, CA CPA Practice For Sale

Santa Cruz County, CA

• The owner is a CPA • This practice was established in 1975 • Software in use includes Lacerte, Smart and CSA, The Number, T-Value, Timeslips, MS Office • Approximately 41 bookkeeping clients, generating $125,200 in revenue • Approximately 710 individual tax returns with an average fee of $600 per return • Approximately 170 business tax returns with an average fee of $950 per return • Approximately 114 other tax returns with an average fee of $877 per return • $350,000 +/- revenue is generated via audits and review, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $390,000 • Lease expires in October 31, 2020, with 5-10 year lease options • Motivated Seller - Terms and Guarantees

$1,275,000

$1,275,000

Hollister, CA CPA Practice For Sale

Hollister, CA

• The owner is a CPA • This practice was established in 1993 • Software in use includes Intuit ProSeries • Approximately 394 individual tax returns with an average fee of $440 per return • Approximately 150 business tax returns with an average fee of $795 per return • Approximately 23 other tax returns with an average fee of $667 per return • $99,000 +/- revenue is generated via tax planning/consulting • $64,200 +/- revenue is generated via misc. tax work, extensions, etc. • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $241,500 • Lease expires in N/A. Seller owns building. Seller willing to lease office portion.

$580,000

$580,000

Santa Barbara, CA Tax Resolution Practice For Sale

Santa Barbara, CA

• The owner is a tax attorney • This practice was established in 2002 • Software in use includes TaxAct Professional • Tax resolution revenue for 2017: $158,000 • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $85,290 (average of last 3 years - 2015, 2016, 2017) • Lease expires in September 2019

$190,000

$190,000

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