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Alameda County CA Other Financial Businesses for Sale

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State: California County: Alameda County Industry Segment: Other Financial Clear all
Contact Broker View all CA Brokers Katrina Loftin, CBI M&AMI - California Business BrokerCA
28 Listings | 59 Sold
M&A Business Advisors is a full-service Business Brokerage and M&A Advisory Firm and the Leader in Business Sales & Acquisitions. M&A Business Advisors specializes in the CONFIDENTIAL sale of privately owned businesses in a wide range of industries including Manufacturing, Wholesale Distribution, Service, Retail, Health Care, E-Commerce, Software, Construction, Food & Beverage and more. We use proprietary methods and advanced technology to better serve our clients and accomplish their objectives. M&A Business Advisors are highly respected, experienced Advisors who are recognized as some of the top deal makers in the industry. Our Advisors have extensive backgrounds as well as years of experience and knowledge in a wide range of industries. We work as a “Team” to collaborate and share our knowledge and expertise to best represent our clients. Our Advisors hold some of the top designations in the industry including the Certified Business Intermediaries (CBI) designation issued by the International Business Broker Association (IBBA), the Lifetime Certified Business Intermediaries (L-CBI) designation issued by the International Business Broker Association (IBBA), the Merger and Acquisition Master Intermediary (M&AMI) designation issued by M&A Source, the Certified Business Brokers (CBB) designation issued by the California Association of Business Brokers and the BBP – Industry Expert designation. Our Advisors are considered “Influencers” and have been instrumental in improving the standards and ethics within the industry. Our Advisors are actively involved as industry association Presidents, industry association Board Members, industry association Committee Chairs, industry association Instructors as well as contributors to industry publications. Selling or purchasing a business can be a complex, time consuming process. The process involves 100% commitment and a “hands on” approach by the Advisor along with expertise in a wide range of fields such as finance, accounting, commercial leases, understanding contracts and industry dynamics, managing due diligence, negotiations, preparing contracts and more. Our years of experience along with our proprietary process and ability to work as a team to solve complex issues that arise in transactions is what separates us from the competition. Rest assured that when you are working with a M&A Business Advisor, you are working with the Leader in Business Sales & Acquisitions. Please refer to our website and contact one of our Advisors near you for a complimentary consultation.
$1,850,000
Cash Flow: $371,433 
Berkeley, CA 
Bay Area Benefits Insurance Agency 70% Small Group 30% Individual L&H High Net $387k High Retention, Low Client Concentration Risk Profile Financing available

Perfect expansion opportunity for a health-light or health-heavy existing agency; or buy a job for an independent minded licensed health agent! With this acquisition the Buyer secures an existing operation that has a seasoned service team that all the clients love! Family style, collegial operation where service is a primary focus and contains a steady recurring revenue client base that just renews renews renews. 70% of the gross revenue is (small) group, 17% is individual products, and 13% is Medicare. On the group side, 12 accounts are 21 lives & up, the balance (81 accounts) is under 20 lives. $159k in 2017 just from Blue Shield, other More info

$280,000
San Lorenzo, CA 
View Details 
San Lorenzo, CA Tax Practice For Sale

• The owner is an EA• This practice was established in 1967; seller purchased in 2010• Software in use includes Drake• Approximately 1200 individual tax returns with an average fee of $200 per return• Approximately 22 business tax returns with an average fee of $500 per return• Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $165,000• Lease expires in - details to follow More info

$105,000
Livermore, CA 
View Details 
Livermore, CA CPA Practice For Sale

• The owner is a CPA• This practice was established in 1990 • Software in use includes Lacerte, QuickBooks, Tax Tools, MS Office• Approximately 2 bookkeeping clients, generating $750 in revenue• Approximately 250 individual tax returns with an average fee of $320 per return• Approximately 9 business tax returns with an average fee of $640 per return• Approximately 9 other tax returns with an average fee of $500 per return• Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $56,000• Lease expires in September 2018 More info

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