For Sale: 3 Financial Companies - Under One Roof - Fresno, California


Asking Price

  • Address: Fresno, 93721.


This profitable trio of companies is comprised of three separate entities; one for each of the financial services provided. An acquisition would include the Insurance Brokerage (a California S-Corp), a Financial Planning Corporation (a California S-Corp), and a payroll solutions company that is an LLC. All are solely owned by a professional couple.

The business grew from modest beginnings. Although it launched in 2008 as a commercial insurance office, the three divisions today create $2,300,000.00 in gross revenue and serve more than 1700 clients.

Establishing a strong work ethic incorporating both urgency and compassion, with the highest level of customer service has resulted in 16 years of growth and a turn-key profitable business with 1,000 active policies.

This insurance book features an incredibly low loss history - below 5% - and a remarkably high retention rate of 99.72% steady for the past 36 months.

Combined Agency Revenue is $755,000 per annum.

The financial planning and management corporation is an independent fee-only Registered Investment Advisory service. The firm manages $88.1M in client AUM. The average client pays AUM fees of 1% to 1.3%. The Company represents 750 clients and created gross revenues of $966,000 in 2023.

The payroll firm works with just over 400 business clients to gross $580,000 per year. About $75,000 per year is generated by TPA services for 401k plans.

NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Detailed Information

Facilities: The Company is headquartered in a professional commercial complex. Two years are remaining on the lease. The monthly rent is $9,000.00

Growth & Expansion: Cross-sales of existing clients could be highly rewarding. Additional advertising or launching social media could also be beneficial.

Financing: Only if the deal structure is right for a highly qualified Buyer.

Support & Training: To ensure a smooth transition and ongoing success the Sellers will work with a buyer as needed. He will consider an ongoing paid position as a consultant, executive, or as negotiated.

Reason for Selling: The Sellers are looking to spend more time focused on family.

To get more information about this 3 Financial Companies - Under One Roof business for sale in Fresno please phone Rick Carlson (Agent - BRE License #:01820673) at 833-776-6682 - if you get voicemail please leave a detailed message - make sure you mention you saw this posting/ad #286120 on BizBen.com. In addition to phoning Rick Carlson, make sure you email Rick Carlson above to get more info about this 3 Financial Companies - Under One Roof, to ask any questions or request an appointment to see this business for sale. Thank you. License # 01820673. ProNova Partners.

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  1. Name: Rick Carlson
  2. phone iconPhone: 833-776-6682


  1. Asking Price: $12,000,000.00

  2. Down: Call/Email

  3. Cash Flow: $1,716,273.00

  4. Revenue:    $2,302,929.00

  1. Area: Fresno

  2. City: Fresno

  1. Attributes:

    Broker CooperationFinancial AssistanceTraining & SupportOwner/Seller Financing

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