Banking & Finances for Sale in Orange County, CA
Orange County, California
Banking & Finance
3 results for "Banking & Finance" businesses in "Orange County, California"
Orange County, California
Banking & Finance
3 results for "Banking & Finance" businesses in "Orange County, California"
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Orange County, California
Insurance Agency for Sale in Orange County
$ 1,485,000
CF : $ 680,000
This is a successful thriving insurance agency that's been serving the in a Orange County community for three decades. This isn't just any agency - it's a perfect Allstate location with impressive numbers that'll make you smile: retention rates in the high 87 per cent and a low loss ratio that is only 34% which speaks of quality client relationships. You'll inherit a seasoned team of licensed professionals who've been with the business long-term. They're already trained and ready to help you hit the ground running, selling everything from personal auto and home insurance to commercial policies and life insurance. No need to worry about starting from scratch or building a team - it's all here waiting for you. The current owner has built something special over 20 years, and now he's ready to retire. But here's the best part: she's committed to staying on to train you personally and help you meet Allstate's company goals. You'll have her decades of experience guiding you through the transition, ensuring you understand every aspect of the business. This is your chance to step into an established operation with proven systems, loyal clients, and strong financial performance. The foundation is solid, the team is experienced, and the community relationships are already built. You'll be acquiring not just a business, but a legacy of trust and service that spans 2 1/2 decades. For more details about this exceptional opportunity.
Online / Remote
Allstate Insurance Orange County, California
$ 1,275,000
CF : $ 400,000
An Allstate Insurance Agency is available for sale in Orange County, California. Located in the bustling city of Anaheim, this agency is a respected provider of insurance services and brokerage, operating remotely for flexibility. The business has built a strong reputation in the banking and finance sector, thanks to a dedicated and expert team. The agency is known for its transparency and focus on customer satisfaction, which is reflected in its public visibility. Current owner, is looking for a motivated buyer to take over this well-regarded operation. To learn more about this opportunity to own an Allstate Insurance Mega Agency in California, please contact broker Dale Huffman at +1714-928-5138
Orange County, California
Direct Lending And Real Estate Investment - 30 Yrs
$ 30,000,000
CF : $ 5,680,586
In business for 30 years, this 100% service-oriented company is highly profitable and provides direct lending services and real estate investments. The business enjoys a stellar reputation and brand awareness in the industry, serving thousands of clients and investors over the decades. The business has been on a strong upward curve, with an average year over year revenue growth of over 35% since 2020. It has well-developed systems and processes in place to allow for future growth and expansion. Other investment highlights include: - A multi-source revenue business including loan origination, servicing, investments and trustee fees, thus controlling and benefiting from all aspects of the life cycle of the loan. - Long-term relationships between the business and, brokers and investors. - Great employees with experienced leaders in each department. - Serving clients in eight states (starting in 2020) with expected expansion onto additional states within the next two years. - On average, the company closes 60 to 100 loans each month, with most months exceeding 75. - As one of the oldest private money lenders in California, the pipeline of the business is largely generated by broker referrals. *** $5,000,000 in cash or trust deeds included in the sale. ***
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