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For Sale: Financial Services Firm - San Mateo County

  • Status: Off The Market

  • Posting ID: 199187

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NOTE: This BizBen Posting #199187 Financial Services Firm in San Mateo County is currently INACTIVE Today (Either: It's In Escrow, It's Sold, or Is Off The Market Temporarily) - Please See Today's ACTIVE Postings below that match this posting's attributes. For your convenience there are also helpful links below to assist you in your search to buy or sell a small to mid-sized business that matches your criteria. Thank you for using BizBen.com.

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  1. Attributes:

    Training & SupportRelocatableFor Sale By Owner

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Judgment Business Incubator - Since 2009
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Total Investment

$200,000

Min Liquid Cash

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Net Worth

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Posting: 284296 | Available | 4/23/24

More than just a business opportunity. Own a profitable business in one of the least saturated industries in the country even if you have no experience. The thousands of people who win law suits daily are all your potential customers.

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Custom Software Development Firm - Patented Pro
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Posting: 282478 | Available | 1/28/24

This is an opportunity to acquire a custom software development company that was awarded a patent on their process for creating multi-platform, self-service applications for customers of utilities, telecom, & other businesses with a large customer base. They have 20+ yrs of long-term relationships.

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$1,200,000

Flooring Testing Consultancy - Nationwide
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$990,000

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$6,200,000

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Posting: 285952 | Available | 4/2/24

This company is an industry leader commercial flooring and moisture testing consultancy. They leverage various technologies and deep industry experience to help commercial real estate owners and managers resolve concrete flooring issues.

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Benefits And Workers Comp Company
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$600,000

Revenue

$1,800,000

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Posting: 265861 | Available | 6/8/22

This is a California based company that fills a unique niche providing customizable and highly-vetted medical provider networks for Group Health and Workers Comp payers. Three partners formed the Company in 2011, and one wishes to retire. The partners are looking to sell part or all of the Co.

Asking Price

$3,200,000

Professional Fiduciary - Profitable, Home Based
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$195,615

Revenue

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Down

$219,000

Posting: 283830 | Available | 11/13/23

For sale is this rarely offered, profitable fiduciary that provides ethical financial services, managing trusts, estates, and investments with the utmost integrity. Their client-centric approach ensures personalized solutions, building trust through transparency.

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$219,000

Environmental Consulting Service - Profitable
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$951,108

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Posting: 267782 | Available | 7/14/23

This is a unique opportunity to learn directly from a Bay Area-based expert in the profitable environmental consulting field. Entrepreneurial buyers with a technical background should take special notice of this opportunity. The principal consultant has thirty years of experience.

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$1,100,000

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Food Service Consultancy - High Profit
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Posting: 283895 | Available | 11/16/23

This company provides client specific food & beverage solutions across food service, retail and ingredients. They provide strategic guidance and expert support for empowering companies to pioneer, develop, innovate, and accelerate in the F&B industry.

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$6,000,000

Property Management Company - High Net
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$425,000

Revenue

$825,000

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Posting: 285927 | Available | 4/1/24

Don't miss this unique opportunity to own a turn-key property management company! Established in 2012, with 12 years under its belt, the Company has succeeded in building a solid and steady portfolio of over 300 doors across over 150 properties.

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$1,400,000

Intake Call Center - Lead Management For Law Firms
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$250,000

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Posting: 285691 | Available | 3/18/24

Preferring not to outsource lead conversion and management, executives at a law firm created an in-house department to control both costs and quality. Once the concept was proven, a separate entity was formed, other law firms were pursued, and the niche Company flourished.

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Workplace Training Program - Relocatable
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Posting: 283589 | Available | 3/5/24

This business is a distinguished consulting firm in workplace training programs geared towards public safety professionals, private organizations, non-profits, healthcare professionals, and municipalities. It places a strong emphasis on the cultivation of essential soft skills.

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3 Financial Companies - Under One Roof
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$1,716,273

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Posting: 286120 | Available | 4/14/24

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.

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Allstate Insurance Agency - Well Established
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Posting: 283650 | Available | 11/1/23

For sale is a well-established 20-year agency in Milford, Ohio, which is right outside of Cincinnati. It is only minutes from a major shopping center with plenty of visibility from the main street. It is well-managed, seasoned staff to likely transition to a new owner. It is approximately $6.5m.

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$2,500,000

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Allstate Insurance Agency - Fully Trained Staff
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Posting: 283649 | Available | 11/1/23

For sale is a well-established pro-tier Allstate agency, with 4 years in the same location. It is located just off a main road in Columbia, SC; the book consists of a preferred auto/homeowner customer base with excellent opportunities for growth in cross-sales as well as life/financial services.

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$297,000

Tax Prep, Bookkeeping, And Payroll Service
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$104,097

Revenue

$138,480

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Posting: 284791 | Available | 1/22/24

For sale is a well-established, profitable income tax preparation, bookkeeping, and payroll business. It comes complete with all office equipment and a good location website and business name. This is an excellent opportunity to get into the tax preparation business and grow it organically.

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$135,000

Christian Advertising Agency - Full Service
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Revenue

$1,327,000

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Posting: 285170 | Available | 4/16/24

This Christian full-service advertising agency aims to help mission-driven organizations worldwide to connect with people who share similar values and interests. It has enabled Christian-led companies to communicate a vision given by God to the world for more than 22 years!

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Workplace Training Program - Relocatable
For Sale

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$434,523

Revenue

$848,523

Down

$1,300,000

Posting: 283676 | Available | 4/15/24

This business is a distinguished consulting firm in workplace training programs geared towards public safety professionals, private organizations, non-profits, healthcare professionals, and municipalities. It distinguishes itself placing a strong emphasis on the cultivation of essential soft skills.

Asking Price

$1,300,000

CPA Accounting Practice - Highly Desirable
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Cash flow

$295,604

Revenue

$359,451

Down

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Posting: 284055 | Available | 1/19/24

Santa Cruz County and the Monterey Bay area have a shortage of qualified, experienced CPAs. They serve quality customers and high-net-worth individuals, as well as small business owners who are willing to pay for on-time expertise and tax preparation. There are excellent opportunities for growth.

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$600,000

Change Management Consulting - Highly Profitable
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Cash flow

$685,000

Revenue

$1,477,569

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Posting: 284722 | Available | 4/4/24

For sale is a highly profitable and highly respected consulting company specializing in change management. Hit the ground running and start realizing immediate ROI with this well-established management consulting company.

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Marketing Agency - Full Service, 20+ Years
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Posting: 284912 | Available | 1/30/24

Project Iris, a Midwest marketing agency with 20+ years' experience, excels in tailored media and PR campaigns for diverse sectors. Leading in research, design, and media management, Iris stays current with trends, offering a comprehensive suite of resources to a growing client base.

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Healthcare Consulting Firm - Nationwide, High Net
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$681,940

Revenue

$1,082,086

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Posting: 278994 | Available | 2/10/23

The specialty of this company is helping healthcare providers operate at peak financial and staffing efficiency and maximize profitability. Nursing homes and skilled nursing facilities, be they niche rural or nationwide operations benefit from the expertise and insights of these experts.

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$2,200,000

Staffing Recruitment And Consulting
For Sale

Cash flow

$118,446

Revenue

$2,093,485

Down

$600,000

Posting: 278306 | Available | 4/22/24

Seller can retain 40% of Stocks Unique opportunity to own established global Consulting & HR company that focuses on finding solutions for entrepreneurs and companies that have the potential to change the world. A creative mind with a vision is the beginning of every business and this company help

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Closed Medical Spa - For Sale And/Or For Lease
FastTrack Program
For Lease

Bldg Size

6,632 Sq.Ft

Space Being Rented

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Year Built

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Posting: 285771 | Available | 4/22/24

This closed medical spa is ready for lease for a successful operation. It is located in a prime spot in the City of Menlo Park. At over 6,000 SF, this was a full-service, high-volume medical spa. This consists of 2 units next to each other, total space is 6,632 SF.

Lease Amount

$19,105

Private Schools And Colleges- I-20 Schools
Wanted

Posting: 223555 | Available | 2/13/24

The buyer is looking to buy I-20 private schools (elementary, middle, or high school) and colleges in California. The buyer has no budget.

Commercial Kitchen - With Space For Food Trucks
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Cash flow

$930,000

Revenue

$2,834,620

Down

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Posting: 286099 | Available | 4/11/24

This is a commercial kitchen rental business that provides fully equipped kitchen spaces to chefs, caterers, food truck operators, and culinary entrepreneurs on a flexible rental basis. This business model offers dedicated and shared kitchen facilities with professional-grade appliances.

Asking Price

$3,995,000

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Liquor Store - Good Margins
For Sale

Cash flow

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Revenue

$480,000

Down

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Posting: 283199 | Available | 4/22/24

For sale is a liquor store on a main thoroughfare. The monthly sales are $40,000. The business hours are 9 am - 11 pm. The size of the store is around 2,000 sq. ft and the rent is $3,500. The reason is for selling is because the seller is moving. The store has good margins of around 40%.

Asking Price

$199,999

PCB Assembly, PCB MFG, Sheet Metal Fab
Wanted

Posting: 196113 | Available | 10/25/20

I'm looking to buy a manufacturing company in the electronic sector, preferably a PCB Assembly, PCB Manufacturing, Wire and Cable Assembly or Sheet Metal Fabrication business in the SF Bay Area, preferable in the Silicon Valley. Have $100K for a down payment + pre-qualed for an additional $400K.

Shiseido Retail And Spa - Highly Profitable
For Sale

Cash flow

$120,000

Revenue

$360,000

Down

$79,000

Posting: 258408 | Available | 10/27/23

A long-time, highly profitable retail and esthetician services business. 800 SF with two skin service rooms and room for a third, and a large client list for both retail and services. Includes the Shiseido distributorship, a rare opportunity. This business is very successful and has room to grow.

Asking Price

$79,000

Tire And Auto Repair Shop - Established 59 Years
For Sale

Cash flow

$300,000

Revenue

$1,000,000

Down

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Posting: 285683 | Available | 4/18/24

This is a tire & auto repair business for sale. This business has been there for over 59 years. They have good Yelp reviews. Rent is $7,000 and the size of the store is 3,200 sq ft. There are total 7 bays (1 single +3 double). The owner is managing the store and care customers.

Asking Price

$729,999

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