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San Jose, Santa Clara County, California
Asking Price
$5,000,000
Revenue
$2,790,334
Down
Call/Email
Cash Flow
$672,048
Name: Rick Carlson
Phone: Show phone number
Name
Rick Carlson
Phone
Show phone number
Posting ID:
292291
Business Category:
Business Service, Service
Business Types:
Consulting Service, Management Consulting
Keywords:
San Jose, santa clara county, california, consulting, salesforce
Attributes:
Broker Cooperation
Financial Assistance
Owner/Seller Financing
Training And Support
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Salesforce Consulting Service Company
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The Company is a highly reputable and verified Salesforce consulting firm, recognized as a Salesforce Summit Partner for three consecutive years, which is the highest Salesforce accreditation. With profound expertise in Salesforce implementations, they possess a comprehensive understanding of Salesforce from both functional and technical perspectives. Specializing exclusively in Salesforce services, they operate across all major Salesforce clouds, including sales, service, marketing, and commerce. This specialization makes them an ideal choice for clients aiming to expand within the $30 billion U.S. Salesforce ecosystem. Their business model focuses on collaborating with organizations seeking Salesforce services and managing the implementation and maintenance of clients' Salesforce platforms. The Company is fully bootstrapped with no external funding and boasts over 150 Salesforce certifications across multiple domains. They are certified in Salesforce AI (Agentforce) and have already executed several projects since its launch. Their client success stories have been featured on Salesforce.com, a rare achievement that underscores their expertise. Specializing in Managed Services and recurring business, they consistently operate at above 50% EBITDA. With experienced, seasoned Salesforce partners and years of industry expertise, they have the potential to double sales in two years with the right sales support in the US. Rated as experts by Salesforce themselves, the company stands out as a leader in the field. Confidentiality is a concern for the Seller as he seeks just the right buyer, and so the location information provided in the ad is that of the broker, and not of the Business. Business location and name will be shared once a qualified Buyer prospect is vetted. NDA is required to receive comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Santa Clara County, California
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Accountants, Bookkeepers, Controllers, Advisors This business, a San Jose Metro Area financial services firm, offers comprehensive outsourced accounting, bookkeeping, controllership, and advisory services to small businesses, start-ups, venture capital firms, and non-profit organizations. This includes capture and analysis of transaction data & preparation of financial reports. The firm does not prepare, file, or defend tax returns. Whether a prospective client is starting a new business and needs a little help setting up a user-friendly accounting system — or is a well-established company that wants to outsource some or all of their accounting department, this business has a solution. In business for 20+ years, the firm provides a broad spectrum of financial services for small businesses, non-profit entities, venture capital firms, and start-ups. The business operates from leased offices (2,954 sq ft) in a major metropolitan business center. The staff consists of five controllers with impeccable credentials and decades of experience: 3 full-time and 2 part-time. The current owner is not engaged in day-to-day business operations. Annual sales for 2024 were $1,171,932. Sales in 2024 were generated by 74 unique clients. Seller’s Discretionary Earnings (SDE) were about $223,000 in 2024. The company provides a broad spectrum of services: Bookkeeping: QuickBooks, payroll, bank reconciliation, A/P, A/R, E-commerce accounting. Controller functions: Budgeting, accounting controls, financial reporting, financial review & analysis, relationship management. Advisory consulting: Board presentations, accounting and financial tools, key metrics, software assessment, and strategic planning. A comprehensive, aggressive marketing campaign is underway to broaden the already-diverse client base. The Transaction: The seller is open to all reasonable offers and terms. The business is being offered for $795,000. This would include all assets used in the business, except accounts receivable, cash-on-hand, and leasehold security deposit. This is for the entire business including, as applicable, the business name, trade names, trademarks, proprietary methods and procedures, any other intellectual property, customer lists, vendor/supplier information, sales backlog, goodwill, tangible assets, (tools, apparatus, furniture, fixtures, and equipment). A definitive list of assets will be included in any purchase agreement and will supersede this list. It does not include cash, accounts payable*, accounts receivable, or security deposits. (*Seller is responsible for A/P and payroll through the date of Closing.) A prospective buyer must be able to show proof of funds and financing, and, after preliminary discussion with the broker and seller, be willing to engage in a contingent, cancelable asset purchase agreement (APA) with a refundable 5% down payment deposited to escrow prior to any in-depth due diligence investigation. Exclusive Broker: Tim Cunha, J.D., Cal. DRE #01919755 Note: All data on this business are provided by the Seller for information purposes only, and no representations are made by the Broker as to accuracy. The Broker has made no independent verification of the data contained herein. The Broker represents the Seller and does NOT represent the Buyer. The Buyer is advised to perform independent due diligence and seek the advice of professionals prior to purchasing the Business.

San Jose, California
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This established branded boba tea shop presents an exceptional absentee ownership opportunity in San Jose's Berryessa area. The business operates as a turnkey investment with proven revenue streams and strong market positioning. FINANCIAL PERFORMANCE: The operation generates average monthly gross revenue of $40,000-$50,000, demonstrating consistent cash flow and market demand. This revenue performance reflects the establishment's strong customer base and operational efficiency. FACILITY SPECIFICATIONS: The 1,200 square foot facility features a complete commercial kitchen equipped with Type 1 hood system, ensuring full food service capabilities. The space includes adequate interior seating to accommodate customer traffic and maintain comfortable dining conditions. LOCATION ADVANTAGES: Strategically positioned in San Jose's Berryessa district with shared parking facilities serving multiple retail establishments. The location benefits from substantial sidewalk frontage, providing excellent visibility and pedestrian accessibility. OPERATIONAL STRUCTURE: Currently operates under absentee management model, making this an ideal investment for passive income generation. The established brand recognition and signature menu items, including the popular King of Mango smoothie, have created strong customer loyalty and repeat business. LEASE TERMS: Monthly lease obligation of $6,100 includes NNN (Net, Net, Net) charges, providing cost certainty for operational planning. This opportunity offers investors a proven business model in the growing specialty beverage sector with established systems, brand recognition, and demonstrated financial performance suitable for continued growth under new ownership.

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San Jose, California
Absentee run boba tea shop for sale in San Jose Berryessa area
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This is an exceptional opportunity to acquire a well-established and popular boba tea shop located in the Berryessa neighborhood of San Jose, California. This business has been running smoothly under absentee ownership, making it a fantastic prospect for those seeking a hands-off investment. It's operated in a charming spot recognized for its signature "King of Mango" smoothie, drawing in loyal customers daily. The location is a highlight, with ample shared parking and considerable foot traffic thanks to the bustling sidewalk in front of the shop. Inside, the 1200 square feet space is well-maintained and houses a full kitchen complete with a type 1 hood, giving new owners the flexibility to expand the menu beyond just boba and smoothies. Financially, this boba shop is a strong performer, with monthly gross income averaging between $40,000 to $50,000. The lease amount of $6,100 not only covers the rental costs but also the NNN expenses, providing a significant saving for the new owner. As a new owner, you will benefit from the established reputation and customer base that the current owner has built. If you're eager to dive into the lucrative boba tea market, this is a fantastic opportunity you won't want to miss. Contact broker Tommy Tran today for more details – this could be the ideal investment you've been looking for.
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