Postings Advertise Resources Blog Discussions About Us Register Login BizBen Podcast   BizBen Podcast  
BizBen.com
500 New & Refreshed Posts, Postings Daily
Over 8,000 Postings & 2,500 Resources
Assisting Buyers & Sellers Over 25 Years!

Sort By
Most Recent
Price: Low To High
Price: High To Low
SDC: Low To High
SDC: High To Low

Show Only
For Sale Postings
Wanted Postings

Show Only Asking Price
0 to $99,999
$100,000 to $249,999
$250,000 to $499,999
$500,000 to $999,999
$1 million to $2 million
over $2 million

Show Only Annual SDC
0 to $99,999
$100,000 to $249,999
$250,000 to $499,999
$500,000 to $999,999
$1 million to $2 million
over $2 million

Select States
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Puerto Rico


Select Categories / Types
Auto Related  
Business Services  
Children Related  
Communications  
Computer / Internet  
Construction Related  
Entertainment Related  
Financial Services  
Health / Beauty  
Home Improvement  
Maintenance Related  
Manufacturing  
Media / Publishing  
Pet Related  
Photography / Video  
Real Estate Services  
Restaurant Related  
Retail Related  
Service Related  
Sports Related  
Transportation Related  
Travel Related  
Wholesale Related  

Attributes
With Real Estate
Real Estate Available
Franchise
Absentee Run
Semi-Absentee Run
Asset Sale
Home Based
Lifestyle
Relocatable
For Sale By Owner
Broker-Broker Coop
SBA Loan Pre-Qualified
Training And Support
Owner Financing

Filter Results  Right Arrow

 
Share:  
Search Similar Postings

For Sale: ERISA Plan Administrators Company - Southern California

  Print This Posting  |  Similar Postings  |   |  Potential Buyers

Current Status: Active     Posting #: 260286     Last Refreshed: 3/2/21    
Contact: Lynn Colclough At 949-257-7169  -  Also Email This Contact Below
Asking Price:  $2,750,000     Down Payment:  Call / Email     Annual SDC:  $512,126     Annual Gross:  $1,538,317    
Attributes:  Broker-Broker Coop, Training & Support, Owner Financing
View All For Sale & Wanted To Buy Postings & Content From Lynn Colclough
The company has been providing plan administration services in the health and welfare benefit industry for thirty years. Under ERISA, the company consults, advises, and services trust accounts in California as well as throughout the United States. As a trust plan administrator, the company provides the day-to-day fiduciary and accounting and reporting specialty services of trusts; as they are knowledgeable on Taft-Harley, VEBA, Davis -Beacon, and prevailing wage and lead consultants through these subjects as it pertains to employers.

The company offers consulting services around the ever-changing health care regulations and helping clients keep within compliance. Excellent books and records. Long term employees. The company has a great reputation and is well respected. Great, long-term clients with recurring revenue. Further opportunities to grow the business.

This is a turn-key company that is primed for a new owner to step in and continue building on the solid foundation that's been already built over thirty years. Great opportunity for a buyer to own their own business; one who is familiar with TPAs, ERISA, or possesses good people skills with a penchant for understanding ERISA compliance/regulation and accounting.

Seller will provide a smooth transition period as well as an opportunity to continue on as a consultant/advisor.

*Pre-approved for SBA bank loan financing.

Additional Notes: An NDA, Buyer Profile, and Proof of Funds/Financial Statement must be provided prior to releasing any confidential information on the business.

To get more information about this ERISA Plan Administrators Company business for sale in Southern California please phone Lynn Colclough (Agent - BRE License #:02040378) at 949-257-7169 - if you get voicemail please leave a detailed message - make sure you mention you saw this posting/ad #260286 on BizBen.com. In addition to phoning Lynn Colclough, make sure you email Lynn Colclough above to get more info about this ERISA Plan Administrators Company, to ask any questions or request an appointment to see this business for sale. Thank you.


Email Lynn Colclough Below About This Posting
No Spam
For Best Results & Response, Email & Phone This Contact: Lynn Colclough at 949-257-7169.
Qualifying Business Buyers
Questions Buyers Should Ask Sellers





Listen To Our Latest Podcast Session On Buying & Selling Small Businesses

Featured Info: Related Advisors, Events, Resources, Blog Posts, Discussions, Postings

Diane Boudreau-Tschetter Escrow Services Diane Boudreau-Tschetter: Escrow & Bulk Sale Services Throughout California

California Business Escrow, Inc. is a full service independent escrow company serving all of California and has expertise in a wide range of escrows. Our team prides itself on providing an exceptional escrow experience. For more info phone Diane Boudreau-Tschetter at 888-383-3331 or 209-838-1100.
BizBen Thursday Evening Podcast Sessions Live BizBen.com Sessions Podcast: Upcoming Schedule, Topics, & Panelists

The BizBen.com Live Sessions Podcast is held on select Thursday evenings at 7PM. This 45 minute session is comprised of questions and topics that have been emailed and texted into the Host of this podcast Peter Siegel, MBA and informative panelists: ProAdvisors, ProIntermediaries, & Special Guests.
Great Questions To Ask A Seller As A Business Buyer What Questions Should I Ask The Owner, Seller Or Broker?

Asking the seller straightforward questions and getting straightforward answers in return is an important part of the buying and due diligence process. In this Discussion, both ProIntermediaries and Advisors offer thorough questions you should be asking during your meeting with a business seller.
Steve Colburn SBA Loan Financing Steve Colburn, SBA Loans: 500K-5M. US Western Region. 48 Hr Term Sheets!

I specialize in SBA loans for business purchases (with/without real estate). Loan sizes: 500K to $5M. Only 10% down required! Western US Region Area. No restaurants or hotels at this time. 24 Hr Pre-Approvals. Submit a loan package or get pre-qualed call me direct today at 949-445-4366 Cell/Text.
Selling A Business 13 Crucial Tips Selling A Small To Mid-Sized Business: 13 Crucial Items To Sell A Business

Only 30% of all small businesses for sale that are put on the market overall are sold! A surprising statistic to most business owners, agents, and brokers trying to sell a small business! If however you follow the strategies (BizBen Protocol Method) in this blog post you should see success!
Podcast For Business Buyers Podcast: Buying A Business: Insider Business Buyer Strategies & Protocols

Buying a small business is an often arduous process. Peter Siegel with BizBen.com shares his strategies on this new Podcast session with Brian Loring who asks all the current & essential questions successful business buyers tend to ask and get answered before buying a small to mid-sized business.
Sellers Discretionary Cash Add Backs Add Backs: Defining Sellers Discretionary Cash When Buying A Small Business

The use of add backs & sellers discretionary cash is common among sellers of businesses when showing their financial information & explaining that the buyer will actually enjoy more profit than is shown. But buyers are cautioned to review documents closely. Peter Siegel, MBA with BizBen explains.
Taking Back Up Offers Important Back-Up Offers: Crucial When Buying Or Selling A Small To Mid-Sized Business

An often overlooked aspect of selling (or buying) a small business is taking back-up offers during the entire process of selling (or buying) a business. Most sellers (or buyers) don't realize that over fifty percent of all deals/contracts fall out escrow or contract for one reason or another.
Buying An Absentee Small Business The Pros And Cons Of Buying An Absentee Run Small Business In California

Peter Siegel, MBA - BizBen Founder discusses the difference between a hands on owner and an absentee owner. It covers why someone would want to be an absentee owner and then goes on to discuss the pros and cons of buying an absentee run small business in the California marketplace.
Why Many Deals Fail Why Many Deals Fail: Unrealistic High Asking Prices Are Usually The Culprit

The unfortunate truth is that approximately 50% of all small business sales transactions fall through. While failed transactions can happen for a variety of reasons, Peter Siegel, MBA (BizBen Founder & Lead Advisor) discusses the most common reason deals fall through; unrealistic asking prices.