Profitable Financial Services Business, Turnkey & Growing

Listing Number: 76931-937866

Description

This well-established tax and financial services firm in Houston has already generated $695,148 in revenue for 2025, and serves a loyal base of over 487 clients. Founded and grown by a veteran, minority, and woman owner, the business has built a strong reputation for trust and service. With several larger accounts in the pipeline, the firm is positioned for significant growth. This is a turnkey opportunity with transition support available to ensure continued success under new ownership.

Listing Details

• Price: $802,694
• Down Payment: $802,694
• Sellers Discretionary Earnings: $585,197
• Total Sales: $695,148
• Location: Houston, Harris County, Texas


• Inventory: $0
• FF&E: $22,000
• Employees:
• Year Established: 6
• Reason for Selling: relocating
• Category: Accounting,Start Up Businesses