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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
Profitable Financial Services Business, Turnkey & Growing

Business Listed By:

Danielle Wong
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