Profitable Houston Financial Services Firm with $585K SDE

This is an excellent opportunity to acquire a well-established and profitable financial services firm located in Houston, Texas. The business specializes in tax and financial services, boasting $695,148 in revenue for 2025 and serving over 487 established clients. Founded and grown by a veteran, minority, and woman owner, the firm has cultivated a strong reputation for trust and high-quality service. With Seller's Discretionary Earnings (SDE) reported at $585,197, this is a strong turnkey operation. The owner is relocating, offering transition support to ensure a smooth handover. Significant growth potential exists due to several larger accounts currently in the pipeline.