Profitable Houston Financial Services & Tax Firm with $585K SDE

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Financial Details

Asking Price:
$802,694
Annual Revenue:
$695,148
Cash Flow / SDE:
$585,197
Profit Metric:
Seller's Discretionary Earnings
Valuation Multiple:
1.4x
Location:
Houston, TX, US
Source:
Date:
November 06, 2025

Key Highlights

Highly profitable financial services firm with $585K in Seller's Discretionary Earnings.
Turnkey operation serving a loyal base of over 487 clients.
Positioned for significant growth with larger accounts in the pipeline and transition support offered.

Description

This is an excellent opportunity to acquire a highly profitable and established tax and financial services firm located in Houston, Texas. The business boasts strong historical performance, generating $695,148 in revenue for 2025 and achieving Seller's Discretionary Earnings of $585,197. Serving a loyal base of over 487 clients, this firm has built a reputation for trust and quality service, founded by a veteran, minority, and woman owner. The operation is turnkey, offering immediate cash flow, and includes $22,000 in FFE. Significant growth potential exists with several larger accounts currently in the pipeline. Transition support is available to ensure a smooth handover to the new owner.

Industry Information

Industry Description:
Tax and financial services firm
Classification:
Financial Services

Operational Snapshot

Year Established:
2019
Reason for Selling:
Relocating

Real Estate & Lease

Status:
Not Specified
Monthly Rent:
$2,316 USD

Assets & Inventory

FF&E Value:
$22,000 USD
Includes FF&E:
Yes
Inventory Value:
$0 USD
Includes Inventory:
Yes

Broker Contact

Name:
Danielle Wong
Company:
Transworld Business Advisors
Email:
[email protected]
Phone:
(281) 769-4277

Listing Details

Listing ID:
fe0f21ec-b805-4c32-b24e-cd9de4f143dc
Source Listing ID:
76931-937866
Deal Status:
For Sale
Last Updated:
November 06, 2025
Currency:
USD

Features & Tags

Quality Verified This listing meets our quality criteria and standards. Verified
Tags & Categories
Tax Services Turnkey Client Base Growth Potential Financial Services