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