Texas

Financial Services Businesses For Sale in Texas

Showing 94 results sorted by
Dallas TX Profitable Tax Preparation Franchise available after 4/15

Denton County, TX

This is a rare opportunity to purchase an established tax preparation franchise with consistent revenue and strong profit margins. Located in a high-visibility, prime location in Addison, the business...

$152,500

$152,500

Established Insurance Agency

Round Rock, TX

Established insurance agency located in the high-growth market of Round Rock, operating under Farmers Insurance since 2020. The agency generates approximately $80,000 in cash flow, providing immediate...

Not Disclosed

Not Disclosed

Cash Flow: $80,000

Montgomery County Tax & Accounting Practice For Sale

Montgomery County, TX

• The owner is looking to sell NOW before tax season is far along. Quick ROI! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue are...

$280,000

$280,000

Houston Home Health Medical Billing Business

Sugar Land, TX

Imagine stepping into a thriving medical billing business that's been quietly generating $200,000 in annual profits for over 15 years - with just two clients! This Houston-area home health medical...

$250,000

$250,000

Cash Flow: $200,000

Farmers Insurance Agency Vietnamese speaking 1.4M

Arlington, TX

Established Farmers Insurance Agency in Arlington, TX, serving a diverse clientele with specialized focus on the Vietnamese-speaking community. This franchise operation has been successfully operating...

$350,000

$350,000

Allstate Agency in East Texas

Texas

This fully staffed and turnkey agency provides a strong multi-state footprint and immediate growth opportunity. With $20,017,695 in premium and $2,077,119 in revenue, the agency services 4,811...

$6,000,000

$6,000,000

Allstate Agency in the Plano, Texas area

Plano, TX

This established insurance agency in the Plano, Texas area offers an excellent opportunity for a new owner to put their own stamp on a well-performing book of business. With an 11-year book, the...

$550,000

$550,000

Allstate Agency in Central TX

Texas

Award-winning, Elite status, $17.5M Allstate agency with 20 years of success in a thriving central TX market! Since 2022, this agency has achieved a 13.5 % year over year growth, reflecting a strong...

$4,750,000

$4,750,000

Cash Flow: $1,700,000

Allstate Agency West Fort Worth, Texas

Fort Worth, TX

This successful, multiple Honor Ring Allstate agency is located in the mega-growth corridor of West Fort Worth and is supported by a highly experienced, well-tenured team. The agency operates with 9...

$3,000,000

$3,000,000

West Plano, TX CPA Practice for Sale

Plano, TX

Located in a highly desirable and affluent area, this steadily growing CPA practice in Plano, TX generates approximately $487,000 in annual gross revenue. The practice caters to a diverse and loyal...

$585,000

$585,000

Cash Flow: $226,690

Established Trading Platform for Sale

Rockwall County, TX

LISTING ID # 37345 Well-established, absentee-run trading platform specializing in Stocks, Futures, and Options, generating recurring monthly subscription revenue. This unique, full-service platform...

$575,000

$575,000

Cash Flow: $206,000

Bryan - College Station CPA Firm For Sale

Burleson County, TX

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 2025 gross revenue is estimated to be $935,000! • The...

$1,075,000

$1,075,000

San Antonio, TX Coaching Franchise - Now Available

$714,000 - San Antonio, TX

$714,000

San Antonio, TX

Avery Murrah

Business Brokers of Texas, Inc.

Established and Successful Insurance Agency: Book $1.5M!

Van Alstyne, TX

This established insurance agency has been serving its market since 2019 and features a consistently growing book of business with strong retention and reliable renewal income. The agency operates in...

$250,000

$250,000

Cash Flow: $150,000

SW Houston CPA Practice For Sale

Fort Bend County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be consistent around $850,000! • Services offered are tax (59%) and...

$950,000

$950,000

Andy Erskine

Voyage Acquisitions

Serving Harris County, TX

Voyage Acquisitions is a boutique sell-side M&A advisory firm specializing in construction, commercial services, franchisors, and multi-unit franchise owners. We help business owners with $2M+ in revenue maximize value, protect their legacy, and secure the right buyer. With decades of experience and a curated network of private equity and strategic acquirers, we deliver confidential, high-impact business sale results.

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34 Year Allstate Agency in Southlake, Texas

Southlake, TX

This well-established agency brings 34 years of proven performance with a highly stable book of business and consistent results. The agency will be ELITE in 2026 and generates $12.1M in premium and...

$2,500,000

$2,500,000

Well-Established Insurance Agency for Sale – Loyal Client Base!

Travis County, TX

Established in 2008 by the current owners, this well-regarded insurance agency has been serving the Austin community with a comprehensive range of insurance and professional services. The agency...

$3,250,000

$3,250,000

Cash Flow: $802,948

Farmers Insurance Agency-Established, Profitable and Turnkey

Bexar County, TX

BUSINESS OVERVIEW 2025 EARNINGS: Solid Six-figure Income Own a proven Farmers Insurance Agency serving the San Antonio area with a strong, loyal client base and solid recurring revenue. This agency...

$140,000

$140,000

Allstate Agency in Dallas, Texas

Dallas, TX

Great opportunity to acquire a well-established 10.5-year agency located in Dallas, Texas. With $4,356,659 in premium and $512,000 in annual revenue, this agency offers steady performance supported by...

$850,000

$850,000

$2.36M Rev – Specialized RIA Staffing Platform

Dallas County, TX

This business provides specialized remote staffing and operational support to professionals in the financial services sector. It connects experienced U.S.-based talent with firms seeking...

Not Disclosed

Not Disclosed

EBITDA: $375,000

Accounting Practice for Sale in Houston, TX

Houston, TX

Client & Revenue Profile Accounting & Bookkeeping: Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000 Income Tax: Individuals: 360 | Avg Fee $1,200 | Total $432,000 Businesses: 82 | Avg Fee $3,000 |...

$1,200,000

$1,200,000

Cash Flow: $367,400

Great Deal - DFW ATM Route - 24 ATMs $190,000

Fort Worth, TX

This great Dallas/Fort Worth based portfolio currently operates 24 ATMs machines around DFW. The portfolio in 2025 has averaged $7,100/mo in Mixed Profit. - The 14 Owned & Loaded ATMs are owned by the...

$190,000

$190,000

Cash Flow: $85,188

Insurance Agency (Remote/Nationwide) – Agency-In-Box

$500,000 - Collin County, TX

$500,000

Collin County, TX

Bail Bond Business In Downtown Houston - Est 37 yrs

Houston, TX

Rare that an established bail bond company comes to market. This company specializes in bail bond writing for the legal system in Harris County city bonds & county bonds. Customers secure a quick...

$150,000

$150,000

Insurance and Accounting Firm with Book of Business | 20-Years

Dallas County, TX

This well-established small business office has been successfully serving clients for two decades, providing professional services in LLC formation, bonding, taxation, accounting, and insurance. The...

$440,000

$440,000

Cash Flow: $200,000

West Houston CPA Firm For Sale

Harris County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue are anticipated at $270,000! • The service mix is a balance of both tax and...

$315,000

$315,000

Trusted Accounting & Consulting Firm with 50+ Years of Experience

Travis County, TX

With over 50 years in the market, this Texas-based S Corporation has grown from a one-person bookkeeping firm into a trusted concierge-style business consulting company. Today, its five-member team...

$600,000

$600,000

Cash Flow: $234,944

Established Business Brokerage Franchise Opportunity – Houston, TX

Houston, TX

Step into a high-demand professional services business backed by a nationally recognized franchise with decades of experience, proven operating systems, and world-class training. This opportunity...

$54,000

$54,000

East Texas (Near I-20) CPA Practice For Sale

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

$1,950,000

Bookkeeping Franchise Ready For A New Owner

San Antonio, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive San Antonio, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation...

$15,000

$15,000

Accounting Practice for Sale in Arlington, TX

Arlington, TX

Retirement minded CPA. Will only sell to an accountant/tax professional. Firm Established in 1999. Owner does all work. One employee is Admin Staff/Assistant who has been with the firm for 13 years....

$312,500

$312,500

Cash Flow: $154,000

Virtual CAS Firm with $656K Cash Flow and Exceptional Employees

Texas

-Cash flow was $656,000 in 2024 -Experienced leadership team and highly skilled staff -20% additional capacity available (CAS and Tax) with the current team for easy growth -Premium pricing...

$2,500,000

$2,500,000

Income Tax Business for Sale – Strong Client Base & Steady Cash Flow

$450,000 - Houston, TX

$450,000

Houston, TX

Bookkeeping Franchise Ready For A New Owner

Dallas, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive Dallas, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation of...

$7,000

$7,000

El Paso CPA Firm

El Paso, TX

TX1058: The seller of this El Paso CPA firm is approaching retirement and seeking a CPA buyer for the firm. Boasting a loyal clientele, a large number of business clients, an experienced staff, and a...

$1,045,000

$1,045,000

North Richland Hills, TX CPA Practice for Sale

North Richland Hills, TX

This exceptional CPA Practice for sale is centrally located in North Richland Hills, TX and has annual gross revenues of approximately $1,209,000. Desirably situated within the Mid-Cities area of the...

$1,330,000

$1,330,000

Cash Flow: $460,550

UNDER CONTRACT - Property Tax Consulting Firm.

Rusk County, TX

This confidential offering presents an exceptional opportunity to acquire a well-established property tax consulting firm with a niche focus on the oil and gas industry. The firm is highly regarded...

$560,000

$560,000

Growing Houston ATM Route - Quick return on investment

Houston, TX

This amazing ATM portfolio of 119 machines is in Houston, TX and the surrounding areas. The portfolio has Income of over $25,000/mo in the past 12 months with growth expected in 2025. Easy to operate...

$750,000

$750,000

Cash Flow: $300,000

Allstate Agency in West Texas, South of Lubbock!

Ector County, TX

This agency includes 4,579 Policies in Force, $14,848,685 in Allstate Written Premium, Retention ratio of 81.01%, Auto loss of 34.97%, 79.8% PBR, VC of 100, Multi-Category of 58%, and a large life and...

$2,400,000

$2,400,000

Cash Flow: $509,247

Matagorda County Tax and Accounting Practice For Sale

Texas

• UPDATED FINANCIALS! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue came in higher than anticipated at $290,000! • The service mix...

$315,000

$315,000

Jason Brown

PGP Advisory

Serving Bexar County, TX

Our belief is that cultivating and crafting a win-win proposition, one in which both parties benefit, is the single fastest way to ensure that great deals are finalized in a timely and streamlined manner. Our firm offers Fortune 500 experience, tools, and strategies to small and midsized businesses. We seek out, identify, and solve problems for our clients across the entire transaction process. We leverage our considerable expertise and experience while simultaneously providing our clients with access to our highly capable and proven industry partners. Sellers: We guide you through the complicated selling process. We’ll help you establish a selling price and make sure your business is positioned in its best light to the right buyers confidentially. We’re here to guide you through every step of the way. Buyers: Buying a business is one of the biggest financial decisions one can make in their life and the process can be intimidating. Finding the right listings, negotiating price, securing financing, and closing the deal are just a few of the delicate steps we are here to help you navigate in the buying process.

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Brazoria County, TX CPA Firm for Sale

Brazoria County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2023 gross revenues to be around $285,000. • Service mix comprised of tax (94%) and accounting (6%). •...

$325,000

$325,000

Ark-La-Tex CPA Firm

Texas

TX1043: The sellers of this Ark-La-Tex CPA firm are approaching retirement and seeking a CPA buyer for the firm. With a strong fee structure, a nice cash flow, a loyal clientele along with a stable...

$1,200,000

$1,200,000

Large Allstate Insurance Agency Now Available In Houston, TX

$4,000,000 - Harris County, TX

$4,000,000

Harris County, TX

Very Profitable Life Insurance Settlement Business For Sale In Texas

Texas

Sunbelt Business Brokers of Dallas presents this life insurance settlement business for sale in Texas. This very profitable business has been in operation for nearly two (2) decades and has a large...

$5,500,000

$5,500,000

Cash Flow: $2,100,000

Business Broker - Austin/Dallas/FtWorth /SA /Corpus Christi

Austin, TX

Established 35 year business brokerage company in Austin, Texas specializing in Main Street and Middle Market business sales and acquisitions ranging in price from 100K to twenty million dollars in...

$150,000

$150,000

Cash Flow: $100,000

Asset SaleCaptive Farmers Insurance Book for Sale

Grayson County, TX

Captive Farmers Insurance Book for Sale This profitable insurance agency represents an excellent opportunity to acquire an established book of business with strong fundamentals and growth potential....

$250,000

$250,000

Asset Sale
Start-upBusiness Management Consultant

P3 Cost Analysts Franchise - Business Management Consulting Opportunity This franchise opportunity offers entry into the expanding cost reduction consulting industry through P3 Cost Analysts' proven...

$29,750

$29,750

Start-up
Start-upHard Money Lending Company For Sale

Ever Wanted to Lend Money Instead of Borrow It? Start Your Own Hard Money Lending Company Are you a real estate investor, broker, or entrepreneur who wants to add a powerful new income stream to your...

$45,000

$45,000

Start-up
Buy or Sell a Financial Service Business in Texas
Market OverviewListed for Sale
Number of Businesses Analyzed28
Median Asking Price$475,000
Median Reported Revenue$426,565
Median Reported Seller's Discretionary Earnings$200,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$193,500$475,000$1,232,500

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale in Texas.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$255,047$125,000
Median$426,565$200,000
Upper Quartile$1,181,750$391,244

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Financial Services Businesses listed for sale in Texas.

BoundRevenue MultipleEarnings Multiple
Lower Quartile0.861.65
Median1.342.57
Upper Quartile1.793.12
Find out what these types of businesses actually sell for with a BizBuySell Valuation Report

FAQ's

How much does it cost to buy a Financial Service Business in Texas?

The median asking price for an established Financial Service Business in Texas is $475,000, though prices range from under $193,500 to well over $1,232,500.

How much do Financial Services Businesses owners in Texas earn?

The median reported revenue of Financial Services Businesses in Texas is $426,565 and owners earn a median of $200,000, which includes the owners salary and any other financial benefits they receive.

How do I value a Financial Service Business?

Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Financial Services Businesses in Texas, revenue multiples range from 0.86 to 1.79, with a median of 1.34. Earning multiples range from 1.65 to 3.12, with the median at 2.57. This means the typical Financial Service Business in Texas may ask for around 1.34 times its annual revenue, and 2.57 times its annual owner earnings.

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