Texas

Financial Services Businesses in TX For Sale

Showing 79 results sorted by
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San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to partner with a successful company with a 32-year history and a successful track record spanning 87 countries! The...

$714,000

$714,000

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Elite Allstate Agency DFW Flower Mound, Texas Book Only

Flower Mound, TX

Outstanding opportunity gem of a $3,456,829 (as of 12/31/2024) Allstate Agency in the growth-rich state of Texas! With its Elite Level status, high retention at 82.9%, this agency won’t be available...

$810,000

Cash Flow: $1,000,000

6

$810,000

Cash Flow: $1,000,000

Acquire Cash-Flowing Farmers Book – $4.5M Premium, Growth Potential

San Antonio, TX

Profitable Farmers Insurance Book – $450K TTM Revenue – Turnkey & Scalable Rare opportunity to acquire a $4.5M premium Farmers Insurance book of business generating $450,000 in revenue over the last...

$825,000

Cash Flow: $450,000

3

$825,000

Cash Flow: $450,000

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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

Large Allstate Insurance Agency Now Available In Houston, TX

Harris County, TX

Allstate requires the purchaser to be an owner/operator so no strategics, P/E's or absentee owner arrangements. Must live in the Houston area and the first step is getting approved by Allstate...

$4,000,000

$4,000,000

Cash Flow: $1,072,911

5M Book of Business Insurance Agency for sale around Houston, Texas

Brazoria County, TX

$5M Book with 85%+ Retention P&C insurance agency with two Houston-area retail offices, strong walk-in traffic, and a diversified personal/commercial book positioned for continued growth under new...

$1,100,000

$1,100,000

Large Topper Club Farmers Insurance Agency located in Texas

Plano, TX

EXECUTIVE SUMMARY This well-established large Farmers Insurance Agency represents a premier opportunity in the thriving Dallas-Fort Worth market. Located in Plano, Texas, this Topper Club achieving...

$1,430,000

$1,430,000

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

8MM Allstate Agency for Sale - Houston Area

Friendswood, TX

The established Allstate Agency, founded in 2011 services $8million in Managed premium and generates around 1.5MM in gross commission revenue ( 2025 ). The book of business is primarily personal lines...

$1,699,000

$1,699,000

Established Farmers Insurance Agency-Houston

Houston, TX

Get involved with running a Farmers Insurance Agency. You can enter into an industry that is recession-proof and has unlimited financial growth with residual income. Owning a Farmers Insurance Agency...

2

$285,000

$285,000

Tax Preparation and IRS Representation Firm in Dallas / Ft. Worth

Tarrant County, TX

Established in 2013, this well-respected tax preparation and IRS representation firm has built a loyal client base and a strong reputation for translating complex IRS legalese into plain language....

$172,500

$172,500

Cash Flow: $91,489

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

High Growth Higher Margin Life Insurance Brokerage For Sale

Dallas County, TX

This wholesale insurance brokerage has some of the top agents in the Life Insurance business working for them. They specialize in sophisticated financials strategies tailored for the ultra-high net...

$3,000,000

$3,000,000

Cash Flow: $997,826

Turnkey Farmers Insurance Agency with Strong Recurring Revenue

Leander, TX

This is a turnkey, profitable insurance agency with a well-established book of business and strong recurring revenue driven by high client retention. The agency benefits from a loyal customer base,...

$450,000

$450,000

Allstate Agency in Killeen, TX

Killeen, TX

This $4.14M, Pro-Level Allstate agency is a special, cultivated book of business for over 37 years with numerous 20 and 30 year clients. Being rooted in Killeen, TX places this agency in a very...

$699,000

$699,000

Dylan Cook

Success Franchise Advisors

Serving Travis County, TX

Over 20 years in the franchise resale industry. While we do handle independent resales our primary focus is the resales of existing franchises.

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Farmers Insurance Agency For Sale in DFW Texas

Mckinney, TX

Agency owner has built an amazing business and is looking for the right successor to take over and keep it growing. If you are looking for a turn-key operation that will help you balance your work and...

3

$399,999

$399,999

Farmers Insurance Agency for immediate sale by Owner

Plano, TX

This Agency was established in 2015 and the Agency Owner is wanting to work in the Agency but not run the Agency due to his age. His Client retention is over 87%! His Clients love him and will work...

$60,000

$60,000

Farmers Insurance Agency For Sale

Van Alstyne, TX

Farmers Insurance has expanded it's entry points to include scratch Agencies with our new Retail & Flex programs. We have also added a new Protégé Program for individuals who are interested in...

$200,000

$200,000

Insurance -Multi Locations For Sale

REAL ESTATE INCLUDED

San Antonio, TX

Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees: Experienced licensed...

$2,820,000

$2,820,000

REAL ESTATE INCLUDED

Allstate Agency in Southern Texas

Texas

This highly successful, $6.97M, bonus earning, Elite-Level Allstate agency is ready for a new owner! This agency comes well-staffed and has a long standing customer base of close to 36 years. Great...

$1,900,000

$1,900,000

Top Elite Allstate Agency For Sale- UNDER CONTRACT WITH LOI

Dallas County, TX

Top Elite Allstate Agency For Sale - Exceptional Growth Opportunity This established $11,000,000 premium Allstate insurance agency represents a premier opportunity to acquire a top-producing franchise...

$3,650,000

$3,650,000

Turnkey $7.8M Premium Farmers Agency avail in Williamson County

Cedar Park, TX

Established Farmers Insurance Agency - Turnkey Operation with $7.8M Premium and very good cash-flow. This premier Farmers Insurance franchise presents an exceptional opportunity to acquire a...

$1,915,000

$1,915,000

Cash Flow: $487,000

Used Car Dealership and U-Haul franchise for sale.

Houston, TX

Established Used Car Dealership and U-Haul Franchise - Houston, TX Turnkey Opportunity: This profitable used car dealership with U-Haul franchise has served the Houston market since 2006, generating...

5

$500,000

$500,000

Cash Flow: $30,000

Rio Grande Valley Coaching Franchise Opportunity

Texas

This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this...

$420,000

$420,000

Consulting Business– NW Houston & The Woodlands

Houston, TX

Join the fastest-growing exit strategy and business coaching brand in the country. We specialize in helping business owners increase their company’s value and prepare for successful exits or sales....

$40,000

$40,000

Cash Flow: $160,456

Business Coaching and Consulting for Small to Mid Sized Businesses

Dallas County, TX

We specialize in working with small and mid-sized businesses to dramatically boost their value, using a proven system that focuses on increasing profitability, streamlining operations, and setting the...

$45,000

$45,000

Cash Flow: $160,457

Established Business Funding Franchise!

Houston, TX

Invest in Your Future: Resale Opportunity for Established Business Funding Franchise! Are you ready to step into the world of entrepreneurship with a proven business model? Here's your chance to take...

$15,000

$15,000

North Richmond CPA Practice For Sale

Fort Bend County, TX

• The owner is looking to transition to a new career. Available for transition after closing as agreed with buyer. • 2025 gross revenues are anticipated to be approximately $130,000! • The service mix...

$130,000

$130,000

Allstate Agency in the DFW Area

Celina, TX

This DFW-area insurance agency offers a streamlined owner-operator model with strong growth potential. Established and operated by the current owner for the past two years, the agency manages 655...

$450,000

$450,000

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

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

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

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

Harris County CPA Practice For Sale

Harris County, TX

• The owner is looking to do advisory services. Available for transition after closing as agreed with buyer. • 2025 gross revenue will be around $380,000! • Service mix is both tax (76%) and...

$475,000

$475,000

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...

$4,500,000

$4,500,000

Cash Flow: $879,063

Fort Bend County CPA Practice For Sale

Fort Bend County, TX

• The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue will be consistent with 2024 around $300,000! • Tax practice focuses on...

$415,000

$415,000

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

South Montgomery County CPA Practice

Montgomery County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2026 gross revenues are estimated to be around $2,200,000! • Services offered are accounting and...

$2,600,000

$2,600,000

North Dallas CPA Practice Nonprofit Clients for Sale

Texas

This high-quality book of nonprofit CPA practice clients for sale in North Dallas generates approximately $84,000 in annual gross revenue. The client base consists exclusively of loyal Texas nonprofit...

$105,000

$105,000

Thomas Varga

Kreshmore Group

Serving El Paso County, TX

Kreshmore Group (KG), started operations in 2009 through its predecessors and grown to become Chicago’s preeminent restructuring and M&A advisory company. The firm serves myriad niche industries while focusing on lower-middle & mid-market companies within the continental United States. KG assists clients in restructures/turnarounds, workouts, recapitalizations, mergers, acquisitions, preparing companies to sell, senior and subordinated debt structuring, c-suite advisory, outsourced analytics and modeling, and solving complex financial problems with unique solutions. Headquartered in Lemont, Illinois, KG is known within the Chicagoland area as a tenacious and hyper-focused strategic consulting firm. Kreshmore Group consists of a creative, cohesive and diverse team with over 175 years of combined relevant experience.

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Allstate Agency in SW Fort Worth, Texas

Fort Worth, TX

This established 20+ year agency in Southwest Fort Worth, TX features a seasoned, 100% virtual book of business with long-standing, loyal customers. The portfolio is well-bundled with auto and home...

$699,000

$699,000

Cash Flow: $217,597

Established Business Brokerage, Multi-Revenue Stream - Dallas Market

Dallas County, TX

An exceptional opportunity is available to acquire an established, exclusive business brokerage territory in Dallas County—one of the most dynamic, diverse, and fast-growing economic regions in Texas....

$200,000

$200,000

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

14+ Year, ELITE Allstate Agency in the Houston Area

Harris County, TX

Amazing opportunity to acquire a well-established, 14 plus year Elite Agency located in the Houston area. With $14.8MM in premium and 5,249 policies in force, the agency brings in an excess of $2MM in...

$3,500,000

$3,500,000

ELITE Allstate Agency near McKinney, Texas

Mckinney, TX

This established, high-performing insurance agency located near McKinney, Texas, offers an exceptional opportunity for a buyer seeking a well-run, profitable, and growth-ready operation. With...

$2,000,000

$2,000,000

Cash Flow: $360,206

$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

EBITDA: $375,000

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

Virtual CFO & Bookkeeping Firm for Sale!

Texas

Key Strengths & Opportunities --High Average Fees – Controller + Bookkeeping average fee is over $60,000 and Bookkeeping is over $18,000 annually --High-Quality Team: Experienced, credentialed staff...

$2,390,000

$2,390,000

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

Buy or Sell a Financial Service Business in Texas
Market OverviewListed for Sale
Number of Businesses Analyzed27
Median Asking Price$625,000
Median Reported Revenue$570,000
Median Reported Seller's Discretionary Earnings$264,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$330,750$625,000$1,957,500

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$353,197$160,457
Median$570,000$264,000
Upper Quartile$1,209,000$498,124

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 Quartile1.101.86
Median1.432.79
Upper Quartile1.943.50
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 $625,000, though prices range from under $330,750 to well over $1,957,500.

How much do Financial Services Businesses owners in Texas earn?

The median reported revenue of Financial Services Businesses in Texas is $570,000 and owners earn a median of $264,000, 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 1.10 to 1.94, with a median of 1.43. Earning multiples range from 1.86 to 3.50, with the median at 2.79. This means the typical Financial Service Business in Texas may ask for around 1.43 times its annual revenue, and 2.79 times its annual owner earnings.

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