Multi-Service Insurance & Tax Prep Company Houston

Houston, TX
Harris County

North Houston


Asking Price: Annual Revenue:
$139,000 $88,422

Services: Business & Office Services


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RE: Multi-Service Insurance & Tax Prep Company Houston Broker: Fernando Saldivia

Quick Facts

Asking Price: $139,000
Annual Revenue: $88,422
Net Profit: Not Disclosed
Cash Flow: $48,829
Total Debt: Not Disclosed
FF&E: $16,750
Real Estate: Not Disclosed
Year Established: 1995
Employees: 1
BBN Listing #: 130413260
Broker Reference #: 8183

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Business Overview:

Unique opportunity to acquire an established multi-service insurance & tax preparation business. This independent agency/tax preparation business, started in 1995, has many loyal, repeat customers providing stable, recurring income. Revenues consist of 75% auto and home insurance, 20% tax preparation, and 5% notary and translations. The agency currently has over 300 active policies. Well-known for its customer service and responsiveness, the agency has an excellent reputation. Room for growth as social media is way underutilized for an agency known for personal service. It also operates in a family-oriented community that is naturally inclined to refer their friends and family. Accordingly, about 80% of its new business comes from word of mouth and referrals. New owner with energy can easily add more services like bookkeeping, payroll and real estate/mortgage services. The business also benefits from high visibility due to its location on a major street on the north side of Houston near Beltway 8, between Hwy 45 and Hwy 249. Highly attractive rent of $1200/month can’t be beat! The purchase includes all the furniture and equipment at the office. For a qualified buyer, the seller is willing to provide some financing. Texas Insurance Agent license required. Please refer to CBB Listing #8183

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Property Features and Assets:

884 square feet facility in shopping center

Market Competition and Expansion:

Hire more agents and/or employees. Seller life and health insurance. Implement marketing and social media campaign.

Reason for Selling:

Changing careers & personal reasons

Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

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