Seller's Contact Information

  • RE:  Profitable Financial Services Business, Turnkey
  • Contact:  Danielle Wong
Listing Update!
Update: Profitable Financial Services Business, Turnkey is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

This well-established tax and financial services firm in Houston has already generated $695,148 in revenue for 2025, and serves a loyal base of over 487 clients. Founded and grown by a veteran, minority, and woman owner, the business has built a strong reputation for trust and service. With several larger accounts in the pipeline, the firm is positioned for significant growth. This is a turnkey opportunity with transition support available to ensure continued success under new ownership.

Reason for Selling:

relocating. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Profitable Financial Services Business, Turnkey has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

Featured Listing
Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

Read More
Cash Flow $710,000
Revenue $1,500,000

Asking Price: $1,200,000

Digital Gift Card and Mobile Payments Platform

Not Disclosed, CA
Not disclosed

PRE-REVENUE DIGITAL GIFT CARD EXCHANGE PLATFORM (TURNKEY INFRASTRUCTURE ASSET) Digital gift card platform which enables users to exchange purchased or received gift cards. Send and receive digital gift cards across a wide network of major U.S. brands, including national retailers, restaurants, and consumer services. The platform’s core differentiator is its flexible exchange feature, allowing recipients to swap unwanted gift cards for alternatives they prefer. This creates a “regret-free gifting” experience that increases redemption rates and improves end-user satisfaction compared to traditional single-brand gift card models. The system includes a consumer-facing web and mobile experience, backend gift card distribution integrations, fraud prevention tooling, and a scalable architecture designed to support both B2C and potential B2B use cases such as corporate rewards, incentives, and promotional campaigns. Positioned as a turnkey digital gifting infrastructure asset that could be leveraged by fintech companies, loyalty platforms, marketplaces, or marketing technology providers looking to expand into digital value distribution without building the stack from scratch. Assets include brand trademarks, platform codebase, domain assets, and existing supplier integrations. NDA AND PROOF-OF-FUNDS REQUIRED TO ACCESS CONFIDENTIAL INFORMATION.

Read More
Cash Flow Not Disclosed
Revenue Not Disclosed
$ Owner Financing Available

Asking Price: $100,000

Turnkey Nationally Recognized Insurance Agency

Columbiana, AL
Shelby County

For Sale: This fully turn-key insurance agency in Shelby County, AL. The current owner is moving on to a new endeavor. As an Exclusive Agent, you will have the opportunity to sell a wide range of insurance and financial products, such as auto, property, business and financial services backed by a fortune 250 brand This agency would thrive under a new, hands-on owner who will take this business to next level. You will need to have the ability to hire and manage staff as the business continues to grow, and the drive to meet daily business objectives. All while delivering superior customer satisfaction. No prior experience is needed. We provide you with an exceptional insurance education. If this sounds like a business for you, here are three compelling reasons to consider owning your own agency: An Exceptional Entrepreneurial Opportunity to run your own business and watch its value grow with every sale and with no franchise fees.An Industry Powerhouse that is a financially sound business leader with one of the most recognized consumer brands in America.A Product Portfolio to help meet consumer needs of virtually every household, in good economic times and bad. Full training by a local corporate district manager with 30 years in the industry - this is not corporate training 101, but rather a hands-on embedded training and onboarding experience with a proven track record of success and growth.

Read More
Cash Flow $100,000
Revenue $100,000

BusinessBroker.net is one of the largest business for sale marketplaces in the world that connects tens-of-thousands of business buyers and sellers every month. Sell a Business Online or if you’re a broker or a commercial agent sign up for a Business Broker Membership today!

    Add Businesses and/or Franchises
    To Basket For Free Information

    This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Review our cookies information for more details.