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  • RE:  Profitable Financial Services Business, Turnkey
  • Contact:  Danielle Wong

Quick Facts

Asking Price: $802,694
Annual Revenue: $695,148
Net Profit: Not Disclosed
Cash Flow: $585,197
Total Debt: Not Disclosed
FF&E: $22,000
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: Not Disclosed
BBN Listing #: 1000470
Broker Reference #: 76931-937866

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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.

Contact the Seller:

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.

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:

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