Texas

Financial Services Businesses For Sale in Texas

Showing 113 results sorted by
Market Info
ELITE Allstate Agency | Northeast DFW

Dallas County, TX

This Elite Allstate agency offers an opportunity to step into an established book of business with strong scale and a proven track record in the Northeast DFW market. The agency generates $1,363,121...

$2,500,000

$2,500,000

North Arlington, TX CPA Practice for Sale

Arlington, TX

This long-standing CPA practice is conveniently located in North Arlington, TX and has annual gross revenue of approximately $505,000. The practice has served a loyal base of individual and business...

$605,000

$605,000

Cash Flow: $229,190

ELITE Allstate agency in the Northeast Dallas Area

Dallas County, TX

This Elite Allstate agency offers an exceptional opportunity to acquire a well-established operation with significant scale and a strong presence in the Northeast Dallas market. The agency generates...

$8,000,000

$8,000,000

Southwest of Fort Worth, TX CPA Practice for Sale

Texas

Located in a highly desirable, growing community Southwest of Fort Worth, TX, this long-standing CPA practice has annual gross revenue of approximately $672,000. It has been serving the area for...

$750,000

$750,000

Cash Flow: $172,042

Turnkey P&C Agency

Mclennan County, TX

Established Property & Casualty Insurance Agency for Sale in McLennan County, TX This turnkey P&C insurance agency represents an exceptional opportunity to acquire a well-established franchise...

$200,000

$200,000

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...

$750,000

$750,000

Cash Flow: $206,000

Houston Northwest Tax and Accounting Practice (53% Accounting)

Houston, TX

****SALE PENDING**** PLEASE NOTE: Buyers need to be CPAs who will have a CPA who can take over firm leadership and maintain current location. Highlights: The practice enjoys a collaborative...

$1,950,000

$1,950,000

Cash Flow: $456,000

Insurance Agency–Comm Truck–Potter Cnty, TX#120712

Potter County, TX

This established independent commercial trucking insurance agency represents a compelling acquisition opportunity in the specialized commercial transportation insurance sector. Operating continuously...

$400,000

$400,000

Cash Flow: $250,000

Dallas Area Semi-Virtual CPA Practice for Sale

Texas

This Semi-Virtual CPA Practice located in the booming Dallas, TX Area has annual gross revenues of approximately $1,050,000. Built on an outstanding reputation and a strong referral network, the...

$1,200,000

$1,200,000

Southeast San Antonio TX CPA Practice for Sale

Bexar County, TX

- Two-owner CPA practice - 59% Tax Preparation (54% Business; 46% Individual); 41% Reviews & Compilations - Cashflow to owner before potentially duplicate expenses is 72% - Practice utilizes Lacerte,...

$550,000

$550,000

Brightway Insurance
Franchise

Available in Texas

Every homeowner, driver, and business in America needs insurance. That makes it one of the largest, most recession-resistant industries in the world — over $6.8 trillion in annual global revenue. But most insurance agency owners hit a ceiling because they're stuck doing everything: selling, servicing, renewing, and retaining clients all at once. Brightway removes that ceiling. You focus on selling. We handle the rest.

$200,000

$200,000

Avg. Unit Revenue: $482,396

Three Location Four CPA Firm

Travis County, TX

For 25 years, Robnett CPAs has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic individual tax management and accounting...

$3,000,000

$3,000,000

EBITDA: $450,000

North Houston Tax & Accounting Practice

Houston, TX

Established North Houston Tax & Accounting Practice with decades of proven success serving a diverse clientele. This profitable firm generated an average $785,095 in annual revenue over the past two...

$750,000

$750,000

Cash Flow: $290,950

Public-Sector Accounting Practice w/ Long-Term Subcontracting Revenue

$305,000 - Dallas County, TX

$305,000

Dallas County, TX

North Central Texas CPA Practice for Sale

Texas

This long-standing, esteemed CPA practice in North Central Texas has projected gross revenues of approximately $1,745,000. The practice serves a diverse client base, including businesses, business...

$1,745,000

$1,745,000

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

Ori Eldarov

OffDeal

Serving Tarrant County, TX

OffDeal offers small business owners a hassle-free way to sell their company for the highest price to the best possible buyer. We leverage years of Wall Street experience and our custom-built proprietary technology to ensure you realize the full value for your life's work. Unlike traditional advisors, we don't just list your business on public marketplaces and wish for the best - we build a tailored list of hundreds of potential buyers for your business that have relevant industry and operating experience and engage in proactive outreach - maximizing the number of offers your business receives - and ultimately the sale price. We typically work with businesses in the $1-50 million range, but can sometimes flex outside of that range on a deal by deal basis.

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Austin, TX Tax & Accounting Firm For Sale - $840,000 Revenue

Austin, TX

***SALE PENDING**** Austin, Texas Tax and Accounting Practice For Sale - $840,000 Revenue - Northwest Texas Sellers Discretionary Earnings: $408,000 (47% of 2025 revenue) Highlights: • Average 1040...

Not Disclosed

Not Disclosed

Cash Flow: $408,000

Premier South Texas CPA Firm

Texas

Exceptional Opportunity to Acquire a Long-Established, Highly Profitable CPA Practice Our client is looking for a seasoned tax practice CPA experienced in Oil & Gas taxation (exploration, production,...

$1,795,000

$1,795,000

Cash Flow: $620,000

Well Established Insurance Agency in El Paso TX $1.3M - $1.4M

El Paso County, TX

Established in 2006, this highly respected independent insurance agency has evolved into a full-service Field Marketing Organization (FMO) supporting approximately 200 independent agents across the...

$2,400,000

$2,400,000

Cash Flow: $429,515

Southlake, TX Based Virtually Operated Audit & Tax Practice

Southlake, TX

This well-established, virtually operated CPA practice in Southlake, TX, has projected annual gross revenue of approximately $334,000. The firm serves a loyal, high-quality client base of...

$400,000

$400,000

Allstate Agency in Dallas, Texas

Dallas County, TX

Whether you're looking to expand your existing footprint or step into agency ownership, this established Dallas Allstate agency offers a strong foundation for continued success. Generating more than...

$850,000

$850,000

Murphy Business Sales
Franchise

Available Nationwide

Own a Murphy Business Sales franchise and build a business brokerage with training, established systems, and a collaborative national network.

$65,090

$65,090

Avg. Unit Revenue: $187,129

Allstate Agency in Dallas County

Dallas County, TX

Located in Dallas County, Texas, this established insurance agency presents an excellent opportunity for a buyer seeking immediate scale and recurring revenue. The agency generates approximately $6.1...

$1,200,000

$1,200,000

Bitcoin OTC Desk - $300K EBITDA/Month

Austin, TX

This established Bitcoin OTC Desk provides concierge-level digital asset transaction services for high-net-worth individuals and businesses across multiple states. Operating as a home-based,...

Not Disclosed

Not Disclosed

Cash Flow: $810,016

213-Location Texas ATM Portfolio | $650K Annual Income

$2,990,000 - Nederland, TX

$2,990,000

Nederland, TX

Allstate Agency in the Corpus Christi Area

Corpus Christi, TX

Established insurance agency serving the Corpus Christi area with approximately $2.67 million in total written premium, including a strong windstorm portfolio, and generating $268,621 in annual...

$540,000

$540,000

North Dallas, TX Semi-Virtual CPA Practice for Sale

Dallas, TX

The clients included in this sale are loyal, high-quality, consisting primarily of individuals, professionals and the mix of businesses should continue to provide opportunities for continued growth...

$340,000

$340,000

Allstate Agency in Tarrant County (Texas)

Tarrant County, TX

Established Allstate agency in Tarrant County generating $751,970 in annual revenue from a $6.4M written premium book. The agency services 2,011 policies-in-force and maintains an 84.69% retention...

$1,300,000

$1,300,000

** SALE PENDING** -- High Plains TX CPA Practice for Sale

Texas

- Single-owner CPA Practice - 69% Tax Preparation (37% Individual; 63% Business); 31% Bookkeeping - Cashflow to owner before potentially duplicate expenses is 44% of gross revenue - Practice utilizes...

$1,020,000

$1,020,000

** Sale Pending** - North Central San Antonio TX CPA Practice for Sale

Bexar County, TX

- Highly profitable, well established single-owner CPA practice - 62% Bookkeeping; 38% Tax Preparation (52% Individuals; 48% Business) - Cashflow to the owner before potentially duplicate expenses is...

$1,860,000

$1,860,000

Frisco, TX Based Virtual Bookkeeping Practice for Sale

Frisco, TX

This Virtually Operated Bookkeeping Practice for sale in Frisco, TX has annual gross revenues of approximately $224,500. Utilizing efficient, cloud-based systems and a fixed monthly fee subscription...

$330,000

$330,000

Northeast Texas Near I-30 CPA Practice for Sale

Texas

This well-established CPA practice for sale in Northeast Texas near I-30 has a well-balanced service mix to generate year-round income and is supported by an experienced staff. With no immediate...

$215,000

$215,000

Growth Coach
Franchise

Available in Texas

Business coaching is a $7.5 billion industry in the United States. Turn your passion for business success into a successful Growth Coach franchise.

$50,000

$50,000

Avg. Unit Revenue: $103,940

Accounting Practice for Sale in DFW Metroplex

Tarrant County, TX

Established CPA firm generating approximately $839K in annual revenue with a strong concentration of loyal small business clients. Practice offers a balanced mix of tax preparation, accounting,...

$1,050,000

$1,050,000

Cash Flow: $350,000

Established ELITE Allstate Agency in the Eastern Dallas Metro

Kaufman County, TX

Located in the rapidly expanding Eastern Dallas metro, this ELITE agency has built a dominant local presence with over $14.1M in premium, nearly 5,000 active policies, and more than $2.16M in revenue....

$3,500,000

$3,500,000

Consulting Business– NW Houston & The Woodlands

$55,000 - Houston, TX

$55,000

Houston, TX

Thomas McKeen

United Franchise Group

Individual Tax Practice for Sale – Eastern Houston Suburb, TX

Harris County, TX

This is a well-established, non-franchised individual tax preparation practice located in an eastern suburb of Houston, Texas. The practice serves a loyal client base with a clean, focused service...

$163,000

$163,000

Waco Area CPA Firm

Mclennan County, TX

The OPPORTUNITY We are pleased to announce a new opportunity for a CPA or EA to acquire an established practice in the Waco area. The seller is approaching retirement and is looking for a qualified...

$480,000

$480,000

Cruise Planners
Franchise

Available Nationwide

For more than 20 years, Cruise Planners has been a low-cost franchise opportunity that can yield high returns!

$9,995

$9,995

Avg. Unit Revenue: $518,262

Amazing San Antonio, TX 84 ATM Route - $315,000

San Antonio, TX

This high-performing ATM portfolio is listed for $315,000.00 consists of 98 well-placed ATMs in San Antonio, TX and surrounding areas. Processing Only Income (69 ATMs) - Net Profit of $2,216 / mo...

$315,000

$315,000

Cash Flow: $73,555

Established Provider of Currency Management Solutions

Bexar County, TX

The company specializes in the sale and service of advanced cash-counting systems designed to enhance the efficiency of financial operations. Its product portfolio includes self-service coin counters...

$180,000

$180,000

Cash Flow: $136,000

Austin CPA Firm

Austin, TX

THE OPPORTUNITY This Austin CPA firm is a high-quality, well-established firm located in a prime area, serving a diverse portfolio that includes the construction, restaurant, and service industries....

$1,050,000

$1,050,000

San Antonio, TX Coaching Franchise - Now Available

San Antonio, TX

This is a lucrative regional franchise opportunity for a professional services firm to bolt on a successful, 32-year old firm with a successful track record in 87 different countries! The expansion of...

$714,000

$714,000

Allstate Agency in Odessa, Texas

Odessa, TX

Located in the Odessa, Texas area, this established agency represents a strong growth opportunity in a thriving West Texas market. The book includes 2,520 policies in force and generates $8,462,144 in...

$1,400,000

$1,400,000

Veronica Attlee

Attlee Realty, LLC

Serving Collin County, TX

Attlee Realty, LLC. is a full service real estate company located in McKinney, Texas (North Dallas), offering services and representation in commercial acquisitions, dispositions, and site and data research for commercial development. COMMERCIAL REAL ESTATE: Our Commercial Real Estate Division offers expertise and representation in special use, retail, office, industrial, and land investments. We currently represent clients in the sale and acquisition of car washes nationwide. Whether you are looking for assistance in buying, selling or leasing, our skilled team can help. Our associates realize each commercial deal is unique and we take the time to understand our clients short and long term goals to better assist you in the property transaction. Property Sales – Representing both Buyers and/or Sellers Commercial Leasing Transaction Management Market Analysis Consulting Land Parceling & Selling Zoning Consultation Demographic Mapping Negotiations Lease/Sublease Renewals & Negotiations Build to Suit/Ground Leases Portfolio Acquisitions *Specialized Car Wash Sales Division

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Allstate Agency in the Midland, Texas Area

Midland, TX

This established book of business is located in the Midland, Texas area and includes 1,758 policies in force and generates $6,116,215 in written premium with $513,868.57 in annual revenue. The...

$1,000,000

$1,000,000

The Back Office Law Firms Rely On—Without the Overhead

Austin, TX

This is a rare opportunity to acquire a remote legal services and paralegal platform that has become a trusted extension of law firms across multiple practice areas. Built for attorneys who value...

$581,000

$581,000

Cash Flow: $191,942

Established San Marcos Tax & Bookkeeping Practice

$135,000 - Hays County, TX

$135,000

Hays County, TX

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

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

NEW PRICE! 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...

$4,500,000

$4,500,000

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...

$2,800,000

$2,800,000

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. • 202 gross revenue is estimated to be $1,200,000! • The...

$1,350,000

$1,350,000

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

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

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
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed32
Asking Price$1,125,000
Reported Revenue$978,481
Reported Seller's Discretionary Earnings$381,491
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$522,500$1,125,000$2,396,250

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$505,000$188,070
Median$978,481$381,491
Upper Quartile$1,392,116$517,437

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 Quartile1.112.64
Median1.293.20
Upper Quartile1.774.29

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 $1,125,000, though prices range from under $522,500 to well over $2,396,250.

How much do Financial Services Businesses owners in Texas earn?

The median reported revenue of Financial Services Businesses in Texas is $978,481 and owners earn a median of $381,491, 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 1.11 to 1.77, with a median of 1.29. Earning multiples range from 2.64 to 4.29, with the median at 3.20. This means the typical Financial Service Business in Texas may ask for around 1.29 times its annual revenue, and 3.20 times its annual owner earnings.

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