Texas

Financial Services Businesses in TX For Sale

Showing 104 results sorted by
Market Info
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

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

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

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

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, 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

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

Exceptionally Profitable $1.25M Farmers Book — Central San Antonio

$120,000 - San Antonio, TX

$120,000

San Antonio, TX

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

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

Leo Landaverde

Greenland Advisors

Serving Travis County, TX

Greenland Advisors is a modern business brokerage firm based in Austin, Texas, focused on helping business owners exit with maximum value, discretion, and strategic precision. We specialize in representing profitable, owner-operated and lower middle-market businesses across a range of industries, providing end-to-end advisory from valuation through closing. Our approach goes beyond traditional brokerage—we position each business like an asset, crafting compelling narratives, optimizing deal structure, and creating competitive buyer demand to drive premium outcomes. Our process is built on three core principles: Preparation drives valuation Confidentiality protects value Execution determines outcome We work exclusively with serious owners who are ready to explore a sale within the next 6–24 months, as well as qualified buyers seeking vetted, high-quality opportunities in the Austin market. At Greenland Advisors, we don’t just list businesses—we engineer successful exits.

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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

Transworld Business Advisors
Franchise

Available Nationwide

The world's largest business brokerage franchise with 45+ years in the industry. 250 offices, 20+ countries, low overhead, and high profit potential.

$98,000

$98,000

Avg. Unit Revenue: $990,674

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

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

Growing $1.68M Farmers Insurance Book — 800+ Policies, New Braunfels

$260,000 - New Braunfels, TX

$260,000

New Braunfels, TX

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

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

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

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

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

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

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

$305,000 - Dallas County, TX

$305,000

Dallas County, TX

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

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

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

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

Sean Hennigan

TWS Advisory

Serving Harris County, TX

At TWS Advisory, we know trust must be earned. When you hire us to sell your business — you won’t pay upfront fees, you’ll keep decision-making power, and there are no Wall Street strong-arm tactics. Ready to chat? Call (832)—379—4744

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$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

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

$2,990,000 - Nederland, TX

$2,990,000

Nederland, TX

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

Insurance and Accounting Firm with Book of Business | 20-Years

Dallas County, TX

This well-established small business office has been successfully serving clients for two decades, providing professional services in LLC formation, bonding, taxation, accounting, and insurance. The...

$440,000

$440,000

Cash Flow: $200,000

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

Established Business Brokerage Franchise Opportunity – Houston, TX

Houston, TX

Step into a high-demand professional services business backed by a nationally recognized franchise with decades of experience, proven operating systems, and world-class training. This opportunity...

$54,000

$54,000

East Texas (Near I-20) CPA Practice For Sale

Texas

This CPA firm is located in the booming East Texas area and has annual gross revenue of approximately $2,168,000. Originally founded to serve the oil and gas industry, it has grown into a trusted...

$1,950,000

$1,950,000

Virtual CAS Firm with $656K Cash Flow and Exceptional Employees

Texas

-Cash flow was $656,000 in 2024 -Experienced leadership team and highly skilled staff -20% additional capacity available (CAS and Tax) with the current team for easy growth -Premium pricing...

$2,500,000

$2,500,000

North Richland Hills, TX CPA Practice for Sale

North Richland Hills, TX

This exceptional CPA Practice for sale is centrally located in North Richland Hills, TX and has annual gross revenues of approximately $1,089,000. Desirably situated within the Mid-Cities area of the...

$1,275,000

$1,275,000

Cash Flow: $424,983

ACCEPTING OFFERS - Property Tax Consulting Firm.

Rusk County, TX

This confidential offering presents an exceptional opportunity to acquire a well-established property tax consulting firm with a niche focus on the oil and gas industry. The firm is highly regarded...

$560,000

$560,000

Allstate Agency in West Texas, South of Lubbock!

Ector County, TX

This agency includes 4,579 Policies in Force, $14,848,685 in Allstate Written Premium, Retention ratio of 81.01%, Auto loss of 34.97%, 79.8% PBR, VC of 100, Multi-Category of 58%, and a large life and...

$2,400,000

$2,400,000

Cash Flow: $509,247

Matagorda County Tax and Accounting Practice For Sale

Texas

• UPDATED FINANCIALS are available in the buyer portal! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2026 gross revenue came in higher than...

$375,000

$375,000

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 Analyzed31
Asking Price$1,200,000
Reported Revenue$909,241
Reported Seller's Discretionary Earnings$388,246
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$565,500$1,200,000$2,397,500

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$497,641$193,957
Median$909,241$388,246
Upper Quartile$1,360,800$521,531

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 Quartile1.132.65
Median1.293.23
Upper Quartile1.774.30

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 $1,200,000, though prices range from under $565,500 to well over $2,397,500.

How much do Financial Services Businesses owners in Texas earn?

The median reported revenue of Financial Services Businesses in Texas is $909,241 and owners earn a median of $388,246, 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 1.13 to 1.77, with a median of 1.29. Earning multiples range from 2.65 to 4.30, with the median at 3.23. This means the typical Financial Service Business in Texas may ask for around 1.29 times its annual revenue, and 3.23 times its annual owner earnings.

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