Financial Services Businesses in TX For Sale

Round Rock, TX

At only five months old, this portfolio is about to enter its first renewal cycle, offering immediate retention commissions and strong cross-sell potential. The book features a healthy mix of home,...

$40,000

Harris County, TX

• Owner seeking retirement and will be available for transitional help as agreed with buyer. • 2025 gross revenues are estimated to be consistent around $1,650,000! • Services offered are tax (64%)...

$1,950,000

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

Frisco, TX

Centrally located in the highly desirable and affluent Frisco area, this first-rate virtual CPA practice has annual gross revenue of approximately $950,000 and growing. It has built a strong...

$1,200,000

Allen, TX

Located in an affluent and highly desirable northern suburb of the DFW Metroplex, this premier CPA practice has annual gross revenue of approximately $993,000. The practice has a loyal, long-standing...

$1,290,000

Dallas County, TX

This well-established CPA practice for sale in the Farmer's Branch area of North Dallas, has been serving a loyal client base for over 20 years. The practice is the perfect size and opportunity for an...

$220,000

San Antonio, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive San Antonio, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation...

$15,000

Arlington, TX

Retirement minded CPA. Will only sell to an accountant/tax professional. Firm Established in 1999. Owner does all work. One employee is Admin Staff/Assistant who has been with the firm for 13 years....

$312,500

Texas

TX1059: This CPA firm in the south Austin metro area is a great opportunity for an experienced preparer to go out on their own or for an existing firm looking to expand. With a great fee structure and...

$249,000

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

Texas

Overview ABA Advisors represents this CPA firm located in the San Antonio, TX area. The owner is willing to work part-time for the buyer for at least a year following closing to help ensure a smooth...

Not Disclosed

Cash Flow: $336,409

Collin County, TX

This well-established Accounting & Tax Practice, operating under a trademark-registered brand name currently in the process of franchise development, offers an exceptional opportunity for...

$2,295,000

San Antonio, TX

Great opportunity in the San Antonio area for an existing agent looking to purchase and merge. This ECP agency is already on track for Elite status in 2026 and offers a strong foundation to build...

$99,000

Marshall, TX

A reputable CPA practice in Marshall, TX has clients for sale with annual gross revenues of approximately $163,000. The high-quality clients for sale are the heart of a well-established firm, known...

$163,000

Dallas, TX

Stonewell® Bookkeeping is offering a rare opportunity to acquire the exclusive Dallas, Texas territory of its national bookkeeping and business financial services brand. Built on the foundation of...

$7,000

El Paso, TX

TX1058: The seller of this El Paso CPA firm is approaching retirement and seeking a CPA buyer for the firm. Boasting a loyal clientele, a large number of business clients, an experienced staff, and a...

$1,045,000

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 $1,209,000. Desirably situated within the Mid-Cities area of the...

$1,330,000

Texas

The Company is an Insurance Broker which sells a vast array of insurance policies and manages policy renewals on behalf of Insurance Carriers. The Company handles all lines of retail insurance sales,...

Not Disclosed

EBITDA: $1,307,000

Texas

HS Listing ID-66680 The company targets both consumers seeking to improve personal credit and professionals looking to streamline client services. With recurring subscription revenue, scalable SaaS...

$3,500,000

Dallas, TX

This well-established CPA firm has built a strong reputation over the past 20+ years, with consistent year-over-year revenue growth. Services include bookkeeping (40%), tax compliance (52%), and...

$2,075,000

Plano, TX

This fully virtual, boutique CPA Tax and Financial Advisory practice for sale is based in Plano, TX and generates annual gross revenues of approximately $741,000. The firm has steadily grown and...

$1,040,000

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...

$675,000

Texas

This successful 25-year-old residential appraisal business has a stellar business reputation, and robust referral network that would serve as a great entry point for an experienced TX Certified...

$195,000

Dallas County, TX

An exceptional opportunity to acquire a top-performing insurance agency with a 35-year history and deep ties to the North Dallas community. This agency is a proven performer with $5.8M in premium,...

$1,200,000

Fort Bend County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $170,000! • Service mix comprised of tax (80%) and accounting (20%). •...

$200,000

Richardson, TX

Diamond and Gold Store Monthly Gross Sales: $93,000 Monthly Net Profit: $20,000 ........................................................... $2,850 Rent + Utilities + Water + Internet...

$150,000

Dallas, TX

This great Dallas based portfolio currently operates 27 ATMs machines around Dallas, TX for $275,000.00! The portfolio in 2025 has averaged over $7,500/mo in Mixed Profit (over $8000 in March). In...

$275,000

Springtown, TX

This well-established insurance agency boasts over 30 years of history, demonstrating long-term stability. With a strong book of business totaling $2,280,139 in premium and generating $195,053 in...

$349,000

Texas

This well-established CPA practice for sale in East Texas, located within an hour’s drive of Dallas, has annual gross revenues of approximately $187,000. The practice has been delivering high quality...

$187,000

Houston, TX

This amazing ATM portfolio of 119 machines is in Houston, TX and the surrounding areas. The portfolio has Income of over $25,000/mo in the past 12 months with growth expected in 2025. Easy to operate...

$750,000

Houston, TX

This tax preparation office serves as exceptional opportunity for investors or experienced entrepreneurs seeking to acquire an established, profitable business with a proven track record of success....

$365,000

Dallas County, TX

This well-established practice for sale is centrally located in downtown Dallas and has annual gross revenue of approximately $341,000. It has been providing high-quality, professional services to a...

$350,000

Harris County, TX

OVERVIEW ABA Advisors represents this Audit Firm located in Houston, TX. The seller is willing to provide transitional assistance to the buyer to help ensure client retention. THE PRACTICE The...

Not Disclosed

Cash Flow: $128,500

Fort Worth, TX

TX1056: The motivated seller of this CPA firm in south Ft Worth is approaching retirement and is seeking a buyer for the firm. The practice boasts a loyal clientele, about half of which speak both...

$515,000

Tarrant County, TX

ATM route business perfect for someone who wants to work part-time and still maintain a nearly passive income with minimal overhead or office expenses to deal with. The 8 locations are in the...

$70,000

Williamson County, TX

Fantastic opportunity in this $3.78M, 17 year old Allstate book in a fast-growing area of Texas! The growth potential is unlimited given the growth-rich area in Williamson County. Low overhead costs...

$825,000

Galveston County, TX

Overview - ABA Advisors represents this CPA practice located in the South Houston area of Texas. The Owner/CPA is of retirement age and is willing to remain with the new buyer for 1+ years. This...

Not Disclosed

Cash Flow: $199,389

Ector County, TX

This is an amazing opportunity to purchase a Pro agency. 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%...

$2,790,000

Wichita County, TX

This well-established, reputable CPA Tax Practice for sale in the Wichita Falls, TX Area has faithfully served clients in Wichita Falls and the surrounding communities for almost 25 years. It has...

$168,000

Texas

• UPDATED FINANCIALS! • Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2025 gross revenues to be around $194,000! • Service mix comprised of tax (72%) and...

$200,000

Harris County, TX

• CPA owner looking to semi-retire and is available for transition as agreed with buyer. • Primarily tax services to client book. • Year-round revenues in a prime location with great cashflow. • An...

$550,000

Texas

• UPDATED FINANCIALS! • The owner is looking to retire. Available for transition after closing as agreed with buyer. • 2025 gross revenue came in higher than anticipated at $290,000! • The service mix...

$315,000

Texas

• The owner is looking to sell and focus on consulting services business. Available for transition after closing as agreed with the buyer. • 2025 gross revenue is estimated to be $935,000! • The...

$1,075,000

Brazoria County, TX

• Owner seeking retirement and available for transitional assistance as agreed with buyer. • 2023 gross revenues to be around $285,000. • Service mix comprised of tax (94%) and accounting (6%). •...

$325,000

Texas

TX1043: The sellers of this Ark-La-Tex CPA firm are approaching retirement and seeking a CPA buyer for the firm. With a strong fee structure, a nice cash flow, a loyal clientele along with a stable...

$1,200,000

Texas

Sunbelt Business Brokers of Dallas presents this life insurance settlement business for sale in Texas. This very profitable business has been in operation for nearly two (2) decades and has a large...

$5,500,000

Austin, TX

Established 35 year business brokerage company in Austin, Texas specializing in Main Street and Middle Market business sales and acquisitions ranging in price from 100K to twenty million dollars in...

$150,000