Find out how much of the book leaves with the owner
Relationships here are personal; ask what retention looked like on any prior transition and weight the price toward recurring clients, not one-time engagements.
financial services for Sale in Texas
Similar businesses sell at 1.4x to 6.9x SDE. Compare live listings and connect with sellers.
4 results
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Accounting & Tax Practices
Accounting & Tax Practices
8386 - High-Performing Tax & Accounting Business in Houston
Houston, Texas, United States
Houston, TX, US
Business is a Two for One healthy, high performing Accounting and Tax practice serving upper tier main street and lower mid-market businesses. The operations exceed client expectations with experienced accountants and CPA who support monthly, quarterly, and annual reporting services as well as financial consulting and support start-up entrepreneurs. Financial & Operational Strength: • 92% client retention rate • 11% year-over-year growth Market Reputation & Location: • 4.9-star average review rating • 8 years established in an affluent Energy Corridor location, ensuring a seamless transition The franchise system offers classroom training, protected territory, and access to established tax software and client systems. This opportunity is ideal for entrepreneurs seeking a high revenue seasonal business allowing for family time during the slower months and consistent recurring revenue for stable practice growth.
$510,000
$448,600Revenue
$220,439Cash Flow
Insurance Agencies
Insurance Agencies
Insurance -Multi Locations For Sale
San Antonio, Bexar County, Texas, United States
San Antonio, Bexar County, TX, US
Established: 2013 Locations: 4 (Strategically positioned across key Texas cities) Industry: Insurance – Property, Casualty, Auto, Commercial Ownership: Privately held independent agency Employees: Experienced licensed agents, account managers, and administrative support The agency offers a one-stop solution for personal and commercial clients, delivering comprehensive coverage across multiple lines and carriers. Its operational model blends personalized service with process automation, driving both retention and efficiency.
$2,820,000
$848,497Revenue
-Cash Flow
Other Financial Services
Other Service Businesses
Other Financial Services
+1
San Antonio, TX Coaching Franchise - Now Available
San Antonio, Bexar County, Texas, United States
San Antonio, Bexar County, TX, US
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 this franchise is now available to the San Antonio, Texas area. There will be only one Regional Firm in San Antonio. This regional opportunity won't be available very long! This business model would be ideal as an “Expansion of an Existing Business Through Strategic Acquisition”. It is an opportunity to leverage your existing business relation- ships throughout the San Antonio market with a synergistic "bolt-on business" that could give an existing base of business a significant boost in volume and in profitability. Seize the opportunity! Key Points to Consider: 1. Highly Scalable – Recommendation is to build out the San Antonio area to 165 Certified Business Coaches each capable of generating from $500,000 to $1,000,000 gross annual revenues. 2. Fast ramp-up to Positive Cash flow in 60-days when built per guidance 3. Potential for 9-month ROCE (return on capital employed) when built per Best Practices 4. As a "bolt-on" addition to an existing business, can be run by existing management team from the start 5. Repeatable results and multi-year clients provide consistent growth, performance & cash flow. Why Clients Find the Services Appealing: 1. 17-Week Guarantee: Industry-Exclusive since 2009 – Client perceives no risk 2. Clients gain a 700% return on investment by year 2…this is our Global average. Most offices across Texas have clients averaging 1,300-2,200% return on investment when using our coaching services. 3. Five (5) Main Service Categories Ranging from $125-$18,000/mo – Business Coaching, Business, Education, Tactical & Strategic Planning, Business Valuations and a Suite of Team Assessment Tools – Something for everyone 4. We Multiply Profits and accelerate their pathway to greater success…and take their business to higher levels so that they can live a more extraordinary life NOW! 5. Our offices are in Texas, serving Texas and creating Legacies in Texas. What You Get: 1. Our Proven Framework of 3500 business tools, solutions, strategies, and resources is the most comprehensive in the world. 80-90% of the value comes from this proven framework, which is ever-evolving. This framework is a major distinction…already tested & proven. 32 years of refinement & results and we continue to innovate to be at the cutting edge. We customize the approach for each business using a broad & deep framework. 2. The Business Operating System is installed in the client’s business to multiply profits and achieve sustained scalability and a wealth event when they exit their business. 3. Turnkey programs to serve All Sizes of businesses from micro startups to the Fortune 50 businesses. The programs include business owner coaching, Executive coaching, group coaching, management team development, education & training for all levels in the organization, tactical & strategic planning, business valuations and an employee assessment suite. 4. A complete training program for each of the coaching firm’s team members…lead generation, sales and coaching teams. 5. Local support from the Texas headquarters in Dallas and overall systems support from the Global Office located in the US. Why We Do What We Do: We are uniquely equipped to solve the dual problems of the 90% business failure rate in Texas and 75% of businesses failing to sell while listed with a business broker. Our Mission: 1. 90% of Business Owners Expand their Success and Achieve their Goals & Dreams Across All of Texas! 2. More than 75% of Business Owners Create a Multi-Generational Legacy at Exit…either sell for a Multiple of Earnings to Create a Wealth Event or Achieve a Successful Generational Ownership Transition 3. Be a Key Catalyst in Texas Becoming the #1 GDP in America and Surpassing Germany’s GDP
$714,000
-Revenue
-Cash Flow
Accounting & Tax Practices
Other Financial Services
Accounting & Tax Practices
+1
Rio Grande Valley Coaching Franchise Opportunity
Texas, United States
TX, US
This is a Regional Opportunity for a professional services firm to partner with a business that has a 32-year history and a successful track record spanning 87 countries! The expansion of this franchise is now available to the Rio Grande Valley Region of South Texas. There will be only one Regional Franchise for the RGV area. This region will carry with it an opportunity to purchase the first franchise in Mexico when it becomes available. This opportunity would be ideal as an “Expansion of an Existing Business Through Strategic Acquisition”. Seize this opportunity to leverage your existing business relationships throughout the valley with a synergistic "bolt-on business" that could give an existing base of business a significant boost in volume and in profitability. Key Points to Consider: 1. Highly Scalable – Recommendation is to build out the Rio Grande Valley area with up to 70 Certified Business Coaches with each capable of generating $500,000 to $750,000 each in annual sales volume. 2. Fast ramp-up to Positive Cash flow in 60-days when built per guidance 3. Potential for 9-month ROCE (return on capital employed) when built per Best Practices 4. As a "bolt-on" addition to an existing business, can be run by existing management team from the start 5. Repeatable results and multi-year clients provide consistent growth, performance & cash flow. Why Clients Find the Services Appealing: 1. The business offers a 17-Week Guarantee: Industry-Exclusive since 2009 – Client perceives no risk 2. Clients gain a 700% return on investment by year 2…this is our Global average. Most offices across Texas have clients averaging 1,300-2,200% return on investment when using our coaching services. 3. Five (5) Main Service Categories Ranging from $125-$18,000/mo – Business Coaching, Business, Education, Tactical & Strategic Planning, Business Valuations and a Suite of Team Assessment Tools – Something for everyone 4. We Multiply Profits and accelerate their pathway to greater success…and take their business to higher levels so that they can live a more extraordinary life NOW! 5. Our offices are in Texas, serving Texas and creating Legacies in Texas. What You Get: 1. Our Proven Framework of 3500 business tools, solutions, strategies, and resources is the most comprehensive in the world. 80-90% of the value comes from this proven framework, which is ever-evolving. This framework is a major distinction…already tested & proven. 32 years of refinement & results and we continue to innovate to be at the cutting edge. We customize the approach for each business using a broad & deep framework. 2. The Business Operating System is installed in the client’s business to multiply profits and achieve sustained scalability and a wealth event when they exit their business. 3. Turnkey programs to serve All Sizes of businesses from micro startups to the Fortune 50 businesses. The programs include business owner coaching, Executive coaching, group coaching, management team development, education & training for all levels in the organization, tactical & strategic planning, business valuations and an employee assessment suite. 4. A complete training program for each of the coaching firm’s team members…lead generation, sales and coaching teams. 5. Local support from the Texas headquarters in Dallas and overall systems support from the Global Office located in the US. Why We Do What We Do: We are uniquely equipped to solve the dual problems of the 90% business failure rate in Texas and 75% of businesses failing to sell while listed with a business broker. Our Mission: 1. 90% of Business Owners Expand their Success and Achieve their Goals & Dreams Across All of Texas! 2. More than 75% of Business Owners Create a Multi-Generational Legacy at Exit…either sell for a Multiple of Earnings to Create a Wealth Event or Achieve a Successful Generational Ownership Transition 3. Be a Key Catalyst in Texas Becoming the #1 GDP in America and Surpassing Germany’s GDP
$420,000
-Revenue
-Cash Flow
Market Snapshot
National transaction benchmarks for financial services businesses.
Under $500K
Median revenue$227k
Median cash flow$102k
Median sale price$200k
Multiple range1.4x - 2.5x
$500K to $2M
Median revenue$793k
Median cash flow$310k
Median sale price$875k
Multiple range2.1x - 4.0x
Over $2M
Median revenue$2.40m
Median cash flow$733k
Median sale price$3m
Multiple range3.7x - 6.9x
A variety of factors can cause businesses to trade outside this range, including earnings quality, operational transferability, key-person risk, growth trajectory, and geography, so a listing priced above or below the typical multiple usually reflects real differences in the underlying business.
What to know about financial services acquisitions
GW
Cofounder & CEO
Key diligence, valuation, financing, and transition considerations for buyers evaluating financial services acquisitions.
Confirm the licenses and carrier appointments transfer
A CPA firm, agency, or registered advisory carries credentials and appointments that may not pass automatically; verify what you must hold or re-apply for.
Separate recurring revenue from project revenue
Monthly retainers and renewing policies are worth more than seasonal tax work; get the split in writing.
Look hard at client and carrier concentration
A few large accounts or one dominant carrier can carry the business — and walk. Quantify the exposure.
Check compliance and liability history
E&O claims, regulatory exams, and audit findings are liabilities you may inherit; review coverage and open matters.
Plan for the transition of trust, not just the keys
Clients stay because they trust a person — negotiate a transition period, introductions, and non-competes.
Frequently Asked Questions
Answers to common buyer questions for this market.
Yes, recurring, high-margin revenue is exactly what lenders want. Expect scrutiny of client retention, the owner's role, and license transfer; a documented transition plan makes it far easier.