Greater-Houston Area Tax Consulting
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A well-established state and local tax advisory practice offering a full suite of nexus studies, tax compliance, registrations, exposure analysis, and multi-state audit defense services to clients across construction, technology, manufacturing, retail, and energy. The firm has generated over $2M in annual revenue over the past three years, with a weighted SDE of roughly $707K — well above the median for comparable transactions in this space. Nearly all new business comes through referrals, with no paid marketing required to sustain the client base, and a team of experienced contractors handles day-to-day client work under an established leadership team. The current owner is seeking a transition for personal reasons and is open to staying on as a paid consultant to support a smooth handoff — a turnkey, referral-driven platform with real room to grow.
About the Business
- Years in Operation
- 11
- Employees
- 12 Full-time
- Market Outlook / Competition
- The tax preparation and compliance services industry (NAICS 541213) is a large, highly fragmented market built on recurring, relationship-driven client work, and it has drawn significant private equity interest backing major consolidation platforms across the country. Valuation multiples for firms of this size typically run 4.0x–6.0x SDE for smaller practices, stepping up toward 5.5x–8.5x adjusted EBITDA as firms enter the $2M–$10M revenue tier, with tax- and advisory-dominant firms trading at a premium of roughly half a turn to one-and-a-half turns above audit-heavy peers thanks to their higher-margin, more recurring revenue base. Multiples compressed somewhat from their 2020–2022 peak but have since rebased upward as rates have come down, and firms built on referral-driven client relationships with low-overhead structures and above-average revenue scale remain especially appealing to both PE-backed platforms and independent buyers looking to enter or expand in the space.
- Opportunities for Growth
- The Greater-Houston Area continues to experience significant population and business growth, presenting ongoing opportunities to expand the client base.
Growing complexity of state and local tax regulations creates increasing demand for specialized tax advisory services, positioning the firm for continued revenue growth.
A new owner with additional resources or expertise could explore service line expansions, such as broader financial consulting or multi-state tax advisory services, to drive incremental revenue.
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- Negotiable
Listing Info
- ID
- 2548988
- Listing Views
- 47
Listing ID: 2548988 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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