Financial Services
HAWTHORNE, CA
Financial summary
Comparable pricing
158% above marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on 117 listings. This one asks 8.0x, about 158% above that median. At the comparable median it would price ~$155K.Methodology refines over time.Comparable Financial Services businesses sell around $155K vs this $400K ask.
Methodology refines over time.
SBA financeability
Businesses in finance & insurance are commonly SBA-financed. The figures below are the industry-category norm from SBA 7(a)/504 lending, a gauge of how financeable a deal like this tends to be.
Finance & Insurance benchmarks
Typical SBA leverage
72%
Industry charge-off
1.1%
Common term
10 yr
Median loan
$239,300
Active lenders in this category: Live Oak Banking Company, The Huntington National Bank, U.S. Bank, National Association.
Based on 6,841 SBA loans · source: SBA 7(a)/504 FOIA, as of 2026Q1 · industry-category level.
Detailed information
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
Last year, we prepared approximately 3,688 tax returns and generated gross revenue of approximately $650,000. This year until May, we have prepared 3,368 returns and have more than 300 extensions until October 15. We are planning to retire at the end of this year and are seeking a qualified buyer to continue serving our established client base. We have operated from the same location for the past 23 years and have built a strong reputation and loyal clientele within the community. Our services include Income Tax Preparation and Notary Public Services. Unlike many seasonal tax offices, our office remains open year-round to provide continuous support to our clients. If you have any questions or require additional information, please do not hesitate to contact us. We would be happy to discuss this opportunity further.
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