Financial Services
Cook County, IL
Financial summary
Comparable pricing
51% below marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on 117 listings. This one asks 1.5x, about 51% below that median. At the comparable median it would price ~$406K.Methodology refines over time.Comparable Financial Services businesses sell around $406K vs this $199K 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
low multiple, high SDE margin and priced below 1.5x revenue.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
This long-standing tax, bookkeeping, and payroll services firm, with an SDE of $130K+, has been serving clients for 34 years and is well known for its personalized, relationship-driven approach. Located outside of Chicago in the North Shore, the practice manages a diverse and loyal client base, preparing 250+ tax returns annually. Revenue is primarily weighted toward tax preparation, complemented by recurring bookkeeping and payroll services that provide steady, year-round income and continuity. The firm's established systems and reputation create a turnkey opportunity for a buyer seeking stable cash flow and growth potential. The founder is retiring and is fully committed to a smooth transition, offering post-sale consulting to ensure continuity for clients.
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