Financial Services
Richmond City, VA
Financial summary
Comparable pricing
19% below marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on 117 listings. This one asks 2.5x, about 19% below that median. At the comparable median it would price ~$105K.Methodology refines over time.Comparable Financial Services businesses sell around $105K vs this $85K 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
high SDE margin and priced below 1.5x revenue.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
For over 15 years, this established accounting and tax practice has delivered exceptional, personalized service to a loyal base of individual and corporate clients. It represents a turn-key opportunity for an ambitious tax professional ready to step into ownership and scale an existing foundation. With increasing demand for tax and financial services, the business is well-positioned for continued long-term growth and expansion. The current owner has just been working part-time and completed roughly 250 tax returns this tax season. With full-time management, the business could grow tremendously, especially given the prime location! If you are ready to transition from employee to owner without starting from scratch, this proven practice could be your ideal launchpad.
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