Financial Services
New Orleand Area, LA
Financial summary
Comparable pricing
Limited comparables for this listing. No reliable benchmark yet.
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.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
Overview ABA Advisors represents this CPA tax practice located in the New Orleans, LA area. The owner wishes to retire from public accounting but is willing to provide transitional assistance to help ensure client retention. The practice was started in 1991 and provides income tax services to individuals, businesses and trusts. The firm has high average fees for a practice of this size. Individuals average $1,289 and corporate and partnership returns average $1,117 to $2,663. There are a staff CPA and an office manager that are both expected to remain with the practice. The firm has solid profitability. The office lease is year to year. The buyer of this firm must be a CPA and while 75% of the clients send in their information electronically, the buyer will need to be present and maintain an office in the sellers’ office location or an office very close. Business ID# LA-2135
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