Financial Services
NY
Financial summary
Comparable pricing
29% above marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on 117 listings. This one asks 4.0x, about 29% above that median. At the comparable median it would price ~$1.6M.Methodology refines over time.Comparable Financial Services businesses sell around $1.6M vs this $2.0M 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 strong SDE.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
Independent insurance consulting practice serving labor unions exclusively generates $750k in recurring commission revenue with margins approaching 67%, built over decades of niche industry relationships.
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