Financial Services
Palm Beach County, FL
Financial summary
Comparable pricing
83% above marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on 117 listings. This one asks 5.7x, about 83% above that median. At the comparable median it would price ~$544K.Methodology refines over time.Comparable Financial Services businesses sell around $544K vs this $995K 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
For over 30 years, this company has been the trusted choice for personalized financial guidance, serving individuals and businesses throughout northern Palm Beach County. Expertise ranges from essential tax management and accounting services to in-depth offerings like reviews, financial statements, and trust and estate planning. The owner has established a proactive, advisory-focused firm. The team meets regularly with each client—often more frequently than quarterly—to fully engage and build strong relationships that support their long-term goals as business owners and foster the growth of their companies. This accounting firm primarily serves business owners, with the intent to help them operate more efficiently and drive meaningful progress as effectively as possible. Number of customer tax filings by form: *1040 - 517 *1041 - 28 *1065 - 53 *1120 - 172 *5500 - 2 *709 - 2 *990 - 10
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