Financial Services
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
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
** <u>Under Contract ** </u>Founded in 1997 this well established Enrolled Agent (EA) accounting firm boosts the highest IRS credential specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns. This successful practice consists of 38 corporate clients many of which pay a monthly retainer fee and 125 personal clients requiring personalized tax services. This practice can be easily consolidated into another existing <u><strong>LOCAL</strong></u> practice. Seller is willing to make client introductions for a seamless transition.<br /><br /> Expanded marketing Increased cost of services Word of mouth referrals <br /><br /> https://tworld.com/locations//jacksonville/listings/Turnkey-Establish-Bookkeeping-Practice
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