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
Strong SDE.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
The Firm is a full-service tax resolution firm serving clients across the United States. It assists individuals and commercial businesses in settling outstanding tax filings and debts primarily with the Internal Revenue Service (IRS) while taking into consideration a client’s ability to pay without financial hardship or asset seizures. Key Aspects knowledge Opportunities Headquartered • Southwest U.S. Current Markets • The Company serves individuals and commercial businesses across the U.S., with the primary client base focused in the Southwest U.S. Real Estate • The Company operates from two office facilities located in the Southwest U.S., which are leased from unrelated third parties. The leases are assumable by new ownership post-sale, and there is room to expand at both locations. Alternatively, management notes that the Company may be easily relocated. Shareholder Objectives • The Company is held by two equal owners. One owner wishes to remain with the Company post-sale to assist with future growth. The other owner is interested in a negotiable transition period and eventual full exit but will consider remaining with the Company post-sale. Both owners are open to a variety of deal structures
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