Financial Services
CA
Financial summary
Comparable pricing
28% below marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on several listings. This one asks 2.2x, about 28% below that median. At the comparable median it would price ~$629K.Methodology refines over time.Comparable Financial Services businesses sell around $629K vs this $450K 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
low multiple, high SDE margin and priced below 1.5x revenue.
Linked page lives on the broker site, not on OpenAcquisitions.
Business description
Located in beautiful Marin County, this well-established San Francisco area tax practice is paperless and profitable and has an outstanding reputation in the community. While helpful, a CPA license is not required (no attestation work or peer reviews needed). The buyer of this firm will need experience in individual tax prep for clients with trusts and equity compensation common with professionals at area tech firms. A good location and high average fees make this a great firm for someone branching out on their own, or for an existing firm looking for a nice roster of high-value clients.
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