Financial Services
FL
Financial summary
Comparable pricing
31% above marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on 117 listings. This one asks 4.1x, about 31% above that median. At the comparable median it would price ~$1.1M.Methodology refines over time.Comparable Financial Services businesses sell around $1.1M vs this $1.5M 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
Well-established virtual bookkeeping and accounting firm with over 15 years of operating history and a nationwide client base. The business operates 100% remotely with a seasoned team handling all day-to-day bookkeeping, making this a truly turn-key acquisition. The current owner is no longer involved in client bookkeeping or daily operations, allowing for a smooth transition and immediate operational continuity post-closing. Highlights: This is a low-touch, high-margin business with durable revenue and limited customer concentration risk. To respect all parties’ time, seller meetings will be scheduled once a buyer is prepared to move directly to a purchase agreement. Comprehensive financials and diligence materials will be made available to qualified buyers at that stage. SBA lender pre-qualified. Terms are approximate.
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