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
high SDE margin and strong SDE.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
The offering consists of the intellectual property of two trusts, hereinafter collectively referred to as the Company. The Company specializes in the sale, operation, and financial management of trusts. Through tax preparation and 24/7 professional assistance, the Company’s services focus on growing wealth, providing asset protection, and limiting tax liability. Key Aspects Opportunities Headquartered • Southwest U.S. Current Markets • The Company serves individual clients wishing to hold either a beneficial or business spendthrift trust and clients seeking financial assistance and management advice regarding their trusts. Clients are located across the United States as well as overseas Real Estate • The Company operates from a 1,000 square-foot office, which is held by one of the two trusts comprising the Company. The office is available for lease or the Company may be operated remotely. Shareholder Objectives • The Company is managed by a single trustee who is seeking to spend more time with family. The trustee is equally open to either remaining with the Company in a greatly reduced capacity or to making an eventual full exit following a transition period. The trustee is open to a variety of deal structures in order to facilitate a transaction.
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