Financial Services
NC
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.
Business description
Have you ever thought of owning an established business that is seasonal, and a niche in the tax return service industry? Just add a semi-absentee option to this tax service business, and you have an unmatched opportunity, that is quite desirable. The niche to this tax service business is the 350 clients that come in to get their tax returns done, and many on the spot, are pre approved by the IRS, to get their tax refund by check or check card, on the spot. After a dozen years, this original owner is retiring, and will assist a new owner through the transition. This business is priced right, and won't last long.<br /><br /> This business is scalable, franchisable and has a unique niche, where clients, are issued checks by the IRS on the spot. Since this business is seasonal, the rented office, can be sublet for additional revenue for half the year. Charlotte is a hotspot for this established business.<br /><br /> https://tworld.com/locations/North-Carolina/charlottesouth/listings/Established-Semi-Absentee-Niche-Tax-Return-Business
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