Financial Services
CA
Financial summary
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, priced below 1.5x revenue and new to market.
Linked page lives on the broker site, not on OpenAcquisitions.
Business description
Independent insurance agency generating commission-based recurring revenue from a diversified book of auto, home, life, business, and umbrella policies with over 50% margins and minimal owner involvement.
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