Financial Services
Kissimmee, FL
Financial summary
Comparable pricing
31% below marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on several listings. This one asks 2.1x, about 31% below that median. At the comparable median it would price ~$363K.Methodology refines over time.Comparable Financial Services businesses sell around $363K vs this $250K 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
Turnkey tax and bookkeeping business with a growing client base, strong cash flow, and extremely low operating costs. Established in 2023, this company has already generated impressive traction with over $171,000 in gross revenue and approximately $117,000 Seller’s Discretionary Earnings (SDE) in 2025. Perfect opportunity for an owner-operator, CPA, tax professional, or entrepreneur looking to enter a recession-resistant industry with systems already in place. This business benefits from recurring tax clients, bookkeeping accounts, established operational systems, and a fully equipped office setup including server infrastructure, CRM systems, electronic signature pads, and professional equipment. The current owners have built a scalable operation with room to expand services such as business formation, payroll, immigration support, credit repair, and additional bookkeeping contracts. Very affordable occupancy cost creates excellent profit margins and makes this opportunity highly attractive for a buyer seeking immediate cash flow. Seller motivated, Negotiable.
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