Financial Services
Campbell, CA
Financial summary
Comparable pricing
fairly pricedComparable Financial Services businesses sell at a median of 3.1x SDE, based on several listings. This one asks 3.1x, about 0% from that median. At the comparable median it would price ~$310K.Methodology refines over time.Comparable Financial Services businesses sell around $310K vs this $310K 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.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
The Agency has an excellent Loss Ratio and a nice Retention Ratio. It is open 5 days a week 9:00 am to 5:00pm. The owner has set up Customer Service which attracts many new Buyers of all types on insurance sales. Allstate Insurance now provides world wide trips for the Agent and his significant other. This is fully paid for by the company. Note call Dale Huffman 714-928-5138
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