Financial Services
VA
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.
Key points
Business description
This is a rare opportunity to acquire the tax client portfolio of a well-established and reputable accounting firm with over 25 years of service. The practice has built strong, long-standing relationships with a diverse mix of individual and small business clients, primarily focused on tax preparation and planning. The seller is divesting only the tax portion of the business to streamline operations and focus on other service areas. This opportunity is ideal for an independent CPA or an existing firm looking to expand its tax client base with minimal marketing effort. The owner is willing to assist with a structured transition to help ensure strong client retention. <br /><br /> https://tworld.com/locations/Virginia/commonwealth/listings/Thriving-Accounting-and-Tax-Practice
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