Financial Services
Summerville, SC
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 purchase a best-in-class accounting firm in the Southeast. It is strategically positioned for rapid growth, the firm consistently outperforms industry benchmarks across revenue growth, recurring revenue mix, client retention, margins, and operational efficiency. Built on a technology forward delivery model and supported by an experienced, high performing team, it provides immediate scale for an acquirer seeking regional dominance or a platform for national expansion. Sellers will support a professional, seamless transition to new ownership and are seeking qualified, serious buyers only. Confidentiality is paramount; interested parties must sign an NDA and provide proof of funds before receiving detailed information. Business highlights: Great opportunity to be acquired by large company interested in expansion in the southeast. This firm is poised for national expansion.
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