Financial Services
UT
Financial summary
Comparable pricing
43% above marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on 117 listings. This one asks 4.4x, about 43% above that median. At the comparable median it would price ~$977K.Methodology refines over time.Comparable Financial Services businesses sell around $977K vs this $1.4M 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 and strong SDE.
Linked page lives on the broker site, not on OpenAcquisitions.
Key points
Business description
Tax and accounting practice completing 1,100-1,200 returns annually with 100 payroll clients, steadily growing revenue, and pricing below local competitors, creating immediate margin expansion opportunity for a buyer willing to raise rates.
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