Financial Services
South Texas, TX
Financial summary
Comparable pricing
7% below marketComparable Financial Services businesses sell at a median of 3.1x SDE, based on several listings. This one asks 2.9x, about 7% below that median. At the comparable median it would price ~$1.9M.Methodology refines over time.Comparable Financial Services businesses sell around $1.9M vs this $1.8M 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, priced below 1.5x revenue and strong SDE.
Linked page lives on the broker site, not on OpenAcquisitions.
Business description
Exceptional Opportunity to Acquire a Long-Established, Highly Profitable CPA Practice This is a rare opportunity to acquire a well-established and respected CPA firm serving South Texas for over 20 years. The practice has built an outstanding reputation, a loyal client base, and a consistent history of strong financial performance, making it an ideal acquisition for an expanding CPA firm, an individual CPA seeking ownership, or a strategic buyer looking to grow through acquisition. Business Highlights: The current owner is retiring and is committed to ensuring a smooth transition. The seller will remain available for a negotiated transition period and consultation to help retain clients, introduce key relationships, and support the new owner. This is an outstanding opportunity to acquire a profitable, turnkey accounting practice with an experienced team, recurring revenue, and significant opportunities for continued growth.
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