Financial-services businesses — accounting and bookkeeping practices, tax firms, insurance agencies and advisory books — are prized for their recurring, relationship-based revenue and high retention. Every Financial Services business listed on ExitToBuy is verified — financials, ownership and SBA-eligibility reviewed — before buyers ever see it, with deals from $250,000 to $25 million.
Recurring client fees, retention rates, client concentration, licensing and regulatory standing, and staff continuity drive value. Sticky, diversified client books command premium multiples.
A listing does not go live on ExitToBuy until its core numbers are checked: reported revenue and earnings, ownership and transferability, and whether the deal is likely to qualify for SBA 7(a) financing. Escrow is part of every transaction, and financing can be arranged inside the deal.
Financial Services businesses trade across the country, with steady activity in New York, Connecticut, Illinois, California and Texas. Browse by location, or see the full marketplace.
How many Financial Services businesses are for sale?
The number changes continuously as sellers and brokers post new listings. Every Financial Services business on ExitToBuy has passed verification, so the count you see is live and current.
What does a Financial Services business sell for?
Asking prices depend on earnings quality, how much revenue is recurring, and the assets included. ExitToBuy focuses on the $250,000 to $25 million range across financial services and related sectors.
Can I finance a Financial Services acquisition?
Yes. Many Financial Services listings are pre-screened for SBA 7(a) eligibility, and financing can be arranged inside the transaction — usually an SBA-backed loan plus a buyer down payment, and sometimes seller financing.
What should I look for when buying a Financial Services business?
Review client retention and concentration, the recurring-versus-project revenue mix, licensing and compliance, staff and successor continuity, and how transferable client relationships are beyond the owner.