Buy or Sell a Financial Services Business

We specialize in selling financial services businesses with revenues from $500k to $10M+. Get started with a confidential and complimentary valuation.

Types of Financial Services Businesses for Sale

See other Industries we specialize in.

  • Tax Preparation Services

  • Insurance Agencies and Brokerages

  • Accountants and CPAs

  • Payroll Services

  • Mortgage and Nonmortgage Loan Brokers

  • Credit Intermediation Services

What we look for

We specialize in selling Financial Services Businesses with at least 3 employees and revenues from $500k to $10M+. We only work with business owners and buyers that are interested in selling or buying established and profitable Financial Services Businesses at a fair price based on historical earnings. Some other characteristics we look for include:

Loyal Clients

A strong roster of existing customers allows you to hit the ground running and generate revenue from day one. This means the new owner won’t have to spend all their time on new customer acquisition and can spend time on a lot of different parts of the business.

Trusted Staff

As any owner will tell you, great employees are worth their weight in gold. Your employees are the ones on the front lines and often the ones delivering for customers. A solid base of tenured employees is also critical for expansion as they will be the ones assisting with training and upholding day-to-day processes.

Strong Repuation

Reputation is more than just online reviews (although those can be important). Reputation is the encapsulation of the goodwill the previous owner built in the market. For a new buyer, reputation helps drive new customers to the business and keep existing ones coming back, giving the new buyer time to build their own legacy.

Sell your financial services business with Beacon

Explore your options with a complimentary business valuation.

The emergence of financial technology will likely continue to make industry services more accessible.

Financial Services Industry

Financial Services Businesses in the US
Market Size
Annual Growth Rate

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