Financial Services

Financial Services Businesses For Sale

Buy and sell advisory practices, insurance books, lending, and fintech businesses with verified AUM and books.

Compliance Review
Book / AUM Verification
Client-Retention Audit

6+ financial services businesses available

Featured Financial Services Businesses

Featured
Verified
227

Established Financial Services Business — Turnkey

Dallas, TX

Established financial services business with verified financials, a trained team, and a clean transition. Advisory, insurance, lending & fintech.

Asking Price

$185K

Annual Cash Flow

$85K

Featured
Verified
274

Profitable Financial Services Operation, Owner Retiring

Chicago, IL

Established financial services business with verified financials, a trained team, and a clean transition. Advisory, insurance, lending & fintech.

Asking Price

$320K

Annual Cash Flow

$145K

All Financial Services Businesses

Verified

Growing Financial Services Business with Recurring Revenue

Atlanta, GA

Asking Price

$95K

Cash Flow

$52K/yr

Verified

Premium Financial Services Business — Strong Margins

Phoenix, AZ

Asking Price

$475K

Cash Flow

$195K/yr

Verified

Well-Run Financial Services Business, Trained Team

Tampa, FL

Asking Price

$240K

Cash Flow

$110K/yr

Verified

Financial Services Business with Long-Term Contracts

Denver, CO

Asking Price

$130K

Cash Flow

$64K/yr

Selling Your Practice or Book?

List your advisory practice or book of business to vetted, compliant buyers.

AUM / book valuation
Compliance-aware process
Vetted buyer network

170+

Practices Listed

1,050+

Buyers

$95M+

Transactions

70 Days

Avg. Time to Sell