Financial & Professional Services
Financial and professional service businesses are built on trust, recurring revenue, and client relationships. BAA works with owners of accounting firms, insurance agencies, wealth management practices, and consulting businesses to structure exits that protect client continuity and reflect the full value of the book.
Companies We Serve in
Financial & Professional Services
How BAA Helps
Financial & Professional Services
Owners Sell
BAA handles valuation, buyer outreach, and deal structuring for financial and professional services business owners. We understand that client relationships are the asset, and we position your business for buyers who will protect those relationships while paying you what the book is worth.
frequently asked questions
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Here's where we answer the most common questions about
Financial & Professional Services
How is a financial or professional services business valued?
Most financial and professional services businesses are valued on a multiple of recurring revenue or EBITDA, typically in the 1.5x to 3.5x range. Client retention rates, revenue concentration, contract transferability, and owner dependency all affect where you land within that range.
Will my clients find out the business is for sale?
Not if we run the process correctly. BAA uses NDAs and staged disclosure to protect client relationships throughout the sale process. Most clients are not informed until after closing.
Will my employees find out the business is for sale?
Not through us. We run fully confidential processes and only disclose identifiable details to qualified buyers who have signed an NDA and are under letter of intent.
How long does it take to sell a financial or professional services business?
Most deals close in 4 to 9 months. Clean financials, documented client contracts, and a realistic asking price are the biggest factors in compressing that timeline.
Do I need to stay on after the sale?
Most buyers require a transition period of 90 to 180 days to ensure client retention. We negotiate these terms on your behalf so your post-close obligations are clearly defined and have an end date.