Boca Raton, FL
$60,000
Boca Raton, FL
$60,000

Chicago, IL
$502,680

Guilford, CT
$705,000

Encinitas, CA
$10,000,000
Grayson County, TX
$201,800
California
Not Disclosed
Pleasant Valley, NY
Not Disclosed
Indiana
$226,070
Boca Raton, FL
$45,000
Venice, FL
Not Disclosed
Venice, FL
$189,000
Park Falls, WI
$99,900
Park Falls, WI
$199,900
Bristol, RI
$3,470,000
Pleasant Valley, NY
$795,000
Levittown, PA
$469,900
Dave Perkins
We are intermediaries.
Serving Madison County, MS
Abstract Business Advisors, LLC is a specialty healthcare advisory firm offering our clients a unique advantage over traditional brokerage firms who handle mergers & acquisitions. Our team of professionals has over 100 years of combined health care business ownership and experience allowing us a comprehensive understanding of the industry. Over 24 years in business and more than $2.5B in transactions! At Abstract Business Advisors, LLC, we feel what sets us apart from other health care M&A firms, brokers, and brokerage firms, is our dedication to our clients both on the Buyer and Seller side. In addition to paying attention to details, it is crucial that we pay close attention to the health care laws, as well as the pending changes that could affect values in the health care world. We know the issues critical to the healthcare industry — reimbursement, government regulations, information systems, product technology, and market trends — issues that directly impact who’s buying, who’s selling, why, and for how much. As professional healthcare M&A advisors, we understand that our valuation methods and processes are our responsibility as a trusted partner. Starting with your price expectations, we identify and rate the market realities you are facing. Our marketing objective is to reach qualified buyers and sellers with an accurate and consistent business profile. Abstract Business Advisors, LLC assists clients through the acquisition or selling process step-by-step. Strong seller and buyer emotions are a reality of any type of business transaction. Effective emotion management is a trademark characteristic of a successful closing. As situations arise, we provide objective analytical views. When your expectation issues are on the negotiating table; you are at your highest level of outcome risk. In these situations, you have the assurance that our firm’s negotiating experience and all of our resources are directed toward successfully preserving your interests.
Leominster, MA
Not Disclosed
Shawano, WI
Not Disclosed
Philadelphia, PA
Not Disclosed
Southampton, PA
Not Disclosed
Philadelphia, PA
$2,800,000
Rutland, VT
$275,000
Homer, LA
$585,000
Burton, MI
$799,000
New Port Richey, FL
Not Disclosed
New Port Richey, FL
Not Disclosed
New Port Richey, FL
Not Disclosed
New Port Richey, FL
Not Disclosed
New Port Richey, FL
Not Disclosed
New Port Richey, FL
Not Disclosed
New Port Richey, FL
Not Disclosed
New Port Richey, FL
Not Disclosed
New Port Richey, FL
Not Disclosed
New Port Richey, FL
Not Disclosed
San Diego, CA
$150,000
$29,750
Not Disclosed
$5,000
Businesses in the financial services sector sell products and services, supporting individuals and organizations in managing their finances. This industry has a wide variety of businesses that take care of personal and corporate finance in several important ways. Financial services also include investment and asset management, home equity, commercial real estate, tax and accounting services, and financial consulting services. The insurance market covers homes, personal health, and automobiles, in addition to life insurance and numerous industry-specific insurance types.
Some of the most popular categories of financial services businesses include:
Market Overview
| Number of Business Listings Analyzed | 936 |
| Median Asking Price | $500,000 |
| Median Reported Revenue | $430,000 |
| Median Reported Earnings | $210,000 |
| Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings. | |
Financial Services Business Valuation Multiples
| Range | Revenue | Earnings (SDE) |
| Lower Quartile | 1.02 | 1.81 |
| Median | 1.18 | 2.36 |
| Upper Quartile | 1.46 | 3.13 |
| Revenue and earnings multiples based on reported revenue, seller's discretionary earnings, and asking price. | ||
Read the Report:
Financial Services Business Valuation Benchmarks
Sell Your Financial Services Business
For business owners looking to sell their financial services business, developing an exit strategy is essential. Developing an exit plan starts with understanding the businesses value, along with industry and market trends. Take the time to identify the levers available to make the business more profitable and marketable to potential buyers. Our Guide to Valuing and Selling Financial Services Businesses provides a step-by-step roadmap to help get you started.