Financial Services
Sell your financial services firm to the right buyer
Baton connects owners with buyers who are actively looking for financial services firms. See how many buyers want a business your size, what businesses like yours sell for, and what buyers will ask before they make an offer.
4,172
Active buyers at $1M - $2.5M revenue
2.98x
Typical cash flow multiple
1.60x
Typical revenue multiple
Buyer demand for financial services firms
Active buyers on Baton whose search criteria include financial services firms, by the annual revenue they are looking for. Updated October 2026.
| Annual revenue | Active buyers |
|---|---|
| Under $250K | 1,496 |
| $250K - $500K | 2,466 |
| $500K - $1M | 3,653 |
| $1M - $2.5M | 4,172 |
| $2.5M - $5M | 2,685 |
| $5M - $10M | 1,685 |
| $10M - $20M | 1,387 |
| $20M - $30M | 1,171 |
| $30M - $40M | 1,088 |
| $40M - $50M | 1,053 |
| $50M+ | 1,029 |
What buyers check in diligence
Every buyer asks for three years of financials first. For financial services firms, expect questions about:
Recurring client revenue and retention by year
Licenses, registrations and compliance history
Which client relationships sit with the owner
Fee structure, and how much revenue is tied to market performance
Multiples are Baton's weighted national averages for financial services businesses. Your multiple depends on size, growth, customer concentration and how much the business depends on you.