Financial Services Sector Square

Financial Services Business Sales

We are here to help you buy or sell a financial services business. Please get in touch to start the process.

Buy or sell a financial services business with us

The global financial services market is forecast to grow annually to over $47 trillion by 2029, making now the ideal time to buy an existing business.

Financial services are the beating heart of every economy, and that is especially true in the United Kingdom. A recent report revealed that this sector represented almost 9% of the nation’s economic output in 2023. As you can imagine, the city with the largest presence was London, with the capital attracting some of the largest national and international firms.

As the sector continues to grow, so do the selling opportunities to existing owners. Exiting the market now could help you achieve an extremely positive return on investment (ROI), so call 0113 340 9840 or use our contact form if you need any support.

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Our business sales services for the finance industry

Whether you are buying or selling an insurance, accountancy or asset management firm, our services are designed to simplify each step of the journey. We offer bespoke solutions for every client, ensuring our work meets their specific requirements.

Our areas of expertise include negotiations, sale preparations and trade-related valuations. Each feature can help clients secure favourable terms when buying or selling a financial services business.

We also understand that enterprises within this market should be bought and sold with discretion. If instructed, we can complete a deal confidentially for your peace of mind.

Which financial services business can I buy or sell?

Accountancy practices

Accountancy firms can assist with tax preparation, employee payroll and audits. Businesses in various sectors will outsource these tasks to accountants to save time while improving the accuracy of reports.

“Selling or acquiring a financial services firm requires precision, discretion and insight. Our experience helps clients navigate complex deals smoothly while maximising value and minimising risk.”

Paul Williamson

Partner

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How to buy or sell a financial services business

Buying a financial services business

  1. Search for and find a firm you are interested in buying
  2. Carry out due diligence checks to ensure it is a worthy venture
  3. Source financial support if required
  4. Speak to a legal representative about the transaction
  5. Negotiate a fee with the existing owner
  6. Take over the company

Read our buying a business guide for more information

Selling a financial services business

  1. Prepare the business for sale
  2. Use our valuers to see how much your firm is worth
  3. Market the business to potential buyers
  4. Negotiate a fee with the buyer
  5. Manage the transition to new ownership

Read our selling a business guide for more information

Why buy or sell a financial services company with Eddisons Business Sales

Our 75 years of experience mean we are well-placed to support your acquisition or sale of a financial services firm. Here are several reasons to consider using our agents:

  • With 40,000 business sales under our belt, we have a proven track record within this space
  • We work on a results basis, so you will never pay a fee unless your purchase or sale concludes
  • Our specialists can conduct trade-related valuations to help you realise the true worth of a company
  • You may be able to secure additional funding with our agents
  • Our services are positively reviewed by past clients
  • The Financial Conduct Authority regulate us, so you can rely on us to meet the highest professional standards

Invest in a financial services firm or list yours on the market today

Join the financial services industry today or move on to pastures new with the help of Eddisions Business Sales. Whatever your requirements, call 0113 340 9840 or use the form below to start the process now.

Contact Eddisons Business Sales

Please complete the fields below to tell us about your enquiry. Our agents will get in touch with you as soon as possible.

Head Office contact details

Tel: 0113 340 9840
Eddisons Head Office

2nd Floor, 10 Wellington Place, Leeds, LS1 4AP

Find your nearest office

Our team of local experts take pride in providing the best possible advice to clients. Find your local office below:

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Your Agency Team

Paul Williamson Paul Williamson

Paul Williamson

Partner

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Robert Williamson Robert Williamson

Robert Williamson

Consultant

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Stuart Moorhouse Stuart Moorhouse

Stuart Moorhouse

Director

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Michael Peel Michael Peel

Michael Peel

Director

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Chere Turner Chere Turner

Chere Turner

Sales Team Manager

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Velda Cross Velda Cross

Velda Cross

Admin Assistant

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Frequently asked questions about financial services business sales

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