Sell Your Financial Services Business in Canada
Financial services M&A is hot. Insurance brokerages (commercial P&C especially) sell at 8x–12x EBITDA, often higher in active PE consolidation. Mortgage brokerages and financial advisory practices sell at strong multiples when book-of-business transferability is documented.
Why Selling a Financial Services Business Is Different
Generic business brokers handle this wrong. These are the specific challenges in your sector.
What Sophisticated Financial Services Buyers Look For
Build these into your business 12–24 months before listing, and your multiple rises 1–3 turns.
Who Buys Financial Services Businesses in Canada
We've mapped the active buyer universe for your sector.
Industry-Specific Challenges We Handle
The deal-breakers we've seen — and how we address each one.
Carrier contracts (Intact, Aviva, etc.) require notification and sometimes consent for transfer.
Personal financial advice clients often follow practitioners, not firms. Transition relationships 12+ months before listing.
Buyers DD compliance thoroughly. Clean documentation essential.
What We Play Up in Your Marketing
These are the value drivers that move financial services buyers from interest to LOI.
Services Tailored for Financial Services Sales
Selling a financial services business requires specialized advisory at every stage. These are the services most relevant to your transaction.
Frequently Asked Questions
Sector-specific questions financial services owners ask.
Ready to Sell Your Financial Services Business?
Confidential, no-obligation conversation. Tell us about your business, your timeline, and your goals. We'll respond with a written engagement proposal within 24 hours.