Buying a Financial Services Business

Buying a financial services business can be an exciting time, but what price do you offer and what protections can you put in place? Already in business and acquiring or merging?

Do you know what a fair value is for the business, or the payback period?

Our Buy Side Advice process can help you understand what a fair purchase price is, how to frame your offer, and how to get it right from the beginning. 

Any acquisition is a major life decision. This advice can ensure you are valuing the business with the most appropriate methodology, not overpaying and have adequate protection mechanisms in place for restraints and clawbacks.

Scenarios where Buy Side Advice is required

  • Offered to buy equity in your workplace
  • Offered to buy a business (starting out)
  • Reviewing for sale information on a business of interest
    • Acquiring another client book
  • Merging two businesses together

Why choose Accru

Accru has been helping clients buy businesses since inception. Our experience is underpinned by:

  • Our valuation expertise
  • Our industry knowledge
  • Our understanding of business risks
  • Our ability to analyse for sale information and note red flags
  • Success stories of well purchased and well operated businesses

Reassurance on your big move

Our team can assist you to evaluate the information and explain any valuation differences, along with how to protect yourself in any transaction. We have demonstrated history of helping clients and new clients buy into businesses at fair prices with reasonable payback periods.

To understand our process please contact us.

Related Areas

Accru Buy Side Advice Experts
Tim specialises in helping clients plan for the future with a focus on maximising business value.
One of her core strengths is providing end-to-end tax and accounting support to small-to-medium sized businesses with a high focus on driving profitability and value.
Fiona is enthusiastic about informing and reassuring clients of their financial position, be it in regard to the value of their businesses, or their tax returns.
About Us

Accru is an award-winning network of Australian accounting firms


“Accru Hobart has supported our business development, due diligence and governance responsibilities for over six years. Our ongoing relationship is a testament to their professionalism, ability to understand our needs and provide specialised, professional support at a competitive rate.”


Our people are naturally experts in their field. With a team of 200 across Australia, you’ll find a myriad of skills to help manage your business and financial challenges.


In medicine, the word profit can garner negative connotations. Often, we see doctors who run practices that make hardly any profit.


Improve your business performance and achieve superior return.


Accru is an award-winning network of independently-owned accounting firms in Australia. We help businesses grow, thrive and generate wealth for their owners…

Start Your Journey
Are you in the market for an acquisition? Struggling to get to scale and thinking of merging? Trying to solve a succession issue?