Financial Services for SMEs

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SECTOR

Services

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REVENUE

$600k

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EBITDA

$200k

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REGION

Greater Montreal

Company overview

Located in the Greater Montreal Area, this is an opportunity to acquire a firm specializing in outsourced financial services. The company operates on a corporate services model, offering high added value to a client base of businesses and individuals.

This opportunity is particularly well-suited to an accounting/financial firm looking to expand its services or grow its client base.

This financial services firm offers the opportunity to bring back the preparation of annual financial statements, currently outsourced, representing a significant advantage for a firm already offering this type of expertise.

In addition to clients whose circumstances change, the client base is generally repeat business. Due to strong demand, any additional capacity is immediately filled to ensure high-quality accounting services.

Characteristics:

Flexible and recurring business model.
Low investment cost for ongoing operations.
Diversified client portfolio (businesses and individuals).
Turnkey services with the potential to offer personal tax services to more corporate clients. Current volume: 230 clients – representing 7% of sales in 2025.

CONSIDERATIONS

A confidentiality and non-solicitation agreement will be required as well as proof of the availability of funds before a prospective buyer can receive the financial information and the name of the company. The names of customers and employees will only be disclosed after an acceptance of a letter of intent for the companies.