⚡ Limited Spots Available — AI Disruption Window Closing Fast

Financial Services Owners: Time-Sensitive Opportunity

AI disruption is reshaping CPA firms, wealth advisory, and insurance agencies. The window to maximize your exit or scale strategically is narrowing.

⏰ First Movers Will Win — Act Now or Watch Your Window Close

The AI Disruption Nobody's Talking About

Financial services is undergoing seismic shifts. Waiting could cost you millions.

🤖 AI Is Eating Your Business

Automated tax prep, robo-advisors, and AI-driven insurance platforms are commoditizing services that used to require years of expertise.

📉 Valuations Are Shifting

As technology replaces manual processes, firms that don't adapt will see multiples compress. Early movers get premium valuations.

💼 Succession Crisis

70% of financial services firm owners have no succession plan. When everyone tries to exit at once, valuations crater.

⏰ Window Is Closing

Strategic buyers are moving NOW. In 12-24 months, the market could be saturated with sellers and few buyers willing to pay premium multiples.

You Have Two Strategic Options

Both paths protect your wealth and leverage our $22 Billion funding network

🚀

PATH A: Secure Your Exit Now

"Exit Before the Window Closes"

Get a fair valuation and exit cleanly while premium multiples are still available. We're actively acquiring for our financial services rollup.

  • Fair Valuation: We structure deals that work for both sides
  • Fast Close: 45-90 day timeline from signed LOI to close
  • Creative Structures: Earnouts, consulting agreements, partial equity retention
  • Your Team Protected: We retain key staff and maintain culture
  • Stay Involved (Optional): Consulting role if you want it
Explore Exit Options (NDA Required) →
📈

PATH B: Partner & 2-10x Your Value

"Scale Before You Sell"

Not ready to exit? Partner with us to implement growth systems that dramatically increase your valuation over 12-24 months.

  • 2-10x Valuation Growth: Proven methodologies from our advisory network
  • AI Integration: Use technology as competitive advantage, not threat
  • Operational Excellence: Systemize your business to run without you
  • Strategic M&A: Acquire competitors at favorable terms
  • Premium Exit Later: Sell at peak value when you're ready
See If You Qualify →

What We're Looking For

✅ Firm Types

  • CPA Firms (with CPA on staff)
  • Accounting & Bookkeeping Services
  • Wealth Advisory & Financial Planning
  • Insurance Agencies & Producers

✅ Size & Performance

  • $500K+ EBITDA minimum
  • Stable or growing revenue
  • Strong client retention
  • Recurring revenue model preferred

✅ Owner Situation

  • Ready to exit OR scale strategically
  • Willing to sign NDA for detailed discussions
  • Open to creative deal structures
  • Located anywhere in the US

Limited Spots in Our Financial Services Rollup

We're only acquiring a select number of firms in Q1 2025. Sign the NDA and let's explore which path makes sense for you.

Sign NDA & Schedule Call

Or call directly: (206) 953-0284 | Email: deals@apexglobalbusinesspartners.com