$2.36M Rev – Specialized RIA Staffing Platform
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This business provides specialized remote staffing and operational support to professionals in the financial services sector. It connects experienced U.S.-based talent with firms seeking administrative, client service, and back-office assistance. The model is fully remote and highly scalable, allowing the company to serve clients nationwide without geographic limitations. Revenue is driven by recurring monthly engagements, supplemented by project-based and direct-hire recruiting work. The business has built a strong reputation through consistent performance, long-term client relationships, and zero reliance on paid advertising. With a growing demand for outsourced operations in the advisory space, the company is well-positioned for continued expansion. Its streamlined infrastructure and niche expertise create an attractive opportunity for a buyer seeking a profitable, asset-light service business.
About the Business
- Years in Operation
- 8
- Facilities & Assets
- The business operates entirely remotely with no physical office location.
There is no real estate, leases, or equipment included in the sale.
Operations rely on cloud-based systems, software tools, and established workflows.
The asset-light model allows for low overhead and easy scalability. - Market Outlook / Competition
- Demand for remote operational support in the financial services sector remains strong.
Firms increasingly outsource administrative and back-office functions to reduce overhead.
Competition exists but is limited to a small number of niche-focused providers.
The company's reputation and industry relationships provide a competitive advantage. - Opportunities for Growth
- Expanding marketing efforts could significantly increase new client acquisition.
Additional service offerings or packaged solutions could enhance revenue per client.
Growing partnerships with national financial networks presents major upside potential.
Technology enhancements and automation could improve margins and operational efficiency.
About the Sale
- Transition Support
- Ownership is willing to provide onboarding support to ensure a smooth transition.
Training will cover client relationships, workflows, and operational systems.
Continued assistance can be offered for an agreed-upon transition period.
Guidance is available to help the buyer integrate and scale the existing model.
Listing Info
- ID
- 2441399
- Listing Views
Listing ID: 2441399 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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