$2.36M Rev – Specialized RIA Staffing Platform
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.
Financials (USD)
Asking Price Not Disclosed
Cash Flow Not Disclosed
Sales $2,363,284
Deal Terms
Represented by broker? Yes
Buyer Fee? No
Seller Financing? No
Willing to co-broke? Yes
Principals only? No
Franchise? No
Management will stay? Yes
Relocatable? Yes
Real Estate? No
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