Virtual Executive Support Provider to Financial Services Companies

Management consulting for sale in Columbus Metro

Asking price

$330,452

Revenue

$222,526

Cash flow

$151,813

About this business

This business provides premium virtual executive support exclusively to financial professionals, advisors, and wealth management. With decades of combined experience, the team delivers refined, high-level services that go far beyond typical administrative support. The company specializes in solving complex challenges, improving operations, and helping clients generate more revenue by acting as a seamless extension of their team. Known for integrity, efficiency, and strategic problem-solving, this virtual support agency offers a turnkey opportunity with a strong reputation, a loyal client base, and a service model built for scalable growth.