One Seven collaborates with you to transform your practice into a business that works for your life, whether that’s streamlining the move to the RIA space or helping to restructure your current independent practice.
We Offer Financial Advisors
Three Models for Success
- Option One: Tuck In
- Option Two: Sale
- Option Three: Co/Opp
Option One: Tuck In
Run your business with our resources and have more time
to spend with your clients.
Under the One Seven umbrella, advisors are empowered to run their own advisory practice—without the headache of running every aspect that doesn’t contribute to focusing on clients and growing the business. This model allows for a better work/life balance because the resources and tools needed to grow as a person and an advisor are provided. There is still a sense of community in working for an overarching firm, but the business is run the way you want it to run.
Option Two: Sale
Sell all or part of your business to One Seven while we
establish a path for you to retire.
This flexible model offers countless ways to transition to retirement:
- Sell 100% of your business and retire
- Sell a portion of your business and continue working for a salary
- Sell 20-50% of your business and work 3-5 more years, with the option to sell the remaining portion
Option Three: Co/Opp
We buy 20% of your practice and give you cash, stock in the partnership,
and tag along rights in the future.
One Seven is partnering with Merchant Investment to create a Special Purpose Vehicle (SPV) entity called One Seven Co/Opp. This is an investment tool where advisors can sell part of their business into the SPV and receive cash as well as other life-changing opportunities in the future.
This partnership will allow advisors to join in our collective success through equity ownership and the option to participate fully in a monetization of One Seven and Merchant. Teams will gain access to growth capital, an elevated level of support and strategic guidance, and tag along rights on a predetermined percentage of their gross revenue at the sale multiple of One Seven and Merchant (depending upon revenue).
Participating teams will maintain full operational control of their businesses up to and through a liquidity event and represents an alignment of financial incentives for our mutual benefit.
Qualifying teams will have the option of selling 20% of the gross revenue of their firm in exchange for cash, equity in OSCO, LLC (SPV) and access to the Merchant growth partnership.
In addition to the cash and equity proceeds, participating firms will have contractual rights to tag along a predetermined percentage of their gross revenue at a percentage of the sale multiple garnered by One Seven in the event of a monetization.