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Partnering With OneSeven

Working With Us

With a focus on personalization, OneSeven offers tailored solutions to meet the diverse needs of financial professionals. Whether you’re looking to grow and monetize your existing practice, sell part or all of your business, or make the transition into the Registered Investment Advisor (RIA) space, we provide the tailored support and resources you need to grow and thrive. Our commitment to personalization means that we work closely with you to design strategies that align with your specific goals, vision, and business model.

Our comprehensive suite of services includes but is not limited to, back-office support, business development strategies, marketing support, coaching services, and succession planning support. It is all backed by a client-first philosophy that prioritizes relationships and long-term success.

Who We Work With

At OneSeven, we partner with financial professionals at various stages of their careers, including:

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RIAs/Firms Looking to Transition:

RIAs/Firms Looking to Transition: Firms ready to move to a new advisory platform with comprehensive support.

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Independent Advisors:

Advisors seeking a collaborative and supportive community to grow their business.

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And More

No matter your goals, we’re here to provide the guidance and solutions you need to succeed.

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Advisors Planning to Retire or Sell:

Advisors looking to smoothly transition their practice, implement a succession plan, and preserve their legacy.

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Advisors Looking to Go Independent:

Advisors Looking to Go Independent: Professionals ready to embrace independence with the backing of a larger firm’s resources.

We provide the tools, guidance, and community to help you thrive, no matter where you are on your journey.

Three Models For Success

In addition to personalized solutions,
we offer three standard models for success as a foundation for your transition.

Be a part of something bigger while remaining independent.

In this flexible model, advisors join OneSeven either as a OneSeven Advisor or as their own DBA (Doing Business As) entity. The Tuck-In model allows you to maintain your independent advisory practice or RIA status while benefiting from the comprehensive tools, resources, and community that OneSeven provides. 

Key Features of the Tuck-In Model:

  • Maintain Independence: You remain in control of your practice, operating independently as an advisor or RIA, with the flexibility to run your business according to your vision and values.
  • Access to Resources: OneSeven offers cutting-edge technology, marketing support, compliance resources, and business development tools, enabling you to run your practice more efficiently and focus on what matters most—your clients.
  • Supportive Community: By tucking into the OneSeven umbrella, you become part of a network of like-minded professionals, fostering collaboration, idea-sharing, and continuous growth. You gain access to a collaborative environment that enhances both your professional and personal development.
  • Better Work-Life Balance: With the infrastructure and resources provided by OneSeven, you can streamline your operations, delegate time-consuming tasks, and create more time to focus on client relationships, personal growth, and achieving work-life harmony.
  • Long-Term Growth: As part of OneSeven, you have access to business development tools and a network that will help you scale your practice while still delivering exceptional service to your clients. Whether you are growing your AUM, enhancing your client offering, or preparing for retirement/succession, OneSeven provides the guidance and resources to help you achieve your goals.

The Tuck-In model is ideal for advisors who want to become or remain independent while leveraging the infrastructure of a larger financial advisory firm. 

OneSeven Venture (OSV): A Flexible Path to Growth and Liquidity

OneSeven, in partnership with Merchant, has created a Special Purpose Vehicle (SPV) called OneSeven Venture (OSV). This unique offering allows financial advisors to sell non-controlling, minority stakes (10-20% of gross revenue) in their practices, providing an opportunity for growth and liquidity without relinquishing control.

Key Features of the OSV Co/Opp Growth Partnership:

  • Increase Enterprise Value: Achieve higher multiples for your firm, such as a 15X multiple on a 50% equity sale, positioning your business for long-term success and premium returns.
  • Exclusive Marketing Opportunities: Access personalized, high-impact marketing channels tailored to attract and retain your ideal clients. Benefit from superior marketing support designed to position your firm as an industry leader and elevate your brand visibility.
  • Private Investment Opportunities: Gain early access to invest in exciting ventures, such as OneSeven advisor acquisitions, to further build long-term wealth. 
  • Opportunity to Monetize Further: Sell an additional percentage of your business, allowing for a total sale of up to 49.9% at monetization.
  • Operational Control: You maintain control over your practice’s day-to-day operations, even through a liquidity event, ensuring the continuity of your vision and leadership.
  • Aligned Financial Incentives: The OSV represents a partnership where both parties benefit from the success and growth of your practice, aligning our financial incentives for mutual growth.

With OSV, you can access liquidity while continuing to scale and monetize your business on your terms, all while maintaining a strong partnership with OneSeven and Merchant.

Transition Your Business, Your Way.

At OneSeven, we offer a flexible “Sale” model that allows you to sell all or part of your business while creating a customized path to retirement. Choose the option that best fits your goals:

  • Sell 100% of your business and retire fully.
  • Sell a portion of your business, continue managing your client relationships, and have the option to sell the remaining portion of your business when you decide to do so. You may also sell a portion of your business and continue working for a salary.

Key Features of the Sale Model:

  • Flexible Transition Options: Choose the sale option that best aligns with your future or retirement goals.
  • Custom Retirement Path: Create a personalized retirement strategy that fits your timeline and financial goals. Whether you want to step back completely or ease into retirement gradually, OneSeven helps you develop a plan that ensures a smooth transition.
  • Legacy Preservation: We prioritize securing your legacy by ensuring your business transitions seamlessly, preserving the value you’ve built while maintaining continuity for your clients and staff.
  • Continued Control: Maintain operational control over your business during the transition, allowing you to preserve your vision and leadership throughout the process.
  • Financial Security: OneSeven offers the knowledge and support needed to maximize the financial value of your practice during the sale, positioning you for a secure future while achieving the best possible returns.
  • Long-Term Partnership: Even after the sale, we remain committed to supporting you with resources, mentorship, and strategic planning, ensuring the success of both your transition and the continued growth of your business.

Whatever your retirement timeline looks like, we’re here to help you plan for a smooth and secure transition, ensuring that your legacy is preserved, and your future is secure.

See What We Have To Offer

The Transition Process

Our goal is to make your transition as seamless and turnkey as possible, as we provide comprehensive support every step of the way. Our dedicated transition and onboarding team ensures that you’re guided through each phase of the process with clarity and confidence. We offer robust marketing and branding support to help you establish or elevate your presence, business development strategies to grow and strengthen your client base, and personalized coaching services to help you achieve your professional goals. With OneSeven by your side, you’ll have the tools, resources, and expert guidance needed to build your success from day one.

If you’re already independent, our platform ensures you maintain that autonomy while gaining access to enhanced tools, resources, and a supportive network to elevate your practice. Whether you’re transitioning to independence for the first time or refining your existing independent practice, we’re here to ensure a smooth and successful journey.

Step 1: Let’s Get Acquainted

Where are you now?
Where do you want to go?
Vision for Your Future
Intro to OneSeven

Step 2: Personalized Solution

Review Current Situation
OneSeven Platform Overview
Discuss Value-Added Tools
Ideate on Potential Partnership Solutions

Step 3: Our Proposal

Present Customized Partnership Solution
Align on Next Steps
Onboarding Overview

Step 4: Onboarding Support

Team Introductions
Establish Transition Timeline
Begin to Create Your “2.0 Life”

Step 5: Ongoing Commitment

Advisor Collaboration

Live/Virtual OneSeven Events

Growth & Business Development

Advanced Technology Stack

Personal & Professional Coaching

Life as a OneSeven Advisor Post-Transition

Client Growth Strategies

Joining OneSeven means gaining the freedom to focus on what you do best—serving your clients and growing your practice—while leaving the operational complexities to us. Post-transition, you’ll enjoy:

  • Enhanced Efficiency: Streamlined operations, cutting-edge technology, personalized service, and back-office support free up your time to build stronger client relationships.
  • Community and Collaboration: Be part of a collaborative network of like-minded advisors who share insights, inspire innovation, and celebrate successes. Partake in annual conferences, monthly lunch and learns, quarterly check-ins with the team, and more.
  • Growth Opportunities: Access tailored resources, marketing and brand support, and personalized coaching to elevate your practice. 
  • Work-Life Balance: With our support, you’ll have more time to focus on personal growth and achieving a sustainable work-life balance.

 

At OneSeven, you remain in control of your business while benefiting from the infrastructure, expertise, and resources of a larger firm, ensuring you can deliver exceptional value to your clients and thrive professionally.

Start Your Transition
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© 2025 OneSeven

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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Certain Advisory Persons, are also registered representatives of MGO Securities Corporation, Member FINRA/SIPC (“MGOSC”). As a registered representative, securities may be offered through MGOSC. MGOSC and OneSeven are affiliated companies. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.

OneSeven earned a spot on USA TODAY’s List of Top Advisers in April of 2024 based upon a list compiled by market research firm, Statista. The list culled the list of investment advisers registered with the U.S. Securities and Exchange Commission down to the top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. OneSeven did not participate in or pay to be included in the selection process.