Scale Smarter:
Leverage OneSeven and Grow Through Acquisitions.
We Help Advisors
The Benefits of Partnering With OneSeven
When you partner with OneSeven as your advisory firm,
you gain access to a host of benefits designed to elevate your practice:
Growth Opportunities
Our proprietary growth strategies and resources empower you to advance personally, professionally, and financially—without compromising the high-quality service your clients expect.
Community & Collaboration
Become part of a community of driven professionals who collaborate, share insights, and support each other’s growth.
Succession & Continuity
Navigate your transition with confidence and protect the legacy you’ve built—guided by our experienced team.
Monetization Opportunities
Unlock the full financial potential of your business with custom strategies and the backing of a team focused on your success.
Ownership & Freedom
Maintain control of your practice while leveraging the scale, support, and resources of a larger firm.
Comprehensive Support
By streamlining the business behind your business, we give you more time to deliver value and deepen client trust.
OneSeven by the Numbers
Empower Your Journey As An Independent Advisor
Our advisors are a testament to what can be achieved with the right partner.
The following are just a few of their success stories:
Driving Advisor Growth with Client and Business Acquisitions
At OneSeven, we’re dedicated to empowering advisors to elevate their businesses—whether through organic growth or strategic acquisitions. Our platform delivers the tools, resources, and support needed to scale efficiently and create enduring value.
Client Growth Strategies
Growing your client base is key to building lasting success. At OneSeven, we empower advisors with:
- Targeted Marketing & Lead Generation — Utilize advanced digital marketing, branding, and tailored content designed to attract and connect with your ideal clients.
- Client-Focused Technology — Simplify your operations with powerful tools that enhance client experience and boost engagement.
- Practice Management Support — Access expert insights and proven best practices to improve efficiency, strengthen client relationships, and increase referrals.
The OneSeven Difference
For advisors aiming to grow through acquisitions or succession planning, we offer:
- Deal Structuring & Financing Support — Tap into capital, expertise, and guidance to confidently acquire and integrate new practices.
- M&A Strategy & Execution — Discover and evaluate acquisition opportunities aligned with your growth goals.
- Succession Planning for Lasting Success — Develop personalized transition strategies to safeguard your firm’s future.
Growth Through Marketing and Lead Generation
OneSeven delivers tailored marketing and lead generation strategies exclusively for Independent Advisors. From boosting your online presence to executing targeted campaigns, we help you attract prospective clients and elevate your brand in today’s competitive market.
Transformative Coaching: Unlocking Growth for Advisors
Growth is more than mastering strategies—it’s about becoming your best self as a leader and advisor. Our coaching program empowers you to thrive both personally and professionally, focusing on holistic development.
Through personalized or firm-based coaching sessions, you’ll gain the tools and insights needed to grow emotionally, mentally, and professionally. Achieve greater balance, align your business goals with your personal values, and tap into your full potential. Transformative coaching helps you not just build your practice but elevate yourself as a leader and trusted advisor.
What Does the OneSeven Partnership Look Like?
As your partner, OneSeven equips you with everything you need to take your practice to the next level—without going it alone.
Three Models For Success
Whether you're growing, transitioning, or merging, we have a model that fits your needs.
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.
