FOR ADVISORS READY TO UNLOCK THE VALUE OF WHAT THEY’VE BUILT
Worried that your most valuable asset is also your most fragile? Or that you’ll only find out what your practice is worth when it’s too late to fix it?
Most advisors face an impossible tradeoff — take capital and give up control, or keep full control and leave your family exposed to one health event, one market shock, one bad year. There’s a smarter way to unlock real value from the practice you built, without selling it, slowing down, or starting over.
A private conversation for advisors who want to take chips off the table — without losing the firm they built.
THE QUESTIONS KEEPING YOU UP AT NIGHT
Bring the questions you’ve been afraid to ask out loud.
You don’t need a finished plan to start this conversation. Most advisors arrive carrying one or more of these quietly:
- What is my practice actually worth today — not in theory, but in real dollars?
- How do I take capital out without losing control of my firm?
- Why is so much of my net worth tied up in one illiquid asset?
- What happens to my family if something happens to me — tomorrow, not someday?
- Can I get growth capital without taking on a partner who runs my life?
Monetization is not the end of your career. It’s the beginning of optionality.
Your wealth, your control, your family, and your future are all tied to one illiquid asset right now. The earlier you create structure, the more options stay on the table.
A clearer path to unlocking what you built.
OneSeven helps advisors monetize on their own terms — with real valuation, multiple structures, and the freedom to keep running the firm they love.
01
Know what it’s actually worth.
Real valuation from people who buy and sell practices every week. Not a theoretical multiple — a number you could actually transact on.
02
Unlock value on your terms.
Multiple structures: partial liquidity, growth capital through OneSeven Venture (OSV) with Merchant, or full transition. We help you choose the one that matches your goals — not ours.
03
Keep control of the firm you built.
With OSV, you take capital and keep operational control. No new boss. No mandated changes. Growth capital on your terms, from partners with deep pockets and aligned incentives.
Watch before you book
How advisors are unlocking value without giving up control.
Use this short overview to understand the monetization paths available to established advisors today, hear how OneSeven structures these conversations, and decide if a confidential call is worth your time.
- Why “sell or keep” is a false choice — and what the real options look like.
- How OSV provides growth capital while you retain operational control.
- What to ask any partner before you take a dollar of outside capital.
Built for
Best fit
Common stage
Designed for
Choose the path that matches where you are.
20-Minute Confidential Call
Let our team find a time.
If your calendar is unpredictable or you’d rather have our team find a time that genuinely works, share a few details and we’ll handle the rest. Tracked internally as a high-intent hand-raise — even if the slot lands a week later.
One question, one principal, no follow-up campaign
Not ready to book? Send one question to a OneSeven principal. We’ll respond personally — no sales follow-up, no list. If your question leads naturally to a call, we’ll let you decide.
Questions that reduce booking friction.
No. It’s a conversation about what your practice is actually worth and what your real options are. You’ll talk to a principal — not a recruiter, not a broker. We won’t add you to a list. We won’t follow up with a deck.
No — and this is the most common misconception. There are multiple paths (partial liquidity, growth capital through OSV, structured equity) that let you take meaningful dollars off the table while continuing to own and run the practice.
Yes. Anything you share stays between you and the principal you speak with. Many advisors start this conversation before their partners, family, or team are even aware they’re exploring options. We understand the discretion required.
OSV is a partnership between OneSeven and Merchant that provides growth capital and strategic support to top advisors — while you retain operational control. Think of it as growth capital for advisors who don’t want a new boss; they want a partner with deeper pockets and a shared vision.
We listen first. What you built. What you want to be true in two-to-five years. What’s standing in the way. Then we walk through the structures that fit. No commitments. No pressure. No deck.
Your practice is an asset. Start treating it like one.
The question isn’t whether to monetize. It’s how — and on whose terms. If you’ve been thinking about it in the background, the first step isn’t a commitment. It’s a clearer conversation.