Monetizing a financial advisory practice isn’t a one-size-fits-all process. It takes a deep understanding of your business, your long-term goals, and the financial landscape. For many advisors, figuring out how to monetize effectively—without sacrificing client service, control, or future potential—can be overwhelming. That’s where a strategic partnership comes in.
At OneSeven, we know that successful monetization doesn’t happen in isolation. That’s why we’ve partnered with Merchant, a firm that shares our advisor-first mindset and brings institutional-level resources to the table. Together, we help financial advisors monetize their practices more effectively, strategically, and confidently.
Why Monetization Matters More Than Ever
For most advisors, their business is their most valuable asset. Whether you’re considering retirement, looking to scale, or preparing for a future transition, learning how to monetize your practice the right way is critical. But too often, advisors underestimate the value they’ve created—or don’t know how to turn that value into financial freedom.
Through our collaboration with Merchant, we change that.
What Makes This Partnership Different?
The OneSeven–Merchant partnership (OSV) isn’t just about selling equity or gaining access to capital. It’s about creating real growth opportunities for advisors and helping them monetize with intention. Here’s how we do it:
- Access to Capital: We help advisors secure the financial resources they need to invest in people, technology, and marketing—key ingredients for scalable growth.
- Infrastructure & Support: Advisors gain operational efficiencies through shared services, back-office support, and proven systems that allow them to focus on what matters most: their clients.
- Equity Options & Liquidity: We provide multiple ways for advisors to monetize their practice—whether through partial liquidity events, structured equity deals, or long-term succession plans.
- Business Valuation & Strategy: Through our process, advisors get a clear understanding of their business valuation and a tailored roadmap to maximize long-term value.
Your Monetization Journey: Tailored, Transparent, Transformative
We believe that monetization should be empowering, not limiting. With OneSeven and Merchant, you retain control over your business while gaining a powerful strategic partner who’s committed to your growth. Our approach is always advisor-first—we listen, we collaborate, and we deliver strategies that reflect your unique goals.
Whether you want to step back gradually, scale aggressively, or position your business for sale, our team is here to help you monetize in a way that feels right for you.
Let’s Talk About Your Next Chapter
Your business is more than a source of income—it’s your legacy, your life’s work. And when it’s time to monetize, you deserve a partner who understands that. With OneSeven and Merchant, you get more than a transaction—you get a long-term relationship that honors your vision and supports your future.
Ready to explore how a strategic partnership can help you monetize better? Let’s talk.
