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private M&A Partners
Financial Planner Division
M&A Partners for the Financial Planner Industry
Industry Leaders
OwnerCo represents leading investment partners in the market to acquire Financial Planner companies.
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Our Process
1
Introductory Call
We take the time to understand your goals, answer your questions, and give you an overview of our strategy. We will keep this call or meeting private.
2
Confidential Review
We'll sign an NDA and review key business information to see if your business is a good fit for our investment partners.
3
Deal Coordination
We can help coordinate the entire deal process — from introductory meetings through deal closings.