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FOCUS AREA

Financial Services

We are looking for financial service owners who have built trust and performance. Whether you seek expansion or liquidity, let’s map your options.
Ownerco proudly serves owners in Financial Services. The lower middle market is the heart of America, generating over $6 trillion in revenue.
Trust sits at the heart of every successful financial services firm. Whether you provide wealth management, specialty lending, or insurance brokerage, client relationships and advisory talent are your true assets. Turning that goodwill into succession or liquidity requires a measured approach. OwnerCo has guided principals through internal buyouts, mergers, and carefully‑timed sales, always prioritizing continuity for clients and staff. Our team understands compliance requirements, E&O considerations, and the importance of keeping key producers engaged. Owner Academy covers valuation of recurring revenue, Owner Financial structures seller notes or earn‑outs that match cash flow, and Owner Connect brings acquirers who share a fiduciary mindset. Alumni interactions offer ongoing perspective on growth by referral and technology adoption.
Other Focus Areas
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Home & Commercial Services
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Business Services
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Inndustries
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Accounting
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Financial Planning
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OWNER
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FOR OWNERS BY OWNERS
INDUSTRIES SERVED
HVAC - Plumbing - Pest Control - Pools - Window Cleaning - Power Washing - Garage Door - Residential Painting - Tree Care - Holiday Lighting - Trash & Recycling - Commercial Landscaping - Security Guards - Fire & Life Safety - Industrial Painting - Janitorial - Ad Agencies - Data Providers - Managed IT Companies - Roofing - Electricians - Irrigation - Flooring - Fencing - Foundation Repair - Septic - Lumber Yards - Veterinary Clinics - Dental - At-Home Healthcare - Financial Planning and Investment Advisors - Title Companies - Home Inspections - Allergy Clinics - Physical Therapy
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Questions? Call us at (855) 600-OWNER (6963),
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This website is operated by OwnerCo Connect, LLC. We connect business owners with specialized service providers including: OwnerCo, LLC as a preferred M&A advisory partner (which represents buyers exclusively and receives compensation only from the buying party); RM Financial, LLC as a preferred lending broker; and various partners for growth services. OwnerCo Connect, LLC and our service provider partners may receive compensation for referrals or completed transactions. By using our services, you may be asked to accept our Universal Service Application Terms, Credit Authorization, and Communication Consent.
Lending services are provided through licensed lenders. RM Financial, LLC is a lending broker, not a direct lender, and does not make credit decisions. Financing terms, conditions, and eligibility are determined solely by participating lenders and may vary based on applicant qualifications. For California residents: Business loans are made by licensed lenders in compliance with applicable state and federal law. RM Financial, LLC facilitates connections to lenders but does not make lending decisions. Compensation may be received from lenders for referrals or funded loans, which may impact the placement of financing offers. Not all financing options available in the market are listed on this platform. We encourage applicants to carefully review all lender disclosures and loan agreements before proceeding.
Submitting a funding application through our platform will not impact your personal credit score. However, if you choose to accept a funding offer, the lender may perform a hard credit inquiry which could affect your credit. Funding timelines vary by product and lender, ranging from as little as 24 hours to several weeks depending on the type of financing and your specific situation. We work with multiple funding partners to provide a range of options suited to different business needs and qualifications.