Our Approach
Scale Smarter, Grow Stronger
When you’re ready to level up, we make growth easier by matching you with trusted experts who understand ownership realities. From wealth planning to AI & automation implementation to campaign execution, our network delivers the services you need, when you need them. No one-size-fits-all solutions — just the right partners, aligned with your goals.
Who We Work With
- Owners in the “Main Street” to Lower Middle Market range ($1M – $100M revenue)
- Owners hitting growth plateaus or expanding
- Those seeking experts without big-firm cost
- Owners seeking to invest in scalable systems
Our Process
- Introductory Call – Understand your distinct needs and goals with an OwnerCo Growth Advisor
- Service Proposal – Receive a tailored scope of work and service provider matched exactly what you need
- Launch – Meet your providers and kick off services seamlessly.
Our Agency Services
- Experts – People who’ve been in your shoes, offering guidance on ownership, succession, leadership, and big-picture strategy
- Financial Services – Wealth management & estate planning, accounting & bookkeeping, outsourced CFO & valuations
- Tech Services – AI strategy & implementation, automation, data & analytics, CRM setup, web & app development, managed IT & security
- Marketing Services – Website & app design, marketing & ad campaigns, Google & Meta ad spend management
- People & Operations – HR strategy, recruiting, training, culture building, legal & compliance