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INDUSTRY

Financial Services

Financial Planning

We’re interested in working with established financial planning firms considering growth, succession, or sale. If you're exploring options, we welcome a conversation about what comes next.
Ownerco proudly serves owners in Financial Services industries like Financial Planning and many others. The lower middle market is the heart of America, generating over $6 trillion in revenue.
Running a financial planning firm means managing both immediate demands and long-term direction. As questions of growth, succession, or potential sale arise, the path forward can feel complex. OwnerCo has worked alongside hundreds of founder-led businesses, helping leaders turn a lifetime of client trust, professional excellence, and team strength into thoughtful next steps. We begin with your goals, not a fixed playbook, and shape options that preserve what matters most. We offer grounded support throughout the transition process, from evaluating growth strategies to identifying like-minded partners. Whether you're looking to scale, step back, or prepare for what’s next, OwnerCo brings experience, discretion, and a relationship-first approach.
Related Industries
01
Accounting
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02
Mining & Metals
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MARKET SEGMENTS
03
Education Savings
04
Estate Planning
05
Fee-Based Advising
06
Investment Advisory
07
Retirement Planning
08
Tax Planning
09
Wealth Management
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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.