Our Services
Capital Investment
Growth capital customized to your firm’s needs.
Growth Advisory
Market analysis, business development, and operational improvement.
Talent & Staffing
Recruitment, training, and retention strategies for top talent.
M&A Support
End-to-end guidance through mergers, acquisitions, and integration.
Technology Implementation
Deployment of best-in-class accounting software and automation.
How we partner
Initial Discussion: Understand your firm’s goals, culture, and growth aspirations. We are focused on Permanent Equity, not Private Equity.
Due Diligence: Comprehensive analysis to tailor a partnership agreement that aligns with your vision.
Partnership Agreement: A fair, transparent agreement that protects your legacy and offers upside participation.
Onboarding & Integration: Dedicated support for technology, operations, and people to ensure a smooth transition.
Ongoing Collaboration: Regular check-ins, shared best practices, and resources to drive continuous growth.
FAQs
Why partner with Money Forward Partners?
Gain growth capital, expert resources, and a supportive network while maintaining your independence.
What criteria do you look for in partner firms?
Established firms with strong client relationships, solid financial performance, and aligned values.
How does the partnership process work?
Initial discussion → due diligence → agreement → onboarding → ongoing support.
What happens to our firm’s brand and culture?
You retain your cultural autonomy, with added support behind the scenes under the Money Forward Partners brand.
