Our Services

  • Capital Investment

    Growth capital customized to your firm’s needs.

  • Talent & Staffing

    Recruitment, training, and retention strategies for top talent.

  • Technology Implementation

    Deployment of best-in-class accounting software and automation.

  • Growth Advisory

    Market analysis, business development, and operational improvement.

  • M&A Support

    End-to-end guidance through mergers, acquisitions, and integration.

How we partner

1. Initial Discussion

Understand your firm’s goals, culture, and growth aspirations. We are focused as Permanent Equity, not Private Equity. The relationship is to be multi decades.

2. Due Diligence

Comprehensive analysis to tailor a partnership agreement that aligns with your vision. We will use external companies to help due diligence and creating QoE reports.

3. Partnership Agreement

A fair, transparent agreement that protects your legacy and offers upside participation. The overall intent is to keep all the people retain its employment with us.

4. Onboarding & Integration

Dedicated support for technology, operations, and people to ensure a smooth transition. We will help create proper process and technology implementation.

5. Ongoing Collaboration

Regular check-ins, shared best practices, and resources to drive continuous growth. We also encourage our partnered firms to talk and learn from one another. A collaborative environment is what we aspire for.

FAQs

Why partner with Money Forward Partners?
Gain growth capital, expert resources, and a supportive network while maintaining your independence.

How does the partnership process work?
Initial discussion → due diligence → agreement → onboarding → ongoing support.

What criteria do you look for in partner firms?
Established firms with strong client relationships, solid financial performance, and aligned values.

What happens to our firm’s brand and culture?
Established firms with strong client relationships, solid financial performance, and aligned values.

Join the journey together with us

Tell us about your dreams, and how we can work together.

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