Owner Financial is a network that helps business owners find independent financial and professional service providers for important business and wealth decisions. Focused on companies with $1 million to $100 million in annual revenue, the firm connects owners with options tailored to their needs while offering educational resources and a private community.

Its services include support with selling a business and mergers and acquisitions, business valuations, lending and capital, bookkeeping, accounting and tax planning, insurance reviews, financial planning, executive recruitment, and connections to investors and other specialists. Owners can request provider matches or a custom valuation report, with the company stating that reports can be prepared in 48 hours. Owner Financial also offers an Owner Network with masterclasses, industry forums, peer roundtables, events, educational resources, a newsletter, and accelerator programs for key business milestones.

The company describes itself as an advisory firm built by business owners, drawing on experience with the challenges of high-stakes financial decisions.