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For Investment Banking Professionals
Your Clients Aren’t Ready. We’ll Make Sure They Are.
OneAccord works exclusively with investment banks to close the readiness gap — operationally, financially, and in leadership. You stay in every update. When timing aligns, you close the deal.
Build a Referral Partnership Watch the Craig Dickins InterviewYou’ve Seen This Before: Strong Business, Wrong Timing.
A founder walks in with real revenue and a respected brand — but leadership depends on the owner, financials are messy, and the deal would fall apart in diligence. You tell them to come back when they’re ready. OneAccord is what you tell them to do next.
Bridge the Gap Between Advisory and Execution
Investment bankers consistently encounter the same patterns at client intake. These aren’t reasons to turn clients away — they’re reasons to refer them to us first.
OneAccord closes each of these gaps before your client goes to market.
- Owner dependency — the business doesn’t run without them
- Inconsistent or unaudited financials
- No documented processes or operating systems
- Leadership team too thin for institutional buyers
- No personal exit plan or post-sale vision
- Revenue concentrated in too few customers
- Unclear competitive differentiation
Exit Planning Institute Research
The Data Confirms What You Already Know
76%
of owners plan to exit within 10 years — fewer than 30% have taken any steps.
EPI State of Owner Readiness
50%
of owner wealth is tied up in their business — largely unprotected before a sale.
EPI Research
2 of 3
businesses that go to market are not sold — most weren’t operationally ready.
EPI Research
<20%
of owners could step away for 3 months without the business suffering.
EPI State of Owner Readiness
These aren’t abstract statistics — they describe the clients already in your pipeline.
Owner-to-Owner Podcast
Hear It Directly From an Investment Banker
Craig Dickens
Merit Investment Bank
“The businesses that get the best exits aren’t the ones who timed the market perfectly. They’re the ones who spent years making themselves undeniable to a buyer.”
— Craig Dickins, Merritt Investment Bank
In this episode
- What buyers look for in diligence — beyond the financials
- Why owner dependency is the #1 value killer
- How long it takes to properly prepare for exit
- Why investment bankers benefit from a trusted operating partner
- How proactive value-building closes the buyer-seller gap
We Don’t Replace Your Relationship. We Deepen It.
When an investment bank refers a client to us, we operate as your consulting arm — not a separate firm. We execute the operational work. You maintain the relationship. Together we close the gap between today’s business and a deal-ready company.
Think of us as the team that does the work between now and the LOI — so when the market is ready, you’re presenting a company that’s been deliberately built for a transaction.
IB Refers Pre-Market Client
You identify a client who isn’t market-ready — gaps in operations, leadership, or timing.
Business Assessment
We map the specific gaps between current state and deal-ready, aligned to buyer diligence standards.
OASYS Strategic Planning
90-day rhythm, measurable KPIs, and leadership alignment — the discipline PE-backed companies demand.
Leadership Development
Reduce owner dependency, build management depth, install the team a buyer can trust post-close.
Quarterly Updates With Your Bank
Your bank joins quarterly strategic updates. You see progress in real time and know exactly when the business is ready.
Return to Market
When ready, you take a prepared client to market — with a story that holds up in diligence.
The Exclusive Partnership
You Stay in Every Room. That’s the Model.
We work with one investment bank per market — exclusively. No competing referrals. We are, in practice, an extension of your team.
- Transparency: Your bank is the identified referring partner from day one.
- Inclusion: You participate in quarterly strategic updates — not just a summary call at the finish line.
- Intelligence: Real-time readiness visibility so you never lose your read on the client or the timing.
- Continuity: When the company is ready, you take it to market — relationship intact, deal story built.
OneAccord is not a referral that walks away.
We are the consulting arm your bank never had to hire.
Three Problems This Eliminates
- Losing visibility into client progress after the referral
- The referred firm becoming a competing relationship
- Arriving at LOI without a built deal story
Services for Your Clients
We Close the Gap Between Today’s Business and Tomorrow’s Deal
Strategic Planning (OASYS)
Installs a quarterly operating rhythm with measurable KPIs — what buyers want when evaluating teams.
Fractional CEO / COO
Installs a quarterly operating rhythm with measurable KPIs — what buyers want when evaluating teams.
Fractional CFO
Cleans up reporting, builds management accounts, and creates the financial story buyers need to win.
Business Enablement
Documents processes, installs operating systems, and removes key-person risk across an organization.
Leadership Development
Aligns personal financial readiness with business readiness — so the owner is ready to sign on time.
Exit & Transition Planning
Aligns personal financial readiness with business readiness — so the owner is ready to sign on time.
Operator-Led, Not Theory-Driven
Every OneAccord advisor has been a business operator — not a consultant. We have sat in their chair.
Built Around Your Timeline
We match our pace to your market window and intake gaps — not a fixed engagement calendar or script.
Mid-Market Focused
We focus on founder-led companies at $5M–$100M+ revenue — exactly the profile investment banks need.
Let’s Build the Partnership
Your Clients Are Waiting.
Tell us what you’re seeing in your pipeline. We’ll show you where OneAccord fits — and exactly how the exclusive partnership works.
Ready to get started?
Schedule a call to learn more about the Client Success Plan and how it can move your business forward.
Contact | (425) 250-0883 | info@oneaccord.co
The Resource You Need to Build Value In Your Business
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