WAGN BOSS: Cutting-edge platform connecting RIAs to the tools and resources they need to support business owners.

As an exclusive, invitation-only service, we empower advisors like you to seamlessly boost revenue and foster substantial business growth organically. 
will change hands by 2030 in the U.S. due to a sale of a business
$ 0 T

Why now?

Many owners fall short of their objectives for exit, often due to a lack of preparation and support.


of business owners plan to fund some of their retirement through the sale of their business


of small business owners don’t know what their business is worth


of business owners have no life insurance; 50% of those that do are under-insured

Be the advisor who captures this money in motion while serving business owners with the highest level of service.

The solution is here: WAGN Business Owner Services and Solutions

A comprehensive platform designed to support business deals

Through the support of BOSS (Business Owner Services and Solutions), advisors position themselves to be the first call their business owner connections make. BOSS makes things simple by: 

  • Relationship-Building: Advisors can focus on what’s most important to each individual client.
  • Track: Keep all important documents and communication in one simple place.
  • Best-In-Class Network: Connect with our tried-and-true partners supporting business owners throughout the M&A process.
  • Revenue Share: Allow advisors to gain profit for their services.
  • Open Architecture: Advisors can choose how and when they want to leverage the power of BOSS.
  • Thought Leadership: Direct access to timely educational whitepapers, webinars, work shops, and presentations.

Business owners need your expertise — and we're here to help you give it to them

Put Clients First

Business owners get transparency and attention directly from you when they need it.

Admin Dashboard
Company Manager

Centralized Communication

The days of tracking down information and cumbersome workflows can be far behind you and your clients. BOSS makes things simple so you can focus on the business planning.

Industry's Best Service Offerings

As your clients need specific services, including P&C, Life Insurance, or M&A Support, getting the documents you need from them is as simple as a few easy clicks - all seamlessly tracked, logged, and stored.

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Grow Your Firm, too!

Your partnership with BOSS not only means your clients get the best, but you do, too. Take advantage of revenue-sharing opportunities to grow your business and unlock new revenue sources.


Help business owners take care of their most valued asset
— their business