MEET THE FOUNDER & CEO

Ricky Panchana

With a sales career spanning over two decades — from early days in mortgage origination to high-stakes commercial finance — Ricky Panchana brings deep frontline experience to his role as Founder and CEO of 1M Ventures.

After closing over 750 transactions and spending years navigating every stage of the sales cycle — from cold outreach to complex deal structuring — he recognized a frustrating reality: talented consultants spending their days buried in inboxes and CRMs, instead of doing the work that drives real revenue.

He founded 1M Ventures to change that — by building scalable, AI-powered systems that free consultants to focus on advising, closing, and growing. Today, he helps financial professionals implement systems that:

  • Start 30–50 warm conversations per month

  • Respond to leads in under 2 minutes

  • Save 10–15 hours of admin time each week

  • Dramatically improve close rates with personalized follow-ups

As the business evolved, so did the needs of his clients. For those thinking beyond just growth — toward acquisition, succession, or scale through strategic partnerships — Ricky now brings M&A strategy to the independent advisor space. His team helps consultants position for acquisition, roll up smaller practices, and create scalable, efficient firms that are attractive to investors and buyers alike.

What sets Ricky apart is the rare blend of deep financial expertise and early adoption of AI automation. He bridges the gap between tech and strategic growth — designing solutions that align with your workflow, CRM, and long-term business goals.

750+ transactions closed across commercial finance

Supporting a fast-growing network of consultants and boutique firms

AI & M&A solutions that improve conversions and reduce team overhead

The Mission

To help financial consultants close more deals, reduce stress, and scale smarter — without sacrificing the client experience or long-term upside.

If you're ready to run a business that works as hard as you do — let’s talk.

Let’s Talk Strategy.

In our session, we’ll explore your current workflows, time sinks, and growth goals. You’ll leave with clear next steps—whether that means AI automation, revenue strategy, or acquisition planning.

Scale Through AI Innovation & Strategic Acquisitions.

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