Blog – Financial Advisor Lending

16 Jan
Loan Options for Purchasing a Financial Advisor Practice

What are My Loan Options for Purchasing a Financial Advisor Practice?

Recently, we shared a post highlighting the many financing options available to financial advisors looking to purchase a book of business. We specifically noted how lenders have learned how to value the goodwill collateral of a financial advisor practice in order to develop lending solutions specifically geared to this unique market. Typically, these loans fall […]

09 Jan
Making Your Financial Practice Credit Worthy

The Five C’s of Making Your Financial Practice Credit Worthy

Many practice leaders discover that to grow their practice they need access to capital. As the financial advisor market has grown and stabilized, more lenders have emerged to assist financial advisors with loans for everything from acquisitions to working capital. To do this, lenders have worked with consultants to develop methods for determining the value […]

02 Jan
Financing Options for Purchasing a Book of Business

Financing Options for Purchasing a Book of Business

Acquisitions are a great way to grow your financial advisor practice quickly. However, many financial advisors struggle to decide the best way to finance the purchase of a book of business. For a long time, advisors had limited options, but as the industry has grown and the profession has become more established, advisors now have […]

23 Dec

Happy Holidays and a Prosperous New Year

2019 has been an amazing year full of exciting opportunity, new relationships, and new adventures with old friends. It’s been a joy and a pleasure to help so many advisors grow their practices. As the new year approaches, we are working hard to continue to develop new resources and opportunities to help even more advisors […]

18 Dec

Leveraging an Acquisition Consultant to Buy or Sell a Financial Advising Practice

Recently we shared a post discussing many avenues to explore when looking for a financial advisory practice to buy. Among those we discussed utilizing an acquisition services firm. Today we want to dive deeper and talk more about leveraging an acquisition consultant to buy or sell a financial advising practice. Commonly referred to as “matchmakers” […]

04 Dec

Managing A Seller’s Emotions When Purchasing An Existing Book of Business

Selecting a financial advising business to purchase requires due diligence and sound judgement. As the buyer, its often easy to manage your own emotions in the process and keep your head focused on the facts. For the seller transitioning away from the business they built, it’s a little more difficult to stay objective and clear […]

21 Nov
financial advisor acquisitions

How to Find a Book of Business to Buy

As a growth minded entrepreneur, you are always on the hunt for ways to build your financial services business. One of the fastest ways to expand is by purchasing an existing book of business. However, you may not know where to look for potential sellers, especially If it’s your first time purchasing a book of […]