A LENDING DIVISION OF FIRST STATE BANK NEBRASKA

Category: Financial Advisor SBA Lending

14 May
how to choose a lender

How to Choose a Lender for Your Financial Advisor Practice

In our previous post, we discussed how having financing in place gives you a competitive edge in acquisitions. Many advisors don’t stop at one acquisition, choosing instead to use acquisitions as an ongoing growth strategy. Whether you plan on purchasing one practice or many, having a strong relationship with a lender is key to a […]

07 May
How Financing Gives You an Edge in Financial Advisor Acquisitions

How Financing Gives You an Edge in Acquisitions

Over the past several years, there has been a surge in the number of advisors looking to grow through acquisitions. This has created a market where sellers have multiple buyers to choose from and buyers must compete for the deal. Many factors influence a seller’s decision, including the buyer’s personality, cultural fit, and investment philosophy. […]

20 Feb

The Key to Getting Through an Acquisition is Preparation

Acquisitions are a great way to grow your financial practice. They allow you to scale quickly and immediately generate revenue from the new book of business. For many practice leaders, acquisitions are not part of their regular routine and the demands of the process can create challenges before, during, and after the deal. That’s why […]

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 […]