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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 […]

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 […]

11 Dec

What to Look for When Purchasing a Book of Business

When faced with an opportunity to grow your firm by purchasing an existing book of business, it’s easy to get caught up in the excitement and plow forward with the transaction. And while the right book of business can catapult your business growth, the wrong book of business can bring years of headaches and problems. […]

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 […]