RIA Trends & Wealth Management News

March 07, 2019

Succession Lending Commences Next Stage Of Growth With Rebranding To SkyView Partners

Leading Correspondent Lender for Financial Advisors Purchasing or Selling Independent Practices Expands to Boutique Investment Bank for Independent Advisor M&A SkyView Hits Funding Goals With…

Learn More

February 12, 2019

Small Business Owners: Are You Monetizing Your Deposits?

Forbes.com - The next time you visit your bank branch, ask yourself a simple question: “What am I, the small business owner, getting in return?” If your current bank relationship is not supporting…

Learn More

February 11, 2019

Don't Let Deal Structure and Buyer Credit Hurt M&A Financing

As you approach the sale of your advisory practice, the following factors impact accessibility of bank financing and ultimately cash at closing. WealthMangement.com - As wealth management M&A and…

Learn More

January 29, 2019

SkyView Partners Receives SOC 2 Type 1 Report

SkyView Partners is excited to announce that we have received our SOC 2 Type 1 report from Copeland Buhl and Company. At SkyView Partners, we strive to meet the highest standards of…

Learn More

November 20, 2018

Can I Afford to Take Out a Loan to Acquire Another Practice?

How cash flows and indebtedness on the business and personal front can impact the calculus of growing through loans ThinkAdvisor.com - As interest among independent financial advisors in growing…

Learn More

November 12, 2018

Transaction Loans for Independent Advisors Seeking a Partial Business Sale

Small Business Administration loans require that the seller departs the practice entirely within 12 months of closing. InvestmentNews.com - As the succession planning transaction market continues to…

Learn More

You’re prepared.

Let's Get Started