Articles

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…

Succession Lending Receives SOC 2 Type 1 Report!

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

Leading Provider of Bank Financing for M&A Transactions in the Independent Wealth Management Space Promotes Seasoned Professional with Oversight for Company's Strategic Partnerships Succession…

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…

Transaction Loans for Independent Advisers 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…

Top Lessons For Independent FAs From Our Journey Through The M&A Financing Maze

FA Mag - Independent financial planning and investment management firms that have decided to target growth through mergers & acquisitions transactions, but may not be very experienced in this area…