Articles
Succession Lending Commences Next Stage Of Growth With Rebranding To SkyView Partners And Expansion Of Services Into Investment Banking
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…
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…
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…
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…