Articles

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…

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…

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…

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…

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…

November 02, 2018

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…