Articles
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 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…
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…
New RIA Lender Challenges Live Oak
Barrons.com - RIAs, your options for borrowing money to fund succession or acquisition plans are increasing. For more than half a decade, Live Oak Bank has offered advisors loans backed by the Small…
New Player in RIA Funding Challenges Live Oak
WealthManagement.com - In October 2012, Live Oak Bank debuted its investment advisory lending business, bringing a much needed shot of liquidity to registered investment advisory firms that often…
Succession Lending Falls to Merrill Lynch in Polo Classic Final
In the twenty-ninth annual Polo Classic on Sunday, August 5, Succession Lending fell to Merrill Lynch with time running out in the first overtime chukka 10 to 9. The Polo Classic final hosted an…