Archive - June 2022

Key Changes To Make During A Partner Buy-In Buying into a financial advisory practice can be a very exciting endeavor. The potential to grow professionally and personally are what often drives advisors to make this change. An equity purchase doesn’t...

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Financing Options For Making An Equity Purchase In A Financial Advisory Practice Financing options have improved for financial advisors over the past few years. This greater access to capital solutions allows advisors of every age and experience level...

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Advisor Loans: SBA Versus Conventional Loan Programs In years past advisors had to rely on personal assets, cash, and seller financing to buy equity or fund growth initiatives. Now financial advisors have greater access to capital through a variety...

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What We Do and How We Can Help At Salt Creek, we are dedicated to helping financial advisors and RIAs expand their firms with efficient access to capital. It’s our goal to help you grow your firm. We exclusively serve financial advisors and we...

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Using Acquisitions To Secure Talent Over the past two years, several environmental pressures have forced advisors to change how they do business. The pandemic alone drove the industry to adopt remote work, virtual meetings, and new protocols to ensure...

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What Makes Salt Creek Different? Advisors today have several options when seeking a loan to grow their business. However, there are just a handful of banks that currently specialize in lending in the financial advisor space. The few banks that do specialize...

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How Long To Retain The Selling Advisor After An Acquisition? The success of an acquisition is largely determined in the transition. Client retention is critical, and the biggest factor that impacts client retention is the seller’s role in introducing...

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Consult With Your Lender Before Negotiations to Get the Best Financing Terms If you are actively seeking to grow your financial advisor practice through acquisition, you may be interested in a loan from a bank. But how can you properly structure an...

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Our Streamlined Lending Process Securing a loan for your financial advisory firm can be time consuming and overwhelming if the lender is not familiar with your business model or if you meet with delays during the lending process. At Salt Creek,...

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Breakaway Advisors: Key Considerations Before Going Independent The RIA model has gained traction over the last decade. Many advisors are attracted to the flexibility and independence the RIA model offers. The rise of Virtual Family Offices, new technology,...

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