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Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek
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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Tags: acquisition, assets, base rate, borrower, Business loan, capital, cash flow, collateral, credit history, expand
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Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek
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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Tags: acquisition, financial advisor, Pandemic, Talent, The Great Resignation
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Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek
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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Tags: acquisition, advisor, clients, Merger, Retain, Seller, transition
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Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek
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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Tags: acquisition, approval, Business loan, Buyer, consult, consultation, credit, deal structure, financial advisor practice, Financing
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Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek
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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Tags: acquisition, brand awareness, breakaway advisors, broadcast, capital, compliance, due-diligence, Flexibility, independent, marketing
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Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek
Why Financial Advisors Should Consider Investing In Their Own Real Estate
As the financial advisor sector has matured, more opportunities have developed for advisors to leverage capital to grow their businesses. In addition to capital for acquisitions...
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Tags: 504 program, acquisition, assets, capital, Certified Development Company, commercial, credit union, down payment, financial advisor, Interest rate
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Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek
Why Now Is The Time For Financial Advisors To Leverage An SBA Loan
Covid has brought many changes and challenges to the financial industry. It has also brought opportunity in the form of government programs designed to keep small businesses not only...
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Tags: 504 program, acquisition, borrower, commercial, Covid, financial advisor, Interest rate, loan obligation, preferred lending partner, Real estate
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Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek
Pandemic Pressures on Aging Advisors Creates Opportunities For Acquisitions
The past few months have been stressful for many advisors. Managing client fears while shifting operations to remote work and monitoring fluctuating markets has many advisors...
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Tags: acquisition, acquisition consultant, analysis, experts, financial advisor, Industry, lending partner, opportunities, Pandemic, Retirement
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Posted on: June 9, 2022 by First State Bank Nebraska in Salt Creek
How to Choose a Lender for Your Financial Advisor Practice
In our previous post, we discussed how having financing in place gives you a competitive edge in acquisitions. Many advisors don’t stop at one acquisition, choosing instead to use...
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Tags: acquisition, broker, Custodian, dealer, financial advisor practice, Government guaranty, Growth strategy, Industry experts, Legal professionals, Lender
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Posted on: June 9, 2022 by First State Bank Nebraska in Salt Creek
How Financing Gives You an Edge in Acquisitions
Over the past several years, there has been a surge in the number of advisors looking to grow through acquisitions. This has created a market where sellers have multiple buyers to choose from and...
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Tags: acquisition, Acquisition loan, advisor, Buyer, Client base, Financing, Free guide, lending, Seller