acquisition

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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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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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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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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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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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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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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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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