financial advisor

Advisor M&A Trends for End of 2022 and Beginning of 2023 M&A activity has exploded in the financial advisor industry over the last five years. Access to capital, the entry of new buyers both within the industry and from outside private equity firms,...

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How Value Is Determined for OSJ and Specialty RIA Practices The financial advisor industry presents many unique challenges and considerations when it comes to valuing the business. In most practices, the value of the business is based largely on the...

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Tips for Advisors Looking to Acquire a Practice Despite market volatility, advisor M&A activity is still going strong. Interest in acquisitions has grown tremendously, thanks to advisors gaining greater access to capital and other resources. As media...

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How A Fluctuating Economy Impacts Advisor M&A Financial advisors are always hyper aware of fluctuating markets and how those markets impact their clients. This is especially true during sudden downturns, which can cause many clients to become fearful...

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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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Is It Time To Refinance Your Broker-Dealer’s Loan Financing options for advisors have changed dramatically over recent years. One unexpected player that has entered the finance game are the broker-dealers themselves. Many broker-dealers recognized...

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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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