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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
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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Tags: borrower, Business, business model, checklist, financial advisor, goodwill, growth potential, holistic growth, industry analysts, Lender
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Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek
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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Tags: BD loans, broker, Buyer, capital, cash flow, consolidate, dealer, financial advisor, independent, Interest
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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: May 10, 2022 by First State Bank Nebraska in Salt Creek
Buyer Beware: Key Clauses and Deal Terms to Protect You During an Acquisition
Advisors always enter into an acquisition deal hoping for and expecting the best. If you do your due diligence, your chances of a positive outcome are high, but the...
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Tags: acquisition, Attrition Clause, Broker-dealer, Buyer, Contract, Custodian, due-diligence, financial advisor, M&A consultant, Protect
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Posted on: April 26, 2022 by First State Bank Nebraska in Salt Creek
Strategies to Retain Clients After An Acquisition
The value of any financial advising firm lies in its book of clients. It’s that value that serves as the basis of monetary worth during an acquisition. The projected return on investment justifies...
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Tags: acquisition, clients, financial advisor, Financial firm, value proposition
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Posted on: April 26, 2022 by First State Bank Nebraska in Salt Creek
Business Valuation Resource Guide for Financial Advisor Lending
Whether you are seeking a loan for expansion, acquisition, or a partner buyout, you will need plenty of documents, and that often includes a business valuation. At Salt Creek, we use the...
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Tags: business valuation, financial advisor, guide, lending, SBA, SBA Standard Operating Procedures, Small Business Administration