financial advisor practice

Leveraging Broker Dealer Resources During an Acquisition Acquisitions can be a positive and exciting way to grow a financial advisor practice. They can also be challenging. There are many resources available to advisors that can help alleviate some...

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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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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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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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Why Acquisitions Are a Great Way To Grow Your Financial Advisor Practice The normal method for growing a practice is by acquiring new clients one at a time. Although this is a valid and sound approach to growth, it’s also a generally slow approach....

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The Importance of Due Diligence When Purchasing an Advisor Practice More advisors are turning to acquisitions as a reliable growth strategy. Many are seeing great success as a result. However, as with any business transaction, not every deal works...

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Transitioning Clients During a Financial Practice 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...

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What Influences the Value of a Financial Advisor Practice The value of your financial practice has tremendous influence over your ability to secure working capital and financing to grow your business through acquisitions. Understanding how...

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