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What We Do and How We Can Help
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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What You Need to Have When Applying for an SBA Business Acquisition Loan
What You Need to Have When Applying for an SBA Business Acquisition Loan As a busy owner of a financial advising firm, it is a constant challenge juggling the tasks necessary to run the business with those that also help to grow the business. Applying...
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Strategies to Retain Clients After An Acquisition
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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Why Don’t We Save for Retirement Like We Should?
Why don’t we save for retirement like we should? Odds are, if you’ve read any article or listened to any speaker discuss retirement savings, you’ve probably heard this saying: “The best day to start is today, even if you can...
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