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Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer
Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer Advisor interest in acquisitions has grown tremendously over the last few years. Practices of every size have gotten in the game, even if only to make a single acquisition. Advisors...
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Strategies Advisors Are Using To Find Acquisition Deals
Strategies Advisors Are Using To Find Acquisition Deals As access to capital has improved, the number of advisors looking to make acquisitions has greatly increased. Buyers still far outnumber sellers, which has helped to make competition fierce. Although...
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Key Changes To Make During A Partner Buy-In
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 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
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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How Financing Gives You an Edge in Acquisitions
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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What are My Loan Options for Purchasing a Financial Advisor Practice?
What are My Loan Options for Purchasing a Financial Advisor Practice? Recently, we shared a post highlighting the many financing options available to financial advisors looking to purchase a book of business. We specifically noted how lenders...
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Successfully Prepare to Apply for a Business Loan
Whether you own a local small business or a large organization, applying for a business loan can be an intimidating task. Having an experienced lender to help you through the process is important, but what else can you do to set yourself up for success...
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