Lender

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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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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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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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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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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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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Tax Time: What’s Needed For Lending We wanted to take some time to clarify what details you will need to provide a lender for financial analysis for your financial advisor loan. As is normal with tax topics, this is pretty dry material. But we...

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How Do We Calculate Global Cash Flow and Why Is It Important? Usually one of the strongest credit aspects when financing an advisor practice acquisition is the consolidated cash flow that is available from the practice that is being purchased, and...

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Prepare Your Financials Now for Speedier Loan Approvals In addition to your year-end business financials, there are a number of other documents that are needed for your SBA loan package as well. While preparing and collecting all the documents needed...

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