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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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Tax Time: What’s Needed For Lending
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?
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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