SBA

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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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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How Working with An SBA Preferred Lending Partner Improves the Lending Process When applying for a business loan, you want to take advantage of every opportunity to speed up and streamline the lending process so your business can get the funds it needs...

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More Skin in the Game: The SBA’s Proposal to Reinstate the Personal Liquidity Test Lending regulations are constantly changing, especially those that apply to SBA backed loan products. Earlier this year the SBA instituted a new version of their...

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SBA Franchise Directory Listing for Broker/Dealers Is your Broker/Dealer on the SBA Franchise Directory? They need to be for SBA lending. Considering an SBA loan to help grow your financial advisor practice? If you operate under any type of signed...

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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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Business Valuation Resource Guide for Financial Advisor Lending Whether you are seeking a loan for expansion, acquisition, or a partner buyout, you will need plenty of documents, and that often includes a business valuation. At Salt Creek, we use the...

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