Lending Support

Learn About
Bank Financing

Many transactions are structured with buyer or seller financing, which can sometimes put the two parties at odds. Bank financing offers an alternative that provides greater security for the seller and expanded options for the buyer. We partner with banks that specialize in financing financial advisory practice sales, and in many cases, pre-qualification can strengthen a buyer’s position when pursuing an acquisition.

Benefit From Our Experience

Not sure where to begin? We’ll help you identify the right banks and loan options for your unique situation. A quick 30-minute call is all it takes to explore the lending process and clarify your financing needs.

Buyers who come prepared with financing hold a competitive advantage compared to those who don’t. In this free white paper, we speak to industry lenders to learn about what options are available and what advisors need to know to prepare for the loan process.

We’ve established strong relationships with lenders who specialize in serving financial advisors and understand the unique structure of advisory practices. Each partner in our network is carefully chosen for their industry expertise, advisor-first mindset, and ability to support a wide range of transaction types.

Helping advisors build, live, and leave a legacy