Lending Support

Before you enter a deal, explore all of your possibilities with bank financing.

Learn About Bank Financing

Many deals are buyer- and/or seller-financed, and they tend to place the two parties at odds with one another. Consider bank financing for your deal, which offers security to the seller and more options to the buyer. We work with banks who specialize in financial advisory practices sales. In many cases, pre-qualification can help a buyer’s position when trying to acquire a practice.

Benefit From Our Experience

Not sure where to start? We can help you find the right types of banks and loans for your specific situation. A quick 30 minute call can help you explore the lending process and determine what your needs may be.

Our Lending Partners

We proudly introduce some of our outstanding bank partners who specialize in financial advisory successions, acquisitions, and mergers. We work hand-in-hand with these banks throughout the deal process from pre-approval to payment.

Learn About Your Options

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.

Live Oak Bank’s mission is to create an unprecedented banking experience for small business owners nationwide, through service and technology.

Oak Street Funding partners with insurance businesses, registered investment advisors (RIAs), certified public accountants (CPAs) and more.

PPC Loan has earned its reputation by consistently providing the highest level of personalized service and the most attractive loan terms available in your industry.

Find Out How Our Partners Can Help You

If you would like to inquire about legal services, bank financing, or the pre-qualification process, please submit an inquiry.