Lending Support

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.

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 built relationships with lending partners who specialize in working with financial advisors and understand the unique structure of advisory practices. Each lender in our network has been carefully selected for their industry expertise, advisor-first approach, and ability to support various transaction types.

Helping advisors build, live, and leave a legacy