A LENDING DIVISION OF FIRST STATE BANK NEBRASKA

Blog – Financial Advisor Lending

24 Aug

Why Financial Advisors Should Consider Investing In Their Own Real Estate

As the financial advisor sector has matured, more opportunities have developed for advisors to leverage capital to grow their businesses. In addition to capital for acquisitions and other growth initiatives, advisors also have access to capital for commercial real estate. The opportunities are even greater, now that advisors have access to SBA loans. The 504 […]

10 Jul
sba loans for financial advisors

Why Now Is The Time For Financial Advisors To Leverage An SBA Loan

Covid has brought many changes and challenges to the financial industry. It has also brought opportunity in the form of government programs designed to keep small businesses not only open, but also growing. Chief among them are the SBA 7(a) and 504 loan programs, which are designed to make credit accessible to business owners looking […]

04 Jun

Transitioning Clients During the Pandemic

Transitioning clients and minimizing attrition is critical to a successful acquisition. Usually this entails several in-person meetings to introduce new clients to the advisor and his or her team. But the pandemic has created numerous challenges and forced many firms to shift to virtual operations. Paired with social distancing rules and lockdowns, in-person client meetings […]

29 May

Pandemic Pressures on Aging Advisors Creates Opportunities For Acquisitions

The past few months have been stressful for many advisors. Managing client fears while shifting operations to remote work and monitoring fluctuating markets has many advisors ready to exit for good. Many experts see this as the catalyst to trigger the “age wave” of retiring advisors that they have been predicting for the past couple […]

14 May
how to choose a lender

How to Choose a Lender for Your Financial Advisor Practice

In our previous post, we discussed how having financing in place gives you a competitive edge in acquisitions. Many advisors don’t stop at one acquisition, choosing instead to use acquisitions as an ongoing growth strategy. Whether you plan on purchasing one practice or many, having a strong relationship with a lender is key to a […]

07 May
How Financing Gives You an Edge in Financial Advisor Acquisitions

How Financing Gives You an Edge in Acquisitions

Over the past several years, there has been a surge in the number of advisors looking to grow through acquisitions. This has created a market where sellers have multiple buyers to choose from and buyers must compete for the deal. Many factors influence a seller’s decision, including the buyer’s personality, cultural fit, and investment philosophy. […]

11 Mar
due diligence in advisor acquisition

The Importance of Due Diligence When Purchasing an Advisor Practice

More advisors are turning to acquisitions as a reliable growth strategy. Many are seeing great success as a result. However, as with any business transaction, not every deal works out as it should. This usually happens because an advisor didn’t consider the importance of due diligence when purchasing an advisor practice. The rise of practice […]

20 Feb

The Key to Getting Through an Acquisition is Preparation

Acquisitions are a great way to grow your financial practice. They allow you to scale quickly and immediately generate revenue from the new book of business. For many practice leaders, acquisitions are not part of their regular routine and the demands of the process can create challenges before, during, and after the deal. That’s why […]