Tag: acquisition financing options

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. […]

02 Jan
Financing Options for Purchasing a Book of Business

Financing Options for Purchasing a Book of Business

Acquisitions are a great way to grow your financial advisor practice quickly. However, many financial advisors struggle to decide the best way to finance the purchase of a book of business. For a long time, advisors had limited options, but as the industry has grown and the profession has become more established, advisors now have […]