advisor

Advisor Loans: SBA Versus Conventional Loan Programs In years past advisors had to rely on personal assets, cash, and seller financing to buy equity or fund growth initiatives. Now financial advisors have greater access to capital through a variety...

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How Long To Retain The Selling Advisor After An Acquisition? The success of an acquisition is largely determined in the transition. Client retention is critical, and the biggest factor that impacts client retention is the seller’s role in introducing...

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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...

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Business Valuations for SBA Loans: Why Not All Valuations Are Created Equal In any business purchase, it is always critical to arriving at a fair and reasonable price for both the buyer and the seller. As is often the case, the buyer is looking to...

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More Skin in the Game: The SBA’s Proposal to Reinstate the Personal Liquidity Test Lending regulations are constantly changing, especially those that apply to SBA backed loan products. Earlier this year the SBA instituted a new version of their...

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