Tag - business model | First State Bank Nebraska

How Value Is Determined for OSJ and Specialty RIA Practices

Posted on: December 12, 2022 by First State Bank Nebraska in Salt Creek

How Value Is Determined for OSJ and Specialty RIA Practices The financial advisor industry presents many unique challenges and considerations when it comes to valuing the business. In most practices, the value of the business is based largely on the...

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Tags: business model, cash flow, financial advisor, OSJ, Practice, RIA, value
What Makes Salt Creek Different?

Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek

What Makes Salt Creek Different? Advisors today have several options when seeking a loan to grow their business. However, there are just a handful of banks that currently specialize in lending in the financial advisor space. The few banks that do specialize...

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Tags: borrower, Business, business model, checklist, financial advisor, goodwill, growth potential, holistic growth, industry analysts, Lender
Our Streamlined Lending Process

Posted on: June 27, 2022 by First State Bank Nebraska in Salt Creek

Our Streamlined Lending Process Securing a loan for your financial advisory firm can be time consuming and overwhelming if the lender is not familiar with your business model or if you meet with delays during the lending process. At Salt Creek,...

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Tags: business model, capital, clients, collateral, cutting-edge technology, delays, entity documentation, experience, financial advisor practice, financial advisory