Specialized CPA Lending: Expertise You Can Trust
Specialized CPA Lending: Expertise You Can Trust
CPAs today have several options when seeking a loan to grow their business. Navigating the complex landscape of financing options can be challenging, especially when it comes to finding a lender who truly understands the unique needs of your industry. As a direct lender with an experienced team dedicated to serving CPAs, Salt Creek understands the complexities of your business and has designed our loans to fit your business model. Partnering with a lender from Salt Creek who’s experienced in working with CPAs offers several advantages that can significantly impact your financial success and business growth.
Understanding the CPA Industry
One of the primary reasons to seek a lender with CPA industry expertise is their deep understanding of the financial dynamics specific to your profession. The accounting industry is characterized by cyclical revenue patterns, particularly during tax season, and the nature of client payments
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Recent Posts
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Specialized CPA Lending: Expertise You Can Trust
Specialized CPA Lending: Expertise You Can Trust CPAs today have several options when seeking a loan to grow their business. Navigating the complex landscape of financing options can be challenging, especially when it comes to finding a lender who...
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Advisor M&A Trends for End of 2022 and Beginning of 2023
Advisor M&A Trends for End of 2022 and Beginning of 2023 M&A activity has exploded in the financial advisor industry over the last five years. Access to capital, the entry of new buyers both within the industry and from outside private equity firms,...
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How Value Is Determined for OSJ and Specialty RIA Practices
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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Tips for Advisors Looking to Acquire a Practice
Tips for Advisors Looking to Acquire a Practice Despite market volatility, advisor M&A activity is still going strong. Interest in acquisitions has grown tremendously, thanks to advisors gaining greater access to capital and other resources. As media...
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How Adopting Technology Impacts Practice Value
How Adopting Technology Impacts Practice Value Much of the financial advisory industry had resisted mass adoption of technology over recent decades, but market and environmental pressures during the past few years have made it a necessity. The circumstances...
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How To Do A Claw Back On An Advisor Acquisition
How To Do A Claw Back On An Advisor Acquisition In a previous post we discussed a few of the protections buyers can put in place to preserve their interests during an acquisition. The primary purpose of the protections is to minimize client attrition...
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Leveraging Broker Dealer Resources During an Acquisition
Leveraging Broker Dealer Resources During an Acquisition Acquisitions can be a positive and exciting way to grow a financial advisor practice. They can also be challenging. There are many resources available to advisors that can help alleviate some...
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Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer
Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer Advisor interest in acquisitions has grown tremendously over the last few years. Practices of every size have gotten in the game, even if only to make a single acquisition. Advisors...
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Strategies Advisors Are Using To Find Acquisition Deals
Strategies Advisors Are Using To Find Acquisition Deals As access to capital has improved, the number of advisors looking to make acquisitions has greatly increased. Buyers still far outnumber sellers, which has helped to make competition fierce. Although...
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How A Fluctuating Economy Impacts Advisor M&A
How A Fluctuating Economy Impacts Advisor M&A Financial advisors are always hyper aware of fluctuating markets and how those markets impact their clients. This is especially true during sudden downturns, which can cause many clients to become fearful...
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