Financing to Accelerate Your Succession Plan

Financing to Accelerate Your Succession Plan

Bank financing is one of the most important new tools for independent financial advisors. In the past 10 years, a few banks have developed loans specifically for financial advisors and their unique businesses.
These loans are designed to help facilitate gradual, staged-succession with partial-buy in loans, or accelerate your exit plan with a buy-out loan. Both reduce risk to the founding / G1 owners by moving the financing responsibility from seller to bank. 
Download this short white paper to learn more.

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