Financing to Accelerate Your Succession Plan

Partial Buy-In and Buy-Out Loans

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.