Custom Loans for Independent Financial Advisors
Our Loan Solutions
Explore our range of personalized business loan solutions tailored to your business needs and growth objectives.
Whether you're looking to buy another practice or need working capital to invest in organic growth, our loans are designed with your unique needs in mind.
Planning for the next stage of your business is vital, and our flexible terms help you secure the future that you desire.
Whether making the move to independent or changing affiliations, we offer funding for your new office, to pay off existing obligations or for other needs to make your move easier and more successful.
We are here when you desire to replace high-interest loans or loans with structures that no longer work for you.
Our Process
TELEPHONE CALL
A short, complimentary phone call to get to know you and your objectives is where we start so we can construct a loan that works best for you. We can usually provide direct feedback and preliminary loan approval.
TERM SHEET & UNDERWRITING
Shortly after the initial consultation, we provide you with a brief due diligence list. We aim to provide you with a detailed term sheet outlining our loan proposal within one business day of receiving the requested items. Typically, we will have your loan approved within 14 days of your signing the term sheet.
FUNDING
In most cases, we have your loan documents prepared with funds ready to be wired under 30 days of the signing of the term sheet. We believe it of utmost importance to provide you certainty of financing as soon as possible so you can concentrate on your business.