Have any questions? 800-685-2384 or info@advisorbox.com

Using Partial Client Acquisitions as a Succession Transition Tool

  • On January 22, 2018
A Partial Client Acquisition (PCA) is when the buyer is acquiring a partial client list, typically less than 50% of the seller’s revenues or assets, rather than acquiring the entire practice. Advisors will often use PCAs outside of a succession strategy in order to make more room and time for larger more profitable clients. Larger […]
Read More

The Easiest Acquisition Loan is a Partial Client Acquisition

  • On January 22, 2018
A Partial Client Acquisition (PCA) is when the buyer is acquiring a partial client list, typically less than 50% of the seller’s revenues or assets, rather than acquiring the entire practice. PCAs provide many benefits to both the buyer and seller, and can also provide an ideal path for implementing succession transition strategies. PCAs provide […]
Read More

How the Fed’s Rate Increase Impacts Business Loans for Financial Advisors

  • On December 14, 2017
The Fed has increased the benchmark interest rate by 25 basis points to 1.5%. This is the 5th rate increase since the financial crisis, the third increase in 2017, the fourth increase in the last year, and the Fed reiterated their projection of three more rate increases in 2018 as well. How do the increases impact […]
Read More

2018: SBA Makes BIG Impact on Advisor M&A with New Acquisition Rules

  • On December 6, 2017
SBA Levels the Financing Playing Field, Empowers Succession Advisors Fish Buying Whales with 100% Financing The new SBA rules going into effect January 1, 2018 is going to turn acquisition lending upside down in several key ways. For more information about the new rules read our AdvisorLoans Insight Article. SBA Paves Way for More Flexible […]
Read More

AdvisorLoans Creates Free Lending Guide eBook for Financial Advisors

  • On November 29, 2017
AdvisorLoans released their Advisor Lending Guide eBook. The eBook is available at no cost to either advisors or firms. It can be read online at AdvisorLoans.com, saved as a PDF, or printed. Financial Advisors, RIAs, and firms now has an available lending guide written specifically for independent advisors seeking loans for acquisitions, partner buyouts, working […]
Read More

The Fiduciary Irony of SBA Bank Kickbacks to Firms and Vendors in the Independent Channel

  • On November 29, 2017
The independent channel promotes fiduciary thinking, doing what is in the best interest of the client, and accountability.  It frowns on pushing proprietary products, receiving kickbacks, and not disclosing commissions. It is ironic, even alarming, that these hallmarks of the independent channel mindset are not also always being applied to the benefit of independent advisors […]
Read More

SBA Paves Way for More Flexible M&A

  • On November 21, 2017
New Acquisition Rules = Beauty and the Beast SBA’s new rules and requirements for 2018 has paved the way, to be the way more advisors choose for   financing acquisition and equity buy out/in loans, than years past. Starting January 1st, the SBA will have new equity injection requirements for acquisition loans. For most acquisition and […]
Read More