Using Partial Client Acquisitions as a Succession Transition Tool

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 […]
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The Easiest Acquisition Loan is a Partial Client Acquisition

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

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 […]
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AdvisorLoans Creates Free Lending Guide eBook for Financial Advisors

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 […]
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