RECOMMENDED PROFESSIONALS

 

The PPCLOAN team recommends these professionals throughout the country to help facilitate your transaction. Contact us is you have any questions or if you need help finding a resource in your area.

Travis Chaney
Acquisitions Advisory

  • Acquisitions Advisory is the Mergers and Acquisitions Division of Dynamic Directions, an award-winning coaching and consulting firm specializing in building a better life and practice for financial advisors. D2 works with more than 75 practices across the country, including members of the Barron's Top 1,200 Advisors list.
  • Provides guidance and support to financial advisors who are planning to buy or sell a practice or merge with another practice.
  • A2's true value lies in consulting work - helping you see the big picture, develop the right mindset and determining your true goals as you build and protect your legacy.

phone: 270-663-7264 email:tchaney@a2advisor.com
website: www.a2advisor.com

 
David Grau, Jr.
Succession Resource Group
phone:
503-427-9910
email:
david.grau@successionresourcegroup.com
website: http://successionresource.com

 
Anthony Whitbeck, CFP, CLU
Key Management Group
phone:
888-848-3349
website: www.keymanagementgrp.com
 

25511 Budde Road, Suite 2901 - The Woodlands, TX 77380

Toll Free: 800.456.2779 | Phone: 281.419.0400 | Fax: 281.419.8309 | Email: information@ppcloan.com