Since 1998 Professional Practice Capital has been the premier provider of business acquisition financing for dentists, veterinarians, Allstate agents and tax and accounting professionals. After two years of careful planning and preparation Professional Practice Capital is extending its financing support to Independent Investment Advisor and Registered Investment Advisors in the process of acquiring and/or operating firms with Fee Only Investment Management Revenue. Our suite of products includes 7 year fixed rate financing for acquisitions and debt refinancing, short term working capital and equipment loans, and real estate financing for properties serving as office space for firms.
With literally thousands of acquisition financing transactions under our belt, Professional Practice Capital is valued by its clients as much for its experience and counsel in business transitions as the funds it makes available. We are excited about the opportunity to enter the market for Independent Advisory Firms, as we anticipate enhancing the business transition experience for both buyers and sellers.
Where sellers have traditionally provided the bulk of transition financing and in many instances realized cash down payments equal to less than one year of net profits, Professional Practice Capital’s ability to provide acquisition financing of up to 1.5 times a firm’s annual Fee Only Investment Management Revenue will result in the seller receiving more cash at closing and better match the amount of seller financing with the level of business transition risk it is intended to mitigate.
Where buyers have traditionally agreed to acquisition financing provided by the seller with full repayment terms of less than 48 months, Professional Practice Capital’s 84 month acquisition financing will greatly improve post-acquisition cash flow.
Where buyers and sellers have had difficulty achieving timely consensus on purchase agreement terms, Professional Practice Capital’s timely approvals and injection of liquidity into the acquisition process will level the playing field allowing for a speedier agreement of terms which should result in a win-win for all involved.
Professional Practice Capital’s financing program for Independent Investment Advisors and Registered Investment Advisors can also benefit those with existing business debt arising out of prior acquisitions, business expansions, etc. We have been able to deliver a particularly favorable impact in meeting the needs of buyers and sellers following the completion of their business transition by turning back the clock and putting more cash in the seller’s pocket via refinancing existing seller notes and improving the ongoing cash flow of the buyer by refinancing their existing business debt and lengthening their loan repayment terms.
- Conventional bank financing
- Low fixed interest rates
- Loans up to 1.5 Fee-Only Investment Management Revenues
To apply for financing, just print out and complete the following forms, then e-mail them to info@ppcloan.com, mail them to us at the address below, or fax them to us at (281) 419-8309. We will be in touch with you soon after we receive your completed forms.
Note: Download free Adobe Acrobat software to print out the forms. If you have trouble and would prefer for us to fax or mail the forms to you, just give us a call at (800) 456-2779 or e-mail us at info@ppcloan.com.
