Core Loan Offering
Growth Loans™
Flexible financing designed to support business expansion, whether through acquisitions or scaling operations, with expert guidance throughout the process.
- Up to 100% financing available
- No real estate collateral required
- Loan terms up to 12-years and amortization schedules up to 12-years
***Longer amortizations may be available on a case-by-case basis - Common use cases: Acquisitions, Mergers, Lift-Outs, Tuck-Ins, and Partial Book Purchases
NextGen Loans™
Tailored funding solutions to facilitate equity purchases, empowering the next generation of owners with competitive terms and structured support.
- No seller guarantees required
- Fully amortizing, individually structured loans
- Loan terms up to 12-years and amortization schedules up to 12-years
***Longer amortizations may be available on a case-by-case basis - Ideal for Buy-Ins, Buy-Outs, Internal Equity Purchases, and Multi-Tranche Internal Succession Plans
Refi Loans™
Strategic refinancing options aimed at restructuring existing debt to enhance cash flow and strengthen financial stability.
- Refinance seller notes, SBA loans, or LOCs
- Extend amortization to reduce monthly payments
- Improve margins and budgeting
- Prepayment Flexiblity
Investment Advisor Loans
Investment Advisor Loan Programs
Growth Loans™
Growth Loans provide up to 100% financing for acquisitions, mergers, partial book purchases, and other growth initiatives. These loans include competitive terms, flexible structures, and a unique Holdback Feature for multi-tranche disbursements, helping advisors fund strategic opportunities while managing cash flow effectively.
NextGen Loans™
NextGen Loans offer up to 100% financing for internal succession plans, including partner buy-ins, buy-outs, and equity purchases. With amortization schedules up to 15-years and unique structures to exclude non participating partners as guarantors, these loans help advisors and firms transition ownership smoothly while preserving cash flow.
Refi Loans™
Refi Loans provide advisors with the opportunity to refinance existing business debt, often improving terms, lowering interest rates, and consolidating multiple obligations into a single loan. With competitive rates and flexible structures, these loans are designed to enhance cash flow and free up capital for growth or other strategic initiatives.
Ready to get started?
Explore flexible financing solutions designed for investment advisors.
Contact us today to discuss how our loan programs can support your growth, succession, or refinancing goals.
Insurance Agency Financing
What You Can Finance
Agency acquisitions
Full or partial book purchases
Equity purchases
Partner buy-ins, buy-outs, succession planning
Debt refinancing
Consolidate existing debt, improve cash flow
Working capital
Growth initiatives, technology upgrades, staff expansion
READY TO GET STARTED
From acquisitions to working capital, our customized loan solutions support your growth at every stage.
Contact us today to start a tailored financing discussion.
CPA and Accounting Loans
Secure financing built for accountants and CPAs.
Connect with our team today to discuss tailored financing solutions designed to support everything from one-time transactions to ongoing capital needs for inorganic growth or internal transitions.