SBA 7(A) DATA ANALYSIS

Wealth Managers Amongst the Lowest Risk Professionals for Lenders

Updated AdvisorLoans Lending Chart

Leverage External Financing to Build your Own Ensemble

Advisors See SBA Loan Variable Rates Increase Again

Interest Rates for SBA Loans Increase 25 Basis Points Today

External Financing Trajectory for Advisor Acquisition Loans

What Advisors Need to Know About Insurance Requirements for Business Loans

Insurance Policy Requirements for Business Loans Business loans require the borrower to have a handful of insurance policies in place. Lenders vary in these insurance policy requirements. Each lender has their internal policies regarding required borrower insurance including different insurance policy types, coverage amounts, certificates and document specifications, and ongoing policy requirements. SBA lenders have […]

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 […]

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

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 […]

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