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

Today, AdvisorLoans released their Advisor Lending Guide eBook. The eBook is available at no cost to either financial advisors or firms. Financial Advisors, RIAs, and firms now has an available lending guide written specifically for independent advisors seeking loans foracquisitions, partner buyouts, working capital, and business debt consolidation. There are a growing number of SBA […]
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