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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