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Welcome to PPC LOAN's insights center for investment advisory firms. Whether it's articles and case studies on business financing or upcoming events, you'll find carefully researched and tailored content that covers important trends and challenges. Accelerate your firm's growth with acquisition financing strategies, equity purchase tips and more.

Investment Articles

Timely and relevant content covering important topics about acquisition financing, equity purchase agreements, debt restructuring and succession planning. Stay informed about maintaining a healthy cash flow as you grow.

Fix Your Interest Rate!

Don’t get caught in the rising tide. With unemployment rates dipping below 6% and showing no signs of stopping, experts say it is only a matter of time before the Fed begins taking steps to increase interest rates.

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Good People and Bad Problems

In life you are either facing your problems or turning your back on them as if they did not exist. Unfortunately, the reality is that problems do exist and they don’t just go away unless they are dealt with.

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Recommended Professionals

PPC LOAN's preferred specialists based in or around your area, ready to help you facilitate your transaction. Whether it's a business acquisition, an equity purchase or succession planning, our recommended professionals will work with you to meet your financial goals.


Conferences, workshops and seminars for investment advisors who want to drive business growth and see their firms thrive.

February , 2018
2018 AFG Women Advisor Summit
Palm Springs, CA
Attended by Dustin Mangone & Steven Kemper
February , 2018
Kestra Ascend Conference
Dallas, TX
Attended by William Dunn & Jeff Horner
January , 2018
National LINC 2018
Orlando, FL
Attended by Dustin Mangone, William Dunn, & Jeff Horner