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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.

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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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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Program Overview and Sample Deals

Conventional Acquisition Financing

Growth Loans™ provide speed and flexibility to help you secure financing options tailored to your Investment Advisory acquisition needs.

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Conventional Financing for Equity Purchases

NextGen Loans™ can equip you with the flexibility to grow equity in your firm or acquire more equity while maintaining a strong financial base.

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Refinancing Your Business Debt is Easier than Ever

RefiLoans™ make it simple to restructure your business debt to safeguard your firm’s financial health so you can achieve your business goals.

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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.

June 12, 2019
Dynamic Directions Think Tank
Nashville, TN
Attended by Aaron Racino
June 12, 2019
Pershing INSITE 2019
Phoenix, AZ
Attended by Dustin Mangone & Ty Roemer
July 8, 2019
2019 Cascade Coaching & Consulting Conference
Sunriver, OR
Attended by Dustin Mangone & Aaron Racino

Understanding your equity needs  

To better serve our customers, we are conducting the National Investment Advisor Market Trend Survey, which will help us understand your specific business needs and allow us to customize the financial tools you’ll need when acquiring another business or taking on more of your own firm’s equity.

Your input is invaluable, please take a moment to complete the survey.