Growth Loans™

Grow your investment advisory firm with a customized business acquisition loan.

What To Expect

Planning to expand your financial advisory firm is an exciting time. You realize that your business is primed for growth, and you can accelerate that process by acquiring another firm. But when you need to address acquisition finance, where do you go to find a loan that's right for your needs?

That's where PPC LOAN can help. Growth Loans™ enable investment advisory firms like yours to secure financing tailored to their specific needs. Our investment advisor funding experts have in-depth experience helping advisors prosper with business acquisition loans attuned to their goals.

We work with you to meet your needs by offering competitive rates and flexible terms that help protect your financial health while you grow your business.

Benefits of Growth Loans™

We customize every business acquisition loan to suit your financial priorities. And that means not only the best deal but unmatched support, too. We're not like the banks, where you can be left wondering how your application is progressing through a lengthy approval process. We are there for you every step of the way.

Here is a snapshot of the benefits that come with a business acquisition loan with PPC LOAN:

  • Reasonable rates - We're focused on easing the financial pressure that comes with growing your firm, and that means lower interest rates so you can get on with running the business.
  • Flexible loan terms - Your acquisition goals are unique, and so is your business situation. We understand that, which is why you can always expect terms and conditions that factor in your specific financial needs.
  • Simple three-step process - We are committed to making the loan application process as quick and seamless as possible. Three steps make up the entire process, making it easier for you to get the right loan.
  • Comprehensive support - Whether you're dealing with our analysts, our closing team, or our customer concierge team, you'll have unmatched guidance and support.
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“We would highly recommend PPCLOAN to anyone looking to acquire a loan for the acquisition of an insurance book of business. Everyone made the process run very smoothly from application to closing.”

- Franchise Advisor, IL

Get Started

Get in touch with PPC LOAN and find the right business acquisition loan to kick start your journey to realizing your financial goals. We'll work to tailor a solution for you with competitive rates and terms that align with your specific needs.

How It Works

PPC LOAN's three-step process is designed to ensure you find a business acquisition loan that fits your firm's growth plan. Find out how our process streamlines everything from approvals to closing, and the extra mile we take to guide you through each step.

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.