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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.

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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Partner Firms

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 16, 12:00pm - 5:30pm EST

PPC LOAN is a proud sponsor and speaker for the upcoming RIA Edge Valuation and M&A Workshop in D.C. This workshop is an intimate, local event for leaders in the RIA industry led by the top investment banking, consulting and human capital experts from across the RIA ecosystem.

NAPFA Fall 2020 National Conference
October 12-23 (Virtual)

PPC LOAN is proud to sponsor the NAPFA Fall 2020 National Conference. The annual event Paris learning and development opportunities with networking opportunities and access to experts and solution providers. Please stop by our virtual booth to learn more about how we can help you grow your practice.

2020 DeVoe M&A + Succession Summit
November 9-10 (Virtual)

The virtual event will be chock full of interactive sessions and networking opportunities to help you connect with M&A experts and move your plans forward. You will take away key fundamentals of transition planning from the most experienced industry leaders for M&A and succession planning. Schedule you one-on-one consultation with Dustin Mangone, Managing Partner of PPC LOAN, who is also a product sponsor of the event.

Deals & Dealmakers Summit
September-November (Virtual)

Dustin Mangone, Managing Director of PPC LOAN will be presenting a live webcast for the virtual event, which brings together the top players and resources in the financial advisor M&A space.