Growing Through Acquisitions

The financial advisor industry is facing what many are calling a “succession cliff.” The majority of advisors are over the age of 65, which will lead to a wave of advisors selling and retiring over the next ten years. This creates an opportunity for financial advisory firms of all sizes to leverage inorganic growth through mergers and acquisitions. In previous years, advisors had to rely on personal capital and seller financing to secure acquisition deals. But a number of specialty lenders have entered the space, giving financial advisors access to capital and loan options they never had before.

Learn more by downloading the white paper.

Download the Acquisition Loans Guide

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