5 Things that Make a Deal Succeed

As the leading independent lender to financial advisors, we have seen our fair share of deals. Some go right—and others go very, very wrong. From surprise last-minute changes to bumps within the seller transition, there […]

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What is Cash Flow? | Part 2

Determining Your Debt Service Coverage Ratio

The business’s cash flow is an indicator of the financial strength of the business.  A bank or lender will look at the cash flow of the business to help determine […]

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Spring Cleaning Part 2

Financial Best Practices  

Your practice’s finances should be consistently top of mind. You should be monitoring and tracking accounts receivable, collections, and credit adjustments on a weekly or monthly basis. From here, pinpoint your current status […]

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Top 5 Things to Consider in Self-Storage Construction

Investing in constructing Self-storage facilities is an important decision with many considerations. Historically, there were zoning restrictions that prohibited growth in certain prime locations. With changing regulations and unprecedented growth in the industry causing at […]

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