Latest News

advisory firm worth

Drivers of Value: Maximize What Your Advisory Firm is Worth

Today, we are looking at a wave of transition and consolidation among Independent Investment Advisors. With a multitude of advisors rapidly approaching retirement age and also facing the challenges of technology updates, now is the right time to step back … read more


What is Cash Flow? | Managing Existing Debt

What is Cash Flow? Pt. 5 Managing Existing Debt Another way to improve cash flow is to look at the current business debt because the terms of a loan can greatly affect cash flow. A balloon payment (a large single … read more

online review

The top sites your patients and customers use to review you

Online reviews have become an influential tour de force: A whopping 88% of consumers read reviews to determine whether or not they’ll use a business, and they trust online reviews as much as personal recommendations. A large part of gaining ownership of your online … read more

self-storage financing

What a Lender Needs From You for Self-Storage Financing

Acquiring facilities, land or additional units is critical to the growth of your self-storage business. Fortunately for potential owners, the SBA 7(a) loan program is an excellent funding source for deals up to $5 million. Let’s look at documentation lenders expect when … read more

build your credit score

How To Build Your Credit Score and Benefit Your Business

Although there are many factors that influence our loan approvals, one of the most significant is a potential borrower’s credit score. Having a better understanding of your credit and being mindful of your personal finances can have a positive impact … read more

build your dream practice

Build Your Dream Veterinary Practice

Build Your Dream Veterinary Practice: How Proper Planning Can Make It Happen Presented by: Brian Faulk, Live Oak Bank, and Kelly TerWisscha, TWC The experts from Live Oak Bank’s veterinary lending team and TWC combine their experience to walk you … read more

Client Communication

Effective Client Communication

Communicating effectively with your client base is critical to providing optimal patient care and ensuring strong client retention. Client communication begins before folks even walk through your doors. Reminder calls should be made to confirm every appointment. These calls provide … read more

cash flow

What is Cash Flow? | Managing Receivables

What is Cash Flow? Part 4 Managing Receivables Once you’ve created a budget, it’s time to look for ways to bring and/or keep money in the business. One very important aspect of cash flow is collecting receivables in a timely … read more

refinance your debt

How to Refinance Your Existing Debt

Refinance Existing Debt You’ve built a business. Sales are up, demand is growing, and things are looking good. But what about the capital you needed to get to this point? If you’re like most small business owners, you relied on … read more

Initial Public Offering

Live Oak Bancshares, Inc. Files Registration Statement for Initial Public Offering

Wilmington, N.C. – June 22, 2015 – Live Oak Bancshares Inc., parent company and registered bank holding company of Live Oak Banking Company, a national online banking platform for small business lending, today announced that it has filed a registration statement … read more