Investment Advisory Knowledge Bank

The investment advisory lending team at Live Oak Bank is pleased to equip you with resources as you consider financing to grow your business.

Resources for Download

Simple Cashflow Calculator

Estimate your cashflow based on the deal under consideration.


Acquisition Guide and Workbook


How Much Debt Can Your Business Afford


The Live Oak Report White Paper

How advisors are using financing to build their ideal businesses.


Financing Guidelines

This document provides a high level overview of loan types, qualifications and terms.


Credit Factors

This one-page document is a great overview of what makes a good loan candidate.


Investment Advisory Brochure

A general overview of the services and investment advisory lending team at Live Oak Bank.


Investment Advisor's Guide to Finance White Paper

An outline of the various forms of capital available to financial advisors for business activities.


Succession Solved

This one-page document includes an overview of all of the succession loan solutions and programs Live Oak Bank has to offer.


Commercial Real Estate Financing

Should Owning Your Office Building Be Your Next Investment?


Fixed Price vs Earn Out

Comparing the two basic ways to buy a book of business


Is Your Firm a Good Investment?

This document will show you how to make your company attractive to capital.


Seller's Guide and Workbook


Frequently Asked Questions For Financial Advisors


Tales of Transformation

Advisors share how they advanced their firms through acquisition, succession and more.

A Path to Firm Ownership

A story of perserverance.


Peak Wealth Solutions

An Investment Advisory acquisition case study.


Additional Practice Management Tools

New Practice Management Documents Added Monthly

SWOT Analysis Worksheet

A worksheet to analyze your business strengths, weaknesses, opportunities and threats.


Put Together a 5-Year Business Plan

The Essential Elements of a Business Plan You Can Grow With


From our Investment Advisory Resource Center

See All Investment Advisory Resources

You are about to leave the Live Oak Bank website.

Disclaimer: This link will take you to a website outside of the Live Oak Bank site. The new site may offer a different privacy policy and level of security. Live Oak Bank is not responsible for the products or services that are offered or expressed on other websites.

Yes, I understand. Please continue.

Learn about your California consumer privacy rights & submit a personal information request.