CAPITALIZING ON OPPORTUNITIES
The purchase of another advisor’s book of clients, or an entire advisory team, is a key growth strategy. Our Investment Advisory Lending Team will help you understand the process of buying other businesses and the role of financing in structuring a transaction. Since we understand the investment advisory industry, we are comfortable utilizing the buyer’s book of business as equity in the transaction, eliminating the cash needed upfront to acquire a firm.
We can help with partner buyout lending solutions, eliminating the need for a seller note. Live Oak Bank takes a consultative approach to helping firms structure and execute a successful succession plan and ownership buyout for exiting partners. When you’re ready to pass the baton to the next generation, our Investment Advisor Lending Team can structure a deal free from the headaches of seller financing.