You’ve worked hard to build a thriving investment advisory business. Don’t leave its future up to chance. Whether you are ready for an immediate exit or a staged sale, we can help you capitalize on your efforts with an investment advisor succession loan.

At Live Oak, we do so much more than simply ask you to sign on the dotted line—we can educate you on your options and help you plan, as well. You can trust us to help you achieve your business goals and avoid costly mistakes along the way. Our experienced investment advisory lending team takes a consultative approach to help firms structure and execute a successful advisor succession plan and ownership buyout for exiting partners.

When you’re ready to pass the baton to the next generation, our investment advisory lending team can structure an investment advisor succession loan that frees you from the headaches of seller financing. Call us to discover your options.

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Investment Advisory Knowledge Bank

Here, you’ll find our “Show Me the Money” white paper and discover how access to financing affects advisors’ plans for business succession.

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Video: From Wall Street to Main Street

Paul has a successful advisory firm, but he’s ready for the next chapter in his life. How does he make the transition?

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From our Investment Advisory Resource Center

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