We’re Here to Guide You When You’re Ready to Make a Move
As you probably know, the investment advisor landscape is changing rapidly. A significant number of advisors are moving to independence. Are you ready for it? An important step to successfully preparing for a transition is finding and working with a financing partner you can trust.
At Live Oak Bank, we offer financing solutions specifically designed to help you build an independent firm. Our IA transition loans can be used for working capital, expansion, breakaways, tuck-ins, recruiting advisors to your firm or recruiting advisors to join your platform.
Ready to go independent? We recognize that although you’re starting a new business, you already have proven industry experience and strong relationships with your clients. We can provide IA transition financing to support costs such as salaries, office rent and other startup-related costs.
Looking to bring in a new advisor? Our investment advisory lending team has the knowledge and ability needed to underwrite the projected cash outlay while also considering the assets under management of the firm or advisor joining your group.
Here’s what you can expect with a loan from Live Oak Bank: