At Live Oak Bank, we are more than the #1 SBA lender in the country*. Our dedicated investment advisory lending team offers a variety of financing options for acquiring a business, transitioning ownership, refinancing existing business debt, or even buying a building, including conventional financing. We are a true partner, ready to support you each step of the way with the best financing options for your unique needs. Our investment advisor loans are as varied as your opportunities.
Connect with our investment advisory lending team today to learn more about our customized investment advisor loan packages with favorable terms so your firm will be ready to seize current and future opportunities.
120,000 advisors plan to retire within ten years, providing you an opportunity to acquire books of business. Pre-approval for financing helps you compete with other buyers and appeal to sellers.
You’ve worked hard to build your business. Together, let’s strategize on the right investments in your firm to ensure a profitable and successful transition.
Many advisors are considering a move to independence. If uncertainty or lack of capital is holding you back, we can provide the resources you need to confidently make your move.
Need a little guidance and advice? Contact a loan specialist, they're ready to help.Connect with a Loan Specialist