The Investment Advisory lending team at Live Oak Bank is pleased to equip you with resources as you prepare to grow or sell your business. To access the Investment Advisory Knowledge Bank, please fill out the form below. After completing the form, a link will appear to Knowledge Bank. If you have any questions, please contact us.
Knowledge Bank Resources:
- Interactive Video Guide to Advisor Financing
- Financing Guidelines – an overview of loan types, qualifications and terms
- Credit Factors – an overview of what makes a good loan candidate
- Investment Advisory Brochure – a general overview of the services at Live Oak Bank
- Show Me The Money White Paper
- Investment Advisor’s Guide to Finance White Paper
- Succession Solved – an overview of succession loan solutions
- The Live Oak Report White Paper – How advisors are using financing to build their ideal businesses
- From Wall Street to Main Street Video – an investment advisor’s succession story
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