Fixed Rate Conventional Loans
Advisor Finance
One of the most crucial keys to a successful acquisition is getting up-front financing correct. Let AUM Growth help you in your next acquisition.
Fixed Rate Conventional Loans
Advisor Finance
One of the most crucial keys to a successful acquisition is getting up-front financing correct. Let AUM Growth help you in your next acquisition.
While the majority of solutions provided by AUM Growth are focused on helping Advisors grow their practices organically, Advisor Acquisition Finance focuses on helping advisors growth through acquisition. Whether the opportunity is buying the book from a retiring advisor or acquiring another Firm, AUM Growth can provide financing solutions. AUM Growth has partnered with industry experts in this space to offer customized solutions. Streamlined application process provides timely and effective financing to meet the Advisors specific credit needs.
Features:
- Fixed -rate conventional loans
- Term loan amounts start at $500,000 and can go up to $70MM
- Terms and amortizations up to 10 years
- Allows for partial-practice sales, tranche sales, and sell-and -remain options
- No liens on homes or personal property required
- Flexibility around a seller’s departure from the business
- No equity injections required with acceptable loan-to value ratios