Working Capital Lines of Credit
Commercial Lending
AUM Growth Strategies has thoughtfully assembled the most expansive banking solutions platform in the Independent Advisor space. Each solution was added to the platform to help Advisors defend assets under management (AUM) by targeting solutions for high-net-worth clients and business owners.
Working Capital Lines of Credit
Commercial Lending
AUM Growth Strategies has thoughtfully assembled the most expansive banking solutions platform in the Independent Advisor space. Each solution was added to the platform to help Advisors defend assets under management (AUM) by targeting solutions for high-net-worth clients and business owners.
Commercial banking is a lucrative prospecting tool for the advisor as it further cements the relationship with the client thereby allowing for continued growth in assets as the business grows.
Private companies drive the American economy. The owners of these successful companies are one of the top segments of wealth creation in the country. Almost all growing companies utilize debt as part of their growth strategy as it minimizes equity dilution. Adding this solution to an Advisors offering establishes, expands, or solidifies the financial Advisor as the main point of contact for all financial decisions.
AUM Growth has partnered with a Firm that gives us access to over 100+ lenders nationwide.
Types of lenders available on the platform:
- Regional and Community Banks
- 2nd Lien Lenders
- Private Lenders
- Life Insurance Companies
- CMBS
- Real Estate Investment Trusts
- SBA, USDA
Types of financing available:
- Working Capital lines of credit
- Equipment financing/leasing
- Owner occupied real estate
- Real estate construction financing
- Hotel financing: construction/permanent/renovation
- Practice Lending (doctor, dentist, veterinarian)
- Purchase order financing
AUM Growth has partnered with a Firm that gives us access to over 100+ lenders nationwide.
Types of lenders available on the platform:
- Regional and Community Banks
- 2nd Lien Lenders
- Private Lenders
- Life Insurance Companies
- CMBS
- Real Estate Investment Trusts
- SBA, USDA
Types of financing available:
- Working Capital lines of credit
- Equipment financing / leasing
- Owner occupied real estate
- Real estate construction financing
- Hotel financing: construction / permanent / renovation
- Practice Lending (doctor, dentist, veterinarian)
- Purchase order financing
AUM Growth is Dedicated to Helping Financial Advisors Assist Their Clients in Finding the Most Optimal Financing Structures Available for Their Needs.
Starter questions to ask include:
- How is your current cash flow? Are you consistently meeting your financial obligations?
- Are you planning any expansions or major purchases in the near future?
- Have you encountered any unexpected expenses or challenges recently that have impacted your business?
- Are you looking to increase inventory or expand your product/service offerings?
- Does your business have any seasonality? If so, how do you manage it?
- Does your business currently have any debt? What type of lenders do you use (traditional banks, specialty lenders or alternative lending options)?
- How comfortable are you with your current debt levels, and do you see the need for additional financing to manage or reduce it?
- What are your growth projections for the next 6 months to a year?
- Are there any upcoming projects or opportunities that you may need additional capital to pursue?
- What are your long-term financial goals for the business, and how do you plan to achieve them?
AUM Growth is Dedicated to Helping Financial Advisors Assist Their Clients in Finding the Most Optimal Financing Structures Available for Their Needs.
Starter questions to ask include:
- How is your current cash flow? Are you consistently meeting your financial obligations?
- Are you planning any expansions or major purchases in the near future?
- Have you encountered any unexpected expenses or challenges recently that have impacted your business?
- Are you looking to increase inventory or expand your product/service offerings?
- Does your business have any seasonality? If so, how do you manage it?
- Does your business currently have any debt? What type of lenders do you use (traditional banks, specialty lenders or alternative lending options)?
- How comfortable are you with your current debt levels, and do you see the need for additional financing to manage or reduce it?
- What are your growth projections for the next 6 months to a year?
- Are there any upcoming projects or opportunities that you may need additional capital to pursue?
- What are your long-term financial goals for the business, and how do you plan to achieve them?