"I didn't know there were special loans
for acquisitions like mine - what a game changer."

 

Expand your possibilities.

"I didn't know there were special loans for acquisitions like mine - what a game changer."

 

Expand your possibilities.
 

Lending Support

Before you enter a deal, explore all of your possibilities with bank financing.

Learn About Bank Financing

Many deals are buyer- and/or seller-financed, and they tend to place the two parties at odds with one another. Consider bank financing for your deal, which offers security to the seller and more options to the buyer. We work with banks who specialize in financial advisory practices sales. In many cases, pre-qualification can help a buyer's position when trying to acquire a practice. 

Benefit from our experience

Not sure where to start? We can help you find the right types of banks and loans for your specific situation. A quick 30 minute call can help you explore the lending process and determine what your needs may be. 

Our Lending Partners

We proudly introduce some of our outstanding bank partners who specialize in financial advisory successions, acquisitions, and mergers. We work hand-in-hand with these banks throughout the deal process from pre-approval to payment.

Legal Support

In addition to lending support, we offer legal support to our clients.

The attorneys that we work with have been fully vetted and were carefully selected because they understand the nuances of our business.

Most of our Advisor Legacy services include the attorney consultations and contracts; however, in some circumstances additional attorney services are necessary. If you would like to learn more about specific legal services, contact our attorney partners.

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Live Oak Bank's mission is to create an unprecedented banking experience for small business owners nationwide, through service and technology. 
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Oak Street Funding partners with insurance businesses, registered investment advisors (RIAs), certified public accountants (CPAs) and more.
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PPC Loan PPC Loan has earned its reputation by consistently providing the highest level of personalized service and the most attractive loan terms available in your industry.
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Kotz-Sangster is a business law firm concentrating on the representation of middle market companies and their business interests. Their team is highly skilled in succession planning and businesses ownership transition.

Find Out How Our
Partners Can Help You

If you would like to inquire about legal services, bank financing, or the pre-qualification process, please submit an inquiry.

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At Salt Creek, we are dedicated to helping financial advisors and RIAs expand their firms with efficient access to capital. It’s our goal to help you grow your firm.
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SkyView Partners focuses exclusively on the financing needs of independent and registered investment advisors including guidance and capital for successions, acquisitions, mergers, and debt restructuring.

Get Started Today

Complete our Quick Practice Value Estimator and begin taking action to plan your future.

Have Questions? No problem - We can help!

You can send us a contact form and we will ensure that the right person from our team reaches out to you. Or you can click on our live chat option (bottom right-hand corner) to speak with someone during normal business hours.

Advisor Legacy Logo

 

Advisor Legacy is a full service Mergers & Acquisition consulting firm for financial advisors.

 Location: Troy, MI

 Email : info@advisorlegacy.com

 Phone : 248.328.4100

 

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