Advisor M&A Financing: How to Make It Work for You

The deal volume for selling advisor practices continues to increase, yet demand has remained strong. Advisors interested in purchasing a practice must understand how deals are getting done today. With down payments rising and more than 60% of deals last year using external lending, understanding how bank lending can work for you is almost a requirement to get your deal done.

Join us to learn:
• How lending is changing the industry
• What the typical terms for loans are
• Different ways to use lending
• How to cash flow model the deal with lending involved

Whether you are a buyer or a seller, this webinar will be a refresher or an exploration of your financing options.

Now Available

2026 Advisor M&A Highlights Report

Real transaction data from 171 deals and $14B in AUM transfers. The most comprehensive look at advisor M&A trends, multiples, and succession activity this year