Lending Information

In the last three years, more and more deals are leveraging external financing to complete their deal - sometimes from a firm they are affiliated with, local banking institutions, or industry lenders. With so many options, some working better than others, it can be confusing and time consuming to figure out the right solution for your deal. As one of the largest M&A and succession consulting firms for advisors/agents/accounts, SRG has developed partnerships with the best and most reliable lending solutions and will help partner you up with the right source based on the parameters of your deal. In many cases, SRG will be able to provide you discounted closing costs as a result of our long-standing relationship with the lenders, allowing you to close faster and save money on your deal.

To receive more information on the right resource for you, please complete the form below. We will then contact you to learn more and provide you the appropriate recommendation to help get your deal done.

 

Complete the Lending Information Form

Lending Information

If you'd like more information on lending solutions for advisors, please complete this short form.
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