Lending Archives – Succession Resource Group


2019 Advisor M&A Review Infographic

2019 Advisor M&A Review Infographic What an exciting year 2018 was for the financial services industry with increased RIA and broker-dealer consolidation, changes in compliance and the Fiduciary Rule, and an ever expanding array of financing options — all of which had an impact on the value of RIA and IBD practices. This infographic shares […]

Show Me The Money – Acquisition Financing Trends

If you asked us five years ago about financing the acquisition of an advisory practice in the financial services industry, there would not have been much to talk about. Until recently, almost all deals were done using a combination of buyer’s funds and seller financing. Bank financing was not a viable option for most deals […]