Smarter Acquisition Financing for Investment Advisory Firms
Investment Advisory Firm for Sale | Loans for Investment Advisors
Are you interested in purchasing existing books of business to expand your firm? Acquiring an established entity is the most efficient way to achieve this goal, whether you are purchasing your first book of business or seeking to expand. Buying an existing book of business provides the owner with an immediate cash flow and customer base.
By structuring the business loan to maximize cash flow, everyone benefits, and as an investment advisor, you will reap numerous rewards, including:
- Realize your dream of owning your own investment advisory firm
- Plan your retirement by investing in a long-term asset
- Generate increased revenues and profits
- Consolidate your customer base
- Expand your investment advisory business
Complimentary Cash Flow Analysis (CFA)
In addition to our industry-leading financing solutions, we offer a complimentary cash flow analysis (CFA) for any book of business you are considering acquiring. This analysis will help you determine if the investment is wise, if the purchase price is reasonable, and if the book is financially stable. At USPF, we strive to help you avoid the pitfalls of “buying a job” and instead, guide you towards acquiring a profitable and appreciating asset that will provide financial security for years to come.