Are you a financial advisor, independent insurance agent, group benefits provider, or a financial planner?
We provide financial advisors with access to capital to build their practice. We structure deals differently than traditional financial institutions – we offer up to 10 year amortizations and up to 100% financing. Our customers enjoy better terms and longer amortizations. Our flagship healthcare financing model is similar to the financial advisor financing model – funding is based on cash flows of the business.
• Financing is dependent on your cash flow
• We provide up to 100% financing
• We look for 3 years of cash flow history
• Acquire a practice, buy a book
• Invest in commercial real estate for the business
• Expand or move, improve leaseholds and/or technology enhancements
• Plan an exit strategy and/or bring on a partner
To assess your purchase price, cash flow is king.