Financing Your Practice

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.

How financing works

• Financing is dependent on your cash flow
• We provide up to 100% financing
• We look for 3 years of cash flow history

Need capital to build your business? Connect with us

What we finance

• 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

Let us analyze your book

To assess your purchase price, cash flow is king.

Apply Now

SPEAK WITH OUR FINANCIAL ADVISOR SPECIALISts

DAN GILCHRIST

Vice President

905-780-0891 Ext. 227
dan.gilchrist@cwbmaxium.com

JULIA HAGGERTY

Regional Manager

647-778-5512
julia.haggerty@cwbmaxium.com

CHRIS GRAHAM

Account Manager

905-780-0891 ext. 230
chris.graham@cwbmaxium.com

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