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

SPEAK WITH OUR FINANCIAL ADVISOR SPECIALISts

DAN GILCHRIST

Vice President

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

DAN GILCHRIST

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JULIA HAGGERTY

Regional Manager

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

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CHRIS GRAHAM

CHRIS GRAHAM

Account Manager

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

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