AdvisorLaw offers ultra-customized lending solutions through our partners to help your business achieve desired growth targets. Loans for financial advisors include flexible terms and low-equity contributions specifically tailored for under-collateralized books in the financial advice space. Loan structures include integrated business contracts and safeguards to protect the Buyer against unexpected client attrition or a breach by the Seller. 

• Loans up to $5 Million
• Loan terms up to 25 years
• ​Variable and fixed-rate terms

Our robust financial advisor lending platform helps your growing business acquire other books or real estate, start or complete a construction project, consolidate debt, or add to working capital. 

In-house loan facilitation allows AdvisorLaw to seamlessly offer applicable contract work that a typical lender cannot provide including strategies to protect against “rogue sellers” in the industry.

• Buy-Sell Agreements
• Cross-Purchase Agreements
• Non-Compete Defense
• Built in Succession Plans
• RIA Formation