Integrated Lending

 

Integrated Lending affords you one-stop access to grow and safeguard your most valuable asset — your livelihood.

Ultra-custom lending solutions

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

We can help. Learn how.


Contact us to discuss AdvisorLaw's Integrated Lending services.

The consultation is free, and our services were created exclusively for financial advisors
(303) 952-4025