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Whether it’s M&A or succession planning, a critical challenge advisors face is navigating the lending process for equity purchases.
It’s not just about the access to capital, but also the intricacies of the deal structure!
Recognizing this struggle, David Grau Jr. sits down with Dustin Mangone and Aaron Racino from PPC Loan to simplify advisor financing. They highlight the current state of M&A and share insights into securing loans and finding a deal that aligns with your business goals.
Key Discussion Points:
- PPC Loan’s 10+ years of experience serving the advisory lending space
- How PPC Loan differs from a traditional bank loan
- What loan solutions may look like for an internal succession to the next-gen
- How to evaluate loan terms beyond interest rates (i.e., understanding the “fine print”)
- Factors that can make or break a deal in the eyes of lenders
- 2024 outlook for M&A trends
- And much more!