New Business Financing Options Available To Financial Advisors and RIAs

As the pace of advisor transitions and mergers & acquisitions for RIAs picks up in the new decade, the need for financing options to facilitate these moves will increase.

In this episode of the Modern Financial Advisor podcast, I am joined by Scott Wetzel of SkyView Partners to explore the new range of financing options that are available to advisors.

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Play Music, Alexa,  SoundCloud, Stitcher, and TuneIn.

Audio Stream

Video Overview

Resources and Links Mentioned In the Episode:

• Contacting SkyView - As the exclusive lending partner of Truelytics we've made it easy for you to begin the exploration of your financing options with SkyView Partners by completing this simple form.
• TruePerformance - Understanding how your business is performing and its valuation compared to others in its peer group is a crucial first step in securing financing for your business.
• Modern Financial Advisor Articles to Read
  • Are You a Qualified Buyer?
  • Buying a Financial Advisory Firm? Consider These Deal Structure Guidelines
  • Understanding the Truelytics Discounted Cash Flow Method

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.