Scott Wetzel

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How important is financing for selling advisers? Very
NEWS RIAS APR 08, 2019
How important is financing for selling advisers? Very

The marketplace for adviser financing is growing dramatically in total funding and the options available.

Transaction loans for independent advisers seeking a partial business sale
NEWS OPINION NOV 12, 2018
Transaction loans for independent advisers seeking a partial business sale

Small Business Administration loans require that the seller departs the practice entirely within 12 months of closing.