The Advisor Financing Forum

Common Deal Killers for RIA Lending and How to Avoid Them


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If you are applying for a loan for your RIA business there are a few red flags and deal killers you should avoid. Jayne Christian, President of Lending and Robert Perry, Chief Credit Officer of SkyView Partners join Mike Langford to share their advice for RIAs seeking loans for M&A, business growth, or succession.

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The Advisor Financing ForumBy SkyView Partners