James Hughes of Live Oak Bank discusses debt financing for prospective breakaway advisors looking to de-risk a leap to independence or payoff a note balance, or business owners seeking funds for acquisitions or succession planning.

Financing Independence: A Lender’s Perspective on  Breakaway Transitions, M&A and Succession

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession

Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession

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