The Advisor Financing Forum

Only a few short years ago it was almost unheard of for a bank to lend RIAs and financial advisors money for business acquisitions, expansion, or any of the other use of capital needs that most businesses go to their bank to secure. In this week's episode Mike McGinley of Live Oak Bank joins Scott Wetzel of SkyView Partners to share how they are pioneering a new space of RIA lending together.

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.

Aaron Hasler, a Managing Partner at SkyView Partners focusing on helping RIAs navigate the mergers and acquisition process explains how the COVID-19 pandemic is impacting the landscape for deals.

Tommy Joe Martins, driver of the SkyView Partners #44 Camaro in the NASCAR Xfinity Series joins Scott Wetzel and Mike Langford fun conversation about why fast cars are more fun than golf and the value of moving fast in business to capitalize on opportunities when they present themselves.

Terry Mullen, CEO of Truelytics joins Scott Wetzel, CEO of SkyView Partners for a conversation about valuations, key performance indicators, and why we aren't seeing a great wave of advisors transitioning out of the business... yet!

Kara Miller, Director of Banking and M&A Services at SkyView Partners helps financial advisors and owners of RIA firms manage the process of selling their business. She also helps them work through the emotional rollercoaster that tends to come with selling a business one has spent decades building.

Conventional commercial bank loans are a relatively new phenomenon for RIAs and independent financial advisors. According to Scott Wetzel, CEO of SkyView Partners there are several benefits to conventional bank financing over the SBA loans that many financial advisory businesses may have explored in the past.

If you have questions or suggestions feel free to reach out via [email protected]

Katie Bruner, a Managing Partner at SkyView Partners shares the details of an action plan for RIAs and independent financial advisor to discover and acquire a practice in today's highly competitive market.

Visit SkyView.com to request a copy of the roadmap or call 866.567.6282 to get started on your practice acquisition journey.

According to John Merante, Chief Economist at SkyView Partners, there are several ripple effects stemming from the high level of unemployment that are likely to impact financial advisors and RIAs in the months to come.

Scott Wetzel, CEO of SkyView Partners continues his conversation with Mike Langford. In this episode Scott explains the importance of access to traditional commercial loans for today's independent financial advisors and RIA firms. These loans allow advisors greater flexibility and buying power for M&A transactions and they open up a whole range of new options for growing and transitioning a business that were previous enjoyed by very few advisors.