A2 is pleased to work with experienced partners in the financial industry to make your transitions as painless as possible.
Succession Resource Group (SRG) is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. Founded by David Grau Jr, SRG leverages their industry expertise and passion for helping small business owners realize the full value of their business. They help financial service professionals value, grow and structure, protect and plan for the transition of their business.
A2 has a special partnership with SRG, providing 25% reduction of valuation service fees. This allows advisors to track their value annually for $85/mo. To take advantage of this opportunity to get your business valued, contact SRG directly:
Client Engagement Specialist
Succession Resource Group
4800 Meadows Rd., Ste. 470
Lake Oswego, OR 97035
PPC Loan provides customized solutions to meet your business financing needs. They explore your goals and then leverage their knowledge and experience to analyze your transaction and create an individually-tailored financing solution that meets your specific needs while protecting your best interests.
Salt Creek, a division of First State Bank Nebraska, offers lending solutions exclusively for independent financial advisors and RIAs. Salt Creek was developed to offer advisors direct access to capital through a streamlined dedicated national lending vertical. Loans up to $5 million.
Salt Creek Website
2701 Grainger Parkway
Lincoln, NE 68516
Advisor Financing offers custom lending solutions with fewer restrictions and lower costs compared to similar SBA loans. Every loan is tailored to the individual practice and needs of each financial advisor. They help finance all practice needs, including acquisitions, partner buyouts, recruiting and debt refinancing.
Advisor Financing LLC.
333 South Seventh Street, Suite 2100, Minneapolis, MN 55402
(612) 240-8465 Cell
(612) 436-3730 Main