Resources

Guidance for buying, selling and teaming

Here at A2, we want to provide resources to educate you on the processes of buying, selling or teaming. Whether you are in the midst of a transaction or just doing research to determine your next move, we are glad to help.

These resources will take a variety of forms, from informational flyers to videos to articles and more. Check back to the site occasionally, as we will post new information periodically.

Buyer Checklist

Ready to buy? This brief guide takes you through 10 steps you should follow as you prepare to acquire a practice.

Click here to download the A2 Buyers Checklist.

Seller Checklist

Ready to sell? This brief guide walks you through 10 steps you should follow to maximize the sale of your practice.

Click here to download the A2 Seller Checklist.

Partners

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:

Contact:

Nicole Sinclair
Client Engagement Specialist
Succession Resource Group
4800 Meadows Rd., Ste. 470
Lake Oswego, OR 97035
503-427-9910
nicole.sinclair@successionresourcegroup.com


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.

Contact:
Dustin Mangone
Managing Partner
Director of Investment Advisor Services
PPC Loan
25511 Budde Road, Suite 2901, The Woodlands, TX 77380
800-456-2779
DMangone@ppcloan.com

 

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.

Contact:
Salt Creek Website
2701 Grainger Parkway
Lincoln, NE 68516
402-858-1249

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.

 

Contact:
Greg Prokott
Managing Partner
Advisor Financing LLC.
333 South Seventh Street, Suite 2100, Minneapolis, MN 55402
(612) 240-8465 Cell
(612) 436-3730 Main
advisor-financing-llc.salesreach.io/greg-prokott
greg@advisorfinancingllc.com
www.advisorfinancingllc.com

 

“Travis helped me sell my entire practice in order for me to retire. With Travis’ help, I got everything I wanted with the price, terms and conditions, and found the perfect cultural fit for my clients.”

– Dan Mannen, retired financial advisor, Richmond, VA