Succession Lending

succession lending is a niche commercial lending firm focused exclusively on the financing needs of independent and registered financial advisors. we focus on providing financial advisors capital for practice succession, acquisition, merger, debt restructuring, and working capital. historically, bank financing for mergers and acquisitions was very limited for financial advisory practices due to nominal tangible assets. succession lending’s financial advisory industry experience, combined with our efficient quantitative and qualitative underwriting process, facilitates securing competitive and customized bank financing. in a collaborative effort with financial advisors, our team provides buyers and sellers with liquidity to propel your advisory practice to the next level.