: A popular choice offering up to 10-year repayment terms and flexible collateral requirements.
: Specialty lenders like Oak Street Funding or SkyView Partners provide industry-specific financing that can sometimes cover up to 100% of the deal.
Buying a financial advisor practice can be a powerful way to scale your business, offering instant access to a turnkey operation and a loyal client base. As of 2026, the market is shifting towards organic growth as a primary driver of valuation, making acquisitions that include robust client-acquisition systems particularly valuable. Finding a Practice