Pinnacle Commercial Capital and our funding partners have committed $100MM to finance Broker Dealers, Financial Advisors, and Registered Investment Advisors who are acquiring advisor practices. We are a conventional lender with a knowledgeable staff of cash-flow lenders, with the liaison for this program being formally licensed by FINRA.
- Practice Acquisition (partial or full)
- Partner Buyout (partial or full)
- Practice Seller Debt Refinance
- Most of the Broker-Dealer and Custodian firms are approved for financing within our network
- Loan amounts to $5 Million
- Loan terms up to 10 years
- Amortization periods up to 10 years
- Competitive Fixed Rates
- Term sheet provided within days and quick closings typically within 30 days
- Seller support for the book and secondary participation allowed
- Tri-Party Loan Agreements for all network firms
- Credit enhancements available on certain agreements to expedite approval
- Knowledgeable staff to structure, gather documentation, underwrite and package your loan at a single location
Pinnacle Commercial Capital has 30 years of cash-flow lending experience allowing us to process and underwrite these loan requests in a professional manner.
With Pinnacle it’s not just a loan, it’s a relationship!
To learn more email Jeffrey Conyer or call us at 317-514-7576.
Samples of recent transactions:
$3,140,000 Partner Buyout