As more financial advisors look to grow through acquisitions, one key question arises: Can you afford to take out a loan to buy another practice? The answer? Yes—if you structure it strategically. The right financing strategy can set you apart in today’s competitive M&A market. Are you considering an acquisition? Let’s discuss how to position your practice for success! #FinancialAdvisors #WealthManagement #PracticeAcquisition #BusinessGrowth
关于我们
Mainstreet Financial is a dedicated correspondent lender exclusively serving independent Registered Investment Advisors (RIAs) and Broker-Dealer Registered Representatives.
Your Finance Partner. We've built strategic partnerships with industry-leading valuation firms, M&A advisors, and practice coaches to serve as your trusted financial advisor. Our deep industry knowledge allows us to assess the viability of your current or prospective transactions for financing.
Banking Expertise. With combined banking experience spanning over 40 years and a successful track record of over $1 billion in loans to financial advisors, our team offers unparalleled insights into the banking industry’s trends specific to financial advisor financing.
Your One-Stop Financing Solution. Traditional loan processes can be time-consuming and uncertain. Mainstreet streamlines this by handling the entire loan process, from document collection and underwriting to presenting a complete package to our lending partners. Our commitment to support extends beyond the transaction, providing guidance every step of the way.
Tailored Financing Solutions. We understand that each financial transaction is unique and requires a customized approach. Our flexible loan terms are designed to align with your specific needs, ensuring a solution that truly works for you.
- 网站
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www.MainstreetFinancial.com
Mainstreet Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Minnetonka，Minnesota
- 类型
- 合营企业
- 创立
- 2023
地点
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主要
获取路线
601 Carlson Pkwy
1050
US，Minnesota，Minnetonka，55305
Mainstreet Financial员工
动态
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Whether you're looking to retire, slowly transition ownership over the next several years, or incentivize key employees, selling all or a portion of your business doesn't mean that you have to walk away empty-handed. Mainstreet Financial can help you realize the intangible value of your practice and convert it to tangible cash. Even if selling is a far off consideration, we invite you to connect with us to learn what your options are when financing your succession plan. Reach out to us by direct message or email at [email protected]
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Mainstreet is pleased to help a father and son team transition a portion of ownership as part of their long-term succession plan. The son was able to utilize the practice's strength to receive competitive financing and the father was able to convert the intangible value of the practice he built into cash while retaining operational control. If you have a similar transaction, or want to know what your options are when financing your succession plan, please reach out to us by direct message or email at [email protected]
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Mainstreet is pleased to help a father and son team transition a portion of ownership as part of their long-term succession plan. The son was able to utilize the practice's strength to receive competitive financing and the father was able to convert the intangible value of the practice he built into cash while retaining operational control. If you have a similar transaction, or want to know what your options are when financing your succession plan, please reach out to us by direct message or email at [email protected]
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Mainstreet is pleased to help an advisor and their chosen successor complete an internal purchase of 40% of the selling advisor's book of business. If you have a similar transaction, or want to know what your options are when financing your succession plan, please reach out to us by direct message or email at [email protected]
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Starting the year off helping an Ameriprise advisor purchase and refinance debt to outright own their own book. This is the first step in growth for a young advisor looking to grow over the next several years. If you have a similar transaction, or want to know what your options are when financing an external acquisition, please reach out to us by direct message or email at [email protected]
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Starting the year off helping an Ameriprise advisor purchase and refinance debt to outright own their own book. This is the first step in growth for a young advisor looking to grow over the next several years. If you have a similar transaction, or want to know what your options are when financing an external acquisition, please reach out to us by direct message or email at [email protected]
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This week, the Federal Reserve again lowered their benchmark rate by a quarter basis point. This makes 3 rate reductions throughout 2024 and results in more cost-effect lending for both consumers and commercial entities. To analyze how this may affect your existing or future debt payments, please contact us at [email protected].
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This week, the Federal Reserve again lowered their benchmark rate by a quarter basis point. This makes 3 rate reductions throughout 2024 and results in more cost-effect lending for both consumers and commercial entities. To analyze how this may affect your existing or future debt payments, please contact us at [email protected].
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