Investment Advisors

Acquire or grow an advisory practice

The Bancorp Advisor Acquisition Program is designed expressly for the needs of investment advisors. Our lending professionals understand the financial structure of advisory firms and deliver lending solutions tailored for the acquisition or expansion of a financial services practice. 

We offer SBA loans ranging from $100,000 to $5 million that can be used for:

  • Business buyout
  • Business expansion
  • Succession
  • Book purchase
  • Working capital

Other industries we serve:

Healthcare Practitioner

We keep our finger on the pulse of your financing needs with SBA loan programs to support a range of uses.

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Focusing on both new and existing franchises, we provide fast financing solutions for everything from new store openings, existing store acquisitions, inventory and more.

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Funeral Homes

Work with our lending specialists who know and serve the funeral home industry to develop an SBA loan package that fits your needs and goals.

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