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