Advisor Acquisition Financing

Banc of California’s Institutional Banking offers advisor acquisition financing solutions for established and rapidly growing advisors. This solution will allow advisors to acquire cash-flowing books of business and enable break-away advisors to transfer their client base from wire houses. Advisor Acquisition Financing also provides financing solutions for advisor business expansions, successions, and refinancing.

Banc of California is a direct SBA Preferred Lender with in-house SBA underwriting and has the capability to offer standard business loan financing when necessary. Fully-amortizing and interest-only financing options are available with fixed loan terms from 5 to 10 years. The minimum loan amount is $500,000 and the maximum loan amount is $5,000,000.

Banc of California also offers conventional financing options for Advisor Acquisition for amounts over $5,000,000.