advisor.loans FAQ:

Wealth Management Industry Lending Resource

 

Seller’s FAQ:

Can AdvisorLoans introduce me to qualified buyers?

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What are the primary ways my buyer’s loan impact me the seller?

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Are sellers typically seller financing any portion of the purchase anymore?

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What are the key negatives to me seller financing a portion of the purchase?

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My buyer is doing an SBA loan and is asking me to seller finance 5% for SBA equity injection rule, what is this all about?

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Is seller financing the only way for me to spread out my payments over years?

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What does the lender require of me for a full acquisition?

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What does the lender require of me for a partial client acquisition?

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What is the 4506-T form and why do I have to sign one?

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How do I know if the buyer is qualified before I send my confidential information?

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My buyer wants a retention/clawback provision, what’s “normal” for this?

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How much of the acquisition typically gets taxed as capital gains?

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Should I get a business valuation on my practice in advance?

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Would I be making a financial sacrifice selling to my service/junior advisor vs. a peer?

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I want to sell my business at some point to my service/junior advisor, what should I do now?

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What services does AdvisorLoans provide to sellers?

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How do I make life easier for my buyer’s lender?

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How can I avoid buyers who can’t qualify for the size loan needed?

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Does it cost me anything to have AdvisorLoans pre-qualify my prospective buyer(s)?

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Should I consider guarantying my buyer’s loan?

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With SBA loans, what’s the difference between a seller note for the equity injection vs. just seller financing a portion of the purchase?

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My buyer is doing an SBA loan and is asking me to seller finance 5% for SBA equity injection rule, what is this all about?

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Can a buyer get multiple loans over time to buy me out in client tranches?

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Are there any lender restrictions on my ongoing involvement post-sale?

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Can a buyer get a loan to buy my business and my commercial property?

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