For professional service providers such as CPAs, registered investment advisors, and independent insurance agents, their businesses don’t just provide ongoing income; it’s also a source of value that can fund other business ventures or retirement. ... Read More
Smart business owners who want their businesses to thrive are adept at using financing tools to reach their goals at nearly every stage in the life cycle of their businesses. The current market is healthy, businesses are growing, and deals are being made. ... Read More
Businesses go through leadership transitions for many reasons, including retirements, resignations, buyouts, and more. What happens when a transition occurs, and the previous owner is still in the picture?... Read More
Times change, and so do the strategies you need to beat the competition. Working with business owners to support their cash needs, our team hears and sees best practices for organic growth in action. As your team plans for 2023, borrow these great ideas.... Read More
Business owners exploring financing options often wonder how lenders decide whether their business qualifies for a loan. The basics come down to what’s known as the Five Cs of credit.... Read More
