Summary: As the leading independent lender to financial advisors, we have seen our fair share of deals. Some go right—and others go very, very wrong. From surprise last-minute changes to bumps within the seller transition, there really is no guarantee when it comes to selling or buying a book of business.
 Your mission, as you go through the time and work of a business transition, is to make sure clients never feel as if you’re ignoring their needs to concentrate on your own. This is a service business, after all—and clients need to feel well served."Jason Carroll, Managing Director - Senior Loan Officer - Investment Advisory Lending, Live Oak Bank. |
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