Financial Advisor Loans

SkyView offers two distinct financing solutions for financial advisors. Our team of industry veterans is here to help you identify and customize the best financing solution for your needs. 

	Funded via our national ecosystem of progressive banks for well qualified applicants	Expedited financing solutions providing increased flexibility and manageable monthly payments LEARN MORE
Transaction size	$2,000,000 +	$250,000 - $2,000,000
Use of loan proceeds	Use of proceeds restricted to M&A transactions and debt restructuring	Flexible use of proceeds for M&A transactions, debt restructuring, working capital, etc.
Time to decision	30 days	48 hours
Time to close	2 - 4 months	< 1 month
Rate	Fixed	Fixed
Interest only option	No	Yes
Documents from borrower	30+	12 - 15
Collateral	First UCC lien on practice	First UCC lien on practice
Guarantor(s)	All owners in excess of 20% equity	All owners in excess of 20% equity
Term	7 years	5 years
Amortization schedule	10 years	Non-amortizing

Funded via our national ecosystem of progressive banks for well qualified applicants
Transaction size	$2,000,000 +
Use of loan proceeds	Use of proceeds restricted to M&A transactions and debt restructuring
Time to decision	30 days
Time to close	2 - 4 months
Rate	Fixed
Interest only option	No
Documents from borrower	30+
Collateral	First UCC lien on practice
Guarantor(s)	All owners in excess of 20% equity
Term	7 years
Amortization schedule	10 years

Expedited financing solutions providing increased flexibility and manageable monthly payments LEARN MORE
Transaction size	$250,000 - $2,000,000
Use of loan proceeds	Flexible use of proceeds for M&A transactions, debt restructuring, working capital, etc.
Time to decision	48 hours
Time to close	< 1 month
Rate	Fixed
Interest only option	Yes
Documents from borrower	12 - 15
Collateral	First UCC lien on practice
Guarantor(s)	All owners in excess of 20% equity
Term	5 years
Amortization schedule	Non-amortizing