In Case You Haven’t Heard…
LaSalle St. offers zero interest loans to support succession planning.
LaSalle St. Launches Zero-Rate M&A Loan Program For Financial Advisors To Accelerate Succession Planning Transactions
Versatile Solution from Chicago-Based IBD Enables its Financial Advisors to Acquire Books of Business from Sellers Affiliated with LaSalle or With Other Firms, Free of All Fees and Markups
Program Facilitates Win-Win Deals for Both Retiring and Growing Advisors Through Healthy Partnerships, Valuations and Transitions
Firm to Deliver Interest-Free Loans from $250,000 to $750,000 Over Next 12 Months, Eligible to All Affiliated Financial Advisors, to Acquire Other Advisor Businesses
Firms Ramp Up Succession Lending to Keep FAs’ Assets In-House
We recently launched a new website, with great information for advisors considering a change, including a comprehensive B/D Comparison Worksheet.