LendingWell

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Gauges prospective buyers creditworthiness and readiness to acquire another practice.

  • Completion of My Practice Profile
    • Get Prequalified for bank financing
    • Completion of current valuation from a verified valuation provider
    • APBOE’s banks accept valuations from a select group of providers
  • Banking Relationship with an APBOE Network Bank
  • Liquidity for Down Payment
  • Valuation Services
  • Preferred M&A Consulting Services
APBOE Listing Wire
MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x MN flag MNTK 2.0 x OH flag OHNM 2.4 x MA flag MAMG 2.3 x AL flag ALPP 3.2 x CO flag COWA 2.8 x MA flag MAWA 3.1 x FL flag FLWM 2.8 x FL flag FLKA 4.6 x MN flag MNWM 2.4 x CA flag CAWM 3.0 x
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APBOE relies on the expertise of wealth management M&A consultants. We are happy to highlight LendingWell powered by Succession Resource Group. 

Founded in 2012, Succession Resource Group (SRG) is a boutique succession planning and consulting firm that has spent over eight years helping thousands of advisors, accountants, and agents to understand, manage, grow, and protect the value of their businesses. By combining their industry experience and best in class resources, Succession Resource Group (SRG) provides their clients with a hands-on experience and customized solutions to value their business, setup their equity structure, and plan for retirement.

LendingWell is an online tool that matches RIAs and IBD advisors with the financing and lenders. Whether you need financing for an external acquisition, internal acquisition, working capital, refinance, recruiting, or commercial building and renovation, LendingWell has you covered. 

The LendingWell process consists of answering 10 questions regarding the features you want, providing you with matches to lenders, and then selecting the ideal lenders for you to achieve the best results. Once matched, advisors have the ability to contact any of the matched lenders and send them the information entered during the matching process. 

LendingWell is free to use and allows advisors to complete up to 3 Financing Match Requests per month. 

To learn more about LendingWell, please visit: https://www.lending-well.com/

To learn more about Succession Resource Group and their services, please visit: https://www.apboe.com/m-and-a-consultants/succession-resource-group.html

Ready to take your practice to the next level? APBOE is focused exclusively on the financing needs of independent and registered investment advisors. We focus on providing financial advisors with guidance and capital for practice succession, acquisition, merger, and debt restructuring. For more information on funding your financial advisory M&A initiatives, visit https://www.skyview.com/index.html