Business Banking Partner Referrals

My Practice Profile
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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
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Are you banking with a partner who is willing to finance your growth and provide personalized service? Many banks do not offer financial advisors access to commercial loans, lines of credit, or personalized customer service tailored to your practice. SkyView can introduce you to bank partners who offer access to:

  • Commercial loans and lines of credit
  • Dedicated, personal customer service
  • Guidance and recommendations on structuring your business accounts, raising mobile deposit limits, and faster processing
  • Account representative’s direct number for speed and ease of use

Community vs. Large Bank Comparison

Have you thought of what you’re missing working with a large national bank instead of a community bank in the SkyView Partners’ Network? Consider the following comparison for your wealth management practice and its banking needs:

Large Banks SkyView
Network Bank
Does not compete with you for your clientsX
Understands your BusinessX
Availability of Advisor Financing
Lines of CreditX
Conventional Commercial Advisory LoansX
Commercial Real Estate LoansX
Banking Services
Business (operating account) checking and savingsXX
Dedicated treasury management representative to your practiceX
Account representative’s direct numberX
Customized demo of online services/user interfaceX
Pricing analysis of current bank partnerX
Cash management analysis of your business banking accountX
Overdraft Protections/SweepX
Payroll ServicesXX
Prepaid CardsXX
Merchant ServicesXX
Business eBanking Services
Online/Mobile BankingXX
PaymentsXX
Deposits (Mobile/Remote)XX
ACHXX
Money ManagementXX
Wire TransfersXX

SkyView Partners utilizes its national network of progressive, well-capitalized banks to provide financial advisors with increased choice, flexibility, efficiency, competitive rates and personalized service. SkyView can help you identify which of our community bank partners can assist you with a tailored solution for your financing and banking needs.