PPC LOAN

Get ahead in the advisory M&A market with our comprehensive 2024 M&A Lending Report. Discover key insights on deal structures, financing terms, and the latest market trends poised to shape the industry. Whether planning acquisitions, mergers, or equity purchases, this report is your roadmap to informed decision-making and strategic growth. Stay ahead of the curve with expert analyses and predictions for 2024's M&A landscape. Access the full report now and unlock the potential for success in the dynamic world of M&A with PPC LOAN. Learn More: https://bit.ly/4aSTIdx #MandA #FinancialAdvisor

📢 PPC LOAN at the EXCELL Conference 📢 Dustin Mangone, Managing Partner & Director of Investment Advisor Services at PPC Loan, will be joining a panel discussion on Inorganic Growth and Financing Solutions at the EXCELL Conference. The PPC team will also be available in the exhibit hall to discuss financing options for acquisitions, equity funding, and various other capital needs. Please stop by and say hello; we look forward to seeing you! #EXCELLConference #FinancialAdvisors #BusinessGrowth #PPCLOAN

PPC LOAN is thrilled to be sponsoring this year’s premier event for dealmaking in the wealth management industry – ECHELON Partner’s Deals & Dealmakers (DDM) Summit! Join our team, including Dustin Mangone, Director of Investment Advisor Services, and Aaron Racino, Senior Relationship Manager, as we engage in in-depth conversations about the most strategic and current M&A topics within the wealth management industry. Don’t miss this opportunity to connect with us and discover how PPC LOAN can support your growth and/or succession planning needs! #WealthManagement #InvestmentAdvisory #MergersAndAcquisitions #PPCLoan #DDMSummit #FinancialServices #Networking #BusinessGrowth

🚀 Thrilled to have been featured on the Financial Advisor Success Podcast! Episode #395 explores "The Rise of Bank Financing to Fund Independent Advisor Acquisitions and Succession Plans" 🎙️https://bit.ly/3WCh3fh Highlights from our discussion: • How PPC LOAN partners with banks to offer loans for advisory firm acquisitions • Our approach to enabling upfront payments for selling firm owners • Insights on our successful repayment rates and increased loan amounts • Key financial metrics used in M&A deal assessments • Facilitating internal successions, including partial buy-ins and complete purchases • Current trends in advisory firm valuations • Comparing conventional bank loans vs. SBA loans • Why robust deal financing opportunities persist in today's interest rate environment Curious to learn more? Tune in to the full episode! 📲https://bit.ly/3WCh3fh #FinancialAdvisor #InvestmentAdvisor #BankLending #SuccessionPlanning #AdvisoryFirms #RIATransactions

We are thrilled to announce our participation as an exhibitor at IIAT's 127th INSURCON! As a trusted partner to the insurance industry, we're eager to engage with attendees, share insights, and explore opportunities to fuel your business growth. Visit us at booth C4 to discover how our tailored lending solutions can empower your agency's success. See you there!

PPC LOAN is excited to participate as a sponsor in the upcoming United Planners Financial Services Connect National Conference! As a lender in the financial services industry, we're committed to fostering meaningful connections and deepening our industry knowledge. This conference is a prime opportunity for us to connect with fellow industry experts, share insights, and learn about the latest developments in the investment advisor sector. We're eager to showcase our lending solutions and engage in meaningful discussions that drive progress and growth. See you there!

Get ready for a game-changing experience at SYNERGY24 with PPC LOAN. As premier business lenders, we're thrilled to be part of this dynamic event, where we'll be showcasing our expertise and insights to propel your business forward.   Join us on May 22nd at 4:00 pm for an exclusive breakout session titled "The State of Advisor M&A and Lending Solutions," where we'll dive deep into the ever-evolving landscape of advisor mergers and acquisitions, and unveil tailored lending solutions crafted to meet the unique needs of businesses like yours. #SYNERGY24 TradePMR

“SYNERGY is where innovation meets collaboration for advisors, and we are excited to showcase what our team has been tirelessly and diligently developing on their behalf." – Robb Baldwin TradePMR Founder and CEO. Read more about what is in store for #SYNERGY24 in TradePMR's latest press release: TradePMR Celebrates 25th Anniversary at Annual SYNERGY Conference https://hubs.li/Q02xrRy10 Is the FOMO getting to you? There is still time to register: TradePMR | SYNERGY24 | RIA Conference https://hubs.li/Q02xrMW40 Rob Dilbone Charles Reiling R. Scott Victoria, MBA, CFP® Jessica Taylor Shores Bill Coppel Jon Patullo Carrie Nelson Marc R. Butler Dani Fava Brian McLaughlin Joel Bruckenstein Rich Cancro Beth Haddock Steve Harvill Brian Hamburger Joe Duran AdvisorEngine First Clearing Axxcess Platform Advyzon altPILOT Group Confluence Salus GRC Orion Nitrogen PPC LOAN Preferred Capital Securities, LLC Skyway Capital Markets, LLC #RIA #FinancialAdvisor #WealthManagement #FinTech

Exciting news! Our Managing Partner and Director of Investment Advisor Services, Dustin Mangone will be taking the stage during #DeVoeElevate2024 in Scottsdale, Arizona. 🌟 Join us to learn strategies for solving Next-Gen Financing. See you there! https://lnkd.in/gCPShEN2

At PPC LOAN, our mission extends beyond just providing flexible business loans. We're here to support investment advisory firms with resources and insights for every step of their growth journey. From acquiring practices to structuring deals, growing financial equity, and managing risks in equity transfers, we cover it all. Stay ahead with our guidance on the latest financial industry trends. Let's navigate the path to your firm's full potential together. #AdvisoryGrowth #FinancialInsights #RiskManagement #IndustryTrends #PPCLOAN