Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

James Hughes of Live Oak Bank discusses debt financing for prospective breakaway advisors looking to de-risk a leap to independence or payoff a note balance, or business owners seeking funds for acquisitions or succession planning.

Episode metadata supplied by the publisher feed · Published Mar 16, 2023

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Financing Independence: A Lender’s Perspective on Breakaway Transitions, M&A and Succession

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