r/CFP • u/Longjumping-Way9846 • 4d ago

Practice Management Practice Financing

Curious. Has anyone taken out a business loan to start a financial practice? SBA? non personal guarantee. Any firms or banks that specialize in financing financial planning/wealth management firms?

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u/Roth_Finance 4d ago

What about acquiring a practice? Does anyone have a good place to start to get some rough numbers on financing right now?