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Truelytics Solutions Partner | Financing

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Business Enterprise Lender for Financial Advisors.

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So What's The Solution

We make it easy for financial advisors to obtain commercial capital loans.

With a nationwide reach, Wealth Advisor Financing provides creative capital solutions for Wealth Advisory practices for Succession, Mergers and Acquisition, and debt restructuring across the country. We lend nation-wide with conventional fixed rate financing and loan structures that fit your specific needs.


Loan Program:
Low fixed rate financing on conventional 10-year terms and 10-year amortizations. Loan programs from $250M to $10MM at the base program and pricing.

Use of Capital:
• Internal Succession
• External Book Acquisition Full and Partial
• Refinance of existing Lender or Seller Debt
• Future planning for acquisition (additional tranches) or firm growth

Application Process:
The application process is as simple as you securely uploading your personal and business financial documents and we do the rest. There is no lengthy application process as we have the technology to handle the on-boarding of your loan file and quickly get into the approval process. The process is designed to get you into underwriting quickly so that we can gain approval as soon as possible.

Covenant and Compliance:
We handle the year-ending compliance measurements with you as part of the loan process. One easy annual measurement with the collection of annual financials will complete your process. One automated document with handle the annual certificate for compliance. The annual Global Debt Service Covenant is 1.35x:1.00x.

Experience:
35 years of lending experience and over 10 years of structure cash-flow specific business enterprise credits. We understand YOU and we only lend to Advisors...this is what we do.


 

 

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