Contact

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julia@advisorfinance.ca

Tel: +1 (647) 778-5512

© 2018 by Advisor Finance Inc. Proudly created by OSMedia Co.

Build your dream financial advisory practice!

Are you dreaming of business growth or succession planning?

Advisor Finance Inc. is your ideal partner!

We specialize in sourcing  growth, acquisition, equity take-out and management buy-out financing/ refinancing for Canadian Financial Advisors, Dealers, MGA's, & ICPM's.

With over 30 years in commercial lending, we understand the enormous challenges faced by service industries in sourcing funding in a  

collateral-dependant lending market. 
We will support you in making your investment happen, 

by handling the heavy lifting of securing financing, 

allowing you to focus your energy on your core business!

Are you a growth-oriented professional wanting to scale your practice by acquiring a book of established clients?

Great idea, but it’s hard enough to find the right business to buy, so the last thing you want is to lose the purchase opportunity because you don’t have your financing in order, in the Vendor’s time frame.

That's where we come in! Think of us a your Chief Acqisition Financing partner!

We support you in structuring the purchase in a “financeable” fashion.

We do the leg work for you to source the right lender(s) and loans to meet your desired structure.

We coach you to put your best foot forward to get approved on the best terms possible, to close the deal with the Vendor!

Let us Show you the Money!

Financial Advisor Funding

Business acquisitions are an excellent strategy for accelerating revenue growth and attaining economies of scale, but they always require capital.

While financial institutions are happy to support business acquisitions, lenders are most comfortable with loans to hard asset-rich companies.

By their very nature, wealth management firms, dealers, MGA’s and ICPMs are cash-flow businesses, with few if any hard assets, so obtaining capital is a challenging.

That’s where we come in!

We work with our network of lenders, who have invested the time to understand your unique, revenue models and goodwill asset-rich balance sheets.

We act as your Chief Acquistion Financing partner and do the leg work to find the right lender and loan for you.

We coach you to put your best foot forward and get approved with the structure you require to close the deal!

Let us Show you the Money!

MGA, Dealer, ICPM & Wealth Management

 Funding 

Most people have never bought or sold a business, so buying or selling a business can be very challenging and stressful!

For the last three years, I have had the privilage of working intimately with an untold number of financial advisors from across Canada on financing their business acquistions.

 

These experiences have inspired me to consolidate and share the best practices I have observed in buying and financing a financial advisor business and maximizing a practice’s value for future sale.

If you are thinking of buying a book one day -understanding how financing works and taking the time to create your criteria list ahead of time will be crucial to your success.

If you are thinking of selling your book one day, understanding the attributes that you need to intergrate into your practice is invaluable and  can take time!

My presentation "Not all Books are created Equal..." is an Advocis Institute accreddited course.

Public

Speaking

Who we are.

For more than 30 years I have helped entrepreneurs scale their businesses by providing unique financing solutions through both boutique and international finance firms in Toronto, Montreal, Texas, California, Idaho, and Illinois that include: Xerox, AT&T Capital, Newcourt Group, CIT Group, Export Development Canada (EDC) and the Business Development Bank of Canada (BDC).

What people say

Gisele in Regina, SK

Julia is an engaging, knowledgeable professional who is a pleasure to work with. She recently facilitated a loan for a stakeholder purchase to begin succession planning between my business partner and myself. She was actively involved every step of the way and was always available for discussion and clarification regarding this transaction. I look forward to working with Julia in the future and do not hesitate to recommend you reach out to her if you require a financial assistance to grow your practice.

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