Professionals in private practices — law firms, accounting firms, and medical, dental, or veterinary practices — have unique financing needs. We tailor solutions for private practice professionals throughout your career, whether you are acquiring, expanding, or simply seeking strategies to improve cash flow.
Financing Partnerships
Having the opportunity to become a partner in a practice is a significant investment in your future. But you may have substantial student loans or other expenses that can make raising the funds seem daunting. Our lenders understand how to evaluate your balance sheet and underwrite your situation. We can help qualified individuals with a professional loan tailored to your needs.
Preparing for Retirement
Thinking about selling your practice? We can help you plan for this liquidity event. Perhaps current employees are offering to buy out your practice, or maybe another practice is looking to expand, whatever your situation may be, we can work with you on financing options as well as help you plan for retirement. Selling your practice isn’t a simple transaction. It’s a life transition. We’ll partner with you throughout the process.
Related Services
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Residential Mortgage |
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Wealth Planning |
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Concierge Private Banking |
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Partner Equity Purchase Financing |
Our Thinking
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