The SBA 7(a) Loan Program offers extended repayment terms and competitive rates to qualified entrepreneurs. Leverage the loan Program’s low monthly payments to invest back in your financial or tax advisory practice to ensure your business goals are achieved.

Whether you’re interested in purchasing another book of business, facilitating growth without restricting cashflow, or getting a better interest rate on your existing loan, our team of financial advisory lending experts is here to help you seize the opportunity.

Why SBA Financing for Your Practice

  • Made for Entrepreneurs

    The SBA 7(a) Loan Program is specifically tailored to help entrepreneurs gain a competitive advantage in the modern economy.

  • Flexible Financing Choices

    100% financing is available for acquiring additional practices. Purchase your first practice with as little as 10% down.

  • Better Terms & Rates

    Longer repayment terms, more competitive rates and lighter collateral requirements in comparison to conventional financing.

  • History of Success

    More than $340 million in SBA 7(a) loan proceeds authorized to nearly 500 financial advisors across the country since 2020.

SBA Loan Program Fact Sheet

Your one-page guide to everything you need to know about how SBA 7(a) loans can be used.
Start, Grow, or Build Your Business.

How Financial Advisors

Use SBA Loans

The SBA 7(a) Loan Program gives financial advisors the power. You choose how to use the funds to grow your business.

  • Purchase Advisory Practice
  • Sell, Merge, or Transition
  • Improve or Buy Real Estate
  • Refinance Existing Debt
  • Expand with Working Capital

The 5 Step Process to Funding Your Practice with an SBA Loan

Initial Consult
Meet with a banker to tailor a loan for your goals.
Document Collection
Upload your docs in our online portal.
Our team processes your paperwork.
Get authorized and get ready for funding.
Loan Funding
Use your loan to grow your business.

Your Library of Financing Resources for Financial Advisors

Need Financing? Get Pre-Qualified in Minutes!

Step 1 of 7

How will you use the funds?(Required)

Why Work with West Town Bank & Trust

  • Preferred lender by the SBA, enabling us to provide you with a more streamlined process.

  • Helped businesses secure over $550 million in business funding through SBA loans.

  • A team of dedicated financial advisor lending experts to guide you through the process.

  • A bank with a community feel and national reach, providing financial solutions since 1922.

“I needed a business loan to expand marketing efforts and provide future growth for our financial advisory practice. West Town Bank proved to be willing to listen to my needs and provide just the right kind of loan to get us to that next level. West Town never felt like a big soulless corporation but has always felt like a small town bank despite the fact that I have never been to their office and have only spoken with them over the phone or e-mail.”

– Gary Korolev, CFA, Founder at Sovereign Wealth Management, LLC