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.
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
Meet with a banker to tailor a loan for your goals.
Upload your docs in our online portal.
Our team processes your paperwork.
Get authorized and get ready for funding.
Use your loan to grow your business.
Your Library of Financing Resources for Financial Advisors
Need Financing? Get Pre-Qualified in Minutes!
“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