BUSINESS LOANS FOR INSURANCE & FINANCIAL ADVISORS
The Lender That Knows Your Business
For over 20 years, Capital Resources has been the lending partner of choice for insurance agency and financial advisory owners. We don’t need you to explain your business — we already know it.
What We Can Help You With
Acquisition financing, working capital, debt refinancing, and succession planning – with amortizations up to 15 years. Every loan is structured around how agency and advisory businesses actually work, not a generic underwriting checklist.
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Allstate Agency Owners
We’ve worked with Allstate agents for over 20 years. Acquisitions, succession plans, working capital – structured around how your business actually runs.
Independent Agency Owners
Multi-carrier, independent, and growing on your terms. We understand your model and structure financing to match it.
Financial Advisory Firm Owners
Whether you’re acquiring a practice, transitioning ownership, or expanding – we know the regulatory and revenue realities of your business.