How to Choose the Right Lender for Your Insurance Business If you’re thinking about buying an insurance agency, expanding your book of business, or making upgrades to your operations, you’ll likely need funding. But not all lenders are the same. Choosing the...
How to Sell Your Insurance Agency: A Step-by-Step Guide Thinking about selling your insurance agency? You’re not alone. Many agency owners are looking to retire, change careers, or pass their business on to the next generation. But selling your agency isn’t as...
Loan Options for Investment Advisors Looking to Grow Their Practice If you’re a registered investment advisor (RIA), you’ve worked hard to build your business. You’ve gained clients, built trust, and created a strong reputation. Now, you’re ready for...
How to Close on a New Insurance Agency or Financial Advisory Practice by End of 2025 If your goal is to buy an insurance agency or launch an advisory practice before the end of 2025, now is the time to act. Deals like this take planning, paperwork, funding, and a team...
Seller Financing vs Traditional Lending for Insurance Agencies Thinking about buying or selling an insurance agency? You’re not alone. Many agency owners are reaching retirement, and many entrepreneurs are looking to get into the business. When it’s time to make...
PRESS RELEASESeptember 16, 2025 Capital Resources Surpasses $200M in Active Loan Portfolio During 20th Anniversary Year The firm is on track for exponential growth as a specialty lender to insurance agencies and RIAs OVERLAND PARK, Kan. — Capital...
