INSURANCE AGENCY AND FINANCIAL ADVISORY LOAN INSIGHTS
At Capital Resources, our goal is to provide you with information and learnings from our experts, insurance agency and financial advisory loan insights, that have a combined 80+ years of Financial Advisory and Insurance Agency Lending experience. We strongly encourage conversation and would love to hear your thoughts on these topics. What challenges are facing you, the agency owner? Let us know by connecting with us on
Video Content
Why Choose Capital Resources? Cash Flow
Why Choose Capital Resources? Better Cash Flow.For most insurance agency owners, the single most important factor to them when considering an...
Why Choose Capital Resources? Our Focus
At Capital Resources, we specialize in making loans to current and aspiring insurance agency owners. In fact, its all we do.You are our focus. At...
Why Choose Capital Resources? Our Commitment
You will not find a lender more committed to lending to current and aspiring insurance agency owners than Capital Resources.We’re in it for the long...
Why Choose Capital Resources? We Believe in You
Why Choose Capital Resources as Your Agency Lender? We Believe In YouWe won’t require that you ask Uncle Sam for help. Many of the banks that have...
Why Choose Capital Resources? We Provide Real Solutions
Why Choose Capital Resources for Insurance Agency Loan? We Provide Real Solutions.At Capital Resources, we don’t use a one size fits all approach....
Written Content
How to Buy Out a Partner in Your Financial Advisory Firm
Buying out a partner in your financial advisory firm means purchasing your partner's ownership share so you become the sole or majority owner. A...
Perpetuation Planning for Insurance Agencies: Funding the Next Owner
Every independent insurance agency reaches a turning point. The founder steps back, and a new owner steps in. Insurance agency perpetuation planning...
Funding Growth for Your Financial Advisory Practice
Growing a financial advisory practice takes capital. You might hire an associate advisor. You might buy a retiring advisor's book of business. You...
What Lenders Review When You Apply for an Agency Acquisition Loan
When you apply for an agency acquisition loan, a lender is answering one core question: will the agency you buy keep earning commission income after...
Debt Consolidation for Insurance Agencies: How to Simplify Multiple Loans
Debt consolidation for an insurance agency combines several business loans into one loan with a single payment. Instead of tracking many due dates,...
How to Finance an Insurance Agency Acquisition: A Buyer’s Guide
Buying an insurance agency is a big step. Insurance agency acquisition financing gives you the money to buy an established book of business. You do...
When Is the Best Time of Year to Buy an Insurance Agency?
When Is The Best Time of Year to Buy an Insurance Agency? The best time of year to buy an insurance agency is when the agency’s financials are...
How to Use Working Capital to Grow Your Insurance Business
How to Use Working Capital to Grow Your Insurance Business A working capital loan gives an insurance agency owner the cash to grow without waiting...
How to Value an Independent Insurance Agency
How to Value an Independent Insurance Agency For an independent insurance agent planning to sell, grow, or transition ownership, understanding...
Financial Advisor Succession Planning: How Business Loans Support the Transition
Financial Advisor Succession Planning: How Business Loans Support the Transition You spent years building your financial advisory practice, and now...