Whether it’s M&A or succession planning, a critical challenge advisors face is navigating the lending process for equity purchases.

It’s not just about the access to capital, but also the intricacies of the deal structure!

Recognizing this struggle, David Grau Jr. sits down with Dustin Mangone and Aaron Racino from PPC Loan to simplify advisor financing. They highlight the current state of M&A and share insights into securing loans and finding a deal that aligns with your business goals.

Key Discussion Points:

• PPC Loan’s 10+ years of experience serving the advisory lending space
  
• How PPC Loan differs from a traditional bank loan
  
• What loan solutions may look like for an internal succession to the next-gen
  
• How to evaluate loan terms beyond interest rates (i.e., understanding the “fine print”)
  
• Factors that can make or break a deal in the eyes of lenders
  
• 2024 outlook for M&A trends
  
• And much more!
  

Connect with PPC Loan:

• PPC Loan
  

Connect with Dustin Mangone:

• LinkedIn: Dustin Mangone
  

Connect with Aaron Racino:

• LinkedIn: Aaron Racino
  

Connect with David Grau Jr.:

• Succession Resource Group
  
• LinkedIn: David Grau Jr, MBA 
  
• david.graujr@successionresourcegroup.com 
  

About Our Guests:

Dustin Mangone, as the Managing Partner and Director of the Investment Advisor Program, spends 100% of his time focused on the acquisition financing needs of investment advisors nationwide. With over 14 years of experience as a cash-flow lender, Dustin has evaluated and underwritten more than $500 million in funded loans supporting hundreds of business owners across the country who are looking to grow their business by way of acquisition. From the initial phone call to the funding of your loan, Dustin takes a hands-on approach to make sure your needs are properly met throughout the entire process.

Aaron Racino, during his time with PPC LOAN, has worked with hundreds of current and aspiring small business owners to accommodate their various business financing needs. He relies on his experience to help his clients through not only the lending process but also offers his insight and advice to clients who might be navigating an acquisition for the first time. With a background in sales, Aaron truly knows the importance of tailoring products to suit the needs of his customers and takes a hands-on approach to ensure an enjoyable experience from underwriting throughout the life of the loan.