Finance Your Practice, Career & Future

We take a holistic view of your financial picture. While strong personal credit is important, we also focus on your industry experience, the historical and projected cash flow of the practice, and a solid business plan for acquisitions or expansions. Our goal is to understand your complete story, not just a single credit score.

Both. This is a key part of our expertise. We leverage a full suite of financing tools to find the right fit for your specific goals. For many practice acquisitions, an SBA 7(a) loan is the most flexible and effective tool. For other needs, like certain real estate purchases or lines of credit, a conventional commercial loan may be a better fit. We’ll help you navigate the options.

Our loans are designed to fund every major milestone of your career. Common uses include:

• Acquiring a new practice

• Buying into an existing practice as a partner

• Purchasing or refinancing your office real estate

• Upgrading specialized equipment and technology

• Expanding or remodeling your current facilities

• Consolidating debt and refinancing

• Securing working capital or a line of credit

Yes, absolutely. Partner buy-in financing is one of our core specialties. We understand the unique structure of these arrangements and can create a loan that makes the transition smooth for both you and the existing partners, ensuring the practice’s financial health remains strong.

Unlike general lenders, we have a dedicated focus on your industry. This means we understand the nuances of your cash flow, the value of your specialized equipment, and your unique career path. You’ll work with a single, experienced banker from start to finish who acts as a true partner in your success.