Bill Van Law is suddenly out the door at Raymond James

We represent both buyers and sellers in these kinds of transactions, including retirement/TPA firms, so we know there are many businesses that need to be transitioned. Likely most. An optimized orderly succession processes would be preferred, but how much wealth or how many businesses are transferred that way?

One size, fits nobody. Many different approaches are needed and here is another one.

These are once in a lifetime events for sellers, and often buyers. So there is no “training” or “trial” available. Most participants aren’t given the opportunity to “learn from their mistakes.”

From where we sit, someone experienced needs to guide and drive these kinds of transactions to close. It is usually a long, drawn out and emotional process. Any technology and process that can help is welcome.

I applaud any custodian firm for seeking opportunities to help their RIA clients access financing programs such as the SBA. There is a growing need I believe in this space.

One of the reasons TradePMR entered into a deep partnership with First Clearing LLC ties in with liability management access to support both the financing needs of our own RIA firms but also to support the liability management needs of their own clients’ with special access to Wells Fargo Bank. First Clearing is a wholly owned subsidiary of Wells Fargo which naturally establishes a conduit for our RIAs to access.

In terms of SBA, I believe earlier today Wells Fargo is to be recognized as a U.S. Small Business Administration Lender of the year. I believe Wells Fargo is America’s largest provider of SBA loans and they have expertise in this arena to support RIAs and their capital needs as well.

http://www.fortmilltimes.com/2013/06/20/2772402/wells-fargo-to-be-recognized-as.html

Are there fees paid to the banks? As I recall, yes. Those will need to be disclosed.

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