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Dustin Mangone
Director of Investment Advisor Services at PPL Loan, facilitating conventional bank loans to financial advisors for transactions such as acquisitions and succession plans.
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Jul 23, 2024 • 1h 39min
Ep 395: The Rise Of Bank Financing To Fund Independent Advisor Acquisitions And Succession Plans With Dustin Mangone
Dustin Mangone discusses the rise of bank financing for advisor transactions, focusing on key metrics like buyer's capitalization and seller's recurring revenue. He explains the differences between conventional bank loans and SBA loans, emphasizing the continued robust financing opportunities for advisory firm transactions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode