Live Oak Bank specializes in making loans to Investment Advisors. Our dedicated lending team guides clients through the loan process with industry knowledge and experience. Our relationship with our clients extends beyond closing to ensure a lasting relationship focused on the success of the business.

PPCLOAN is one of the nation’s leading sources of conventional financing for service sector professionals having lent in excess of $1.2 billion over the past 15 years. PPCLOAN now offers its experience and expertise to Investment Advisors across the country. With PPCLOAN you can expect quality service and tailored financing solutions for acquisitions, mergers, partnership buy-ins and buy-outs, succession plans, and refinances.