Practice Finance
Financing the Next Chapter of Your Practice
Bernstein's Growth Capital solutions are purpose-built for financial advisors and wealth management professionals who are ready to grow, transition, or acquire. Whether you're buying a book of business, funding a succession plan, or acquiring a practice, we have the financing to make it happen.
Our network of specialty lenders understands the unique economics of advisory practices—revenue multiples, client retention, AUM-based valuations—and structures loans accordingly.
Practice Acquisitions
Financing to acquire an established advisory practice or registered investment advisor firm.
Book of Business Purchases
Structured loans to purchase client books from retiring advisors or departing colleagues.
Succession Planning
Financing solutions that facilitate smooth internal or external practice transitions and buyouts.
Partnership Buy-Ins
Capital to fund equity stake purchases or partner buy-ins at established advisory firms.
Why Use Client Lending for Growth Capital?
- Lenders who specialize in advisory practice finance
- Loan structures based on AUM, revenue, and practice metrics
- Loan sizes from $250K to $50M+
- Flexible repayment tied to practice cash flows
- Confidential, discreet process
- Available in all 50 states
- Dedicated growth capital specialists with industry experience
Grow Your Practice with the Right Capital Partner
Bernstein's growth capital solutions give advisors the financial firepower to seize growth opportunities when they arise—without diluting equity or disrupting client relationships. Our lending specialists have deep experience in advisory practice transactions and understand the unique dynamics of this market.
From initial inquiry to funding, our team works alongside you to structure the right loan, at the right terms, on the right timeline—so you can focus on what matters most: serving your clients and growing your practice.
"Bernstein's growth capital team understood the nuances of our practice acquisition from day one. They structured a loan that aligned perfectly with our revenue model and closed on time—allowing us to execute a transformational deal."— Managing Partner, Independent Advisory Firm