"I cannot say enough good things about my PPCLOAN experience. From the first conversation with Dustin, to intake and underwriting with Dustin and William, and finally closing with Ashley, it could not have gone better. I have to give major kudos to your team keeping things together through the hurricane. Dustin and Ashley stayed in touch with us and Ashley was a true MVP getting us to closing. Thank you."

Rick Calhoun
Bethesda, MD

"You all were great. We had a lot of things we needed to get together for our loan and every time we had a question, someone got back to us very quickly."

Franchise Advisor, PA

"What a refreshing experience! Finally, a lender who definitely understands how to assess financials accurately to determine real profitability. We were truly impressed!"

Derrin Leigh
Pierson, MI

"PPCLOAN took a daunting task and make it manageable. Their knowledge of the reporting we utilize and what was needed for the underwriting process made it easy to work through the documentation portion of our loan. The underwriting and closing process was streamlined and efficient through a dedicated representative that coordinated the entire loan. I would highly recommend them to any advisor that is searching for a financing solution for their merger or acquisition."

Franchise Advisor, OH

"We recently completed the buy-out of our founding partner who will retain a 10% ownership interest in the company but has officially retired. We had been working on this for many years and after talking to many bankers including traditional banks and SBA lending options whose rules require the sale of `00% of the founding partner's ownership interest, we chose to work with PPCLOAN. They financed our buy-out at a reasonable cost and they certainly knew what they were doing. I would highly recommend them to any other advisors who are in a similar position."

Bob Hoffmann
Philadelphia, PA

"I was very pleased with the process of getting a loan for our succession plan through PPCLOAN. Christina was very professional and responsive to my questions and the loan closed on the exact day that we had requested. I would certainly use them in the future!"

Franchise Advisor, PA 

"Tabitha did an outstanding job to coordinate and get everything closed in time- in the midst of Hurricane Harvey. Truly exceptional!"

Franchise Advisor, OR 

"William Dunn and Tabitha Hughes did a great job to get this done. Even if it meant emailing me or leaving me messages in the evening to let me know about the important stuff that had to be completed before the holidays so I knew where to focus my energies for a better underwriting experience. Thanks again."

Franchise Advisor, NY

"We are extremely pleased with PPCLOAN. Ashley and Dustin made everything so easy for us. I really appreciate how organized Ashley is and how she always followed up on all aspects of our loan. We felt that everything was taken care of through the entire process. We are currently working on our second loan with you all now! Thank you!"

Franchise Operations Director, VA

"I was three weeks before closing on a financial planning practice when I learned that [competitor name redacted] had misled me in a big way. I simply could not move forward with them. I was referred to PPCLOAN and worked with William Dunn and Tabitha Hughes. They were outstanding in every way. My loan was processed, approved, and paid within 3 weeks. My business grew by 20% due to this deal. I couldn't have done it without my new friends at PPCLOAN. Thank you all!"

Franchise Advisor, AL

"My experience with PPCLOAN was excellent. Both my underwriter and senior closing coordinator were professional, attentive, caring, and worked diligently to meet our closing date. I would recommend PPCLOAN to anyone. They would be my first choice if I were to buy another practice. They were very knowledgeable with the Ameriprise systems and reports to make the process seamless. Once again, William Dunn and Christina Baca are truly valuable assets to the firm."

Franchise Advisor, IL

"From inception, I was very pleased with the process. PPCLOAN  provided a pre-approval letter which helped secure the bid for the book of business. The process was completely transparent and checklists for every step of the process were provided. PPCLOAN is very familiar with our business and how transitions are valued."

Franchise Advisor, TX

"We would highly recommend PPCLOAN to anyone looking to acquire a loan for the acquisition of an insurance book of business. Everyone made the process run very smoothly from application to closing."

Franchise Advisor, IL



25511 Budde Road, Suite 2901 - The Woodlands, TX 77380

Toll Free: 800.456.2779 | Phone: 281.419.0400 | Fax: 281.419.8309 | Email: