"PPCLOAN took a daunting task and made 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
"William Dunn and Tabitha Hughes did a great job to get this done. Even if it meant emailing me or leaving me phone 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
"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