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From wall street to main street: a succession story

Live Oak Bank provides financing for transition costs. When you're ready, our Investment Advisor lending team can structure a deal free from the headaches of seller financing.


With Live Oak Bank, you get a long-term financial partner that believes in you. We provide financing to support transition costs as a team moves to independence. When you’re ready to pass the baton, our Investment Advisor lending team can structure a deal free from the headaches of seller financing.

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