25 Years of Experience
500M in Loans Negotiated
Specialty Bank Network
Our Loan Advisory Services are complimentary and cost neutral for clients who use us to negotiate a loan with our specialty lenders.
For clients going through our loan advisory process, our loan advisory services are complimentary. We receive a referral fee from the bank when a loan is originated. However, this is "Cost-Neutral” to our clients – it doesn’t add any extra cost. Banks pay many sources for referrals, including most CPAs, attorneys, and consultants, like us. The loan terms we help secure are generally as good as, or better than, what clients would get on their own.
So, while we do receive a referral fee from the bank, our only incentive is to help our clients get a loan. Because we work with multiple specialty banks, we’ve created a competitive environment that provides our clients with access to better rates and terms.
"Rob Hockett has been a trusted advisor for nearly 20 years. He has been instrumental in helping me obtain practice financing as I grew my practices."
Dr. Rex Gibson (Pediatric Dentist, TX)
"From our first practice purchase and loan, Rob knew who to talk to and what questions to ask, saving us tens of thousands."
Dr. Steve and Mrs. Cami Arnold (Orthodontist, UT)
"It was during one of our quarterly meetings that I told Rob I decided to sell my practice. His eyebrows shot up as he said 'Yeah? Well, what does that look like?' Of course I didn't know, but he did. Over the next hour, we planned an exit strategy. Over the next week, he produced a practice prospectus. And over the next year, he arranged the financing and sale of the practice for top dollar, all without being asked. It's one of the many reasons I work with him. But it's certainly not the only one."
Drew Weigner, DVM (Veterinarian, NC)
"With his guidance, I have not only strengthened my financial position but also gained clarity and direction in all aspects of my life. I can't recommend Rob Hockett highly enough for anyone looking to achieve true prosperity and fulfillment in their career and life."
Ann Hammi Blue, DDS, MS (President, Arizona Dental Association)
Loan Advisory Process
The first step is a 30-minute Discovery Meeting with a Practice Consultant (PC) to discuss your practice goals and borrowing needs. By the end of the meeting, our PC will better understand your lending needs and will identify which of our specialty banks will be a good fit.
Please note that this meeting includes a soft credit pull which will not affect your credit score!
By the end of our Discovery Meeting, we will reach a mutual decision to move forward. Afterwards, your Client Service Administrator (CSA) will send you an invitation to register for your secure client portal. There you will upload documents to complete your file. Your CSA will also send you any needed form(s) to complete and e-sign.
Once we have received your documents, your Loan Advisory Team will review and submit your lending package to our best fit specialty bank(s). We begin negotiations with the bank(s).
After about a week, the bank(s) will issue their term sheets. Your Practice Consultant will review and compare them to ensure we find the best loan for your goals.
We schedule a Term Sheet Review Meeting to discuss your offer(s). You select the loan that best meets your needs, and e-sign the term sheet. We notify the bank(s) of your decision.
After the lender receives your signed term sheet, final underwriting begins. We help you collaborate with the bank to ensure that the process goes smoothly and closes on schedule.
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