Vaughn Financial Partners

* Living Benefits Life Insurance * Tax-free Retirement Income * Mortgage Protection Plans * Small Business Preservation * Education Planning * Estate Planning

SBA Loan Business Appraisal

All SBA loan business appraisals are certified and in full compliance with SBA 7(a) business appraisal requirements, as well as the Uniform Standards of Professional Appraisal Practice (USPAP) promulgated by the Appraisal Standards Board (ASB), and business appraisal guidelines and standards established by NACVA, the IRS (RR 59-60), AICPA (SSVS-1), and IBA. Regardless of your particular need for valuation services in terms of timing or industry, we are here to help and only a phone call or email away. I will be happy to personally answer any questions you have regarding data/documentation requirements, timeline, fees, and my professional background and expertise in your particular industry. Once we have discussed and clarified your specific need for my services, I will then be able to verbally quote you a fee. Typical turnaround time for SBA 7(a) loan business valuations is 24-48 hours after receipt of all requested information. SBA Loan Business Appraisal serves lenders throughout the United States within the below industries and all valuations are certified and in full compliance with SBA appraisal requirements for 7(a) lending purposes. Industries served: Certified and fully compliant SBA 7(a) business appraisals for medical practices, dental practices, veterinary practices, optometry practices, pharmacies, drug stores, funeral homes, accounting and CPA firms, law firms, automobile dealers, RV dealers, motorcycle dealers, boat dealers, ATV dealers, heavy equipment dealers, restaurants, drycleaners, retail, services, hotels/motels, gas stations, convenience stores, coffee/tea shops, liquor stores, bars, insurance agencies/brokerages, grocery stores, franchises, health/fitness facilities, automotive repair/tires, hair care, HVAC, plumbing, apartment locators, manufacturing, landscaping, wholesaling, distribution, construction, real estate agencies and developers, financial advisors, and florists. Please call or email with any questions. Thank you.

The Sum

The Sum is bringing a Simple, Objective and Accountable Approach to Ensure Wealth Management 'Adds-Up'​. As a group of highly-motivated CERTIFIED FINANCIAL PLANNER™ professionals, our extensive industry and academic experience drives our commitment to continue raising the bar for our clients. The Sum is our answer to years in the financial services industry that haven’t felt quite right. The industry can be complicated and isn’t always client friendly [In some cases, misaligned compensation structures drive advisor behavior]. Motives of companies and advisors don’t always align with those of their clients. Advisors, however, have a duty to serve those who put their trust and their family’s wealth in their hands. At The Sum, we have a perspective that our work is more than a duty, it is a privilege. We’ve taken on the challenge of providing a better place for advice; a better place for you. So if you’re tired of status-quo, give us a call, send us an email and let’s get your plan started.

Arise Capital

Arise was born out of a desire to better allocate capital. We strive to create the financial products that the market wants and society needs.

Eaton Financial

Eaton Financial is a comprehensive financial services practice committed to helping our clients strive to improve their long-term financial outlook. We offer a wide range of financial products and the services of experienced financial advisors. Eaton Financial is firmly committed to providing you with: Experience: A team of knowledgeable financial professionals with over 30 years of combined experience work together to maximize the resources required to provide you with strategies to help you pursue your financial goals. Personalized strategies and quality products: We use a one-on-one process to analyze your unique situation and provide you with a plan tailored to help match your long-term strategies to your needs. Exceptional service: We strive to provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients. Securities offered through LPL Financial. Member SIPC (www.sipc.org.) Investment advice offered through PSI Advisors, LLC, a registered investment advisor. Eaton Financial and PSI Advisors, LLC are separate entities from LPL Financial. Third party posts found on this profile to not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a lost of states in which we are registered to do business, please visit www.ericeatonfinancial.com