Live Oak Bank

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Live Oak Bank

Offered by Live Oak
Zero application fees, underwriting fees, cash collateral or deposit
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  • Description
  • Advantage
  • Benefits


Whether you’re looking to build, buy or expand your business, let our team at Live Oak Bank be your guide. When you bank with us, it means your money is fueling the growth of small businesses across the country.

Live Oak Bank knows what it takes to be a successful advisor. In order to be successful in today’s industry, you need to build a profitable business. The problem is you need capital to grow, which can be overwhelming and expensive. Advisors should be able to attain the capital they need to fuel growth without stifling cash flow.

If you’re ready to make plans for your advisory business, they can help. Connect with a Live Oak Investment Advisory Loan Officer, they will help you determine the best financing options to meet your goals.

Chalice Network Advantage

Exclusive benefits available only to members:

  • No application fees
  • No underwriting fees
  • No cash collateral account or deposit relationship required
  • Expedited loan processing


Members enjoy the following benefits from Live Oak:

  • Free assessment of your business
  • Free pre-qualification
  • Free consulting on M&A, Succession Planning, Recruiting, Transitions and more
  • Conventional & SBA financing options
  • Fixed & Variable rates available
  • Minimum loan size $250k
  • Superior servicing for the life of the loan
  • Funds can be used for M&A, working capital, succession, refinance and other business purposes