Your clients bring you their financing questions at tax time and at every inflection point. A funding desk behind the firm means you answer instead of referring them into the wild.
When you see one of these, that is the moment to make the introduction.
| What you notice | Likely program |
|---|---|
| Client acquiring a practice or competitor | SBA 7(a) |
| Partner buyout on a deadline | Term loan |
| Owner-occupied real estate purchase | SBA 504 |
| Capital equipment on the depreciation schedule | Equipment financing |
| Debt schedule showing multiple advance positions | Consolidation |
One point of contact for the whole firm, so any partner or staff member can hand off a client.
We provide a document checklist the client can satisfy with what you already prepare.
Term sheets come back with the pricing explained in the language you use with clients.
Commission is paid the week of funding, at the firm level or the individual level — your choice.
For accountants and bookkeepers
ViewFor equipment dealers and vendors
ViewFor commercial real estate brokers
ViewFor commercial insurance agents
ViewFor business brokers
ViewFor franchise consultants and brokers
ViewFor marketing and web agencies
ViewFor ISOs and funding brokers
ViewSend one file and see how it runs. No agreement to sign before you do, no minimum volume, and nothing changes about who owns the client relationship.
Talk to Travis directly612-927-2055Soft review · No obligation · No impact on your credit score
