Bigger ad budgets, more inventory, more staff — the plan you sold needs capital behind it. Refer the funding and your retainers stop getting cut at the worst moment.
When you see one of these, that is the moment to make the introduction.
| What you notice | Likely program |
|---|---|
| Client fronting media spend and waiting on payment | Line of credit |
| Ecommerce client buying seasonal inventory | Working capital |
| Campaign about to be cut for cash reasons | Working capital |
| Client opening a second location | SBA 7(a) |
| Agency's own receivables stretched | Invoice factoring |
Introduce the client with context about what the capital is for.
We pre-qualify and come back with realistic amounts and timing.
You find out whether the budget is fundable before you build the plan around it.
Commission pays the week of funding.
For accountants and bookkeepers
ViewFor CPA firms
ViewFor equipment dealers and vendors
ViewFor commercial real estate brokers
ViewFor commercial insurance agents
ViewFor business brokers
ViewFor franchise consultants and brokers
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