Refer the financing.
Keep the relationship.
When a client needs financing outside what you offer, we work the deal alongside you and bring real funding options through sources they cannot reach on their own. You stay the trusted advisor, and the relationship stays yours.
Become a Referral Partner →We handle your clients' financing, together with you.
When a client needs financing you do not provide, we work the deal alongside you and bring real funding options through sources they cannot reach on their own. You stay close to the client and remain their trusted advisor. We bring the capital network and the execution, and the relationship stays yours.
Introductions and client details are kept confidential.
The professionals business owners already trust
Accountants & CPAs
Clients who need financing you do not arrange.
M&A advisors
Acquisition and transition debt alongside your deal.
Business brokers
Buyers who need funding to close.
Equipment dealers & vendors
Buyers who need financing to purchase.
What working together looks like
We analyze the need, structure the alternatives, and bring real options through funding sources your client cannot reach alone, fast enough that the deal does not stall. Here is how we work together:
- 1. You bring us inIntroduce us with the context you already have on the client and the need.
- 2. We work the financing with youWe analyze, structure, and source the options, and keep you in the loop the whole way.
- 3. Your client stays yoursThey get the financing they needed, and you stay the advisor who made it happen.
Set up your referral path
Let's start with a conversation to understand your practice and the clients you serve. From there, we set up a clean, simple referral path that works for both of us.