You are usually months ahead of the owner in knowing that capital is coming. Refer the funding, keep the advisory relationship, and get paid when it closes — without becoming a broker.
When you see one of these, that is the moment to make the introduction.
| What you notice | Likely program |
|---|---|
| Receivables stretching past 45 days | Invoice factoring |
| Payroll funded from the owner's personal account | Working capital |
| Seasonal revenue with lumpy expenses | Line of credit |
| Stacked advances choking daily cash | Consolidation |
| Owner buying a building or a competitor | SBA 7(a) and 504 |
Introduce the client with a sentence of context — no forms for you to fill out.
We take the application, collect documents, submit to the right funders and negotiate.
You see every offer if the client wants you in the loop, and we will explain the pricing to you directly.
Commission pays the week it funds, against a schedule you saw before your first referral.
For 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 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