Referral partners
Send us the deals your bank can’t do
CPAs, attorneys, commercial loan brokers, bankers and turnaround advisors see the cash crunch first. We give your clients a fast, honest answer and keep you informed the whole way.
Who we work with
- CPAs and fractional CFOs whose clients are growing faster than their bank line.
- Attorneys handling covenant defaults, forbearance and MCA disputes who need a receivables-based takeout.
- Commercial loan brokers with B2B files that don’t fit a bank or SBA credit box.
- Bankers who want to keep the relationship while a client rebuilds, with an intercreditor where needed.
- Turnaround advisors who need liquidity in days, not quarters.
What you can expect
- A quick read, usually within one business day, on whether a file fits, from $50K to $25MM.
- Files outside the box still get a straight answer and, where possible, a referral elsewhere.
- You stay informed on status, and the client relationship stays yours.
- Referral compensation, where the law allows it, is agreed in writing before you send a file.