Referral Sources

Bankers

As a commercial lender you are probably experiencing one of the most challenging times in your career. After spending countless hours establishing and fostering strong relationships with your clients, you may be forced to decline a loan request or to ask a client to move their loan to another lender. You’re in the relationship business, so you don’t want to leave them high and dry, but the current credit environment has you wearing multiple hats and leaves you with precious little time to do more than what your employer is requiring of you. When a valued client needs financial assistance that you are unable to provide, you need a resource you can trust to provide a level of service and expertise that your clients have come to expect.

CPAs

As a CPA you have become a trusted financial advisor to your clients. You are often the first call they make when in need of a variety of professional services, especially financial guidance. Your focus is on keeping up with ever-changing tax laws and counseling clients with regard to any related accounting issues. You can’t possibly keep up with ever-changing lender criteria as well. When a valued client needs financial assistance that you are unable to provide, you need a resource you can trust to provide a level of service and expertise that your clients have come to expect.

Attorneys

As a corporate attorney you have become a trusted advisor to your clients. You are often the first call they make when in need of a variety of professional services, including financial guidance. In today’s difficult economic environment, you probably have clients reaching out to you for counsel related to legal action their bank is threatening to take in response to broken covenants in loan agreements. When a valued client needs financial assistance that you are unable to provide, you need a resource you can trust to provide a level of service and expertise that your clients have come to expect.