09/10/2026
CPAs,
Occaissonally, your clients may be ask you about financing for their business.
And the answer isn’t always (or shouldn't be) “Talk to your bank.”
An SBA loan can be a useful tool for your clients when they’re looking to:
✅ Acquire another business
✅ Buy or refinance commercial real estate
✅ Expand an existing business
✅ Purchase equipment
✅ Add working capital
✅ Refinance expensive business debt
✅ Start a business with the right circumstances
The bigger opportunity is helping your clients understand when financing makes sense.
That’s where having a good, multi-faceted commercial lending resource can help (SBA, Commercial Term Loans, Commercial Real Estate, Lines of Credit, Equipment Finance, etc).
You don’t need to become an expert in commercial lending. You just need someone you trust to evaluate the situation, explain the options, and give your client an fast, honest answer.
We work with CPAs and other professional advisors as a resource for their clients.
If one of your clients is talking about buying, expanding, refinancing, or needing capital, feel free to reach out before they assume the bank is their only option.
We work for YOU, not the bank.