For partners
Give your clients a straight answer on cash flow
CPAs, bookkeepers, payroll providers, billing companies and attorneys see cash-flow problems first. Send clients to someone who'll show them real options and treat them well.
For advisors and service providers
- Your client stays yours. We handle financing only and keep you in the loop if they want us to.
- Plain-English comparisons you can review with them.
- No cost to your client. Our help is free to them.
- Fast response: a reply within one business day of any introduction.
Referral arrangements are available where your professional rules allow. Some professions, including CPAs, have disclosure rules or limits on referral fees. We'll work within yours.
Good times to send a client our way
- Payroll keeps getting tight while receivables grow
- They just landed a big contract with slow payment terms
- They're on a merchant cash advance and want out
- They're already factoring and unhappy with the fees
- The bank said no to a credit line
For funders
We bring you prepared, matched files: businesses that fit your industries, size and credit box, with documents gathered and expectations set. If you'd like to be part of our network, we'd like to talk.
- Clear deal registration and documentation on every referral
- Honest representation of your terms to clients
- Ongoing relationship support after funding
Work with us
Tell Ryan what you need
An advisor with a client in mind, or a funder who wants to see our files: send a few details and Ryan replies within one business day. No pitch, no pressure.
- You send this form. Takes about a minute.
- Ryan replies by email within one business day with how we'd work together.
- Advisors: we agree how introductions work and what you get back. Funders: send your credit box and we send fitting files.
Prefer to talk? Book 15 minutes or call (727) 353-2577.