Could Helping Your Clients Access Capital Make You More Valuable to Them?

[Nicholas Floyd]

If you’re a CPA, accountant, tax professional, real estate agent, or financial professional, you probably already have business owners in your network who eventually need access to capital.

You don’t have to become a lender or try to figure out funding yourself.

That’s where a referral partnership can make sense.

I help business owners explore options such as:

• 0% APR business credit cards
• Business lines of credit
• Business loans
• SBA 7(a) financing
• Revenue-based funding
• Equipment financing

The goal is simple: you continue taking care of your client, and I handle the funding side.

And when a referral gets funded, there can be an opportunity for you to earn a referral commission without your client paying you anything for the introduction.

For example, a $200,000 funded referral could equal a $4,000 referral commission.

For those of you who work directly with business owners: how often do your clients ask you where they can find capital?