March 8, 2026
CPAs and Fractional CFOs: How to Help Clients Access Business Financing
How advisors encounter financing needs, common client funding scenarios, and how to refer clients while staying compliant.
Resources
Articles & Resources
Educational content for brokers, lenders, vendors, ISOs, and advisors. Practical guidance on exposure caps, declined deals, referral agreements, equipment financing, and more.
Latest Articles
March 5, 2026
Understanding Clawbacks in Commercial Lending Referral Agreements
What are clawbacks, when can referral commissions be clawed back, and how do they affect referral partners?
March 1, 2026
Equipment Financing vs. In-House Vendor Programs: When to Use Alternative Lenders
When does in-house financing fall short? Learn when equipment vendors should look outside their standard programs.
February 28, 2026
Why Deals Get Declined: A Guide for Brokers and Referral Partners
Understanding the main reasons lenders decline business loans—and when a decline still has options elsewhere.
February 15, 2026
When Your Lender Hits Exposure Caps: What Brokers and Lenders Can Do Next
Lender exposure caps can stop deals in their tracks. Learn what options exist when a lender has maxed out exposure and how to preserve the client relationship.
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