REFERRAL PARTNERS
Your client relationship. An experienced SBA connection.
Bring the transaction into focus without losing the client relationship. TriPoint draws on real, senior-level SBA lending relationships to consider thoughtful introductions for viable opportunities. We stay involved to coordinate the introduction and clarify next steps; lenders own underwriting, decisions, and closing.
WHO WE WORK WITH
For professionals guiding pivotal business decisions.
Business brokers and M&A advisors supporting acquisitions and partner buyouts. CPAs, attorneys, and fractional CFOs advising on financing structure, business growth, and eligible debt refinancing. Commercial bankers considering a client’s SBA financing needs. Franchise and commercial real estate professionals supporting expansion and qualifying owner-occupied property transactions. Business advisors helping clients evaluate their next step.
WHAT PARTNERS CAN EXPECT
Clear communication. Thoughtful introductions.
Responsive communication — We discuss the transaction directly and clarify the next appropriate step, keeping communication focused on your client’s financing needs.
Realistic expectations — We discuss the opportunity and financing considerations without promising qualification, approval, or financing.
Experienced relationships — Senior-level relationships within SBA lending, with attention to a lending team’s appetite and the needs of the deal.
A clear handoff — For viable opportunities, we help coordinate an appropriate lender introduction and clarify who manages each next step.
Respect for the advisor-client relationship — We discuss your role and communication preferences at the outset so the referral supports, rather than replaces, your advisory relationship.
THE NEXT STEP
Start with the transaction—not a document upload.
Book a conversation with TriPoint about your role, the broad financing need, and approximate transaction size. We can clarify whether a preliminary review is appropriate and agree on a practical next step. Do not send sensitive financial documents by email; required financial information should be requested and handled securely when appropriate.
TriPoint facilitates relationships. The lender is responsible for eligibility, underwriting, credit decisions, terms, and closing. A preliminary review is not a loan application, approval, commitment, or offer of financing.