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TOOLS AND GUIDANCE

Resources

Tools and guidance that help business owners and investors make informed capital decisions before, during, and after the financing process.

CLIENT LIBRARY

Practical Financing Resources

Commercial Financing Glossary

Plain language definitions for the terms that appear in term sheets and loan documents, from debt service coverage and loan to value to prepayment penalties and covenants.

 

SBA Program Overview

A side by side look at the SBA 7(a) and 504 programs, including eligible uses, typical down payment expectations, and the timeline from application to funding.


 

Loan Readiness Checklist

The financial statements, tax returns, rent rolls, and entity documents lenders request most often, organized so you can assemble a complete package before you apply.

 

Commercial Real Estate Financing FAQ

Answers to the questions investors ask most, including how appraisals affect proceeds, what lenders look for in a sponsor, and how quickly a transaction can realistically close.
 

Capital Strategy Guide

A framework for matching financing structure to business objective, covering when to use a line of credit, a term loan, bridge debt, or long term permanent financing.

 

Referral Partner Toolkit

Everything a referral partner needs to introduce a client with confidence, including qualifying questions, the information we need up front, and how commissions are paid.

 

Need guidance on which option fits your situation?

Our team will walk through your objectives and point you toward the structure and documentation that make the strongest case to lenders.
 

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