Simplifying SBA Lending for You and Your Clients
Trusted Solutions Without Adding to Your Workload
Your clients turn to you for financial clarity and guidance. When they ask about SBA financing, you need answers you can trust—and a lending partner who protects your reputation.
We make SBA lending easy for you and seamless for your clients.
Why CPAs Refer to Alliance Capital
Expert Guidance
We provide the SBA knowledge and underwriting insights your clients need. And that means you don’t have to play loan officer.
Communication
Your time is valuable. We handle the process directly with your client while keeping you informed on key milestones.
Financially Aligned
We collaborate with you to ensure the loan structure supports your client’s tax planning, debt strategy and long-term goals.
Creative Structuring
We help clients understand what’s possible—not just what’s easy. From acquisitions to refinancing, we bring options to the table.
The CPA’s Guide to SBA Loans
Help Your Clients Grow—Without Adding to Your Workload
This short, practical guide gives you clarity and confidence when SBA questions arise.
Inside You’ll Find:
- Overview of SBA 7(a), 504 and Express loan options
- How loans impact tax strategy, P&L and debt ratios
- Key financial documents clients will need
- Signs your client may benefit from SBA financing
- How Alliance Capital keeps the process smooth—for both of you
- Debt refinancing strategies that align with long-term financial health
Download This FREE Resource Now
Get instant access to The CPA's Guide to SBA Loans
Let Us Be Your SBA Lending Resource
Referring a client shouldn’t feel risky. At Alliance Capital, we simplify the lending process, protect your time and give your clients the expertise they deserve.