SBA Lending Support That Strengthens Your Client Relationships
A Strategic Financing Resource for Business Owner Clients
As a financial advisor, your clients rely on you for long-term vision and strategic guidance. When business growth requires capital, you need a lending partner who shares your focus on financial health, tax impact and risk management.
We make SBA lending a natural extension of the planning process.
Request a Proposed Purchase ScenarioWhy Financial Advisors Refer to Alliance Capital
Strategic Fit
We align SBA financing options with your client’s broader financial plan so short-term capital needs don’t compromise long-term goals.
Financial Planning Insight
We understand how lending intersects with retirement planning, succession strategies and wealth preservation, giving you a resource you can trust.
Risk-Aware Structuring
We structure SBA loans with a careful eye on cash flow, repayment and financial ratios, helping your clients borrow smart without overextending.
Communication
We keep you in the loop without overwhelming your inbox. Our goal is to support your work, not interrupt it.
The Financial Advisor’s Guide to SBA Loans
Support Your Clients’ Business Growth Without Complicating Their Financial Plan
This short, practical guide helps you identify SBA loan opportunities that align with smart planning and financial stability.
Inside You’ll Find:
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Overview of SBA loan programs
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How SBA loans fit into business and personal financial strategies
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Indicators that a client may benefit from SBA financing
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Key questions to ask before making a referral
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How Alliance Capital protects your relationship and simplifies the process
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Financing and refinancing strategies that support long-term wealth goals
Download This FREE Resource Now
Get instant access to The Financial Advisor's Guide to SBA Loans
 Let Us Be Your SBA Lending Resource
Referring a client shouldn’t create uncertainty. At Alliance Capital we deliver SBA lending solutions that align with your advice, protect your relationship and keep your client on track financially.
