Partnering With Us

We have one goal - To help our clients be successful business owners. 

Our trusted partners share that goal and work with us to help you achieve it.

We want to set your candidates up to succeed.

So we’ll work with you to pre-qualify candidates as early in the process as possible.

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Franchising Partners

Franchisors  | Consultants | Brokers

Our process allows you to focus time and resources on clients who are ready to buy a business. We’ll also help candidates who aren’t quite ready by guiding them toward the steps they’ll need to take to be ready in the future.

We take a consultative approach with every client. It’s a personalized experience that helps give clients the confidence they need to move forward with the funding option they’re most comfortable with.

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To make client funding quicker and easier for our franchising partners, we provide customized, co-branded educational resources that fit seamlessly into your existing process. We also have a Franchisor Relations Team dedicated to helping franchise systems integrate funding programs, in order to identify qualified candidates up front to grow the brand more quickly.

Learn how we can help you and your candidates with a proven funding strategy.


We have an extensive network of top-rated franchise and small business lenders.

Because we only present comprehensive, ready-to-be-approved loan requests from highly qualified candidates, the financial institutions we work with are able to close more deals with lower risk.

That often translates into long-term business relationships with our clients, as many institutions also assist with future expansions.


By using our FranPlan as a cash injection, it’s easier for our clients to meet the requirements necessary for SBA and conventional loan approvals. 

Learn about the benefits of joining our lending network >>>

CPAs & Professionals

After we get our clients the funding they need to start their business, they often have the need for additional business services and we are happy to connect them with our trusted partners.

At the same time, if you're working with someone who's exploring business ownership and would like to learn more about funding options, let us know. That's what we're here for.

Learn how we can work together to help our clients be successful business owners >>>

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Become A Partner

Is there someone you’d like to send our way? Great.

Submit their contact information using the form below and let us know you’re interested in working together. Interested, but don't have a candidate? That’s okay too.

Send us a note and we'll talk.