Help your clients become funding-ready before they apply.
SLG Advisers helps business owners understand how lenders view their financial profile, what may be holding them back, and what to fix before they pursue funding.
Built for CPAs, bookkeepers, lenders, brokers, and advisors who want to give clients a clearer path without becoming a lender, broker, or funding consultant.
Why partners refer to SLG.
Business owners are applying blind. Their advisors see the damage.
Business owners often apply for funding without knowing how a lender will interpret their file. They get declined, take credit hits, become frustrated, or accept expensive financing because they do not understand the real issue.
Declined without explanation
Banks issue an adverse action letter, but the client never learns what part of the file actually killed the deal.
Strong revenue, weak approvals
The top line looks healthy. The financials, after lender adjustments, tell a completely different story.
Heavy write-offs, low taxable income
Strategic deductions help on the tax return and hurt on the loan application. Most owners never see this coming.
Confused by underwriting
DSCR, PTI, add-backs, global cash flow — the language is unfamiliar and the requirements feel inconsistent.
Considering expensive MCAs
Without options, owners default to short-term advances that quietly damage long-term lendability.
Preparing for SBA, unsure if ready
The owner wants to apply. The advisor suspects gaps. No one has a structured way to verify before the file gets pulled.
SLG gives those clients the underwriter's view before they apply.
Send us clients who say things like this.
If a client has said any of these to you in the last 90 days, they need SLG. Keep this list in mind — it'll trigger the right referrals at the right moments.
We help business owners understand how lenders see them.
SLG reviews tax returns, bank statements, debt schedules, credit information, and business documents to create a clear capital-readiness report and roadmap.
Every report includes all of this.
Review
Activity
Obligations
Analysis
Review
Check
Roadmap
We do not guarantee approvals. We clarify readiness, risk, and positioning.
A referral relationship that protects your client relationship.
You finally have an answer
When clients ask why they were denied or whether they are ready for funding, you have somewhere credible to send them.
Your client stays yours
SLG does not replace the CPA, bookkeeper, attorney, lender, or advisor. We analyze the funding-readiness gap and send the client back better informed.
Simple referral income
Partners earn a flat commission for every closed Full Report referral. No tiered confusion, no chargebacks, no recovered fees.
No quotas or exclusivity
Refer when it makes sense. No monthly minimums. No pressure. No exclusive relationship required to participate.
Transparent tracking
Partners see referral status, report progress, and payout activity directly through the partner portal.
No lender conflict
SLG is not a lender or broker and earns nothing from lenders. The analysis stays independent and client-funded.
The detailed referral fit checklist.
Where we step aside.
Pre-revenue businesses, clients looking for guaranteed approval, or anyone expecting SLG to place the loan for them. We are not the right fit, and we will say so directly.
Five steps. Simple for you. Clear for the client.
You refer the client
Partner submits through the portal, uses a unique referral code, or makes a warm intro.
Client completes intake
SLG collects required documents through a secure digital intake process. No partner work needed.
SLG builds the report
We review financials, cash flow, debt structure, credit profile, and readiness factors.
Client receives the roadmap
Client gets a capital-readiness report with a clear 30/60/90 day improvement plan.
Partner gets paid
Once the Full Report closes and payment clears, partner commission is paid by ACH on the weekly payment cycle.
Simple. Flat. Weekly.
Flat partner compensation, paid weekly after the client's payment clears. No tiers, no hidden payout rules, no complicated commission math.
If you're a CPA, licensed professional, or work at a financial institution — read this.
Some CPAs, licensed professionals, or employees of financial institutions may need to disclose referral compensation or confirm their firm allows it before joining a referral program. SLG provides standard disclosure language upon request, but each partner is responsible for following their own professional, licensing, and employer rules. If you're unsure, ask us during your overview call and we'll walk through it with you.
Real trust starts with honest limits.
What SLG is
What SLG is not
We help clients understand their funding position. The lender still makes the lending decision.
They came to you. They stay with you.
The hidden fear behind every referral: losing the client. Here is how we make sure that never happens.
We do not replace you
Clients still rely on their CPA, bookkeeper, attorney, lender, or advisor for their normal work. We complement, we do not compete.
We do not market unrelated services
No cross-sells. No unrelated offers. No taking over the relationship. The engagement is narrow on purpose.
We keep the engagement narrow
We analyze funding-readiness, deliver the report, and step back. The client returns to you better informed and better prepared.
Questions partners usually ask.
If you have clients who need this, let's talk.
A 15-minute partner overview will show you the portal, the process, the report, and exactly how referrals are tracked and paid.
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