Referring Business to Accumulated Benefits & Associates

At Accumulated Benefits & Associates, we bring functional experience to small business entrepreneurs, creating executable winning financial strategies. We are passionate about always providing value in our services to clients and doing the right thing for the benefit of our clients.

Each year, a growing portion of our small business clients are referred to us by local professionals such as bank loan officers, accounting professionals, attorneys, and many others. At Accumulated Benefits & Associates, we value these referrals and your trust in us to treat your customers as our own. Once a referral is received, we always respond with the utmost professionalism and courtesy.

Types of Clients Referred to Us

Below are just a few of the types of clients referred to us by our professional partners.

PARTICIPATIONS: Often a banking prospect or client requires "specialty" financing a traditional bank cannot provide. In many cases, Accumulated Benefits & Associates can provide the financial "catalyst" to get the deal done.
PROBLEM ACCOUNTS: We specialize in assisting "special assets" officers in placing clients who are out of formula or may no longer meet their bank's strict lending guidelines.
NON-QUALIFIED CUSTOMERS: Often banks will have "good" customers who are unfortunately unqualified for traditional bank lending. Rather than strictly turning down valued customers, it is almost always best to help find a financial solution to their problem. In cases of asset-based finance, Accumulated Benefits & Associates can help.
CO-LENDER: In some cases, a qualified co-lender is required for asset-based finance in real estate transactions. Accumulated Benefits & Associates specializes in subordinations and deals requiring inter-creditor agreements.

Contact Us for a Confidential Consultation

If you would like to discuss a prospective referral in confidence, simply give us a call. We will be able to quickly ascertain whether our services can be beneficial before the actual referral.

Find Out More and Explore Our Capabilities

One of the best ways to further explore our capabilities for you and your referred clients is to request our FREE booklet, "When Banks Say NO!...The Small Business Guide to Factoring." Its FREE, from Accumulated Benefits & Associates. (click here to order)