About Us

SMB Lending Strategies is a multi-dimensional consulting firm focused on helping a diverse group of clients address challenges and achieve their varied, respective goals, using a well-designed, well-executed business lending offering to achieve key strategic initiatives, capture opportunities, unlock desirable customer segments and drive revenue.

We are well-versed in all aspects of strategic business lending relationships from varying vantage points. We have built programs for lenders looking for strategic referral partners to grow their volume and for financial services firms and other entities with large numbers of business owner clients looking to meet their own, organic businesses goals.

We focus on helping our clients:

• Identify and build mutually beneficial business lending referral partnerships
• Develop and execute sales and marketing strategies to drive more opportunities
• Screen borrowing requests and deliver appropriate, targeted solutions
• Address lending process issues impacting customer experience and overall success

While we are a great fit for most businesses that serve a business-owner clientele that could benefit from access to capital, we work most closely with:

• Financial Services Firms
• Independent Advisory (RIA)/Broker-Dealer Firms
• Banks
• Non-Bank Lenders
• Lending Advisors
• Asset-Based Lenders
• Specialty Lenders
• (And of course) Business Borrowers

While the opportunity is significant, a journey into business lending and the strategic partnerships space brings some critical nuances that just don't come up in the standard sales and business development process. 

As a driver who’s been down this road many times before, we are able to offer a cost-effective, time-saving approach to avoid what in less experienced hands, risks turning into a complicated, expensive, potentially embarrassing boondoggle. 

We know which relationships are likely to offer significant value and what resources and commitments will be required to unlock their full potential. We know how to build these relationships, create crucial awareness, what works and of equal importance, what has historically proven to be a waste of time and resources. 

As a consultant that is not tied to any single provider, we are able to offer our partners strategies, solutions and options that are unbiased and based on our deep experience and market presence, offer the best fit to meet their specific needs.