Introduce the context
Your role, your client’s goal, transaction type, capital need and deadline.
PROFESSIONAL CAPITAL REFERRALS
Your client has a financing gap.
Start the capital conversation.
Business brokers, CPAs and accountants can bring ITM Enterprise a buyer financing gap or a client capital need. Start with a focused conversation about the transaction, available records and next steps.
Book a Referral ConversationKNOW WHAT COMES NEXT
Bring the client need. Agree on the next step.
Introduce the financing question with your client’s permission. Discuss how you want to remain involved before sharing private records.
Coordinate the introduction
Agree on client contact, information sharing and each party’s role in the next conversation.
Agree on the next step
Any further advisory work, document-sharing process, scope and applicable fees are agreed separately.
An initial inquiry or appointment is not a financing approval or a commitment to a full consulting engagement. Lenders and capital providers make their own decisions.
01 / BUSINESS BROKERS
A buyer needs a workable capital plan.
Bring the financing question into the transaction early, alongside the purchase terms and business records.
Acquisition financing gaps
SBA or other acquisition financing, buyer contribution questions, equipment-heavy purchases, and working capital after closing may need coordinated review.
Explore acquisition financing ↗A transaction at risk
Explain what is holding up the deal, the deadline, the buyer’s experience, the target-company records available, and what has already been tried.
Discuss the financing issue ↗02 / CPAs & ACCOUNTANTS
Your client’s next capital decision
Business capital
Clients may need SBA financing, acquisition capital, working capital, equipment financing, refinancing or business debt optimization. Introduce the goal and timing so the appropriate path can be discussed.
Explore SBA financing ↗Commercial real estate capital
Owners may need acquisition financing, refinancing, bridge or rescue capital, loan maturity options, construction completion or recapitalization. Begin with ownership, current debt, property cash flow and the capital need.
Explore CRE financing ↗03 / PREPARE THE CONVERSATION
A short summary is enough to start.
What to bring
Your company and professional role; the client’s goal; transaction type and state; approximate capital need; deadline; records available; and the financing issue requiring attention.
Get the client’s permission before sharing their information. Keep private financial documents out of a general booking message. Agree on the appropriate document-sharing process during the conversation.
Stay involved in the introduction
Use the call to discuss the opportunity, relevant capital paths, records needed, and whether further review makes sense. Confirm who will communicate with the client and how you want to stay involved before making the introduction.
Book a referral conversationData center capital or an early powered-site signal?
Developers and owners have a dedicated capital review. Brokers, CPAs and landowners can use a separate site-opportunity intake without presenting raw land as lender-ready.
Explore data center & digital infrastructure financing →Organize the financing request before lender outreach.
For business owners, acquisition buyers, CRE owners and data center sponsors who need help clarifying the capital request, organizing records and identifying readiness gaps. Start with the transaction, available documents and timing.