Small Business Advisors
Your Go-To Business Advising Team
Along with providing loans, CDC Small Business Finance offers knowledgeable and accessible small business advisors to loan applicants and current borrowers — pre and post loan. Our proven team of experts will provide support on everything from credit repair to financial reporting to business strategy.
Work with Seasoned Entrepreneurs
Access knowledge and resources from small business experts
Get Approved with Pre-Loan Support
Pre-loan support to help loan applicants get approved
Personal Post-Loan Advising
We help you grow and succeed with smart business decisions
Business Advising offers:
- Complimentary services to loan applicants and existing borrowers
- Advice tailored to your specific needs and industry right when you need it
- Work with a supportive small business advisor with expertise in a full range of business topics
- Recommendations and access to useful resources including professional services, business templates, apps, software and more
- One-on-one customized business advising
- Help with credit improvement, business plans, financial reporting, daily operating challenges, business strategy, opportunity evaluation and other personalized services
- Actionable tips, tools and techniques
- Online and in-person workshops
Ready to Get Started?
or learn more about our loan products: Small Business Loans and Commercial Real Estate Loans
Financial Knowledge is a Must
“Our business advisor gave us tips on finances, creating new streams of revenue and pointers on reducing expenses”
Support Throughout the Loan Process
You’re not alone: Pre-Loan Advising
Loan applicants recommended to our business advising team get an experienced small business expert on their side. Our business advisors understand the challenges you face and offer solutions that are actionable and realistic based on your business. Learn more about our pre-loan program:
- Advice tailored to your specific needs and industry right when you need it
- Business owners recommended to business advising work with a supportive small business advisor with expertise in a full range of business topics
- Recommendations & access to resources including professional services, business forms & templates, apps, software & more
- Complimentary services
Smart Success with Post-Loan Advising
Now that your business has the capital it needs, our business advising team is always in your corner to assist you. Turn to our advisors right away or five years from now to get advice on best strategies to meet your goals and help with big or small business decisions. The team offers:
- Support for current borrowers to help you run your business better, faster and on budget
- Complimentary services customized to your individual business needs
- Advisor that are available anytime
- Strategies that help build equity in your small business
- Tools and tips so you can make more money and save more money all while saving time
- Support to improve bookkeeping, accounting and internal fiscal controls
- Source, a weekly e-newsletter with tips you can apply to your business immediately
Our Partner
Our Business Advising Services are made possible through Wells Fargo’s Open for Business Fund, a roughly $420 million small business recovery effort across the U.S. to help small business owners recover and emerge from the pandemic even stronger and more resilient.
Business Advising / Financial Skills
Business owner studies accounting to bolster the success of the business
Business Advising / Valued Guidance
How business coaching helped beer aficionado launch tasting room and brew-supply shop
Business Advising / Projections
Early stage guidance helps refine projections and test the concept to measure demand
Our Mission is Your Success
We’re in this together. As a nonprofit lender, our passion is helping your business grow and thrive. Our Business Advisors look forward to getting to know you and your business and working with you to support your success.
- Complimentary and custom advice from the nation’s leading nonprofit lender.
- We have helped over 12,000 businesses grow, expand and create thousands of jobs in their communities.
- Our advising services and loan products are designed to help you build a strong and sustainable business.