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SMALL BUSINESS ADVISING

PRE + POST LOAN ADVISING
DESIGNED FOR YOUR SUCCESS

GetAdvice@CDCLoans.com

WORK WITH SEASONED ENTREPRENEURS

Access knowledge and resources from small business experts

GET APPROVED

Pre-loan support to help you take the necessary steps to get the financing you need

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POST-LOAN ADVISING

At your service to help you grow and succeed with smart business decisions

Your Go-To Business Advising Team

Along with providing loans, CDC Small Business Finance offers knowledgeable and accessible small business advisors to help you navigate your business needs pre and post loan. Our proven team of experts will provide support on everything from credit repair to financial reporting to business strategy. Business Advising offers:

  1. Complimentary services to potential & existing borrowers.
  2. Advice tailored to your specific needs and industry right when you need it.
  3. Work with a supportive small business advisor with expertise in a full range of business topics.
  4. Recommendations & access to valuable resources including professional services, business templates, apps, software & more.
  5. One-on-one customized business advising.
  6. Help with credit improvement, business plans, financial reporting, daily operating challenges, business strategy, opportunity evaluation and other personalized services
  7. Actionable tips, tools and techniques
  8. Online and in-person workshops

Contact Our Business Advising Team Today!

Chuck Sinks, Senior Business Advisor, with Ciro Delgadillo, the President and CEO of Ciros Landscaping, who received business advising which was critical in helping Ciro sustain his business during challenging economic times.

30% off QuickBooks Online

QuickBooks has partnered with us to ensure more small business owners can take advantage of their great software.  Click below to get the 30% off discount for CDC Small Business Finance borrowers and potential clients.

Get 30% off QuickBooks Online

Why Quickbooks Online:

CDC Small Business Finance knows first hand that businesses see more success when they prioritize tracking and monitoring their financials.  We recommend QuickBooks Online as a tool to help you stay on top of your financials so you can make smart decisions for your business.

 

With QuickBooks Online you can easily access and manage your books from your computer, laptop, or smartphone anytime you choose. QuickBooks also helps you processes your invoicing, billing, tracks projects, time tacking, easily capture receipts, pay bills, tracks mileage and more.

 

Ready to learn more? Sign up for QuickBooks Online today and receive 30% off.

You’re not alone: Pre-Loan Advising

By working with our Business Advisors you have an experienced small business expert on your side. We understand the challenges you face and offer solutions that are actionable and realistic based on your business. Learn more about our pre-loan program:

  • 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 to potential & existing borrowers.
  • Advice tailored to your specific needs and industry right when you need it.

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 5 years from now to get advice on best strategies to meet your goals and help with big or small business decisions. We offer:

  • 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 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.

Why work with CDC Small Business Finance:

  1. Complimentary and custom advice from the nation’s leading nonprofit lender.
  2. We have helped over 12,000 businesses grow, expand and create thousands of jobs in their communities.
  3. Our advising services and loan products are designed to help you build a strong and sustainable business.

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