Current Borrowers
CDC Small Business offers small business loan advisors to minority small business owners.

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 improvementbusiness plans, financial reporting, daily operating challenges, business strategy, opportunity evaluation and other personalized services
  • Actionable tips, tools and techniques
  • Online and in-person workshops

or learn more about our loan products: Small Business Loans and Commercial Real Estate Loans

Financial Knowledge is a Must

BUISNESS ADVISING FINANCIAL Play video
“Our business advisor gave us tips on finances, creating new streams of revenue and pointers on reducing expenses”
— Karina Sanchez, Co-owner, Waterhorse Charters

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
Wells Fargo: A partner for our Small Business Advisors resource

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.

Chuck Sinks, CDC Small Business Finances's Senior Business Advisor works with Karina, co-owner of Waterhorse Charters

Business Advising / Financial Skills

business advising

Business Advising / Valued Guidance

Business Advising / Projections

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.
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