A More Valuable Business Partner

A valuable partnership begins with a generous mix of flexibility, compromise, forgiveness, and accountability. Add in a healthy dose of understanding and a shared philosophy and you have the right recipe for a rewarding relationship that will last.

I always want to know what is important to my prospective clients when it comes to choosing the right financing partner. I look to understand their business models and what drives their decisions. More often than not, these clients are seeking the lowest rate they can find above all else. I certainly respect their honesty because at the end of the day, cost is important. It affects a company’s bottom line and reduces gross profit margins. Of course this is a primary concern!

However, for me to be a truly valuable partner, it is my job to look beyond just the numbers. I want to get to know the business itself. How did the business start? What motivates the business owner each day? What setbacks and challenges have they encountered and how did they push past… or can I help them do that now? My understanding of what drives their decisions plays a key role in a great partnership. It is the insight I need to customize the best financing solution for them.

I hold myself accountable, to always do the best I can for my client. But a valuable partnership is not a one-way street, it requires a mutual understanding to be successful. We both may not receive everything we are seeking. Just like buying a house, there are going to be some things that are non-negotiable while others can be tweaked and adjusted. Asking the right questions while being fully transparent lets me know where I can be flexible, allows me to scale with them in their growth and compromise when I can. I’m here to serve my clients and be the best partner I can be, to help my clients meet their goals and grow their businesses.