Referral Partners
A borrower-side resource for your clients heading into review.
If a client is approaching lender review, renewal, field exam prep, refinancing, or diligence — and their AP/vendor support file may become a scramble before outside-party handoff — Forward Advantage can provide a borrower-side review before that pressure arrives.
Make a borrower-side introductionWho this is for
Advisors who serve mid-market borrowers.
Commercial bankers
When a borrower is heading into a field exam, renewal, or borrowing-base review and their AP/vendor file needs to be organized on the borrower side before the review opens.
Outsourced CFOs
When a client's AP/vendor support file isn't organized for outside-party review and the engagement starts in weeks, not months.
CPA partners
When a borrower client faces a lender review, refinancing, or renewal and the documentation support side needs attention before the window opens.
Loan brokers
When a deal has documentation friction on the borrower side and the file needs to be organized before it enters the lender's review process.
PE operating partners
When a portfolio company approaches its first field exam, renewal, or borrowing-base review under new ownership and the AP/vendor file hasn't been organized for outside-party scrutiny.
M&A advisors
When a post-acquisition company faces immediate lender review pressure and the AP/vendor support layer needs to be organized before the first outside-party handoff.
When to make the introduction
Refer when outside-party review is approaching.
- Lender review is scheduled or approaching
- Field exam is on the calendar
- Renewal or refinancing window is open
- New finance leader inherited the file
- Post-acquisition documentation pressure is building
- AP/vendor support file isn't organized for outside-party use
What to say
A simple, safe introduction.
Suggested framing for your client
"If your AP/vendor support file needs to be organized before your lender review, there's a fixed-fee service that handles the borrower side only. Worth a 15-minute call to see if the timing fits."
Scope reminder
What the service covers — and what it does not.
Forward Advantage works borrower-side only. The engagement is fixed-scope, 14 days, and produces a deliverable the borrower owns. No accounting, legal, or lender-facing work. No overlap with advisor scope.
SBPR is not audit, assurance, lender representation, lender approval, legal advice, tax advice, or a third-party reliance opinion. Lenders make credit decisions. Forward Advantage works borrower-side only.
Ready to make a borrower-side introduction?
Reach out and we'll take it from there.
Make a borrower-side introduction