Over the past few months, I’ve shared with you some lending successes Newtek has had for business owners. As these cases demonstrated, we are able to provide a wide range of funding to a wide variety of businesses.

Whether or not you have talked about business financing in the past, I encourage you to be proactive in these discussions with your clients and prospects. In fact, here are five reasons why this should be a regular part of your conversations:

  1. To get a worthwhile conversation with an HNW client about their business needs
  2. To help you avoid losing AUM to a competitor because your client doesn’t know that you can deliver a lending solution for their business
  3. To help you attract AUM by offering the lifeblood of a business (capital) to prospects who own businesses
  4. To help you secure a seat at the table for Business Transition/Liquidity Events
  5. To help you continue to be the Trusted Advisor that your clients and relationships want in their financial advisor

Newtek is a trusted partner with UBS and has the business financing capabilities to meet the needs of your clients and prospects.

  • Business Term Loans – Now up to $15mm
  • Owner Occupied Commercial Real Estate Loans – Now up to $15mm
  • Secured Lines of Credit – up to $2mm

For more specifics on the program, or to have an opportunity pre-screened, please contact your Private Banker or me directly.


Adam E. Epstein
Director - Strategic Alliances
Newtek Business Services Corp.
Office: 212-273-7752
Cell: 917-743-4898