This is the perfect time of year to sit with your Financial Advisors and review their business owner client relationships, to determine their 2020 capital needs. Newtek Business Lending has partnered with (UBS/Morgan) to help your FA’s deliver a reputable resource to meet these needs.

By Working With Your FAs, You Can:
  • Deliver liquidity to help businesses grow
  • Satisfy business owner client needs
  • Attract new clients/assets with a broader offering
  • Be a client’s trusted advisor
Newtek Delivers:
  • Business lending solutions up to $15MM
  • More flexibility to consider “special” situations
  • No cumbersome financial loan covenants
  • Long terms and amortizations (for lower monthly payments)
  • Fixed and variable rate options available
  • Wide variety of eligible industries and uses of proceeds
For more information, approved marketing materials or to screen any potential opportunity, please reach out to me directly.

Thank you,

Adam Epstein
Director - Strategic Alliances
(212) 273-7752
aepstein@newtekone.com