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 Morgan Stanley 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

Of course, there is an additional benefit to you as Morgan Stanley Financial Advisors earn referral fees for loans that close.

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