Advisory Services

Business Financing Consultation

Stop guessing which loan to apply for. Get expert guidance from financing advisors who work with 50+ lenders and know exactly what you qualify for.

15 minutes to explore your financing options
$500M+

Total funding secured

10K+

Businesses funded

50+

Lending partners

Common Challenges

Sound familiar?

Banks keep rejecting your applications

You've applied two or three times, been told 'no' or 'not right now,' and each rejection dings your credit. The problem isn't your business — it's that you're applying to the wrong lenders.

Loan options are overwhelming and confusing

SBA 7(a), 504, term loans, lines of credit, merchant cash advances, revenue-based financing — the options are endless, the terms are opaque, and nobody explains the tradeoffs clearly.

Predatory lenders target small businesses

Some online lenders charge effective APRs of 50–100%+ buried in factor rates and daily deductions. Without an advisor, it's easy to sign a deal that puts your business at risk.

You don't know what you actually qualify for

Your revenue looks good but your credit is fair. Or your credit is great but you've only been in business 18 months. Every lender has different criteria, and guessing wastes time and credit pulls.

How We Help

From strategy to execution

Every engagement is tailored to where you are in your AI journey. Pick what you need, or let us design a custom approach.

Financing Assessment

We review your business financials, credit profile, and capital needs to determine exactly what types of financing you qualify for and what makes sense.

Deliverable:

Financing options report with recommended products and estimated terms

Lender Matching

We match you with lenders from our network of 50+ financing partners based on your industry, revenue, credit profile, and specific needs.

Deliverable:

Curated lender matches with rate estimates and approval likelihood

Application Preparation

We help you assemble a complete, compelling application package. Business plan summaries, financial statements, projections — everything lenders need to say yes.

Deliverable:

Complete application package ready for lender submission

SBA Loan Guidance

SBA loans offer the best rates and terms, but the application process is lengthy. We guide you through every step and connect you with SBA preferred lenders.

Deliverable:

SBA application support with preferred lender introductions

Credit Improvement Strategy

If your credit profile is holding you back, we identify specific actions to improve your score and bankability, then revisit financing options once you're ready.

Deliverable:

Credit improvement action plan with timeline and milestones

Ongoing Advisory

Business financing isn't one-and-done. As you grow, your needs change. We monitor rates, identify refinancing opportunities, and help you plan future capital needs.

Deliverable:

Quarterly financing reviews and proactive refinancing alerts

Why Us

Not your typical consultants

50+ lending partners

We work with banks, credit unions, SBA lenders, alternative lenders, and specialty financing companies. More options means better matches for your business.

No cost to borrowers

Our advisory services are free to you. We earn commissions from lenders when deals close. Our incentive is to find you the best financing, not the most expensive.

Financing experts, not salespeople

Our advisors have years of experience in business lending. They understand underwriting, know what lenders look for, and advocate for your business — not a quota.

"I'd been rejected by two banks before I called Breakwater. They matched me with a lender I'd never heard of, and I was funded in a week. Should have called them first."
S

Small Business Owner

Restaurant

$500M+

Total funding secured

10K+

Businesses funded

50+

Lending partners

Ready to find the right financing?

15 minutes to explore your financing options. No sales pitch—just an honest conversation about what's possible for your business.

Free consultation • No commitment required