CPAs & Professionals

Whether you’re a CPA, a financial advisor or an attorney, if your client’s thinking about making the leap into small business ownership, you’ll want to refer them to someone you can trust. At Guidant Financial, we strive to be that reliable partner, providing candid advice and excellent customer service to both you and your clients.

Benefits of Partnering with Guidant:

High level of customer care

from a dedicated Account Manager, who will guide your clients through the financing process.

Regular updates

on your candidate’s progress.

Transactional assistance

from an experienced team that understands the legalities of small business financing, including Rollovers for Business Start-ups.

Have questions about how Rollovers as Business Start-ups work? offers a free presentation, delivered by our own Senior Counsel Joe Wishcamper, about the legal issues surrounding this financing strategy. The program is free and counts as continuing education credits, but you’ll need to register for a Lawline account to gain access.

Custom Pre-Qualification Tool

As part of your partner package from Guidant, you’ll also receive access to a proprietary pre-qualification tool your clients can use to determine their eligibility for financing. This tool comes equipped with a unique URL that’s tied to your Guidant account so you can easily keep track of leads, and it can be branded with your logo to provide a customized experience.

Click the image below to test the pre-qual tool for yourself.

[parter_example_prequal text=”Test the Pre-Qualification Tool” link=””]