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Partnering with Guidant

A funding partner built for the clients you serve

Guidant helps partners move clients from interest to launch with funding education, compliance-first ROBS expertise, lending support, proactive timeline visibility, and business services that continue long after funding.

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Franchisors
Franchise Consultants
Business Brokers
CPAs & Professionals
Lenders

Why Partner with Guidant

Your clients need more than a transaction. They need clarity, confidence, and a path forward. Guidant helps partners support clients through funding decisions, business launch, and the realities that follow. Whether a client is launching a franchise, acquiring a business, combining ROBS with SBA financing, or exploring how to use retirement funds more strategically, we help make the process easier to understand and easier to navigate.

Funding Products We Offer

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ROBS

Easy Qualification

SBA Loans

Unsecured Loans

Portfolio Loans

Full suite of funding services

We offer a range of business financing options, including ROBS, SBA loans, unsecured loans, and portfolio loans. Many of these options can be combined to create a funding strategy tailored to your clients needs.

Education-first guidance

We help clients understand their options so they can make informed decisions with more confidence.

Compliance-focused support

Our process is built to reduce uncertainty and support clients with a more conservative, well-documented approach.

More than one funding path

We support ROBS and can help clients understand where lending may fit alongside it.

Funding Timeline Predictability & Visibility

For key partner channels, Guidant’s Funding Timeline Predictability approach helps create clearer expectations upfront, with milestone-based updates that make funding conversations more proactive and less reactive.

Responsive & timely

A dedicated specialist who answers quickly, keeps things on track, and helps clients get funded on time.

Support beyond launch

From payroll and bookkeeping to tax and related business services, Guidant helps clients stay supported after funding.

Exclusive post-funding education

Qualified clients also gain access to Guidant’s exclusive ROBS Tax Strategy Course, which extends our value beyond the funding event and helps reinforce confidence around compliance and planning.

Partners We Serve

Franchisors

Help more candidates launch with clearer funding options and better long-term support.

Franchise Consultants

Give candidates practical funding guidance earlier in the journey.

Business Brokers

Help more buyers get to the table with stronger, cleaner financing paths.

Lenders

Bring more clarity to ROBS + SBA conversations with education, documentation, and compliance support.

CPAs & Professional Services

Support clients without losing visibility, trust, or your role in the relationship.

Katie Burckhardt

Business Growth Officer

Ashley Teegarden

Director of Business Development

Paul Cook

Senior Business Development Representative

Beegees Hebert

Business Development Representative

Suzy Granger

Business Development Representative

Michele Simones

Business Development Representative

Robert Hanratty

Business Development Representative

Jason Juric

Business Development Representative

Jordan Stefnik

Business Development Representative

Ready to take the next step?

Become a Partner
Refer a Client