CPAs & Financial Professionals

We’re Better Together

Whether you’re a CPA, a financial advisor or an attorney, if your client’s ready to make 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.

Full Suite of Small Business Funding Services

We offer a variety of business financing options, most of which can be combined to produce the total amount of desired startup capital.


401(k) Business Financing

401(k) Business Financing

Debt-free financing using retirement funds, with no tax penalties.

SBA Loans

SBA Loans

Clients can borrow up to $5 million in capital with this traditional loan.

Unsecured Loans

Unsecured Loans

Those who need fast funding may want to utilize this method, which requires no collateral to qualify.

Portfolio Loans

Portfolio Loans

This securities-based credit line option has zero credit requirements.

Equipment Leasing

Equipment Leasing

Clients can avoid the hassle of purchasing equipment enjoy the flexibility of leasing.

How it Works

How a partner referral works

Why CPAs and Financial Professionals Love Partnering With Us


Legal, Debt-Free Financing

The Employee Retirement Income Security Act of 1974 (ERISA) enabled the legality of 401(k) business financing.

The Best in the Business

We boast the largest specialized staff in the industry, so you can rest assured your candidates are in good hands.


We’ll work with you to get your candidate to the finish line, with detailed progress updates each step of the way.

Clarity on Key Requirements

We’ll supply you with the structural requirements and personal responsibilities to make your client’s transaction run smoothly.

Learn more

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Interested in referring a client?

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