Why Referring Clients to Green Zone is a Win-Win for Bankers and Accountants
As a trusted banker or accountant, your clients rely on your skills to navigate complex financial situations. When traditional bank financing isn’t an option, or when more flexible terms are needed, you feel stuck. You may not know how to best support them. Doing nothing isn’t an option—you’re committed to providing the best advice possible. That’s where referring your clients to a highly experienced structured loan professional like Green Zone Capital Advisors can make all the difference.
Why Green Zone Capital Advisors?
From the Lender’s Perspective: Our roots in commercial and asset-based lending mean we approach every scenario with a lender’s mindset. This ensures your client’s financial presentation meets the standards lenders expect, improving their chances of securing financing.
Confidentiality First: We understand that client confidentiality is crucial. That’s why we don’t ask for your client’s name or location upfront—just your contact information to discuss the scenario. Our discreet process ensures your clients feel safe and respected.
Comprehensive Financial Analysis: We dive deep into your client’s financials, conducting cash flow and collateral analysis and creating a detailed credit memo. This comprehensive approach helps present your client in the best light to potential lenders.
Access to Diverse Lenders: Our extensive network of both bank and non-bank lenders enables us to match your client with the most suitable financing options, tailored to their unique needs.
Strategic Advisory Services: We offer ongoing advisory support, helping your clients understand the financing landscape and make informed decisions, all from a lender’s perspective.
How the Referral Process Works
Initial Consultation: Simply complete our brief Green Zone form with your contact details, and we’ll set up a call to discuss your client’s scenario—no client names or locations needed. A quick 10-minute call is often all it takes to determine if we can help.
Client Introduction: If you decide we’re a good fit, you can choose how to introduce us to your client. Here are a few ways to make the introduction:
Video Calls: Schedule an introductory video call with yourself, your client, and Green Zone. Seeing faces humanizes the process and builds trust.
Phone Calls: Phone calls work well, too, especially when you join to provide a warm introduction.
Email Introduction: The fastest way to connect us with your client. Use this script for convenience:
[Client Name], I may have a financing solution that could benefit your business. I’d like to introduce you to Stacey Huddleston (copied), CEO of Green Zone Capital Advisors, who specializes in securing tailored financing options. Please connect with Stacey at your earliest convenience.
Hi Stacey, this is [Client Name], [title & company name], who may need financing solutions. Please reach out to set up a time to chat.
Key Benefits for Accountants and Bankers
Enhanced Client Relationships: By collaborating with Green Zone, you provide added value to your clients, positioning you as a proactive partner in their financial journey.
Team Support: Think of Green Zone as an extension of your team, offering alternative solutions that keep your clients on the path to growth—without overburdening you.
Increased Client Satisfaction: When you refer to Green Zone, you equip your clients with expert guidance through the complex commercial financing process, boosting their satisfaction and success.
The Green Zone Advantage
Referring your clients to Green Zone Capital Advisors means offering them access to alternative financing solutions in today’s challenging credit environment. We keep you involved throughout the process, leveraging our comprehensive financial analysis, diverse lender network, and strategic advisory services to deliver the best financing outcomes.
Contact us today to learn more about how we can help your clients secure the financing they need.
