RELATIONSHIP-DRIVEN SBA FINANCING
The right SBA lender. The right fit.
TriPoint SBA helps established business owners and acquisition entrepreneurs navigate SBA financing by connecting viable transactions with experienced SBA lending teams—including Preferred Lenders—based on the needs and structure of the deal.
Book a Free SBA Consultation
Free 20-minute conversation. No obligation.
A preliminary review is not a loan application, approval, commitment, or offer of financing.
WHY TRIPOINT
Senior-level relationships. A transaction-first approach.
TriPoint was founded on real, senior-level SBA lending relationships. We begin with the business and the transaction—not a promise of financing.
Better lender fit
We look at the transaction before identifying where it may belong. Lender appetite, industry, deal structure, and financing purpose all matter. The aim is to reduce wasted applications and avoidable dead ends.
Direct relationships
Your financing need deserves a conversation with someone who understands the deal. TriPoint connects viable opportunities with experienced SBA lending professionals through established relationships.
A clearer process
Understand the next step before taking it. We discuss the transaction, set realistic expectations, and help coordinate an appropriate lender introduction. Required financial documents are shared securely after preliminary review.
Why not just call a bank?
One bank evaluates a request against its own lending appetite and requirements. TriPoint considers the transaction first, then identifies an appropriate lending relationship for a viable opportunity. Neither a conversation nor an introduction guarantees financing.
WHY I FOUNDED TRIPOINT
Financing should support the business behind the deal.
My work in M&A showed me how difficult financing can be to navigate—even when the business opportunity makes sense. My experience with merchant cash advances also showed me the strain that expensive financing and aggressive repayment structures can place on an owner.
I founded TriPoint SBA to create a more thoughtful path: understand the transaction, identify a realistic lender fit, and connect viable opportunities with experienced SBA lending teams. Clear communication. A personal introduction. Financing considered in the context of your business.
FINANCING NEEDS
Capital that fits the business.
01
Business Acquisition
Financing for an established business acquisition or partner buyout.
Learn more about acquisitions
02
Growth & Expansion
Financing for equipment, hiring, working capital, or additional locations.
Learn more about growth capital
03
Business Debt Refinancing
Refinancing eligible business debt when the structure improves the business’s financial position.
Learn more about refinancing
04
Owner-Occupied Commercial Real Estate
Financing for qualifying owner-occupied commercial real estate transactions.
Learn more about business property
HOW IT WORKS
A direct path to a lender review.
01
Tell us about your deal
Share the basics. We review your financing goal, discuss the transaction with you, and clarify what comes next. No financial documents needed to get started.
02
We identify lender fit
For viable opportunities, we use our SBA lending relationships to identify a team whose appetite aligns with your business and deal structure—helping reduce unnecessary applications.
03
We guide the next steps
We coordinate the introduction, explain what’s needed, and stay involved through the lender’s process. Required financial documents are shared securely.
TriPoint facilitates relationships. The lender is responsible for eligibility, underwriting, credit decisions, terms, and closing.
INITIAL FOCUS
Built for established operating businesses.
Our initial focus is Texas businesses with operating history and meaningful revenue. An initial review does not guarantee a lender introduction, qualification, or financing.
Texas operating businesses
Operating history and meaningful revenue
No guarantees or commitments
Start with the basics.
REFERRAL PARTNERS
A relationship your clients can build on.
For business brokers, M&A advisors, CPAs, attorneys, fractional CFOs, commercial bankers, franchise and commercial real estate professionals, and business advisors.
Responsive communication. Realistic review. Experienced lending relationships. A clear handoff—with respect for your advisor/client relationship.
FREQUENTLY ASKED QUESTIONS
Straight answers, before the review.
Are you a lender?
+
Why TriPoint rather than applying directly to a bank?
+
What is an SBA Preferred Lender?
+
Does a conversation mean I’m approved?
+
What about credit review?
+
How should I provide financial documents?
+
THE NEXT STEP