Bankers

As a commercial lender, you may be experiencing one of the most challenging times in your career. After spending countless hours establishing and fostering strong relationships with your clients, you may be forced to decline a loan request or ask a client to move a loan to another lender. You’re in the relationship business, so you don’t want to abandon your clients, but the current credit environment leaves you with little time to do more than what your employer is requiring of you. When a valued client needs financial assistance and you are unable to provide it, you need a resource you can trust to provide a level of service and expertise that your clients have come to expect.

CPAs

As a CPA, you have become a trusted financial adviser to your clients. You are often the first call they make when they need professional services, especially financial guidance. Your focus is on keeping up with ever-changing tax laws and counseling clients on accounting issues. When a valued client needs financial assistance that you are unable to provide, you need a resource you can trust to provide a level of service and expertise that your clients have come to expect.

Attorneys

As a corporate attorney, your clients often come to you for financial guidance. Clients may be reaching out to you for counsel related to legal action a bank is threatening in response to broken covenants in loan agreements. When a client is seeking financial assistance beyond your realm of expertise, The Liquidity Source can provide the resources and expertise that your clients expect from you.