SBIC Referral
Refer Clients Confidently –
We’ll Deliver Exceptional CFO Services
Trusted, expert CFO support for SBICs
Why Partners Refer to LiftBridge
Specialized expertise for the complex world of SBIC funds. Our team delivers the strategic guidance, training, and implementation support funds need—exactly when they need it.
Strategic Advisory
Specialized guidance to navigate complex SBIC requirements and optimize your fund operations for SBA compliance.
Staff Training
Let the LiftBridge team train-up your team to meet SBA requirements with confidence and efficiency, while leveraging our team’s expertise.
Fractional Services
Hands-on implementation of critical SBIC reporting & compliance functions without full-time overhead costs.
How Does our Referral Process work?
Submit Referral
Complete the form below and the LiftBridge team will respond within 24 hours.
Intro Meeting
You will receive an email with a calendar link to schedule a 30 minute discovery call with our team.
Proposal
LiftBridge will share a proposal agreement with the firm based on their unique needs
Engagement
Relax as our team provides expert guidance through licensing, SBA regulatory compliance, and ongoing reporting requirements.
Step 1 – Let’s Get Started
Share your contact information so we can properly thank you for the referral.