Get Started — Saltwater Advisory Group

New Client Intake

Let's talk about your deal.

Everything you share comes straight to a Saltwater principal — not a third party.

What do you need?

Working capitalCash advance / revolving SBA / term loanGrowth or refinance Acquisition financingBuying a business Sell my businessM&A / exit advisory Fractional CFOFinancial strategy Not sure yetHelp me figure it out

Pick the option closest to what you need.

About your business

Legal business name *

Enter your legal business name.

DBA (if any)

Entity type

State of operation *

Which state do you operate in?

Industry

Time in business

Avg. monthly revenue

Funding details

Amount needed

Owner credit range

Existing business loans / advances

Timeline

Use of funds (what will this capital do?)

Your contact

Full name *

We need a name to reach you by.

Best time to reach you

Email *

Enter a valid email.

Phone *

Enter a phone number we can reach.

Documents

No need to upload anything here. Once we review your request, we'll email you a secure link to send your last 3–6 months of bank statements.

Please check the box to continue.

🔒 Goes directly to a Saltwater principal.

Received. We're on it.

A Saltwater principal will review your details and reach out within one business day.

Your reference: —