Know an owner who needs some of this off their plate?
Business owners know other business owners. Most of our clients came from one. Here is what a useful introduction looks like, and the two sentences that make it.
A good introduction is usually
— An owner who is still doing the books, the payroll and the bank at night.
— A company that has outgrown its bookkeeper and isn't ready for a $150,000 controller.
— Someone whose bank has started asking questions, or who is about to borrow, buy or sell.
— A family with several entities and no one holding the whole picture.
— A friend who just said "I have no idea if we're actually making money."
If it turns out we're not the right fit, Chris will say so and usually point them somewhere better. Nobody gets a sales sequence.
Introduce a client
Chris reaches out to you first, then your client, within one business day.
Prefer to talk?
630-643-5600Or invite Chris to your team's next meeting. He does short sessions for commercial and SBA teams on what makes a borrower easy to underwrite.
Prefer email? Copy this introduction.
Chris, I'd like to introduce you to [client name] at [company]. Their financials need some work before we can move on [the request], and I thought you'd be the right person to help. [Client], Chris Greco runs CFO Anywhere in Naperville; his team prepares loan packages and cleans up books for borrowers we work with. Chris: 630-643-5600.