Our Approach to Lending sherpa
Our Approach to Lending Is Unique To Our Industry
Being a private family-owned company ourselves, we know, appreciate, and understand many of the challenges small companies face.
As such, we have tailored our approach to lending to four tenets:
Understand The Story
We want to hear and understand your story. Everyone has a story, a dream, and we want to know what that is and your approach to getting there. If we do our job, and you do your job, you will cross that “bridge to bankability” together.
Need vs. Want
We realize our financial products are “needs,” and do not fit every situation. As such, we won’t sell you a solution that doesn’t fit your “need.” We will be honest, direct, and professional in our communication.
Look to the Horizon
We understand that your business evolves with time and growth. We know things change, and change often. Therefore, we don’t get caught focusing solely on the past and historical performance of your company. We look out to the horizon — what you anticipate happening over the next several months and years.
Know How We Fit
We have considerable knowledge of the capital markets and financing strategies with the 250 years of management experience. We know where we fit in the financing needs of a business, and understand that we are a “transitory” source of working capital.