Owner-occupied commercial property
For a business buying the building it operates from.
SBA & commercial real estate →
For real estate & business brokers
Trifecta Business Group
When your buyer’s financing stalls, so does your closing.
Trifecta Business Group helps your commercial buyers find financing that fits, one lending desk at a time, so you can plan the closing.
Commercial financing only · No hard credit pull to explore your options
Who we help
For real estate & business brokers
Buying an existing business
For a buyer acquiring an operating business and its assets.
Business acquisition financing →Business-purpose property investors
For investment-property purchase, bridge or refinance financing.
Real estate financing →Commercial bridge loans →One advisor. One lending desk.
How it works when you introduce a buyer
- 01
Talk through the deal
A short call about the purchase, the buyer’s plans and the target closing date. The target date helps us plan; it is not a promised funding date.
- 02
Send the basics
Business tax returns, interim financials, bank statements, the signed LOI or purchase agreement, and the buyer’s personal financial statement.
- 03
Match one lending desk
We match the file to one lending desk that fits the deal and tell you exactly what it needs. The file is never sold.
- 04
Stay updated through closing
We keep the buyer updated through closing. We share status with their broker only when the buyer gives permission.
Document checklist
What your buyer should have ready
Start with the purchase details and documents that apply to the deal. The advisor will explain what the matched desk needs; not every transaction needs the same file.
Send sensitive documents only through the secure document room, not in introduction notes.
- Recent business tax returns
- Interim financial statements
- Recent business bank statements
- Signed letter of intent (LOI) or purchase agreement
- Buyer’s personal financial statement
- Property details, purchase contract and rent roll, where applicable
- Deal type and target closing date
Buyer already declined?
Start with the reason given. Translate-IQ can help explain a decline and questions to discuss with an advisor. Its results are educational, not advice or an approval decision.
Review the decline with Translate-IQ →Start the conversation
Introduce a buyer
Residential home loans aren’t something we offer. We finance commercial deals only.
Frequently asked questions
A clearer path to the next step
Do you work with residential buyers?
We do not offer residential home loans for personal or household use. We work with commercial business purchases, owner-occupied commercial property and business-purpose investment property transactions. If the purchase is a buyer’s personal home, this is not the right financing service.
Will you contact my buyer without their OK?
No. Before submitting an introduction, you must confirm that your buyer has agreed to be contacted by Trifecta Business Group. We will coordinate the next step with you. Permission to contact the buyer does not automatically authorize us to share their financial information.
Will I get updates?
We share file status with you only when the buyer gives permission. With that authorization, your advisor keeps you informed about the next steps and outstanding items through closing. The buyer controls that permission, and private documents are not included in routine status updates.
Is there a cost for the buyer to explore options?
There is no charge for the initial conversation to explore options, and no hard credit pull to explore your options. If the buyer proceeds, the applicable costs and terms will be explained before they commit. Exploring a deal is not a financing offer or approval.
Can you meet the target closing date?
The target date helps the advisor assess the transaction and organize the next steps, but it is not a promised closing date. Underwriting, documentation and property reviews can affect the calendar. We explain outstanding requirements so the buyer and authorized broker can plan realistically.