Evolution Capital Group Portal

Deliver Financing Solutions to Your Firm's Business Clients. Empower your firm with our white-labeled platform designed exclusively for CPAs and Accounting Professionals.

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Trusted Hub

Join thousands of financial professionals who have successfully scaled their advisory services.

Manager Portal

Access real-time metrics, pre-qualified offers, and dedicated account management in one place.

Features Designed for CPA Firms

✓ 100% online financing application process
✓ Consolidated dashboard for client management
✓ Firm-wide collaboration with user role management
✓ Time-saving integrations with client payroll and bank accounts
✓ Application preview and modification features
EXCLUSIVE: AICPA PCPS technical input available in applications
! New features added every month for no added cost...

Benefits for Accounting Firms

Manage Client Financing Applications in One Place

Access Business Financing Programs

Enhanced Financing Application Features Available

Plans Available for Every Size Firm

Premium Support Options

Understand Client Qualifications for Funding

Be prepared to work with clients on their business funding applications. Know the common qualifications that will help clients secure financing.

Business funding through the Portal can be used to meet a wide range of business needs.

Some popular reasons to seek business funding are:

✓ Access to full cash amount upfront
✓ Grow the business
✓ Cover short-term expenses
✓ Benefit from tax-deductible interest
✓ Free up operational cash flow
✓ Use for a broad range of business needs

Most clients can qualify for financing if they meet these criteria.

Annual RevenueGreater than $250k
660 Credit Score orAbove
At least 18 monthsin Business

*Qualifications vary by product and are subject to final underwriting based on the applicant business's performance. Not a guarantee of financing.

Financing Solutions for Your Clients

Explore the comprehensive suite of financial products available through Evolution.

01

Term Loans

Predictable payments. Flexible terms.

  • $100K–$50MM
  • Up to 10+ years
  • Fixed or variable rate options
  • Monthly payment structures
  • No equity dilution
02

Lines of Credit

Revolving capital when needed.

  • 12, 18, 24, 36, 48, 60 month structures
  • Interest-only options
  • Factoring LOCs available
  • Revolving availability
03

Asset-Based Lending

Leverage business assets.

  • AR, inventory, equipment
  • Borrowing base facilities
  • Funding up to $50MM+
  • Interest-only options
04

Revenue Based Financing

Fuel growth. Improve cash flow.

  • $100K–$20MM
  • Fast approvals and funding
  • MCA + factoring options
  • No UCC / No PG available
05

SBA Loans

Government-backed. Business-focused.

  • SBA 7(a), Express, 504
  • Working capital
  • Commercial real estate
  • Acquisition financing
  • Up to $10MM
06

Business Acquisition Financing

Acquire. Expand. Succeed.

  • MBOs, buyouts, roll-ups
  • $500K–$50MM+
  • SBA, senior debt, ABL
  • Mezzanine and seller financing
07

Real Estate Loans

Build wealth through real estate.

  • Single family and 2-4 unit
  • Commercial properties
  • Agricultural properties
  • HUD and USDA loans
  • 5–30 year terms
08

Real Estate Bridge Loans

Short-term capital for speed.

  • Funding up to $50MM+
  • Interest-only options
  • Construction loan financing
  • Fix & flip / value-add
09

Private Credit & Structured Finance

Beyond traditional lending.

  • Private credit
  • Mezzanine financing
  • Bridge capital
  • Preferred equity
  • Special situations
10

Private Placements & Capital Raising

Institutional and private capital.

  • Debt and equity placements
  • Family office capital
  • Growth capital
  • Private credit introductions
Login to Get Started

Apply for your firm to join the Portal

Now Open to Qualified Non-CPA Firms*

Join the thousands of firms that are delivering financing solutions to clients through the Portal.

Verified

All firms must be verified to gain access

Estimated verification time: 2-3 business days

The Account Registration Process

  • Step 1: Register Your Account Details by Applying for an Account
  • Step 2: Create Your Firm's Profile
  • Step 3: We Verify Your Firm and Your Account is Activated
  • Step 4: Login and Start Using the Portal

Apply for an Account

Enter your details for verification and create your account

You will be prompted on the next step to enter your firm information.