Partners · E² Deal Match™ · Lenders, CPAs and attorneys attached to live deals
Partners

Every deal needs a lender, a CPA, an attorney, and a half dozen specialists besides.

The directory is how a broker finds you.

A match becomes a transaction only when the financing, the books and the paperwork hold. A broker reaches for those people inside E² Deal Match™, at the stage of the deal where they are needed. Being in the directory is how a broker finds you instead of someone else.

Apply to the directory

One directory. Approved firms only.

Listed in the directory

Free · by approval
Free and unconditional. No referral fee, ever. Approval is the only gate.
  • A directory profile with a link to your website, so a broker reaches you directly
  • Your category, states served and deal size range, ranked by fit on every matching deal
  • A resource a broker actually uses when a deal needs your kind of help
  • A tracking code on every introduction, so the source of the work is never in doubt

Apply below. Amber reviews every application personally. Listing is free and carries no fee of any kind.

1. Apply

One application. Tell us your category, the states you serve and your typical deal size.

2. Approve

We verify the firm is real and, where it applies, licensed. Approval is required before any profile appears.

3. Get connected

Amber reviews every application personally and connects with you directly. Your profile goes live once you are approved.

Categories

Ten categories, matched by state.

Pick the one that describes your firm on the application. Fit is decided inside your category and your states, so a broker looking for your kind of help finds a short, relevant list rather than a statewide free for all.

SBA Lender7(a) and 504
Conventional Lenderbank and credit union
Alternative Capitalmezzanine, seller note, private
CPA / Taxstructuring and returns
Attorneypurchase agreements, diligence
InsuranceR&W, key person, continuity
Quality of Earningssell side and buy side
Escrow / Titleclosing and funds
Appraiserequipment and real estate
Othertell us on the application

We never ask for a referral fee, and we never make one a condition of being listed. Some partners choose to offer one. If you do, it is papered separately as a formal referral agreement with your own tracked link, it is disclosed to members, and it is disclosed on SBA Form 159 where applicable. It never affects whether or how you are presented. Attorneys and CPAs: placement only.

Apply to the directory

One application. Amber reviews every one personally and connects with you directly.

Apply to the directory

Opens the application in a new tab.

Questions before you apply? [email protected].

Partner questions

Do you sell leads?

No. Listing is free, and we do not sell leads or charge per introduction, per client, or per closed transaction.

Who approves partners, and on what basis?

We do, before any profile appears. We verify the firm is real and, where the category requires it, licensed. Brokers are handing you live client relationships, so the bar to be listed at all is a real one. Approval can be declined or revoked.

Is Listed really free?

Yes, and unconditionally. There is no fee, no referral requirement and no upgrade obligation. Approval is the only gate.

What if I want to offer a referral arrangement?

Some partners do, lenders most often. It is never asked for and never a condition of being listed. If you offer one, it is papered separately as a formal referral agreement with your own tracked link, disclosed to members, and disclosed on SBA Form 159 where applicable. It never affects whether or how you are presented.

How does ranking work?

Fit decides who appears on a deal: category, states served, deal size and the needs of the parties. Nobody ranks outside it.

E² Deal Match™ · Created by OUTRIGGER ADVISORY GROUP, LLC · Legal
The platform is not a brokerage and does not provide brokerage services. Brokerage services are provided by licensed broker members under their own agreements.
© 2026 OUTRIGGER ADVISORY GROUP, LLC. All rights reserved.