Scale
Renewal & Refinance

Time your next round before the funder times you.

We negotiate renewal buy-rates, consolidate stacks, and engineer the bridge from short-term capital to long-term financing. Our roots are in the funding business — we know what they'll accept.

Who this is for

You need this if any of these are true.

  • 01You're within 90 days of renewing your current advance
  • 02You have 2+ active positions and need to consolidate
  • 03You want to graduate from MCA to SBA over the next 12 months
  • 04Your credit needs work before applying for better terms
What's inside

The full menu.

  1. 01
    Renewal architect
    We time + structure your next funding round. Lock in factor rates 5-15% better than going in cold.
  2. 02
    Stack consolidation
    Consolidate 2-5 active positions into one cleaner deal. Less daily payment pressure.
  3. 03
    Bridge-to-SBA migration
    12-month roadmap to qualify for SBA 7(a) or 504 — way cheaper capital long-term.
  4. 04
    Personal credit repair
    Targeted credit-repair partnership. Score up = future rates down.
  5. 05
    Business credit building
    D&B + Experian Business setup + vendor tradelines to build a real business credit profile.
  6. 06
    UCC monitoring + cleanup
    Clear stale UCC filings that block traditional financing.
  7. 07
    Personal guarantee renegotiation
    For businesses that have improved enough to push back on PGs.
How it works

3 steps. No drama.

01
Position audit

We pull every active funding agreement and map your renewal calendar.

02
Negotiation strategy

Pre-position with funders 30-60 days before renewal so you have leverage.

03
Execute

We coordinate the actual paperwork + handoff to the funder.

Outcomes

What changes after the engagement.

  • 01Better factor rates on renewal (typically 3-15% lower)
  • 02Consolidated payment structure (one daily, not five)
  • 03Clear path off MCA into SBA / LOC capital
  • 04Personal credit score lifted 50-150 points over 6-12 months
Common questions

Answers upfront.

Are you brokers or advisors?

Both. Our parent Clearwater Capital is a licensed broker. We can place the deal OR just advise you through it.

Do you take a commission?

Yes — on placed deals, paid by the funder, not by you. Standard ISO commission. Fully disclosed up front.

Will my current funder be upset?

No. Renewals are how funders make money. Negotiating better terms is normal.

Want help with renewal & refinance?

30 minutes. We scope it on the call.