Need help?

Business Financial Consultants in Dallas

Showing 1 - 14 of 116 Business Financial Consultants in Dallas. Buy or Sell your Business in Dallas.

Filters
  • Dallas

  • Financial Consultant

 
Interests: We are looking for an entertainment business related to music and Over-the-Top (OTT).
Background: We are one of the fast-growing tax and financial planning firm based in the USA. One of the clients in our account practice, who is interested in the entertainment business across the globe. We do not charge upfront fees for our advisory services.
7.9 / 10
Locations
Dallas + 99 more
Industries
Accounting Firms + 90 more
Investment Size
Upto USD 10 Mn
Send Proposal
Interests: Profitable businesses involving innovative ideas creating a social impact. Will be looking at owner's and financial data transparency.
Background: Owner of a business advisory firm in Texas.
6.3 / 10
Locations
USA + 5 more
Industries
Digital Marketing + 14 more
Investment Size
USD 50 K - 7 Mn
Send Proposal
Interests: 1. Principals who have documented equity investment in their project. 2. Detailed executive summary. 3. Clear detailed repayment strategy. 4. Existing collateral (not always necessary). 5. We have lenders who want to look for business globally.
Background: 1. We are a funding group having access to multiple alternative funding lenders and investment sources. We can help any sized business obtain like: - Term loans & SBA bridge loans. - Equity investment, equipment financing, savings on credit card processing. - Lines of credit. - Merchant cash advances, and credit renovation. 2. Specialties: Business capital funding, global project funding and providing investment capital. 3. We will not charge any upfront or processing fees. Mandate fees will be applicable on case to case basis.
7.1 / 10
Locations
USA + 11 more
Industries
Bars + 24 more
Investment Size
USD 1 Mn - 120 Mn
Send Proposal
List your business on SMERGERS.
Get visibility from 110,000+ member network of Businesses, Investors, Acquirers, Lenders and Advisors from 900+ Industries and 170+ Countries
Create Business Profile
Interests: 1. Principals who have documented equity investment in their project. 2. Detailed executive summary. 3. Clear detailed repayment strategy. 4. Existing collateral (not always necessary). 5. We have lenders who want to look for business globally.
Background: 1. We are a funding group having access to multiple alternative funding lenders and investment sources. We can help any sized business obtain like: - Term loans & SBA bridge loans. - Equity investment, equipment financing, savings on credit card processing. - Lines of credit. - Merchant cash advances, and credit renovation. 2. Specialties: Business capital funding, global project funding and providing investment capital. 3. We will not charge any upfront or processing fees. Mandate fees will be applicable on case to case basis.
7.1 / 10
Dallas
Locations
USA + 11 more
Industries
Bars + 24 more
Investment Size
USD 1 Mn - 120 Mn
Send Proposal
Interests: Interested in information technology, healthcare, retail, and service. Looking for new options.
Background: I have worked in the corporate world and have opened small businesses and sold them.
6.3 / 10
Locations
USA + 10 more
Industries
Asphalt Manufacturing + 27 more
Investment Size
USD 1 K - 70 K
Send Proposal
Interests: We are a financial consultancy. We prefer businesses in healthcare, like clinics and diagnostic labs, that show strong cash flow for our clients. I am interested in companies with multi-unit operations for scalability and growth potential. Dallas-based businesses are appealing for geographical targeting.
Background: We are a financial consultancy based in Texas. We offer sales, leasing, and finance support. We advise on sale/leaseback deals, specifically for medical-related real estate. We do not charge an upfront fee, unless the client has a need to prepare a pitch deck or financial proforma for their business. We charge a success fee upon deal completion.
6.3 / 10
Locations
Dallas
Industries
Clinics + 6 more
Investment Size
Upto USD 10 Mn
Send Proposal
Owner, Arise Capital Funding

Financial Consultant in Humble, USA

Interests: Our company will be looking at some of the following criteria: 1. Does the company have any debt? if yes, what type, the duration and interest rate? 2. Progression of revenue and net profit over the last one year, we can work with less profit / revenue. 3. Management structure and background - - Our company provides funding capital to SMEs regardless of credit score across 50 states in the US only. Rates start at 0% based on client creditworthiness and project fundability. - We are interested in providing growth capital to small and medium sized businesses, real estate investors and mortar entrepreneurs. Our clients are typically doing from USD 20 thousand to USD 2 million in revenue. Refinancing and financing for residential and commercial properties, short and long term loans, working capital, line of credit, equipment financing and SBA loans with no upfront fees. 4. Our minimum requirement - 1 year in business generating USD 100 thousand annual revenue with a minimum FICO score of 500. 5. Here are the basic requirements: - More than 3 months in business operation. - US based entities. - A personal credit score of 500+ - Company generating revenue of over 100,000 USD in the past 12 months.
Background: We are a financial brokerage firm and specialize in business and commercial loans for SMEs or well-established businesses, rental properties, and residential mortgage as well. Our financial products are working capital, long and short term loans, equipment financing, SBA loans, line of credit, merchant cash advance loans and mortgage loans.
7.4 / 10
Locations
Texas + 22 more
Industries
Advertising Agencies + 45 more
Investment Size
USD 10 K - 5 Mn
Send Proposal
Interests: Financing for commercial real estate, ground-up construction, residential real estate, refinance, business loans, equipment leasing, lines of credit, merchant cash, fix & flips and rentals, technology, energy etc.
Background: Our company is a financial resource provider that’s direct or in partnership with private investors, lenders and equity partners for commercial and residential real estate investors, and business owners seeking capital funding.
7.1 / 10
Locations
USA + 11 more
Industries
Advertising Agencies + 19 more
Investment Size
Upto USD 12 Mn
Send Proposal
Interests: Easy qualification. Quick approval and deposit. No collateral requirement. Unsecured. 6 month minimum of business history.
Background: I'm the sales director at our firm. We do advances, term loans, lines of credit, equipment financing, real estate loans, mortgage financing, purchase order financing, factoring, etc.  We have great terms and amazing programs. Please send me a proposal with some more information about your company and I'll send you information on what I do, how my rates/terms are, my contact info, etc. I know I can get things done for you and your business and I treat my clients like family.
7.1 / 10
Locations
USA + 20 more
Industries
Agriculture Wholesale + 45 more
Investment Size
USD 5 K - 500 Mn
Send Proposal
Interests: Our clients are looking for IT staffing and solutions businesses for sale in UAE and the US.
Background: We are an IT consulting firm and also provide advisory services. We charge both upfront fee and success fee.
6.9 / 10
Locations
USA + 1 more
Industries
Staffing + 2 more
Investment Size
USD 10 Mn - 30 Mn
Send Proposal
Interests: A great team that has a great track record of growing successful business. Disruptive business. A big TAM.
Background: I am a broker that has access to HNWI, private equity, family offices, stock loan firms and commercial loan firms. I do not charge any upfront fee. I only charge a success fee which is 1%-2% of the deal size.
6.7 / 10
Locations
USA + 2 more
Industries
Edutech + 4 more
Investment Size
Upto USD 2 Mn
Send Proposal
Interests: - Active and functional business that generates stable revenue. - The business should also yield a fair ROI. - My client would like to know about the operational performance indicator data of the business, including the leasing of land and property and legal and jurisdiction terms. - Operational performance indicator data (plus supplemental support material if available – e. g., durational specific leases for continued non-conforming land usage, regulatory jurisdictional specific licensure/permissions, et cetera) for the last two challenging years ending in December 2020 and YTD, soon to be closing 2021. - Since the industry has been adversely affected by the Covid Pandemic and, assumedly, some competitive dynamics have been altered. We would like to confirm the comprehensive (i. e., “lock, stock, and barrel”) asking price and/or a third-party objectively projected valuation. - Operational facilities, inclusive of land, real properties (buildings, PPE, inventory) and the ongoing commercial operation to provide a more complete set of facts. - Whether there have been any significant changes in terms of visitor numbers or expenditure plus regulation and/or host community tolerance of activity variances.
Background: We are an independent group of advisors. We provide comprehensive advice in the hospitality industry. We do not charge any sort of upfront or retainer fees. We charge a success fee, which is around 3%-6% of the deal size.
6.2 / 10
Locations
North America + 1 more
Industries
Hotels + 4 more
Investment Size
Upto USD 1 Mn
Send Proposal
Interests: I present loan applications to lenders that are suitable for the specific lending projects. Need to complete just one application, I gather some basic documents, then present the proposal to every local, regional, and national lender that fits loan requests. The lending community will be able to compete for a loan through one single point of contact.
Background: We help borrowers to obtain business and commercial real estate loans of various types. Our lending programs offer full-recourse and non-recourse, commercial financing for the acquisition or refinancing of stabilized properties. We also can offer different types of business loans to our customers. There are no upfront or hidden fees. Now we can not speak for the actual lenders but we as brokers only get paid after the client has their deal funded.
6.9 / 10
Locations
Dallas + 56 more
Industries
Adhesive + 89 more
Investment Size
USD 50 K - 1000 Mn
Send Proposal
Interests: We are looking for businesses seeking growth capital to expand operations or cover cash flow gaps within their business. Looking for businesses in business longer then 12 months, with annual revenues above $500,000.00.
Background: Interested in providing growth capital to business owners within the United States. We specialize in customizing tailor fit programs, to businesses across all sectors in the range from $50,000 to $10,000,000. We have in house underwriting which allows us to work very quickly and efficiently.
7.7 / 10
Locations
Dallas + 20 more
Industries
Advanced Medical Equipment Wholesale + 126 more
Investment Size
USD 50 K - 10 Mn
Send Proposal
Principal, Portfolio Management Group

Financial Consultant in Pompano Beach, USA

Interests: Profitable with room to grow, easily scalable and having a low inventory. Good record keeping and open to existing owner staying but desire to keep strong employees on board. We definitely want sellers who are willing to carry a small portion as a note with attractive terms.
Background: - After over 25 years of successful business operations and entrepreneurship, we decided to take another direction. We now share our expertise and background with other companies and individuals because we enjoy seeing younger companies succeed. - We are a small group and a part of our parent company's dedicated business professionals who use our proven expertise and background to find improvements and change that we know will improve business operations and sustain growth with profitability. We seek to acquire small businesses or partner with owners to grow the operation.
8.2 / 10
Locations
Texas + 4 more
Industries
Beauty Salons + 5 more
Investment Size
USD 10 K - 250 K
Send Proposal
Frequently
Asked
Questions
  • How many business financial consultants in Dallas are listed on SMERGERS?
    There are 116 active and verified business financial consultants in Dallas listed on SMERGERS as of 05 October 2025.
  • What level of due diligence does SMERGERS conduct on the businesses/member?

    SMERGERS scrutinizes all profiles and only features a select group of businesses, investors, advisors that meet a basic requirement. When required, certain members may have submitted some form of proof …read more

  • How active are the business profiles listed on SMERGERS?

    We regularly filter out businesses which are inactive or have already closed a transaction. Typically, if the business is actively looking to sell/raise capital, the status is shown in green.

  • How can I be sure about privacy and confidentiality?

    We understand the level of confidentiality required in strategic transactions and we strive to provide a safe and secure experience for our members. Please review our privacy policy. We …read more

  • How can I contact a business listed on SMERGERS?

    You need to be logged in before you connect with a business. Click here to register and message the business If you are already logged in, please use the contact …read more

  • Should you buy an existing business or start a business from scratch?

    Buying an existing business is generally an easier way to start a business with an immediate head start. It saves valuable time and administrative efforts, considering starting from scratch is …read more

  • How successful has SMERGERS been in helping its users successfully close a deal?

    SMERGERS is a discovery and matchmaking platform with a global reach. It helps in connecting Businesses, Investors, Acquirers, Lenders, M&A Advisors and Boutique Investment Banks across locations, industries and transactions. …read more

  • What is the checklist for selling a business?

    Here is the checklist for selling a business

    1. Find a manager who can take care of your business in your absence.
    2. Fix the operations to optimize your profit …read more

  • Show more