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Business Financial Consultants in Dallas

Showing 15 - 28 of 148 Business Financial Consultants in Dallas. Buy or Sell your Business in Dallas.

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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
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Interests: - Growth-oriented. - Active businesses with clear accounts and reasonable EBITDA margin.
Background: We're an advisory firm that focuses on cross-border mergers and acquisitions. To deliver meaningful counsel to our clients, we rely on our close contacts with corporate leaders and private equity groups. We recognize the need to take big initiatives in this increasingly complex world. We can add a lot to any business relationship as seasoned entrepreneurs. We will offer a fresh perspective to the table, by bringing inquiry, integrity, and energy. Our major clients are from the US, Europe, and China, that is why our focus is on these countries. We do not charge any sort of upfront or retainer fee. We charge a success or deal closure fee that varies on the deal size.
8.3 / 10
Locations
Texas + 79 more
Industries
Advanced Polymer + 104 more
Investment Size
USD 500 K - 150 Mn
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Associate, First Bank of the Lake

Financial Consultant in Tampa, USA

Interests: - American based business. - Initial equity to put down (typically 10-20%) - Relative experience. - Franchise discussions had beforehand. - Solid business plan drafted. - Personal FICO (s) in the 680+ range.
Background: First Bank of the Lake is a top-15 nationwide SBA lender specializing in government loans for franchise start-ups, mergers & acquisitions, healthcare financing, and other financing desires. Our experienced team has grown from a small community bank in 2019 to a premier lender as of 2023. We offer competitive pricing and lend on a "story-basis, " meaning low personal FICO or business scores won't keep us from assisting. We have helped fund over USD $17MM in SBA requests over the past year, with 130+ businesses receiving the capital they need to grow and prosper in their respective markets. We have worked with all types of industries, ranging from small "mom & pop" diners to large manufacturers to education centers - mostly nothing is outside my realm. Most recently, we have assisted franchisees and secured the capital they need to take their respective franchise locations to the next level.
7.6 / 10
Locations
Texas + 4 more
Industries
Fast Food Restaurants + 7 more
Investment Size
USD 50 K - 3 Mn
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Associate, First Bank of the Lake

Financial Consultant in Tampa, USA

Interests: - American based business. - Initial equity to put down (typically 10-20%) - Relative experience. - Franchise discussions had beforehand. - Solid business plan drafted. - Personal FICO (s) in the 680+ range.
Background: First Bank of the Lake is a top-15 nationwide SBA lender specializing in government loans for franchise start-ups, mergers & acquisitions, healthcare financing, and other financing desires. Our experienced team has grown from a small community bank in 2019 to a premier lender as of 2023. We offer competitive pricing and lend on a "story-basis, " meaning low personal FICO or business scores won't keep us from assisting. We have helped fund over USD $17MM in SBA requests over the past year, with 130+ businesses receiving the capital they need to grow and prosper in their respective markets. We have worked with all types of industries, ranging from small "mom & pop" diners to large manufacturers to education centers - mostly nothing is outside my realm. Most recently, we have assisted franchisees and secured the capital they need to take their respective franchise locations to the next level.
7.6 / 10
Tampa
Locations
Texas + 4 more
Industries
Fast Food Restaurants + 7 more
Investment Size
USD 50 K - 3 Mn
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Interests: Looking for operational businesses for sale and businesses in need of capital. Also looking for businesses with steady growth who are looking to transition themselves into a franchised business.
Background: I am a certified franchise consultant as well as an acquisition specialist seeking businesses looking for funding. We offer funding against working capital, accounts receivable, inventory and supply chain financing, expansion capital, equipment funding, and more.
7.4 / 10
Locations
USA + 42 more
Industries
Alternative Medicine Facilities + 47 more
Investment Size
Upto USD 117 Mn
Send Proposal
Interests: We assist companies, of any size, that require capital for business use. The specific need for the money can vary, including but not limited to acquisition, expansion, working capital, inventory, payroll, real estate investment, building/warehouse procurement, order fulfillment; basically, anything that will assist in your daily operations, and the overall growth of your business. We specialize in strategic financing that will take advantage of the specific benefits your current situation has to offer to investors, affording a higher approval rate than the industry standard. We do not charge an upfront fee but we charge a success fee from 2% to 4% depending on the deal size. We deal with all types of industries within the range of USA and only for a business purpose not for personal purpose.
Background: We are a family-operated business with an executive team that has over 55 years of consulting, advising, and selling experience in the B-to-B marketplace. We started arranging direct money financing as a response to our clients' need for money when Covid-19 caused the shutdown. Our motivation in running our business is from a desire to authentically help companies meet their financial needs. We have maintained this core value of wanting to help people and are committed to never charging any upfront fees. If we cannot arrange a loan structure that is acceptable to you, our services cost you nothing. Because of this and the number of people contacting us every day, looking for financing, we do require a business commitment from all interested parties before we agree to take you on as a client. This commitment is simple, as we move through the process of getting you approved and funded, I will need information about you, your partners, your finances, it could be anything about your business. When I have these types of requests, if you can commit to getting the information back to us within 24 hours, then we can work together to get you the money you need.
7.4 / 10
Locations
USA + 19 more
Industries
Advertising Agencies + 38 more
Investment Size
USD 10 K - 100 Mn
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Interests: We seek sellers that need immediate unsecured working capital to help retain their business and position themselves for growth.
Background: These loans are simple by design to quickly solve your immediate funding needs. Collateral and other assets are not required. These are revenue-based loans which focus on: (1) your industry type, (2) consistent or increasing gross revenue, and (3) time in business. With a 91% approval rate, you will receive the largest loan amount that we can give. We will make sure that your business can handle the debt without requiring additional revenue, thus not hurting your cash flow. You only need a simple, one-page application and 6 months of business bank statements to apply. Our funds. Our underwriting. All done in-house within 24-48 hours. Join the 253,000+ businesses funded since 2007. We are one of the largest direct wholesale lenders in the MCA industry, serving all 50 states.
7.1 / 10
Locations
USA + 2 more
Industries
Bars + 13 more
Investment Size
USD 150 K - 2 Mn
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Interests: Business must have strong a balance sheet, P&L and a good management team.
Background: We are a business and management consulting firm based in South Carolina.
5.9 / 10
Locations
USA + 9 more
Industries
Building Contractors + 14 more
Investment Size
USD 500 K - 10 Mn
Send Proposal
Interests: We have clients from all around the globe. We are looking to invest in luxury hotels and cruise ships on behalf of our clients.
Background: We are a consultancy firm dealing in solar energy. We are representing a client on the platform. We do not charge any upfront and success fee. We charge a 3% commission on the deal size.
8.4 / 10
Locations
USA + 13 more
Industries
Bed & Breakfasts + 10 more
Investment Size
USD 3 Mn - 250 Mn
Send Proposal
Senior Loan Advisor, Rok Financial

Financial Consultant in Chicago, USA

Interests: We are actively seeking businesses with a proven operational track record of at least 2 years. These businesses must have an established business checking account and generate a minimum of $5,000 in monthly revenue, ensuring stability and potential for continued growth. We charge processing fee for the loans.
Background: We have successfully supported thousands of business owners across various locations in USA in securing hundreds of millions of dollars in financing. Along the way, we have established thousands of new partnerships while reinforcing our relationships with existing lenders. Our dedication to exceptional service has also earned us thousands of 5-star reviews on platforms such as Google, Trust Pilot, and Best Company.
8.2 / 10
Locations
USA
Industries
Apparel Stores + 19 more
Investment Size
Upto USD 5 Mn
Send Proposal
Registered Investment Advisor

Financial Consultant in Santa Clara, USA

Interests: Profitable, stable business and large capital Interested in a veterinarian clinic, professional services, healthcare services, farm, ranch or vineyard, probate sale, real estate property and school.
Background: I worked as a podiatric surgeon before deciding to work full-time as a financial services tax consultant. I have been in the financial industry for over 15 years and am currently the president of a nonprofit professional association society in San Jose, California. I am an investment advisor representative and the CEO of an investment advisory firm. I am also the managing principle of a retirement strategy firm. I've worked as a director for a church and as an advisor for several California firms.
8.6 / 10
Locations
USA + 6 more
Industries
Amusement Parks + 28 more
Investment Size
USD 1 Mn - 15 Mn
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Interests: I am looking for strong, existing or start-up companies who are seeking debt and equity capital.
Background: I am a private commercial financing consultant with a direct connection to a private lender/check writer. We can lend worldwide.
8.4 / 10
Locations
USA + 16 more
Industries
Accounting Firms + 51 more
Investment Size
USD 2 Mn - 150 Mn
Send Proposal
Director, Rainstar Capital Group

Financial Consultant in Phoenix, USA

Interests: - Any active business looking for financing opportunities in the United States between $100k and $20 million. - We can fund any industry and can fund both secured and unsecured debt.
Background: We are a multi-strategic private equity firm based in the United States. We invest in consumer distressed debt portfolios, small business cash advances, distressed mortgages, and high-growth companies. We also provide financing to companies of all sectors and credit rating classes. We charge an upfront fee and we lend money at certain rate of interest. The fees and lending rate depend on the nature of business, revenues and credit score of the company.
8.6 / 10
Locations
USA + 1 more
Industries
MEP Construction + 20 more
Investment Size
USD 100 K - 20 Mn
Send Proposal
Interests: Business History, Experience Level of Management Team, Location, Revenue, EBITDA, Net Operating Income, Net Profits (before and after taxes), and Deal Structure.
Background: I have 14 years of experience in Financial and Advisory Services. We are looking for business opportunities. I am also founder of a Media management and marketing agency, that specializes in providing online advertising, marketing automation, and business development services.
8.3 / 10
Locations
USA + 3 more
Industries
Advertising Agencies + 23 more
Investment Size
USD 100 K - 22 Mn
Send Proposal
Interests: Looking to acquire a shell company that is registered.
Background: I am a consultant for a firm looking to buy a shell company for real estate / tech / blockchain. I would like to have a general discussion first. I am an independent advisor associated with real estate investment firms.
8.1 / 10
Locations
USA + 1 more
Industries
Shell Companies
Investment Size
Upto USD 500 K
Send Proposal
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    There are 148 active and verified business financial consultants in Dallas listed on SMERGERS as of 22 May 2025.
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