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Business Financial Consultants in Fort Worth

Showing 29 - 42 of 158 Business Financial Consultants in Fort Worth. Buy or Sell your Business in Fort Worth.

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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.
7.1 / 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: Open for good business opportunities.
Background: Our proprietary support hubs uses unique algorithms, dynamic data, and proprietary technologies to find and recover lost revenue, lower expenses, increase performance, and generate revenue around the clock.
5.8 / 10
Locations
Texas + 1 more
Industries
Mobile Apps + 3 more
Investment Size
USD 300 K - 1 Mn
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Interests: Clients, revenue, cash flow, operation location and last 2-3 years growth percentage.
Background: Founder of a private company in India and also CEO of a USA based company for the last 4 years. I would be representing my clients to invest in a business, mainly outsourcing companies.
6.8 / 10
Locations
USA + 8 more
Industries
Cloud Software + 15 more
Investment Size
USD 200 K - 800 K
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Interests: We are a financial advisory firm representing investors and are interested in USA businesses that need funding.
Background: We are a business solution provider that helps companies access unsecured working capital designed for businesses with strong cash flow but limited access to traditional bank credit. Our firm provides services including unsecured working capital solutions and funding advisory to help businesses obtain fast capital for operational or growth needs.
7.5 / 10
Locations
USA + 29 more
Industries
Advertising Agencies + 49 more
Investment Size
USD 5 K - 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
North America + 56 more
Industries
Adhesive + 89 more
Investment Size
USD 50 K - 1000 Mn
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Interests: Companies that need financing: debt/credit/equity/hybrid. Startup financing, growth financing, working capital, equipment financing, invoice factoring and other.
Background: We are referral agents and find adequate funding sources for our customers and provide funds through our wide network of national underwriters. We also do banking consultancy services for investment banks.
7.7 / 10
Locations
USA + 93 more
Industries
Advanced Polymer + 127 more
Investment Size
USD 30 K - 500 Mn
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Interests: Interested in Manufacturing and Distillery businesses.
Background: Parallax Quantitative Assets Management is a advisory firm in United States.
6.8 / 10
Locations
USA + 1 more
Industries
Agricultural Machinery + 17 more
Investment Size
USD 3 Mn - 10 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: I am an individual advisor actively seeking businesses in need of financing solutions, whether through debt or equity, with or without collateral. I specialize in facilitating a wide range of business loans tailored to diverse operational needs and growth stages. The minimum funding size we offer is USD 1 million, and I am open to working with companies across industries that demonstrate strong potential and financial clarity. I will not charge any upfront fee to the businesses. I will charge the success fee as per the client's requirement.
Background: I am an entrepreneur with a passion for helping people and businesses solve problems. I am a registered broker. I also have access to over 500 unique sources of investors like international hedge funds, pension funds, private equity firms, investment banks, trust funds, family offices etc.
8.8 / 10
Locations
USA + 73 more
Industries
Air Logistics + 78 more
Investment Size
Upto USD 200 Mn
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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.
7.2 / 10
Locations
USA + 13 more
Industries
Bed & Breakfasts + 10 more
Investment Size
USD 3 Mn - 250 Mn
Send Proposal
Interests: 1. The companies should be positioned in the lower middle market arena. 2. Should have above USD 5 million - 200 million Enterprise Value or USD 1 million – 50 million minimum EBITDA. 3. Our clients are interested in companies located in the USA and Canada.
Background: We are a business advisory firm based in the USA. We serve various corporate as well as individual clients across the USA. We charge an upfront fee. It depends on the type of service availed by the client. We also charge a success fee. The success fee depends on the deal size and other risks involved.
7.1 / 10
Locations
USA + 2 more
Industries
Digital Marketing + 6 more
Investment Size
USD 3 Mn - 100 Mn
Send Proposal
Loan Agent, David Allen Capital

Financial Consultant in Columbia, USA

Interests: Here are the basic requirements: - More than 4 months in business operations. - US based entities. - A personal credit score of 500+ - Company generating revenue of over USD 100 thousand in the past 12 months.
Background: I am a small business agent. We represent a funding company who actually like to provide funds to business owners like yourself.
7.9 / 10
Locations
USA + 6 more
Industries
Advanced Polymer + 33 more
Investment Size
USD 10 K - 1 Mn
Send Proposal
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    There are 158 active and verified business financial consultants in Fort Worth listed on SMERGERS as of 07 May 2026.
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