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Business Financial Consultants in Houston

Showing 15 - 28 of 151 Business Financial Consultants in Houston. Buy or Sell your Business in Houston.

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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
Houston + 4 more
Industries
Beauty Salons + 5 more
Investment Size
INR 8.5 L - 2.14 Cr
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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
Houston + 79 more
Industries
Advanced Polymer + 104 more
Investment Size
INR 4.3 Cr - 1280 Cr
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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 / 10
Locations
Houston + 42 more
Industries
Alternative Medicine Facilities + 47 more
Investment Size
Upto INR 1000 Cr
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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 / 10
Phoenix
Locations
Houston + 42 more
Industries
Alternative Medicine Facilities + 47 more
Investment Size
Upto INR 1000 Cr
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Advisor, CFO Business Advisors LLC

Financial Consultant in Denver, USA

Interests: - We look for good management, improving financials, and growth potential in a company. - Having a collateral would help. - We have worked with startups to bankruptcy and everything in between for the past 9 years.
Background: - We are an advisory firm providing services for financial planning and fundraising. We are currently operating in Colorado. - Promoter has 40 years of total experience in various domains. Out of which I have 30 years of experience as a CFO. - We have secured financing up to USD 20 Million in the past.
7.4 / 10
Locations
Houston + 12 more
Industries
Beauty Clinics + 30 more
Investment Size
INR 21.4 L - 170 Cr
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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
Houston + 20 more
Industries
Advanced Medical Equipment Wholesale + 126 more
Investment Size
INR 43 L - 85 Cr
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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
Houston + 2 more
Industries
Bars + 13 more
Investment Size
INR 1.28 Cr - 17 Cr
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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
INR 43 L - 25.6 Cr
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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
INR 43 L - 8500 Cr
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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
INR 8.5 L - 850 Cr
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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
INR 4.3 Cr - 85 Cr
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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
INR 25.6 Cr - 2140 Cr
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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
INR 25.6 Cr - 850 Cr
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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.
7.8 / 10
Locations
USA + 34 more
Industries
Application Software + 47 more
Investment Size
Upto INR 1700 Cr
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
INR 8.5 L - 8.5 Cr
Send Proposal
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  • How many business financial consultants in Houston are listed on SMERGERS?
    There are 151 active and verified business financial consultants in Houston listed on SMERGERS as of 07 July 2025.
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