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Business Financial Consultants in Phoenix

Showing 15 - 28 of 142 Business Financial Consultants in Phoenix. Buy or Sell your Business in Phoenix.

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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.
8.6 / 10
Locations
USA + 11 more
Industries
Bars + 24 more
Investment Size
USD 1 Mn - 120 Mn
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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
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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.
9.5 / 10
Locations
USA + 98 more
Industries
Accounting Firms + 88 more
Investment Size
Upto USD 10 Mn
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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.
9.5 / 10
Dallas
Locations
USA + 98 more
Industries
Accounting Firms + 88 more
Investment Size
Upto USD 10 Mn
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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
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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.
8.3 / 10
Locations
USA + 11 more
Industries
Advertising Agencies + 19 more
Investment Size
Upto USD 12 Mn
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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
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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
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
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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
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Interests: We are looking for high revenue businesses with low profits and we implement company wide restructuring. We also specialize in SaaS technology companies.
Background: We are a crowdfunding platform that helps founders in their journey to success, specifically with capital raising and exit strategies like M&A and PE acquisitions.
7.5 / 10
Locations
USA + 1 more
Industries
Consulting + 10 more
Investment Size
USD 1 Mn - 100 Mn
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Interests: We have a number of financial partners across the nation that provide both equity and debt-based investments. Every situation is different and evaluated on its own merits.
Background: Small, medium, or large we have the commercial finance products & capabilities to help your business with the funding it needs to complete projects and achieve business objectives. We carry a comprehensive portfolio of business loans that are designed to provide you with tailored financing to meet your unique business needs. In addition to offering commercial finance options designed to help the business grow, businesses will also receive personalized service from our team of experienced, friendly financial professionals.
6.8 / 10
Locations
USA + 3 more
Industries
Advertising Agencies + 19 more
Investment Size
USD 100 K - 300 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
Send Proposal
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  • How many business financial consultants in Phoenix are listed on SMERGERS?
    There are 142 active and verified business financial consultants in Phoenix listed on SMERGERS as of 20 May 2025.
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