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Business Financial Consultants in San Francisco

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

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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.
6.6 / 10
Locations
USA + 2 more
Industries
Edutech + 4 more
Investment Size
Upto USD 2 Mn
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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
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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
San Francisco + 79 more
Industries
Advanced Polymer + 104 more
Investment Size
USD 500 K - 150 Mn
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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
Lewes
Locations
San Francisco + 79 more
Industries
Advanced Polymer + 104 more
Investment Size
USD 500 K - 150 Mn
Send Proposal
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
San Francisco + 99 more
Industries
Accounting Firms + 90 more
Investment Size
Upto USD 10 Mn
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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
San Francisco + 12 more
Industries
Beauty Clinics + 30 more
Investment Size
USD 25 K - 20 Mn
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Owner, CJC Judgment And Paralegal Services / 1st4Financial

Financial Consultant in New York City, USA

Interests: - Must be in the business for at least 1-2 years. - Start-ups need a strong credit history or credit partner 650+ - Creative financing opportunities available for those not matching traditional funding criteria or credit. - Asset based lending available. Also all types of funding products from private, hard and SBA.
Background: We provide legal and financial services / support to our clients. I have over 15 years of experience in the legal and financial services industries and have been awarded several awards both in NY and globally. We are a US Gov and NYS approved vendor.
8.1 / 10
Locations
California + 40 more
Industries
Bars + 47 more
Investment Size
USD 100 K - 100 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
California + 5 more
Industries
Digital Marketing + 14 more
Investment Size
USD 50 K - 7 Mn
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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
California + 22 more
Industries
Advertising Agencies + 45 more
Investment Size
USD 10 K - 5 Mn
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Director Of Financial Services, TruBest Financial Services, Inc

Financial Consultant in Memphis, USA

Interests: - Our company provides funding capital to businesses regardless of credit score across 50 states in the US only. Rates starts at 7% based upon client creditworthiness and project fundability. - We have diverse business experience and strategic partnerships with established national lenders and hedge management funds.
Background: - We offer a wide scope of financing and debt service programs for A through D credit tiers and have a lending capacity to tailor every transaction to our client’s specific needs. - We provide options for quick approval, flexible payment, minimal to no financials required on most financing, no personal guarantor programs, non recourse and no early payoff penalty.
7.8 / 10
Locations
California + 30 more
Industries
Adhesive + 57 more
Investment Size
USD 5 K - 100 Mn
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Interests: As a financial consultant, I am focused on working with businesses in the energy, technology, food and beverage, and logistics industries. I prioritize supporting companies located in Colorado Springs and the surrounding areas like California and Colorado.
Background: As a partner in the firm, I bring years of experience in financial strategy, investment management, and retirement planning to provide comprehensive and tailored solutions tailored for each client's individual financial needs and objectives. I pride myself on empowering clients through informed decisions and sound financial consulting in order to secure long-term financial success and wealth management.
7.5 / 10
Locations
California + 3 more
Industries
Bakery Products + 5 more
Investment Size
Upto USD 5 Mn
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Interests: Small, growing, cash flow positive businesses looking for debt with flexible terms.
Background: We manage a new private debt fund that offers senior debt with flexible terms.
7.6 / 10
Locations
California + 9 more
Industries
Building, Construction and Maintenance + 6 more
Investment Size
USD 500 - 4 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
California + 4 more
Industries
Fast Food Restaurants + 7 more
Investment Size
USD 50 K - 3 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.
8.1 / 10
Locations
North America + 56 more
Industries
Adhesive + 89 more
Investment Size
USD 50 K - 1 Bn
Send Proposal
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
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  • How many business financial consultants in San Francisco are listed on SMERGERS?
    There are 151 active and verified business financial consultants in San Francisco listed on SMERGERS as of 25 May 2025.
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