Need help?

Business Financial Consultants in Texas

Showing 29 - 42 of 174 Business Financial Consultants in Texas. Buy or Sell your Business in Texas.

Filters
  • Texas

  • Financial Consultant

 
Interests: We are interested in leveraging Information Memorandum and potentially other transaction support services for clients and exploring larger partnership opportunities, indicating experience in financial advisory and CFO services for growing businesses.
Background: We are associated working with Growth CFOs located in Washington DC, New York City, Australia, and New Zealand.
7.1 / 10
Locations
USA
Industries
Apparel Stores + 19 more
Investment Size
Upto USD 500 K
Send Proposal
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
Send Proposal
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
Send Proposal
List your business on SMERGERS.
Get visibility from 110,000+ member network of Businesses, Investors, Acquirers, Lenders and Advisors from 900+ Industries and 170+ Countries
Create Business Profile
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
Pompano Beach
Locations
Texas + 4 more
Industries
Beauty Salons + 5 more
Investment Size
USD 10 K - 250 K
Send Proposal
Interests: I am looking for businesses that have a been in business for a couple years are on growth trajectory. We prefer black and white transactions without progress billing or "pay when paid" payment terms. Our terms to you are most favourable when customers pay bills within 30 days, you are not too concentrated on one or a few customers.
Background: We are an alternative option that does not involve taking on a loan or investment, keeping your balance sheet a little healthier. Our company was started by my father in 2002 and have since worked with a select few clients at a time. Our goal is to be a strong financial partner to provide quick financing.
8 / 10
Locations
Texas + 4 more
Industries
Advanced Medical Equipment Wholesale + 75 more
Investment Size
Upto USD 10 Mn
Send Proposal
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
Send Proposal
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
Send Proposal
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
Send Proposal
Interests: The fund is interested in investing in or acquiring businesses in specific industries that are complementary to its existing portfolio companies.
Background: We are representing a small family office that invests in private companies. Large network of larger investors who have co-invested with the fund.
7.1 / 10
Locations
Fort Worth + 10 more
Industries
Advanced Polymer + 18 more
Investment Size
Upto USD 2.5 Mn
Send Proposal
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
Send Proposal
Interests: Focused on established businesses at Graham. Interest lies in those with a captivating customer experience and strong local community ties. Particularly value profitability coupled with innovation in the business model for sustainable growth.
Background: We are a consulting agency based in Massachusetts. We specialise in bookkeeping, accounting, and advisory services for businesses of all sizes. We partner with a firm focused on financial options for small businesses across the USA. With over 15 years of experience, We have helped clients scale efficiently. We do not charge an upfront fee. We charge a success fee.
7.2 / 10
Locations
Graham + 6 more
Industries
Accounting Firms + 8 more
Investment Size
Upto USD 80 K
Send Proposal
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 / 10
Locations
USA + 30 more
Industries
Advertising Agencies + 50 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
Send Proposal
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 + 94 more
Industries
Advanced Polymer + 127 more
Investment Size
USD 30 K - 500 Mn
Send Proposal
Interests: Strong sales, strong financial record and assets.
Background: We have designed and built a lending platform to help you reach your desired funding amount. Whether you’re an entrepreneur and starting a business or you’re an existing business looking to grow, we are here to help. We will help guide you down the right path so you get the money you need when you need it.
7.4 / 10
Locations
Humble + 4 more
Industries
Automotive Accessories + 38 more
Investment Size
USD 100 K - 50 Mn
Send Proposal
Frequently
Asked
Questions
  • How many business financial consultants in Texas are listed on SMERGERS?
    There are 174 active and verified business financial consultants in Texas listed on SMERGERS as of 20 May 2026.
  • What level of due diligence does SMERGERS conduct on the businesses/member?

    SMERGERS scrutinizes all profiles and only features a select group of businesses, investors, advisors that meet a basic requirement. When required, certain members may have submitted some form of proof …read more

  • How active are the business profiles listed on SMERGERS?

    We regularly filter out businesses which are inactive or have already closed a transaction. Typically, if the business is actively looking to sell/raise capital, the status is shown in green.

  • How can I be sure about privacy and confidentiality?

    We understand the level of confidentiality required in strategic transactions and we strive to provide a safe and secure experience for our members. Please review our privacy policy. We …read more

  • How can I contact a business listed on SMERGERS?

    You need to be logged in before you connect with a business. Click here to register and message the business If you are already logged in, please use the contact …read more

  • Should you buy an existing business or start a business from scratch?

    Buying an existing business is generally an easier way to start a business with an immediate head start. It saves valuable time and administrative efforts, considering starting from scratch is …read more

  • How successful has SMERGERS been in helping its users successfully close a deal?

    SMERGERS is a discovery and matchmaking platform with a global reach. It helps in connecting Businesses, Investors, Acquirers, Lenders, M&A Advisors and Boutique Investment Banks across locations, industries and transactions. …read more

  • What is the checklist for selling a business?

    Here is the checklist for selling a business

    1. Find a manager who can take care of your business in your absence.
    2. Fix the operations to optimize your profit …read more

  • Show more

Chat with Us
Welcome to SMERGERS