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Business Financial Consultants in USA

Showing 15 - 28 of 226 Business Financial Consultants in USA. Buy or Sell your Business in USA.

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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
USA + 79 more
Industries
Advanced Polymer + 104 more
Investment Size
INR 4.3 Cr - 1290 Cr
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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.
7.7 / 10
Locations
USA
Industries
Apparel Stores + 19 more
Investment Size
Upto INR 43 Cr
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Interests: I am looking for businesses for our clients by examining critical elements such as risk factors, operational performance, and compliance with legal and regulatory standards. I will not charge both the success fee and the upfront fee from the businesses on the platform. I will charge the investor whom I am representing. I am exploring multiple locations for good businesses.
Background: As a seasoned investor with a rich background in investment analysis, portfolio management, and strategic leadership, I bring over two decades of experience to the table. From my tenure as a senior partner to my current status as a consultant/private investor actively exploring investment opportunities, I have demonstrated a commitment to excellence and innovation. My proactive approach involves challenging traditional beliefs and fostering awareness in investing practices to uncover untapped potential in evolving markets.
7.9 / 10
Locations
USA + 5 more
Industries
Hospitals + 22 more
Investment Size
Upto INR 860 Cr
Send Proposal
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Interests: I am looking for businesses for our clients by examining critical elements such as risk factors, operational performance, and compliance with legal and regulatory standards. I will not charge both the success fee and the upfront fee from the businesses on the platform. I will charge the investor whom I am representing. I am exploring multiple locations for good businesses.
Background: As a seasoned investor with a rich background in investment analysis, portfolio management, and strategic leadership, I bring over two decades of experience to the table. From my tenure as a senior partner to my current status as a consultant/private investor actively exploring investment opportunities, I have demonstrated a commitment to excellence and innovation. My proactive approach involves challenging traditional beliefs and fostering awareness in investing practices to uncover untapped potential in evolving markets.
7.9 / 10
Mesquite
Locations
USA + 5 more
Industries
Hospitals + 22 more
Investment Size
Upto INR 860 Cr
Send Proposal
Interests: Criteria for Businesses Seeking Funding: - 6+ months time in business. - $25,000+/month in revenue. - 500+ FICO. - No defaults/BKs. - We look for consistency in month to month revenue.
Background: What we do is we help small to medium size businesses access funding outside of the traditional banking system so they can receive funding fast with minimal documentation in order to invest into operations, marketing, equipment, inventory, etc. ...
7.6 / 10
Locations
USA + 1 more
Industries
Apparel Stores + 18 more
Investment Size
INR 43 L - 86 Cr
Send Proposal
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
USA + 22 more
Industries
Advertising Agencies + 45 more
Investment Size
INR 8.6 L - 43 Cr
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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.
7.4 / 10
Locations
USA + 6 more
Industries
Amusement Parks + 28 more
Investment Size
INR 8.6 Cr - 129 Cr
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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.
6.7 / 10
Locations
USA + 30 more
Industries
Adhesive + 57 more
Investment Size
INR 4.3 L - 860 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.
6.9 / 10
Locations
USA + 42 more
Industries
Alternative Medicine Facilities + 47 more
Investment Size
Upto INR 1000 Cr
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.
7.2 / 10
Locations
USA + 16 more
Industries
Accounting Firms + 51 more
Investment Size
INR 17 Cr - 1290 Cr
Send Proposal
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
INR 86 L - 2570 Cr
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
INR 8.6 L - 860 Cr
Send Proposal
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.
7.1 / 10
Locations
USA + 11 more
Industries
Advertising Agencies + 19 more
Investment Size
Upto INR 103 Cr
Send Proposal
Interests: Leverageable assets with minimum annual revenues of USD 20 million and no upward limit.
Background: We are a private advisory firm, specializing in business mergers & acquisitions advisory services for our private clients. We also provide valuation & management consulting services.
6.5 / 10
Locations
USA + 3 more
Industries
Asphalt Manufacturing + 38 more
Investment Size
INR 170 Cr - 860 Cr
Send Proposal
Director, Rainstar Capital Group

Financial Consultant in Phoenix, USA

Interests: - Any active business looking for financing opportunities in the United States between $100k and $20 million. - We can fund any industry and can fund both secured and unsecured debt.
Background: We are a multi-strategic private equity firm based in the United States. We invest in consumer distressed debt portfolios, small business cash advances, distressed mortgages, and high-growth companies. We also provide financing to companies of all sectors and credit rating classes. We charge an upfront fee and we lend money at certain rate of interest. The fees and lending rate depend on the nature of business, revenues and credit score of the company.
7.4 / 10
Locations
USA + 1 more
Industries
MEP Construction + 20 more
Investment Size
INR 86 L - 170 Cr
Send Proposal
Frequently
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  • How many business financial consultants in USA are listed on SMERGERS?
    There are 226 active and verified business financial consultants in USA listed on SMERGERS as of 14 July 2025.
  • 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

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    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

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