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Business Financial Consultants in USA

Showing 57 - 70 of 171 Business Financial Consultants in USA. Buy or Sell your Business in USA.

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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
Arizona + 4 more
Industries
Beauty Salons + 5 more
Investment Size
USD 10 K - 250 K
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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
Florida + 10 more
Industries
Advanced Polymer + 18 more
Investment Size
Upto USD 2.5 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
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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
Nashville
Locations
North America + 56 more
Industries
Adhesive + 89 more
Investment Size
USD 50 K - 1000 Mn
Send Proposal
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
Florida + 20 more
Industries
Advanced Medical Equipment Wholesale + 126 more
Investment Size
USD 50 K - 10 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
Send Proposal
Interests: We are interested in an existing business with good growth potential for our clients.
Background: We are a consulting firm based in South Carolina, USA. We are committed to delivering value through strategic solutions tailored for small and medium-sized enterprises (SMEs) as well as large conglomerates. Leveraging our operational expertise, we empower clients to make informed decisions and drive impactful outcomes. Our services span change management, interim leadership, and comprehensive business transformation. We cater to businesses in the USA. We do not charge an upfront fee. We charge a success fee post-deal closure.
6.6 / 10
Locations
Florida + 5 more
Industries
Freight & Logistics + 6 more
Investment Size
Upto USD 5 Mn
Send Proposal
President, Approved Business Lending

Financial Consultant in Huntingdon, USA

Interests: Would like to get more details about the business.
Background: We are a lending company. We have nationwide access.
6.6 / 10
Locations
Pennsylvania + 1 more
Industries
Gyms
Investment Size
USD 10 K - 10 Mn
Send Proposal
Interests: We represent a bio company that is looking for a clean pink sheet reporting/non reporting company. Looking to buy pink sheet shell to go public.
Background: We are M&A advisors based in Florida. We do not charge upfront fee. We charge only success fee post the deal closure.
6.3 / 10
Locations
Florida
Industries
IT Services + 2 more
Investment Size
Upto USD 500 K
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
California + 4 more
Industries
Fast Food Restaurants + 7 more
Investment Size
USD 50 K - 3 Mn
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Interests: Vision and roadmap to profitability will be analyzed. Business should have a top quality team.
Background: We are a business consulting firm assisting with branding, prepare business plans, fundraising & design services. We have an extensive network of banks, VC's, and PE's that we work with on deals.
6 / 10
Locations
Arizona + 6 more
Industries
Restaurants + 1 more
Investment Size
Upto USD 10 Mn
Send Proposal
Interests: Experience, 550 minimum credit score, and monthly revenue to be around USD 17,000.
Background: I am a business and real estate private lender as well as a title advisor for real estate. I assist many businesses and investors with many different types of transactions and funding. I can offer business loan products that can get a business funded in as little as two days.
6 / 10
Locations
Illinois + 7 more
Industries
Enterprise Software + 22 more
Investment Size
Upto USD 5 Mn
Send Proposal
President, CS Carthan and Associates Management Consultants

Financial Consultant in Hammond, USA

Interests: We are looking for new businesses.
Background: We are a management consulting firm. Our promoters have international consulting experience with Fortune 500 clients. We provide services like strategic planning, financial consultancy, and project management.
5.9 / 10
Locations
Illinois + 1 more
Industries
Consulting
Investment Size
USD 50 K - 150 K
Send Proposal
Interests: Business with good growth potential and sustainability.
Background: I have experience in business solutions company.
5.7 / 10
Locations
Mississippi + 2 more
Industries
Freight & Logistics + 2 more
Investment Size
Upto USD 500 K
Send Proposal
Interests: We are looking to connect with companies worldwide seeking capital to grow and flourish. As a Business Finance firm, with a wide network of lenders, we can secure funds for the following: Real Estate Financing, Heavy Equipment Financing, Medical Equipment Financing, Working Capital, Asset-Based lending, and other financing transactions.
Background: We are a premier business finance consulting firm based in New York City. We specialize in helping companies worldwide secure the capital they need to achieve their full potential. With an extensive network of lenders, MBF offers innovative financing solutions tailored to meet the unique needs of each client. Our expertise lies in creative financing and loan structuring, allowing us to navigate complex financing landscapes and deliver exceptional results. Our financing service extends to businesses in Europe, the USA, East Asia, the Middle East, and other world regions. We do not charge upfront fees, we charge success fees.
6.5 / 10
Locations
New York City + 14 more
Industries
Agricultural Machinery + 42 more
Investment Size
USD 500 K - 50 Mn
Send Proposal
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  • How many business financial consultants in USA are listed on SMERGERS?
    There are 171 active and verified business financial consultants in USA listed on SMERGERS as of 31 August 2025.
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  • 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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