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Business Financial Consultants in USA

Showing 99 - 112 of 171 Business Financial Consultants in USA. Buy or Sell your Business in USA.

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Interests: - We are open to any preferred approach you wish for your project either by debt financing or joint venture. - We are willing to invest in any project that needs funding and willing for beneficial genuine projects to fund as soft loans. - We grant loans to both corporate and private entities at a low-interest rate between 2.5% to 5% ROI per annum. The terms are very flexible and interesting. - Loan will require due diligence underwriting insurance performance bond is mandatory while JV will require professional risk assessment which would come at a cost. - The project impact needs to be assessed before any funding consideration and projects with higher impact are preferable. - We offer Collateral Transfer which is the delivery of assets from one party to another, often remitted in the medium of a Bank Guarantee. This process happens whereby the Providers agrees to issue the Bank Guarantee to the beneficiary in return for a rental or return, known as a Contract Fee. Both parties agree to enter into a Collateral Transfer Agreement, which governs the issuance and terms of the Guarantee.
Background: We are a recently founded independent technical and financial consultant who works with high-profile investors on financial and brokerage transactions. We specialize in transactional and valuation development. Our main focus is the impact project with a priority in the energy sector. If any company is looking for capital or has a desire to enter into a partnership, we are experts in bringing you to that. We do not charge upfront fees, we only charge at the success of the transaction.
8 / 10
Locations
USA + 26 more
Industries
Accounting Firms + 27 more
Investment Size
USD 55 K - 110 Mn
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Interests: Primed for ESG integration or opportunity is present.
Background: We are an independent ESG consultancy built upon first-hand insight into the vital nature of ESG integration in the corporate sector. Prior to founding this firm, I worked ESG positions with Blackstone in New York and BMO capital markets in Toronto and can bring insight and learnings from large corporate environments to help your business grow and capture additional value that will provide attractive and unique grounds for investment. We provide a suite of ESG advisory services from education on various ESG topics (sustainability practices, ESG report drafting, responsible investing, etc. ) to creating preliminary ESG policies and reports, developing tailored ESG research, and helping you understand which ESG frameworks to use and why.
5.7 / 10
Locations
USA + 1 more
Industries
Apparel Stores + 19 more
Investment Size
Upto USD 2.24 Mn
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Consultant, Mark Taylor & Associates

Financial Consultant in Montreal, Canada

Interests: As a financial consultant based in Montreal, I am primarily interested in working with hotels and resorts, offering financial analysis and advisory services to help businesses in the hospitality industry thrive and grow.
Background: We provide advisory and consulting services. We have a large network of lenders/investors/banks that help provide funds. There are upfront and success fees.
7.1 / 10
Locations
Virginia Beach + 2 more
Industries
Hotels + 4 more
Investment Size
Upto USD 3.7 Mn
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Consultant, Mark Taylor & Associates

Financial Consultant in Montreal, Canada

Interests: As a financial consultant based in Montreal, I am primarily interested in working with hotels and resorts, offering financial analysis and advisory services to help businesses in the hospitality industry thrive and grow.
Background: We provide advisory and consulting services. We have a large network of lenders/investors/banks that help provide funds. There are upfront and success fees.
7.1 / 10
Montreal
Locations
Virginia Beach + 2 more
Industries
Hotels + 4 more
Investment Size
Upto USD 3.7 Mn
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Interests: 1. Market Demand. 2. Scalability. 3. Competitive Advantage. 4. Financial Health. 5. Management Team. 6. Sustainability and Social Responsibility. 7. Risk Exposure.
Background: We are a solutions-driven company focused on helping businesses unlock their full potential through strategic advisory, operational optimization, and innovative growth solutions. Our team brings a diverse range of expertise across multiple domains, making us uniquely positioned to offer end-to-end support for businesses at various stages of growth. 1. Background and Expertise. 2. Domain Knowledge. 3. Previous Deals and Successes. 4. How We Can Help Businesses Grow.
8.4 / 10
Locations
Ligonier
Industries
Pet Food
Investment Size
Upto USD 8.2 Mn
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Interests: I have a client who is looking to buy a payment services company.
Background: I am an independent advisor assisting with transactions like investment management, mergers and acquisitions, management buyouts, joint ventures, financing / re-financing, structuring and project analysis. I was also associated with an HR & recruiting company.
6.2 / 10
Locations
New York City + 2 more
Industries
Enterprise Software + 4 more
Investment Size
USD 2.9 Mn - 11.5 Mn
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Interests: Our clients are looking to purchase call centers or collection agencies in Canada, US, Caribbean or Latin America.
Background: We are M&A advisors have been in the contact center business since 50 years. Our CEO is a leader in the use of technology to improve efficiencies and understand how to apply them at a cost advantage. Over the last twenty years, he has concentrated on sales and marketing, leading businesses through big growth cycles. His two key business interests are preparing companies for penetration into target markets and partnering with the financial institutions to strengthen their vendor relationships. We do not charge upfront fee. We charge only success fee post the deal closure.
6.3 / 10
Locations
New York City + 12 more
Industries
Back Office Outsourcing + 7 more
Investment Size
USD 187 K - 7.5 Mn
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Business Development Manager

Financial Consultant in Montreal, Canada

Interests: Location, EBITDA, sustainability position, quick sale and more.
Background: We are a PR & business consulting company engaged in the tech, retail & industrial segment.
6.3 / 10
Locations
Austin
Industries
Beauty Clinics + 4 more
Investment Size
USD 25 K - 400 K
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Interests: I am interested in an existing business. I will be able to help businesses which are in any industry such as - manufacturing, healthcare, hospitality, logistics, IT services, IT products, retail, and e-commerce.
Background: I specialize in the areas of Corporate Finance and come with 30+ years of corporate experience handling merchant banking (IPOS), fundraising (both debt & equity), M&A, joint ventures, go-to-market, corporate planning & board representation. I charge both upfront and success fees depending on the deal.
8.6 / 10
Locations
USA + 3 more
Industries
Education + 5 more
Investment Size
USD 1.2 Mn - 60 Mn
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Founder And Operations Head, Infocrest

Financial Consultant in Indore, India

Interests: Any business looking for Business Planning and investors for their business or consultancy in the field of financials or branding.
Background: Infocrest is a blue-chip Knowledge Process Outsourcing Company bringing high-quality business solutions from startup companies to large business enterprises across the globe. What we deal into: 1. Business Planning. 2. Financial Modeling. 3. Seed / PE / Angel / Bank Funding. 4. Market Research. 5. Bookkeeping / Accounting. 6. Branding and Digital Marketing.
8.4 / 10
Locations
USA + 22 more
Industries
Agricultural Machinery + 27 more
Investment Size
USD 3 Mn - 24 Mn
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Interests: Factors that play a major role are the nature of business, the year of establishment (how old the business is), the reason for sale / investment, annual revenue & profit. However, the factors may vary depending on the business. Our clients are looking for businesses in India, Singapore, the UK, and the US.
Background: We are a leading marketing & business consulting company offering solutions in direct marketing, digital marketing, research and publishing, real estate, M&A advisory services with the goal of generating measurable gains for our clients which are directly reflected in sales, financial and bottom line. We can help businesses with their funding requirements & have tied up with a lot of private investors, NBFCs & other financial institutions & are very well equipped to execute such deals. We charge upfront fee and success fee.
8.1 / 10
Locations
USA + 14 more
Industries
Advertising Agencies + 38 more
Investment Size
USD 120 K - 12 Mn
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Interests: - Profit margin. - EBITDA. - Cash flows and revenue. - Assets. - Owners. - Credibility. - Location.
Background: -I have over 3 decades of experience as head of finance in the UAE and India. -I act as an advisor to businesses and help to arrange capital, finance or investment for businesses, as well as help to buy and sell businesses. -My clients are looking to acquire or invest in profitable businesses. -I also help to arrange debt finance and equity for companies all over the world having a revenue of at least USD 10 million annually. I offer valuation services to small and medium-sized businesses as well as due diligence services. Please connect with me if you require any of the above services. I charge retainer fees and/or success fees.
8.3 / 10
Locations
USA + 19 more
Industries
Agriculture Wholesale + 140 more
Investment Size
USD 270 K - 90 Mn
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Interests: We are looking for businesses in the digital payments space and financial services. Should have a good profit margin.
Background: We are a Delhi-based Non-Banking Financial Company (NBFC) registered under the Reserve Bank of India (RBI). We specialise in providing vehicle finance solutions, including loans for two-wheelers and commercial vehicles. We do not charge an upfront fee. We charge a processing fee as per the banking rates, depending on the type of financial product.
8.7 / 10
Locations
USA + 428 more
Industries
Accessories + 366 more
Investment Size
Upto USD 81 Mn
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Founder & CEO, Posiview Capital Advisors LLP

Financial Consultant in Pune, India

Interests: Quality of promoters, size of market, niche products, quality of customers, and financial parameters. The business should be in Asia, Europe or USA, as our clients are looking for businesses in these locations.
Background: Our company is focused on fund raising and financial advisory for early start-ups, MSMEs & fast growing companies. We also work with business groups & family offices to present acquisition & joint venture opportunities. We do charge upfront fees and success fees.
8.3 / 10
Locations
USA + 117 more
Industries
Accounting Firms + 169 more
Investment Size
USD 600 K - 30 Mn
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Interests: Looking for acquisition and investment targets for our clients (corporates & funds) across sectors. Looking to connect with business looking to sell or raise funds across all regions.
Background: Boutique strategic and financial advisory firm with a strong global network of investors. We support SMEs and startups in their fund raise and M&A pursuits. Also involved in overseas lending for Indian businesses and support cross border acquisitions for companies looking to expand internationally. We charge upfront fees and success fees.
7.2 / 10
Locations
USA + 107 more
Industries
Accounting Firms + 153 more
Investment Size
USD 1 Mn - 500 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 04 September 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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