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Business Financial Consultants

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Interests: I am an independent advisor interested in diverse sectors for my clients. A preference exists for businesses based in Tampa, aiming for scalability and the potential for remote operations. Emphasizing adaptability and openness across miscellaneous industries and operational structures, fostering diverse and virtual growth potential within traditional and emergent fields.
Background: I am a CPA with over 35 years of experience in public accounting across various significant areas. I am an independent advisor currently leveraging my extensive background to provide expert financial consulting services. I provide audits, taxes - both federal and local, cyber security, bookkeeping, and forensic investigations to my clients. I cater to individuals, corporations as well as international clients. I charge an upfront and a success fee.
6.4 / 10
Locations
Tampa
Industries
Apparel Stores + 19 more
Investment Size
Upto USD 1 Mn
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Investor Relations Advisory Consultant

Financial Consultant in San Francisco, USA

Interests: We search for organizations with urgent requirements for managing tech related projects, company financing needs and/or software security technologies.
Background: - For more than 20 years, we have been helping businesses with technology, sustainability and technology management. The previous deals done have been providing strategic growth and funding to small to medium businesses in the United States. We have also been involved with three successful pre-IPO's, medical funding, hotel funding and telecom funding. - We extend our professional experience and expertise onto small to large enterprises across several domains as demanded.
5.6 / 10
Locations
USA + 2 more
Industries
Digital Marketing + 14 more
Investment Size
USD 5 K - 500 Mn
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Interests: One of our clients is seeking a buyout of an existing school or training facility anywhere in India. I also provide private loans of up to INR 1 crore with the following criteria: 1. Send in your project proposal with projections and payment schedule. 2. Send institutions and personal IT returns of last three years. 3. Send copy of collateral security documents to the value of INR 2 Cr.
Background: Director of a business focusing on import / export of wooden products. Along with this, I also provide advisory service and can provide private loans in my own scope at reasonable interest rates. We do not charge any upfront fee but only success fee for our advisory services.
6 / 10
Locations
India + 6 more
Industries
NBFC + 5 more
Investment Size
Upto USD 120 K
Send Proposal
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Interests: One of our clients is seeking a buyout of an existing school or training facility anywhere in India. I also provide private loans of up to INR 1 crore with the following criteria: 1. Send in your project proposal with projections and payment schedule. 2. Send institutions and personal IT returns of last three years. 3. Send copy of collateral security documents to the value of INR 2 Cr.
Background: Director of a business focusing on import / export of wooden products. Along with this, I also provide advisory service and can provide private loans in my own scope at reasonable interest rates. We do not charge any upfront fee but only success fee for our advisory services.
6 / 10
Kakinada
Locations
India + 6 more
Industries
NBFC + 5 more
Investment Size
Upto USD 120 K
Send Proposal
Interests: We are loan advisors based in Kolkata with over 2.5 years of experience. We specialize in facilitating business, home, and personal loans, catering to a wide range of financial needs without specific lending limits. Our advisory services are transparent and client-focused we do not charge any retainer or success fees, ensuring that our clients receive straightforward, cost-effective support throughout the loan process. We will charge a minimal processing fee depending the loan amount.
Background: As a director in financial advisory services, I provide expert guidance to clients in managing their financial goals. My focus is on creating tailored strategies that enhance their investments and optimize security. I leverage my knowledge to help clients navigate complex financial landscapes and make informed decisions. My aim is to build lasting relationships based on trust and success.
5.8 / 10
Locations
West Bengal + 1 more
Industries
Paper Packaging + 2 more
Investment Size
Upto USD 117 K
Send Proposal
Interests: As a financial consultant based in Pune, I am interested in businesses related to petrol bunks, oil & gas refining, and marketing sectors, seeking opportunities with a good return on investment, potential for business growth, sales, and generation of qualified leads. We will not charge any upfront fees. We will charge a success fee from the businesses on the platform post the deal closure.
Background: As the owner of my financial consulting firm, I leverage my extensive knowledge and experience to provide expert guidance to clients in optimizing their financial strategies and investments. I am dedicated to offering personalized and comprehensive financial planning services tailored to each individual's unique objectives and goals. My goal is to assist clients in making well-informed decisions to achieve long-term financial success and security.
6.3 / 10
Locations
Kolkata + 1 more
Industries
Gas Stations + 2 more
Investment Size
Upto USD 1.08 Mn
Send Proposal
Interests: I am a financial consultant based in Manama. I am primarily interested in businesses in the education sector such as schools and colleges. I particularly focus on businesses that are financially well-managed, profitable, have clear ownership, no liens or disputes, and hold solid staff structures with clear contracts. I will not charge any upfront or success fee from the businesses on the platform. I will charge from investors whom I am representing.
Background: As an experienced individual advisor in the education sector, I provide tailored financial guidance to help individuals navigate financial decisions and enhance their fiscal well-being. With a focus on understanding your unique goals and concerns, I strive to develop personalized strategies to support long-term financial success and security. My commitment is to empower you with the knowledge and resources necessary to make informed financial choices and pursue your educational and professional aspirations with confidence.
5.6 / 10
Locations
Manama
Industries
Schools & Colleges + 1 more
Investment Size
USD 530 K - 10.6 Mn
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Interests: As an individual investor, I am assisting a client who is in the process of relocating from Sweden to the United States and is currently seeking a business acquisition opportunity. He is petitioning the United States Citizens and Immigration Service (USCIS) for an E2 investment visa, which requires a substantial investment, typically achieved through business acquisition. To facilitate a thorough evaluation, we require a comprehensive package that includes key business information such as financials, payroll details, business name, specific location, and other relevant data. I will not charge any upfront or success fee from the businesses. I will charge the investor whom I am representing.
Background: As a financial consultant focusing on advising individuals, I specialize in providing personalized financial guidance tailored to each client's goals and needs. My aim is to assist clients with budgeting, saving, investing, retirement planning, and wealth management. By assessing financial situations and offering strategic advice, I help guide individuals towards financial success and security.
6 / 10
Locations
Los Angeles
Industries
Cleaning + 1 more
Investment Size
Upto USD 400 K
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Interests: We are a business consultancy firm seeking businesses for our investor clients. We look for: - Location. - Cyber-security. - Licenses. - Regulatory compliance, and. - No outstanding loans or creditors.
Background: We are a business consultancy firm in Dubai. We work with clinics and healthcare businesses in the UAE. Our role involves helping these organisations grow and restructure their strategies. We also provide support during mergers and acquisitions, along with helping companies find the right staff.
6.7 / 10
Locations
Abu Dhabi
Industries
Alternative Medicine Facilities + 16 more
Investment Size
Upto USD 2.7 Mn
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Interests: - We are looking for business in different sectors all over India for our clients as our clients are from different locations and in different sectors. - We work with clients from a wide range of sectors. - We need the security of no legal cases against the business and a proper license of the business. - We also have business which are available for sale and for investing.
Background: A botique advisory company fonded by very senior and professionally qualified ex bankers having over 130 years of banking experience. The team has done inumerable deals in Debt, Equity and M&A.
7.4 / 10
Locations
India + 5 more
Industries
Shopping Malls + 24 more
Investment Size
Upto USD 600 Mn
Send Proposal
Interests: Integrity of promoters is of utmost evaluation.
Background: We are an accounting firm. We help our clients in investing/buying and selling. We can help clients in securing credit facility at the unmatchable low collateral security requirement. We do charge upfront fees depending on the services the client requires from us. We charge success fees from all the clients.
6.3 / 10
Locations
Punjab + 1 more
Industries
Apparel Stores + 20 more
Investment Size
Upto USD 2.4 Mn
Send Proposal
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    There are 775 active and verified business financial consultants listed on SMERGERS as of 07 April 2026.
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