Which Lender Will Fund Financial Planning?
Need a Funder or Vendor? START HERE

Results 1 to 10 of 10
  1. 08-10-2018, 12:41 PM #1
    TINAMARIEINT
    TINAMARIEINT is offline
    Member Reputation points: 10
    Join Date
    Mar 2018
    Posts
    23

    Which Lender Will Fund Financial Planning?

    Merchant is looking for $250k!

    Monthly deposits $183k, no neg days, avg balances $18k & credit is in the 700's!
    Reply With Quote Reply With Quote
  2. 08-10-2018, 01:00 PM #2
    AdvanceFund
    AdvanceFund is offline
    Senior Member Reputation points: 9546
    Join Date
    Jun 2016
    Posts
    416

    I think the financial planner needs a financial planner.
    Reply With Quote Reply With Quote
  3. 08-10-2018, 01:04 PM #3
    RichardGerard
    RichardGerard is offline
    Senior Member Reputation points: 68233
    Join Date
    Dec 2014
    Location
    Quogue, NY
    Posts
    1,108

    Hey Tinamarieint,

    If the Financial Planner is a Life and Health Insurance Practice seeking 250k to buy another practice- feel free to touch base. We have a friendly affiliation with a Lender that can assist.

    Best,

    Richard 516 510 3855

    rg@businesscapitalconsultants.com
    Reply With Quote Reply With Quote
  4. 08-10-2018, 04:07 PM #4
    brokerCompany
    brokerCompany is offline
    Senior Member Reputation points: 43599 brokerCompany's Avatar
    Join Date
    Aug 2015
    Location
    CALIFORNIA
    Posts
    943

    What kind of financial planner would get a cash advance?
    Reply With Quote Reply With Quote
  5. 08-10-2018, 04:30 PM #5
    mcaguru
    mcaguru is offline
    Senior Member Reputation points: 54989
    Join Date
    Dec 2013
    Posts
    4,713

    Quote Originally Posted by brokerCompany View Post
    What kind of financial planner would get a cash advance?
    Sure Mantis!


    Why perhaps Bad credit (for whatever reason) and the local competitor is selling book of clients on a fire sale for 500K and only has 300K and knows will do very well with the new client portfolio as will sell them annuities ( competitor was against annuities) and first years commissions will be 1.2M so its a no brainier to take advance some of receivables for upfront capital.
    Marcus Clapman | Business Development | Cresthill Capital
    (High Commissions Payout Group)
    覧覧覧覧覧覧覧覧覧覧覧覧覧
    Tel: 917-521-6528 | Fax: 212.671.1473
    Email: bizdev@cresthillcapital.com
    http://www.cresthillcapital.com
    Reply With Quote Reply With Quote
  6. 08-10-2018, 07:46 PM #6
    LoanMe
    LoanMe is offline
    Senior Member Reputation points: 624
    Join Date
    Nov 2014
    Posts
    438

    Quote Originally Posted by TINAMARIEINT View Post
    Merchant is looking for $250k!

    Monthly deposits $183k, no neg days, avg balances $18k & credit is in the 700's!
    LoanMe can work with all "For profit" industry types, including Financial Planners.
    LoanMe Business
    949-535-7798
    Email: Business.Loans@LoanMe.com




    www.loanme.com/SBL-partner
    1900 S State College Blvd. Suite 300
    Anaheim, CA 92806
    Reply With Quote Reply With Quote
  7. 08-13-2018, 12:31 PM #7
    JoeFCA
    JoeFCA is offline
    Member Reputation points: 13
    Join Date
    Jul 2014
    Posts
    23

    We can get this done

    Not so sure I can do 250 but can get close. Give me a call when you can. Call the direct line. If no answer, shoot me a text and ill call right back.


    Happy Funding!




    Joseph Vaknen
    Head of Biz. Dev.
    E: Joe@thefundingfloor.com
    P: 212.301.2643
    D: 646.546.3866
    Reply With Quote Reply With Quote
  8. 08-13-2018, 04:11 PM #8
    ryan $
    ryan $ is offline
    Banned Reputation points: 179851
    Join Date
    Jun 2017
    Posts
    2,049

    24 Cap, Discount, LCF
    Reply With Quote Reply With Quote
  9. 08-14-2018, 08:49 AM #9
    RDeStefano
    RDeStefano is offline
    Member Reputation points: 10
    Join Date
    Apr 2016
    Posts
    33

    If there is real estate involved, this fits firmly in our wheelhouse. Please feel free to reach out to discuss the file. 212-220-0175. Thanks, Rob.
    Reply With Quote Reply With Quote
  10. 08-20-2018, 12:09 PM #10
    WG Capital
    WG Capital is offline
    Member Reputation points: 991
    Join Date
    Aug 2018
    Posts
    13

    Quote Originally Posted by TINAMARIEINT View Post
    Merchant is looking for $250k!

    Monthly deposits $183k, no neg days, avg balances $18k & credit is in the 700's!
    I can get this done- please reach out.
    Edward Stone
    Senior Funding Coordinator
    WG Capital LLC
    Direct: 833-386-3766 Ext 701
    Cell: 347-582-8538
    edward@WGCapitalllc.com
    Reply With Quote Reply With Quote

Similar Threads

  1. Financial Planning / Accountants / Tax Services Company
    By kremser in forum Deal Bin
    Replies: 7
    Last Post: 11-14-2016, 12:57 PM
  2. Consolidation/Cash Out for Financial Planning firm
    By dpFund in forum Deal Bin
    Replies: 3
    Last Post: 12-27-2015, 11:34 AM
  3. California Hard Money Lender - North Coast Financial, Inc.
    By North Coast Financial in forum Promotions
    Replies: 0
    Last Post: 07-02-2015, 03:07 PM
  4. Planning for 2015
    By Miller192 in forum Merchant Cash Advance
    Replies: 1
    Last Post: 12-18-2014, 11:17 AM


Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  

Forum Rules



INDUSTRY ANNOUNCEMENTS
Lendistry welcomes new CFO
LegalZoom partners w/ businessloans.com
iBusiness Funding acquires Funding Circle

DIRECTORY