A lender representative is employed directly by a bank, finance company or funding company. His job is to fit a business owner’s unique financial needs into that lender’s products. He usually has an excellent knowledge base of the particular lender's products. 

The lender representative does a great job of fitting a business owner’s needs into their lender's criteria. However, if a business owner s unable or unwilling to fit the particular lender’s criteria, the business owner has wasted precious time, and must continue his own search for a solution.

Oftentimes such a relationship may force a business owner to choose between limited options (or none at all).

This is why many bankers refer their business clients to Capital Profit Solutions!

A financial broker searches for and identifies lenders and/or investors that will likely be a good fit for a given project and present to them the necessary information on the prospective business entity.

A broker is very product-driven and may know the general types of funding sources that would have an interest in a project and, in many cases, will know of specific institutions most likely to finance/fund the project. The broker knows how to present the information on the prospective client in a manner that will provide the best opportunity to get a most favorable result.

A good broker will do all he/she can to meet the needs of the client while protecting the interests of the investor. The broker often assists in the documentation and closing of the deal as needed.

Once the transaction is closed, the funding source and the client pays the broker, his job is completed.


Capital Profit Solutions -

We take the above processes a number of steps further, depending on the needs of the client.

We, as financial broker consultants. blend the excellent knowledge base of a lender with the customer service of a broker and become advisors, strategists, and advocates for the client.

During our consultative evaluation with the client, we become aware of the business owners financial "pains" and strive to alleviate them.

We will help our client decide what type of financing or combination of financing vehicles will be most advantageous for our client.

As consultants, we are service-driven to help assess the needs and wants of a client, concentrating on the end result that a business owner wants, in lieu of a particular funding vehicle. Once all options available are reviewed, we assist in preparing a financial package and getting it ready for underwriting. We handle all aspects of the process as required.

A consultant fits the product(s) to the unique needs of each  business owner. The consultant will remain available to advise the client throughout the process of securing accounting/audit services, appraisals, business consultants or any other professionals who are needed to complete a project because they may affect the financing parameters.

As consultants, we become advocates for our clients, not just facilitators.


Business owners usually will use us for two main reasons:

• First, those who lack the financial expertise to accomplish their financing objectives use us to assist them.

We do the work for them. This allows the business professional to concentrate on what they know best: providing their unique product or service to their customers.

• Second, many people who may possess the expertise to do it themselves, use us because they are so immersed in other pressing concerns that they need temporary assistance on specific projects.

Further, as consultants, we have dealt with such diverse types of financial institutions and funding sources and business entities and by using our experience, a client will save far more precious time, hassles, money in rates, terms and fees on a project than otherwise.

At Capital Profit Solutions, our engagement fees are based on our assessment of the complexity of the task and how much time we think it may take to accomplish the most positive result for the business owner.

Once we are contracted, we are available, for no additional initial engagement fee, to handle most other funding needs that may arise during our contracted time frame.

Contact Us Today - 877-470-9732 or info@profitsolutions.org to Schedule A FREE, No-Obligation Review To Discuss Any Current and Future Cash Flow Concerns You May Have.