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  • [ January 18, 2026 ] How Smarter Lead Forms Are Giving PAL Associates More Time to Market—and More Credibility with Prospects Featured
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  • [ January 13, 2026 ] The BDO Connection: The Most Overlooked Advantage New Factoring Brokers Have Consultant Business Development
  • [ January 10, 2026 ] Case Study: When AI Ends a Career — and a New One Begins Case Studies
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  • [ January 10, 2026 ] Case Study: Jason’s Story and How to Hit a Factoring Commissions Home Run Case Studies
  • [ January 7, 2026 ] Beyond Funding: What Brokers and Consultants Gain at the 32nd Annual Factoring Conference Education and Learning
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  • [ December 30, 2025 ] Projector and Screen: Essential Tools for the Perfect Pizza Lunch Seminar Featured
HomeCase Studies

Case Studies

Sample Case Studies

Case Studies

Case Study: Millie Stubblefield and the Chamber of Commerce

Robert McMahon Comments Off on Case Study: Millie Stubblefield and the Chamber of Commerce

About This Client This is a very common factoring lead that became a client for this “referrer”.  Small business “service companies” are one of the most productive types of companies for new brokers to “cut […]

Case Studies

Case Study: Tina’s Amazing New Car Factoring Client

Robert McMahon Comments Off on Case Study: Tina’s Amazing New Car Factoring Client

Sometimes, it is easy to “gloss over” the power of business types that offer residual income and the business of factoring broker is one that not only offers residual monthly commission income but offers such […]

Case Studies

Case Study: Kacey Harmon…Cash Flow Broker Discovers Factoring

Robert McMahon Comments Off on Case Study: Kacey Harmon…Cash Flow Broker Discovers Factoring

Kacey Harmon was a telephone receptionist at an auto dealership in Orlando, FL and had also been working part time as a Mortgage Note Broker and Cash Flow Consultant for several years on the side.  […]

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Economy and Outlook

Employee after tech job loss
Economy

Lost Your Tech Job? Maybe Alternative Commercial Finance Is Right For You!

You must be an IACFB Member or Factor and logged in to view this content.  To explore membership at the [...]
  • The New Entrepreneur Economy: Why Factoring Brokers Are Perfectly Positioned for America’s Start-Up Surge

  • Credit Card Delinquencies Hit Highest Level in 12 Years: What It Means for You!

  • Tariffs Are Back in the Spotlight — And It’s a Golden Opportunity for Factoring Brokers

  • UBS Calls It at 93%: Getting Ready for the Coming Recession

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IACFB Recommended

  • In the Spotlight: American Receivable

    Comments Off on In the Spotlight: American Receivable
    Since 1979, American Receivable has provided small businesses with the financial resources they need to grow, increase inventory, make payroll [...]

Industry Start Up Opportunity

  • Broker earning commisasion from first cleint financed

    How Referrers and Sponsored Agents Choose Their First Marketing Targets

    Comments Off on How Referrers and Sponsored Agents Choose Their First Marketing Targets
      As a valuable lead generation source for factors and other financiers in alternative business finance, today’s Referrers and Sponsored agents play a pivotal role in new [...]
  • What is required for $100,000 Income

    How Many Clients You Really Need — And Which Industries Are Best for Factoring Brokers

    Comments Off on How Many Clients You Really Need — And Which Industries Are Best for Factoring Brokers
    Once a new broker understands the commission structure, the next question naturally follows: “How many clients do I really need to earn six figures?” Many [...]

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Recent Posts of Interest

  • How Smarter Lead Forms Are Giving PAL Associates More Time to Market—and More Credibility with Prospects
  • PAL Affiliates: Enter the Power Post Challenge
  • The BDO Connection: The Most Overlooked Advantage New Factoring Brokers Have
  • Case Study: When AI Ends a Career — and a New One Begins
  • Case Study: When Chamber Relationships Turn Into Funded Growth
  • Case Study: Jason’s Story and How to Hit a Factoring Commissions Home Run
  • Beyond Funding: What Brokers and Consultants Gain at the 32nd Annual Factoring Conference
  • When One Job Is No Longer Enough: Why Professionals Are Turning to High-Leverage Side Businesses
  • Its 2026 and Here’s Your New Income Opportunity for Finance-Minded Professionals
  • Projector and Screen: Essential Tools for the Perfect Pizza Lunch Seminar
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Recent Posts
  • How Smarter Lead Forms Are Giving PAL Associates More Time to Market—and More Credibility with Prospects
  • PAL Affiliates: Enter the Power Post Challenge
  • The BDO Connection: The Most Overlooked Advantage New Factoring Brokers Have
  • Case Study: When AI Ends a Career — and a New One Begins
  • Case Study: When Chamber Relationships Turn Into Funded Growth
  • Case Study: Jason’s Story and How to Hit a Factoring Commissions Home Run
  • Beyond Funding: What Brokers and Consultants Gain at the 32nd Annual Factoring Conference
  • When One Job Is No Longer Enough: Why Professionals Are Turning to High-Leverage Side Businesses
  • Its 2026 and Here’s Your New Income Opportunity for Finance-Minded Professionals
  • Projector and Screen: Essential Tools for the Perfect Pizza Lunch Seminar
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