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  • [ March 18, 2025 ] Boot Camp Training for PAL Associates at the Magazine Business Start Up
  • [ September 26, 2024 ] What is “Boot Camp” at Commercial Finance Consultants Magazine Boot Camp
  • [ September 8, 2025 ] Start Now: Why a Home-Based Consulting Business Is the Smartest Hedge Against Today’s Job Market Featured
  • [ September 3, 2025 ] Consulting, From the Home Office: Why Now—and How to Build a Serious Practice Broker Outlook
  • [ September 1, 2025 ] Private Note Brokers: Don’t Let Your Training Go to Waste! Notes an Cash Flow Consulting
  • [ August 31, 2025 ] Turning Cash-Out Conversations into Bank Partnerships: A Field Guide for Factoring Brokers Featured
  • [ August 28, 2025 ] Opportunity in Crisis: How Job Fairs Can Deliver New Clients and Referral Partners Guerrilla / Out-of-the-Box Marketing
  • [ August 28, 2025 ] Corporate Bankruptcies Are Surging—And Small Firms Feel the Credit Squeeze Economy
  • [ August 28, 2025 ] Learning from the Pros: How Factor Finders Built a Successful Factoring Brokerage Editor's Choice
  • [ August 28, 2025 ] Factoring that Banks Love—And the MCA Mistake That Costs Brokers Deals Featured
  • [ August 28, 2025 ] What It Takes To Start a Home-Based Factoring Consultant Business Broker Startup Tools
  • [ August 14, 2025 ] New Consultants: 10 Facts You Need To Know For Your Start Up Marketing Plan Popular
HomeAnnex Business-in-a-Box MarketingCase 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: Jason’s Story and How to Hit a Factoring Commissions Home Run

Robert McMahon Comments Off on Case Study: Jason’s Story and How to Hit a Factoring Commissions Home Run

Jason Jaquemann was an avid New York Yankees baseball fan.  In fact, he seldom missed a game throughout the season unless work got in the way.  In most cases on weekends, he would jump on […]

Case Studies

Case Study-A Part-Time Tax Preparer Builds a New Income Stream

Robert McMahon Comments Off on Case Study-A Part-Time Tax Preparer Builds a New Income Stream

Bill Jones works as a Tax Preparer in eastern Mississippi and had been looking for some type of home-based business to start during the “off season”.  His tax business was growing and he was very […]

Case Studies

Case Study-Restaurant Hostess Amanda Smith Discovers Factoring

Robert McMahon Comments Off on Case Study-Restaurant Hostess Amanda Smith Discovers Factoring

Like many in the industry, Amanda Smith stumbled upon factoring while looking for a solid, home-based business she could start to supplement her 9-5 job as a hostess at a local restaurant in the Denver, […]

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 […]

Posts pagination

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Economy and Outlook

PPP Loan Fraud
Economy

Small Business PPP Loan Fraud: Is This a Factoring Opportunity for You?

In 2020 and 2021, the U.S. government launched an unprecedented $800+ billion stimulus program: the Paycheck Protection Program (PPP). Designed [...]
  • Broker Opportunitiy: The FDIC Banks Problem List Grows to 68.

  • Brokers: Banks Terminate 60,000 Workers In the Bleakest Year Since 2008.

  • Corporate Bankruptcies Are Surging—And Small Firms Feel the Credit Squeeze

  • Real Estate Reality Check: Why Buying a Home Now Could Be a Costly Mistake

Become an Industry Broker

Factoring Broker Training

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 Opportunity

  • Go Solo or Partner? What’s Right for You as a Consultant?

    Comments Off on Go Solo or Partner? What’s Right for You as a Consultant?
    Most new factoring brokers and business finance consultants start their new ventures solo, managing all various tasks of setting up, launching, and operating their new enterprise by themselves.  For most, this is usually a 180-degree [...]
  • Get Started as a Factoring Referrer or Agent

    Get Started Today. Launch Your Business as a Referrer, Agent, or Sponsored Agent

    Comments Off on Get Started Today. Launch Your Business as a Referrer, Agent, or Sponsored Agent
    You must be an IACFB Member or Factor and logged in to view this content.  To explore membership at the IACFB (International Association of Commercial Finance Brokers), view our website at http://www.iacfb.com/orientation.

The Big List of Opportumities

Recent Posts of Interest

  • Start Now: Why a Home-Based Consulting Business Is the Smartest Hedge Against Today’s Job Market
  • Consulting, From the Home Office: Why Now—and How to Build a Serious Practice
  • Private Note Brokers: Don’t Let Your Training Go to Waste!
  • Turning Cash-Out Conversations into Bank Partnerships: A Field Guide for Factoring Brokers
  • Opportunity in Crisis: How Job Fairs Can Deliver New Clients and Referral Partners
  • Corporate Bankruptcies Are Surging—And Small Firms Feel the Credit Squeeze
  • Learning from the Pros: How Factor Finders Built a Successful Factoring Brokerage
  • Factoring that Banks Love—And the MCA Mistake That Costs Brokers Deals
  • What It Takes To Start a Home-Based Factoring Consultant Business
  • New Consultants: 10 Facts You Need To Know For Your Start Up Marketing Plan
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Recent Posts
  • Start Now: Why a Home-Based Consulting Business Is the Smartest Hedge Against Today’s Job Market
  • Consulting, From the Home Office: Why Now—and How to Build a Serious Practice
  • Private Note Brokers: Don’t Let Your Training Go to Waste!
  • Turning Cash-Out Conversations into Bank Partnerships: A Field Guide for Factoring Brokers
  • Opportunity in Crisis: How Job Fairs Can Deliver New Clients and Referral Partners
  • Corporate Bankruptcies Are Surging—And Small Firms Feel the Credit Squeeze
  • Learning from the Pros: How Factor Finders Built a Successful Factoring Brokerage
  • Factoring that Banks Love—And the MCA Mistake That Costs Brokers Deals
  • What It Takes To Start a Home-Based Factoring Consultant Business
  • New Consultants: 10 Facts You Need To Know For Your Start Up Marketing Plan
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