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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

Opportunities with Tariffs
Economy

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

You must be an IACFB Member or Factor and logged in to view this content.  To explore membership at the [...]
  • The Real Story on Inflation for Middle America Workers

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

  • More Broker Opportunities as Banks Tighten Standards

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

Become an Industry Broker

Factoring Broker Training

IACFB Recommended

  • In the Spotlight: Monterey Financial

    Comments Off on In the Spotlight: Monterey Financial
    Over the last 3 decades Monterey Financial Services LLC, a consumer finance company located in Oceanside, CA, has been providing [...]

Industry Opportunity

  • Free Training Guide

    How to Purchase the IACFB Training Guide

    Comments Off on How to Purchase the IACFB Training Guide
    The most popular training guide for those new to the industry and seeking to start a truly “professional” home based small business finance consulting business, Factoring 101:  A Consultant’s Guide has no equal.  With well [...]
  • 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 client development. Unlike professional Commercial Finance Consultants who employ various marketing strategies, [...]

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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