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How to Identify Client Profiles Prepared For: Bankers, Brokers, CPA’s, ect …

How to Identify Client Profiles Prepared For: Bankers, Brokers, CPA’s, ect …. Who We Are.

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How to Identify Client Profiles Prepared For: Bankers, Brokers, CPA’s, ect …

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  1. How to Identify Client Profiles Prepared For: Bankers, Brokers, CPA’s, ect…

  2. Who We Are Marquette Commercial Finance is a national, wholly owned subsidiary of Marquette Financial Companies (MFC). MFC is a family owned financial services company with a diversified portfolio of banks and specialty financial service businesses with over $1.7 billion in assets. Our founder began financing over half a century ago.  As you can imagine we have gained expertise in many industries over the years.  

  3. What is Accounts Receivable Financing? • This is not debt: Marquette Commercial Finance buys receivables at a cash discount. • The receivables are discounted based on several criteria: • The monthly dollar volume of purchases • The average A/R turn (how long an invoice remains outstanding) • The number of invoices processed by MCF on a monthly basis • Risk associated with the transaction • Key difference between A/R Financing and Bank Financing: • We don’t base our decisions on the credit or financial stability of our customer, but on who the customer is selling to.

  4. General Customer Profile • Annual revenues from $2MM to $150MM • An extremely high growth company • New in business • Cash flow is tight • Are limited or capped with a line of credit at current financial institution. • Unable to obtain traditional forms of financing • Involved with an acquisition of another company and would like to use their assets as capital towards the purchase price • Possible Industries: Servicing companies, manufacturing, staffing, transportation, wholesale, distribution, import/export.

  5. Qualify the Prospect • Rapid growth • New in business • Forced to offer extended terms to key customers • A/R concentrations • Tight cash flow • Deficit in equity position • A watch list or exit credit at current financial institution • Operating Losses • Currently Factoring with a competitor

  6. Marquette Commercial Finance Provided: $10,000,000 Financing Facility FBS Consulting Services, LLC Trucking Company • Company based in the Bakken Shale Formation in Western, ND • Company has 4 different ownership groups • Company hauls for oil companies based on sovereign Native American reservation • Advance rate provided: 90% • 3 week turnaround time from application to closing • 2013 expected revenues: $75,000,000

  7. Thank you for considering Sam Peterson Vice President, Sales (888) 687-2778

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