Expert Small Business Financing Consultants

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

I founded Commercial Funding Partners in 2012 with a clear mission: build a performing portfolio of customers who return because we treat them right and help them grow responsibly. After six years at a competitor and seeing how customers were often handled at deal end, I knew there was a better way to do business in commercial equipment finance. We’re a national direct lender with capacity from $250,000 to over $100 million per project, serving manufacturers, contractors, healthcare providers, transportation companies, and others across the U.S. What sets us apart is speed paired with judgment. Our small, senior-level finance committee allows us to make decisions quickly—often the same day—and months faster than SBA processes, where time value often outweighs minor rate differences. We listen to the story behind the balance sheet and underwrite context, not just numbers. We structure real-world solutions through progress funding, 100% project financing, sale-leasebacks, and tax-aware terms that banks often can’t provide. We don’t do deals we wouldn’t sign ourselves. Over 40% of our business comes from repeat clients, many with long-standing relationships that improve with each transaction. I’m active in industry leadership with ELFA, NEFA, and AACFB, where I chaired the Education Committee for four years and received the President’s Award. Before CFP, I worked at IBM and helped manage and grow Plumbers Supply Company through its acquisition by Wolseley. I hold a BS from the University of Utah and an MBA from Westminster College. Our goal is simple: be the first call for our customers and help great businesses grow smarter and faster.

Enthusiastic and committed Business Development Manager with seven years experience in financial services. Working for Lloyds Banking Group I support local businesses in Lancashire by providing lending facilities and solutions that enable them to grow their business.

At VelocitySBA, our team excels in nurturing high-value relationships and optimizing sales strategies for SBA loans. My focus is on guiding Business Development Officers across the northern United States and in the National franchise sector.Our achievements stem from a robust foundation in business relationship management and analytical acumen, further enhanced by my dedication to integrating technology into the SBA lending process. This commitment enables us to deliver tailored financial solutions that support the aspirations of small businesses, reinforcing VelocitySBA’s reputation for service excellence and client value.

Karlie Robinson has been bootstrapping online businesses since the late 1990’s and has been advising small business owners since 2007. She brings her knowledge of lean startups, software technology, and online presence management to the clients she works with. Karlie has a Bachelor of Arts in Economics from the University of Michigan and is currently working on her MBA.

Hi! Nice to e-meet you. My name is Nicole Serres (formerly Nicole Smartt). Here are some quick facts about me. * Best-selling author of career book, From Receptionist to Boss. Available on Amazon and Target. * Went from Receptionist to Boss and became an owner of Star Staffing by age 25. * Lead Star Staffing from 3 to 7 locations and increased over 800%+ in revenue * Youngest to be awarded Forty under 40 award and Women in Business by North Bay Business Journal * Top 100 Notable Leaders of 2021 by Sacramento Magazine * Featured in such publications as Forbes, The Washington Post, AOL Jobs, Fox Business, and American Express Business Forum, among others * Focused on leadership, marketing, operational excellence, innovation, and results to generate extensive growth.

Coastal Kapital LLC is a financial services leader in commercial equipment financing and working capital. We maintain thousands of relationships with business owners, vendors, and manufacturers across the US who value partnerships as well as integrity. Our products at Coastal Kapital LLC include commercial equipment financing, working capital, merchant services, and business consulting. Coastal Kapital LLC was founded in 2007 under the original name Farhat Leasing LLC. Coastal Kapital LLC has also opened many doors for other successful account executives looking to further their careers. We are always looking for motivated individuals to help grow our business and expand their careers. Coastal Kapital LLC has relationships with over 20 funding sources to provide consultative relationships with long term solutions for each of our clients/partners.

I am currently the Managing Director of Brilliant British Ltd, which owns and operates several websites in the UK payment, energy and small business sectors. Previously I was the Senior SEO manager for the EMEA region at Hotels.com and the Head of B2B SEO at MVF (Winner of the Sunday Times Tech Track 2013). I have over 13 years experience in SEO and online marketing and have worked for large corporations, startups and independently over that time. In my spare time I continue to operate a few test websites to see what's working in the world of SEO and also run my blog RandomlyLondon.com which has been featured in the Londonist, TimeOut and The Guardian.

Originally from London, England, now US-based, I began my entrepreneurial journey in 2005, expanding my initial company to a team of fifty and providing services to clients nationwide. Currently, I serve as an Accredited Small Business Consultant assisting small businesses and facilitating mergers & acquisitions in collaboration with the Decain Group. As an entrepreneur, I believe in both learning and sharing experiences; I author a daily small business blog offering insights to aid fellow entrepreneurs and small business owners. I am also committed to giving back to the community. I actively participate in various non-profit organizations and also serve as the Co-Chair of the IFDF Public Relations Committee.

Hi, I’m Wassia [Pronounced Wa-see-Ya] I help finance and accounting professionals become the kind of leaders people enjoy working with, not just the ones who know the numbers. I’ve spent over 15 years leading finance teams across different industries, from manufacturing to tech to nonprofits. I’ve led teams through tough situations like layoffs, big growth, system implementations, and everything in between. Now I teach what I wish someone had taught me earlier: - How to see the bigger picture, - How to build influence and credibility, - And how to evolve from a technical expert to strategic business partner. Here’s how I do that: - I speak at conferences and company events - I teach with partners like Wharton Online, The AICPA and The AFP. - I share real-world stories in my podcast and newsletter, The Diary of a CFO. - I have created a leadership program to help mid-career FP&A and accounting professionals reach the executive level (i.e. VP, CAO, CFO). If you’re trying to grow as a leader, or help your team do the same, I’d love to connect. WassiaKamon.com Info@WassiaKamon.com

Harrison is the founder and CEO of QuicLoans with 16 years of commercial lending experience. QuicLoans specializes in financing solutions for business needs traditional banks aren't built to serve across all industries. Expert in: Small business lending | Equipment financing | Alternative financing | Revenue-based lending | Commercial credit | Fintech | Sales team building | Digital marketing | Licensing compliance Unique angle: Commercial lending veteran who built his own fintech platform to serve the market traditional banks can't move fast enough for. Bridges traditional finance expertise with modern technology and speed. Location: Las Vegas, Nevada

James Vanreusel spent 8 years with a Wall Street investment bank. He generated around $8 Million in annual sales through his relationships with hedge and mutual funds, before moving into private equity and asset management. After leaving Wall Street, he became a CFA Charterholder and went on to found three microfinance banks in the South Pacific. He also created a holding company based in Singapore that delivered growth at 600%. In 2014, he moved to San Francisco and set up Vanreusel Ventures: a team of CFO consultants and financial analysts, working with for-profit and non-profit clients across the US. They help emerging companies to grow and scale, by building teams and systems that will expand with the business. All while developing the finance skills and mindset of the CEO. The result is a framework to see the business through the early years, in readiness for its first full-time CFO. The #1 Key To Creating A Thriving Business is James’ first book – drawing on the first 20 years of a career that’s taken him deep into the world’s financial markets. Here is a link for your free book: https://vanreuselventures.com/free-book/

I'm a credit officer who happens to think like a deal-maker. After 34 years in credit, mortgage, and equipment finance, I've learned that the best financing solutions come from understanding both the numbers and the business behind them. As Chief Credit Officer and President of Equipment Leases at Commercial Funding Partners, I lead credit and underwriting operations for a portfolio that's grown from $15 million to nearly $100 million annually, with clear sight lines to $300 million. My role sits at the intersection of rigorous credit analysis and flexible deal structuring, which means I spend my days solving financing challenges that traditional banks simply can't accommodate. Here's what that looks like in practice: We fund 100% of equipment projects so companies can preserve working capital. We manage vendor deposits and progress payments directly, including international transactions in euros, removing cash flow strain during long equipment builds. We structure deals for clients who've hit exposure limits with their banks, allowing them to maintain those banking relationships while still accessing the capital they need to grow. Most of our transactions range from $250,000 to $25 million and support revenue-generating equipment in manufacturing, construction, pharmaceuticals, and other industries where the right asset makes the difference between winning a contract and walking away from it. We typically approve leases in 10 to 14 days, and even complex, multi-million-dollar deals close within a few weeks. What sets our approach apart is the team mentality. Clients don't get a rigid lender relationship. They get a credit partner who understands their cash cycles, their vendor timelines, and their growth plans. My team works cross-functionally (credit, sales, documentation, accounting) to deliver financing that's both sound and practical. I'm actively involved with ELFA, NEFA, and AACFB, and I've been recognized as a Top Woman in Leasing and with the AACFB President's Award. These aren't just credentials. They reflect a commitment to advancing the industry and building financing structures that help mid-market companies compete and scale. If you're a CFO or business owner dealing with bank exposure caps, international vendor payments, or the need for 100% project funding, let's talk. I'm here to structure deals that work.

Experienced Senior Manager with a demonstrated history of working in the banking and finance industries. Skilled in Corporate and Nonprofit Organizations, Analytical Skills, Team Building, Fundraising, and Management. Strong business development professional with a Master of Business Administration (MBA) focused in Banking, Corporate, Finance, and Real Estate from Clark Atlanta University.

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

Rishi has more than a decade of experience working at investment bank, Merrill Lynch. Through his career, he has worked in a variety of roles from platform development, equity trading and sales. He has had an early exposure to fintech and blockchain as an investor and advisor and after a successful career in some of the most volatile environments, Rishi takes his passion for financial literacy to the entrepreneurial world.

I am the founder of Bayview Financial Group and have been in business since 1998. We offer wealth management, retirement planning for Canadians and we also have an employee benefits division where we act as benefits consultant and broker for small and medium sized Canadian employers.

As the President of Titan Funding, Edward Piazza leads a team of dedicated professionals who provide customized and flexible financing solutions for commercial real estate investors and developers. With over nine years of experience in private lending, Edward has a proven track record of delivering fast, reliable, and competitive bridge loans for a variety of projects, ranging from multifamily to mixed-use to hospitality.Edward's passion for better servicing investors and borrowers stems from his background in banking and finance, which he honed at SUNY Potsdam and the University of Miami. He has worked with borrowers of every type, from home buyers to partnership groups, and understands their diverse needs and challenges. He strives to offer superior customer service, transparency, and efficiency while maintaining high standards of quality and integrity. Edward's mission is to help his clients achieve their real estate goals and build long-term relationships based on trust and mutual respect.

David Sapper is a U.S.-based entrepreneur, small business consultant, and merchant services strategist specializing in payment processing economics, profit optimization, and scalable consulting models for small and mid-sized businesses. He is the founder of BlueFinch Advisors, a consulting and merchant services firm focused on helping business owners reduce hidden costs, increase margins, and build more resilient businesses. David’s work centers on a core but often misunderstood issue in small business: payment processing. Most small businesses operate on net margins of roughly 7–12%, yet common default processors—such as Square, Stripe, and bank-issued merchant accounts—typically charge 3–4% of gross revenue. In practice, this means payment processing alone can consume 30–50% of a business’s actual profit. David helps business owners understand this math clearly and implement compliant strategies, including surcharge and cash-discount models, to dramatically reduce or eliminate processing costs. Through BlueFinch Advisors, David works primarily with card-heavy and service-based industries such as auto repair, med spas, aesthetics clinics, specialty services, and other growth-oriented small businesses. His approach goes beyond rate comparisons. He treats payments as part of a larger profitability system that includes pricing structure, checkout friction, customer behavior, and operational efficiency. David is known for a consulting-first model that aligns incentives between advisor and client. Rather than charging retainers, his firm provides ongoing business consulting, audits, competitive analysis, and access to a proprietary performance dashboard as part of the payment processing relationship. This structure allows David to focus on long-term business growth rather than short-term transactional wins. With a background spanning entrepreneurship, operations, and systems design, David is frequently consulted on topics such as small business profitability, payment processing strategy, surcharge compliance, cost reduction, and scalable advisory models. His work emphasizes transparency, practical execution, and measurable outcomes—helping business owners keep more of what they earn while building businesses that can scale responsibly.

As Founder and CEO of The CEO Creative, I lead our mission to empower small businesses through accessible NET30 credit and practical office essentials. Many entrepreneurs struggle to access credit early on — especially without strong personal credit or years in business. That’s where we step in. We offer simple, low-cost membership plans that unlock real trade credit, with no personal guarantee required. Our accounts report to Equifax Commercial, Creditsafe, and FairFigure, helping new businesses build their credit profile from day one. But we’re more than just credit lines — we’re a startup’s best friend. From packaging and branding materials to electronics and office supplies, we offer essentials that help businesses look professional and operate efficiently. Every purchase counts toward building your financial credibility. I oversee product strategy, operations, and customer experience, ensuring our platform is fast, fair, and built around what real businesses need. I also stay engaged with our community daily — answering questions, responding to feedback, and constantly evolving the brand. We believe that building business credit shouldn’t be complicated or gatekept. That’s why we simplify it, support it with real products, and keep the doors open to businesses of all sizes and stages. If you’re launching a business, rebuilding, or just want to grow with a little more leverage — we built The CEO Creative for you