How to Generate Business in a Down Economy

11:19 30 January in Blog by Capstone

Even during an economic downturn, your business can generate revenues and experience growth.  While some businesses struggle as the economy drops, those with a plan can thrive and position themselves to capture market share.  When the market fluctuates, your business practices need to adjust with it....

Understanding Client Due Diligence

11:56 10 January in Blog, Broker Resources by Capstone

A key component of being a successful financial broker or independent sales office (“ISO”) is understanding the process that prospective clients go through once you identify and refer a client to a factoring company.  The process, known as due diligence, is key in qualifying a client...

Debt Factoring: What is it, and how can it help?

12:37 27 December in Blog, Business Funding by Capstone

Debt factoring, also known as invoice factoring or accounts receivable factoring, is an alternative source of working capital funding. It is not a loan. Business owners sell their outstanding invoices to a third party known as a factoring company (“factor”) and receive an immediate advance...

The Impact of Fintech on Financial Brokers

17:03 12 December in Blog, Broker Resources by Capstone

If you are a financial broker or ISO, fintech has undoubtedly shaped your brokerage’s business practices as more financial service providers incorporate new technologies to alter how they interact with clients as well as originate and fund transactions. In this article, we’ll discuss what fintech is,...

Strategies to Get Customers/Clients to Pay Invoices Faster

14:17 14 November in Blog by Capstone

Do you want to improve your invoice collection process and get paid quicker? Small and medium-sized businesses depend on prompt payment from their customers/clients to support their working capital and cash flow needs.  They oftentimes lack the proper tools to effectively manage their accounts receivable...

How Financial Brokers And ISOs Can Help Their Clients Recover From Natural Disasters

11:59 04 November in Blog, Broker Resources by Capstone

In the aftermath of major earthquakes, hurricanes, and wildfires, the recovery process generally requires a well-coordinated response and partnership between insurers, governmental agencies, aid organizations, financial institutions, service providers, and businesses to help the people and businesses affected rebuild their homes, businesses, and lives.  The...

SBA Loan Forgiveness for PPP and EIDLs through 2027

10:08 19 September in Blog by Capstone

Many small and medium-sized companies took advantage of federal loan programs to help them survive the economic disruptions caused by the COVID-19 pandemic. If your company obtained a Paycheck Protection Program (PPP) loan or an Economic Injury Disaster Loan (EIDL) directly from the Small Business...

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Capstone wants your business to take full advantage of the opportunities (or use projects) available through the Infrastructure Investment & Jobs Act recently signed into law.



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