Women’s History Month Spotlight – Ruth Abady, CPA

12:46 30 March in Blog

To commemorate Women’s History Month this year, Capstone is pleased to highlight an amazing woman’s contributions and innovative leadership success. This year, we recognize and honor Ruth Abady, Chief Financial Officer for Capstone.  Ruth possesses strong leadership skills and problem solving capabilities. She has been a critical...

Growth Strategies for Minority Entrepreneurs

12:03 22 February in Blog

Minority-owned business enterprises (MBEs), have played an important role in the growth of the U.S. economy. Over the last 10 years, small businesses owned by minorities, women, and veterans  accounted for more than 50% of the two million new businesses started in the United States...

How to Generate Business in a Down Economy

11:19 30 January in Blog

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

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...

The Impact of Fintech on Financial Brokers

17:03 12 December in Blog, Broker Resources

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,...

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