A 100% Service Disabled Veteran-Owned Business

       

Welcome to the link
that can make a difference on the scope
of services you can offer your Clients with a
"where allowed by law & policy" 
Referral Compensation Program
for you ... and meet our goals to help you offer alternative solutions
for your Client's funding needs.

Having a strong network of referrals who share a common business ethic is becoming an essential in business today.  Services offered have become so specialized that we, as business professionals, have a hard time being able to offer a "complete" package to our customers. 

At Optimal Financial Group, our services focus on "working outside the box alternatives" to traditional business funding and financing issues and at the same time realize there is a great win through cooperation than competition.  We have the ways and means to help many of those Clients / Customers whom you might have to turn away because of credit conditions or circumstances that don't quite "fit" in your market arena.  Our referral partners include the following:

Banks - Banks often have business or consumer clients that need some fast cash for a very legitimate reason, but unfortunately they are maxed out on the credit line you can provide them or simply cannot meet the requirements for a loan under your guidelines.  Many times, we can help secure the funds they need by initiating an invoice factoring program or by buying notes they are carrying on real estate they have sold as we initiate an "INCUBATOR PROGRAM. 

Either way, by referring them to us, you can offer them additional options to solve their immediate problem, while retaining all tier banking services with you.  And by doing so, they leave your office knowing that you have done everything possible to assist them.  At Optimal Financial Group, we are  not in competition with your banking services, but offer alternatives for those situations that fall threw the cracks for conventional financing.

Business Brokers - As many as 80% of businesses sold involve at least some degree of seller carry back on the note.  Sellers typically do this out of necessity to facilitate the sale, not because they want to wait years to collect from the sale.  Often these long term payment arrangements work out fine.  But in other cases, the seller would prefer to go ahead and collect now. 

If you have clients who have sold businesses in years past, whom you think would like to explore options for selling these notes now, please refer them to Optimal Financial Group. We can probably help.  We also can consult with you about Simultaneous Closing arrangements, which can give your Clients the best of both worlds by allowing them to advertise "owner will finance" but allow them an immediate exit strategy after the sale with cash in hand. 

Real Estate Brokers - Having a difficult time getting a particular buyer financed because of credit issues?  Have a "problem property" that you just can't seem to sell?  Often Optimal Financial Group can come up with some alternative financing packages to help you solve these problems for both your sellers and buyers.  Talk to us about the unique problems you are facing and we'll help you come up with a solution.

Accountants & Attorneys - As the one professional with the most intimate financial knowledge about your Clients, you are often the first one who sees a cash flow crisis looming on the horizon, usually even before your Client is aware of the impending doom.  By being aware of the alternative funding opportunities provided by Optimal Financial Group, you are in the unique capacity to literally change the course of your Client's financial history.  By recognizing dangerous spending patterns or receivables cycling in your Client's account, you can legally and responsibly direct your Client into alternative cash flow programs with Optimal Financial Group that can not only infuse their daily operations with the cash they need, but also offer them growth and stability in their financial future.  

Friends & Family - You may want to help a friend or family members who could use any of the alternative funding opportunities provided by Optimal Financial Group. Now YOU can offer solutions that can literally change the course of your friend's or family member's financial situation. 

During the course of everyday conversation they may let you know something where they could possibly use one of the alternative cash flow programs with Optimal Financial Group. While there are no guarantees we will be able to meet all cash flow challenges ,we do guarantee to explore every option that can provide them a stable  financial future. 

JOIN OUR TEAM. As a Marketing Referral Partner, you can:

q Mention Optimal Financial Services and our services to your client and have them call us (make sure they tell us you sent them) or,

q Contact with us directly on your client's behalf or,

q Email us anonymously, just send us the particulars about your Client, including contact information, and we will be happy to contact them directly, keeping your referral completely confidential but allowing you to reap rewards when you are ready to share your contact information.

Call or Email TODAY!

To find out more about our Marketing Referral program and
Referral Compensation Opportunities
please email your questions to the link below.

    
  (215) 826 - 9977 Office
(267) 556 - 6277     Fax

Click here to email
Marketing Referral information and questions

  


(215) 826 - 9977    Office
(267) 556 - 6277       Fax

TODAY!

We are proud to be members in good standing with the
American Cash Flow Association®.


©2004-2007 THE OPTIMAL FINANCIAL GROUP. All rights reserved.
A Service-Connected, 100% Disabled Vietnam Veteran-Owned Business

Life Time Member Disabled American Veterans v Marine Corps League v American Legion

Lower Bucks County Chamber of Commerce  v Lower Bucks County Red Cross Advisory Board

Bristol Borough Community Partnership Executive Board