What happens when it’s time to wind down your broker business and prepare for retirement? Bud Callahan walks through the steps to consider while making the decision and shares the wisdom he has learned from his exit journey.... read more

Mar/Apr 2020

Technology is changing sales and marketing for the better. However, as Eric Bicknase explains, to fully realize these improvements, salespeople must determine the best ways to use these technologies in terms of communication, information, automation and personalization.... read more

Mar/Apr 2020

Like many independent equipment finance companies, Baystone Government Finance’s lifecycle took a turn when the Great Recession hit. In an interview with Monitor, Evan Howe shares the story of transforming from a broker to a bank affiliate and shares advice for other independents with M&A aspirations.... read more

Mar/Apr 2020

2019 marked another active year of mergers and acquisitions for the equipment leasing and finance industry. The Alta Group anticipates that these trends will continue throughout 2020, as buyers look for opportunities to put capital to work and the number of sizable independent leasing companies continues to shrink.... read more

Mar/Apr 2020

Servicing contracts can create bottlenecks in any organization, which can eat up valuable time for generating revenue. Jena Morgan shares the lessons KLC Financial learned when the company decided to outsource servicing activities. She outlines the benefits, the downsides and tips to prepare for the transition.... read more

Mar/Apr 2020

Leaders from six independent equipment finance companies joined Monitor for a roundtable discussion on one question: What does it mean to be an independent? They discuss the innovative nature of these entrepreneurs, their ability to specialize and their freedom when it comes to structuring deals and accessing capital.... read more

Mar/Apr 2020

2020 may see many changes to the political arena and possible changes in the Tax Code. This article will examine areas of the Tax Code that lessors should monitor for opportunities as well as with caution.... read more

Mar/Apr 2020

Dexter Van Dango explores the equipment finance ecosystem and discusses the valuable roles that independent lessors play by bringing market-creating innovations to bear.... read more

Mar/Apr 2020

In a Q&A, leaders from several funding sources discuss deal flow, marketplace competition and working with brokers. As some deals become dicey, they stress the importance of knowing your deal and maintaining deep due diligence. ... read more

Mar/Apr 2020

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March 2020

As the coronavirus continues to disrupt global supply chains, sectors with increased exposure to China, including technology, manufacturing, auto and retail, are most at risk. Can modern companies with experience handling supply chain disruption minimize the threat posed by the virus?... read more

Mar/Apr 2020

Do not underestimate the impact of the coronavirus on a company’s Q1 and Q2 2020 financial results. ... read more

2020

Data analytics have been buzzwords in the financial field for a few years now, but many companies still struggle with implementation. Brian Schonfeld provides a basic framework for organizations, brokers and other stakeholders in the equipment financing and leasing industry to follow as they set up their own internal analytic systems.... read more

Nov/Dec 2019