Key Takeaways: The legal steps before selling a card processing book usually begin with reviewing processor agreements, assignment rights, and residual ownership. A solid legal due diligence checklist can uncover restrictions, disputes, missing records, or contract language that may slow the sale. Clear portfolio sale contract terms help define the…

A merchant services account portfolio is the result of extensive time and effort. It is a collection of businesses that use merchant services accounts to obtain payments from customers and business partners. As you continue this journey, you may wonder how to value your credit card processing portfolio. Independent Sales…

There’s not much that’s better than earning money each month. That’s the reality for agents and ISOs worldwide who’ve set up their card processing portfolios correctly from day one. Setting up your first card processing portfolio correctly can mean establishing an ideal foundation for enjoying a predictable income; getting it…

Success in the merchant services industry involves multiple parties working together. Agents and independent sales organizations (ISOs) sell payment processing to merchants. This platform enables a merchant’s customers to use debit or credit cards to make purchases.  A processor works behind the scenes to facilitate transactions, ensuring that all parties…

Merchant accounts enable companies to accept and process electronic payments. Important people and businesses that make that possible include independent sales organizations (ISOs) and agents. These professionals work diligently behind the scenes to ensure that merchant services account income continues to accrue securely and smoothly. While receiving residual income from…