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Understand These Key Terms Before Signing Merchant Deals

June 5, 2025June 5, 2025
Dean Caso
no comment on Understand These Key Terms Before Signing Merchant Deals
A pen next to a contract about to be signed after someone learns key terms before signing a merchant deal

Signing a merchant deal is a significant decision. An enticing offer can help you with life-related expenses, reinvesting to expand your business, or exiting the merchant services industry. However, you don’t want to rush into this process without understanding several essential terms. Sometimes, the terms and conditions in a merchant…

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Don’t Miss Out on These 2025 Merchant Services Portfolio Trends

May 15, 2025May 22, 2025
Dean Caso
no comment on Don’t Miss Out on These 2025 Merchant Services Portfolio Trends
A person using a laptop to check out the 2025 merchant services portfolio trends

Saying the payment processing landscape evolves fast is an understatement. Such a fast-moving industry can leave any agent or Independent Sales Organization (ISO) reeling. Fortunately, you can help ensure you’re riding a wave of success by understanding and capitalizing on merchant services portfolio trends in 2025. Velocity Funding is an…

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Merchant Residual Income: What It Is, How It Works, and Why It Matters

May 8, 2025May 23, 2025
Dean Caso
no comment on Merchant Residual Income: What It Is, How It Works, and Why It Matters
An agent explaining merchant residual income to a coworker

Whether you’re new to merchant services or simply interested in learning more, one factor that entices many is the ability to earn residual income. Independent Sales Organizations (ISOs) and agents can generate sizable passive income in the merchant services industry. When companies accept debit and credit card payments, customers can…

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A Complete Guide to Valuing Your Merchant Services Portfolio

March 11, 2025July 2, 2025
Dean Caso
no comment on A Complete Guide to Valuing Your Merchant Services Portfolio
Payment equipment companies use that form merchant portfolios

Debit cards, digital wallets, and contactless payments continue to outpace cash in acceptance and popularity. Offering convenient payment methods benefits customers and businesses that set up and use merchant services accounts to accept electronic payment methods. Agents and independent sales organizations (ISOs) can build considerable portfolios and residual streams when…

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Why Sell a Merchant Services Portfolio?

January 30, 2025May 1, 2025
Dean Caso
no comment on Why Sell a Merchant Services Portfolio?
A group of people answer, “Why sell a merchant services portfolio?

Portfolios exist in many ways. Property owners have collections of homes in their portfolios. Likewise, agents and Independent Sales Organizations (ISOs) work to build portfolios of merchant services or credit card processing accounts. No law or rule requires you to keep your portfolio forever. Circumstances and priorities shift, making selling…

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How to Find the Right Merchant Services Portfolio Buyer

January 30, 2025May 1, 2025
Dean Caso
no comment on How to Find the Right Merchant Services Portfolio Buyer
A person smiling at his desk after finding a merchant services portfolio buyer

Are you thinking about selling your portfolio? It’s a significant decision. Whether you’re preparing to retire, handle an emergency, or reinvest, finding a trustworthy merchant services portfolio buyer is vital. With so many potential credit card processing account buyers, how do you determine which suits your needs while making the…

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How to Sell a Merchant Account Portfolio: A Beginner’s Guide

January 24, 2025July 2, 2025
Dean Caso
no comment on How to Sell a Merchant Account Portfolio: A Beginner’s Guide
The payment counter of a business wondering “How to sell a merchant account portfolio?” as its pay portal is being used by a customer

Selling a portfolio is a significant decision. It’s a pivotal moment. Whether you need fast compensation, want to exit the payments industry, or reinvest in your business, selling your account portfolio can help you achieve any of these goals. However, selling a merchant account portfolio is a process. Knowing how…

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