The Rundown: Knowing when to drop a merchant from your processing book can protect your residuals, your time, and the overall health of your merchant services portfolio. Evaluating merchant account performance helps you distinguish a difficult-but-manageable account from one that continues to pose real risk. High-risk merchant behavior can strain…

Some agents and ISOs believe that building a profitable book means closing numerous deals. That’s certainly nothing to scoff at. However, actual profit comes from retaining the merchants you sign on, optimizing value, and making informed decisions early. Because you want to learn how to build a merchant services book…

Whether you’re ready to sell or you’re just curious about your portfolio’s worth, a valuation can provide the information you seek. It’s essential. Well-managed merchant portfolios can generate significant income. However, like any asset, their actual value is about much more than what hits your bank account. Understanding how buyers…