Bank Presentation

Referral Relationship that works

The CompanyJames Penny – Founder, President & CEO

• President Compound Profit Corp• Trained/Coached 1,000’s of Factors/Equipment Leasing

Professionals• Launched 200+ Factoring/Equipment Leasing Companies• Launched/Supported Factoring/Equipment leasing Companies

in US, Canada, New Zealand and Australia• Developed Powerful Marketing Programs that Get Results• Corporate website: www.CProfit.com

The Company

Jack Correro – Vice President

Jack Correro brings more than 30 years of experience in the financial services industry to his role as Vice President. He began his career in 1974 serving as Vice President of First National Bank's Factoring Division before co-founding TAFCO Financial Corporation. In 1989, Correro managed marketing and underwriting activities for Goodman Factors, Inc. Eleven years later, he became a Credit Manager for Capital Factors. In 2004, he started a financial and marketing consulting practice and joined Compound Profit two years later. Correro received a Bachelor's of Business Administration from the University of Texas in Arlington and holds a Standard Certificate from the American Institute of Banking.

The Company

Jose Tardencilla, Profit Advisor

Your Bio

Topics

• Your Branch and what is important to you

• Who are we - About us

• What we do -How we are unique

• Benefits to the bank

• Working together

Your Branch

• What is unique about your branch

• Do you focus on consumer, business or both

• What is the % of Business to consumer at branch

• What are your major drivers, loans, deposit accounts, daily balances?

• What types of referrals would you like most

Who Are We

Who Are We

• Locally owned and operated• Customer service driven organization• 100+ years in business consulting exp.• Truly interested in local business• Supported by national/international

organization helping tens of thousands of small biz

What We Do

What We Do

• We help companies who are in their pre-banking phase of life (or temporarily constrained)

• Valuable deposit clients – unqualified for a loan• Provide bridge financing until the customer is

bankable• Provide needed equipment even for bad credits• Provide cash up front for invoices• Provide cash up front for future credit card sales• We are fast and affordable• We look for other ways to help the company

What We DO

• Consulting approach• No up front fee solutions• Performance based• Cash flow analysis• Accounting practices – now/future • Audit over charges in A/P – past 3 years• Cost reduction going forward• Focused on overall health of the company

Profit Advisor/Business Advocate

• We have a true interest in the health and welfare of the company

CProfit/Pronto Lease vs Others

CProfit/Pronto Lease

• Help become bankable• Use us when you need us• Multiple funding options• Flexible• Personal Service• 1 page application and

no documents required

Typical 2nd Funder

• No assistance• Min volume required• Single product• Rigid• Not Local/impersonal• Intensive documentation

required

CProfit/Pronto Lease vs Others

CProfit/Pronto Lease

• Start ups – even restaurant• Small deals - $500 and up• Accept bad credit• Fast funding• No hidden cost

Typical 2nd Funder

• 3+ years required• Requires larger deals• Requires good credit• Slow funding• Hidden service fees

Benefits For the Bank

Benefits For the Bank

• Bank maintains its customer base

• Bank provides a solution, not just a “NO” situation

• Bank’s customer improves their deposit relationship

Benefits For the Bank

• Improved image• Bank sees increased average daily balances• When customer becomes creditworthy, they

will return for funding from the bank where they already have a strong relationship – the bank that found an option instead of just NO

• I am available for Bank meetings, etc.

Working Together

• In situations where we have a client who needs a bank we can refer them to you

• In situations where we can improve a clients position and get them approved for a bank loan we can return them to you

Working Together

• We can help with workout situations

• We can help if someone is abusing the overdraft privilege and the bank is considering disengaging them

Working Together

• In those unfortunate situations where you do have to say NO – Think of us

• It can make the difference in how your client feels about your ongoing relationship

Contact Information

Jose Tardencilla

Phone: 877-386-3716 ext 210

Fax: 888-495-4310

Email: [email protected]