Why Having the Right External Team Can Transform Your Business

In business, every decision impacts your bottom line. Whether it’s cutting costs, recovering funds, or optimizing operations, the key to financial success often lies in uncovering opportunities you didn’t know existed. That’s where having the right external team by your side makes all the difference.

Take the Visa MasterCard settlement as an example. This is a perfect illustration of how having knowledgeable partners guiding you can lead to potential, significant financial rewards through recovery of funds, if you are eligible to file a claim.?

Understanding the Settlement

Businesses constantly face the challenge of “swipe fees”—those small, yet cumulative fees charged on credit card transactions. These fees often add up to tens of thousands of dollars annually for small business owners.?

If you were in business before 2019 and accepted Visa and MasterCard, you may be entitled to participate in a class-action settlement, but you have to take action to see if you are eligible to participate. The claims process is extremely time-sensitive, so don't wait!

Knowing about this settlement and how to find out if you are eligible to file a claim is just one example of how an external team with the right expertise can identify and maximize opportunities for your business.

Why an External Team is Essential

As a business owner, your time is valuable. You’re focused on growth, operations, and customer satisfaction. You likely don’t have the bandwidth to dig through legal jargon, identify cost-saving opportunities, or navigate complex processes. That’s why having external partners who are dedicated to optimizing your financial health is so crucial.

These are the people who:

1. Stay Informed About Industry Opportunities They keep tabs on settlements, rebates, and cost-saving programs that you might miss.
2. Handle the Details Filing claims or reviewing savings programs can be tedious. A knowledgeable team takes care of the paperwork and brings you opportunities, so you don’t waste your time.?
3. Provide Personalized Solutions They take the time to understand your business, help identify gaps and areas of opportunity and recommend solutions tailored to your unique needs.
4. Maximizing Financial Benefits: Whether it’s recovering funds or reducing ongoing expenses, their ultimate goal is to positively impact your bottom line.

Real-World Success: How We’ve Helped Our Clients

Let’s look at a real-world example. One of our clients, a small business owner, was completely unaware of the Visa MasterCard settlement. She decided to partner with our team to determine if she was eligible and learn more about filing a claim.?

The result? She’s projected to receive a large settlement from that claim.?

In addition, our analysis of her payment processing setup revealed inefficiencies that were costing her thousands annually. By helping her restructure her system and move to our payment processing platform, she will save at least $25,000 over the next 12 months — money she will reinvest into her business for growth.

Imagine what those kinds of savings could mean for your business.

Who’s in Your Corner?

This brings us to the bigger question: who do you have in your corner?

• Do you have someone proactively looking for ways to help you save money or recover funds you didn’t know you were entitled to?
• Is there someone advocating for your financial health, bringing opportunities to the table that align with your best interests?

If the answer is no, it might be time to schedule a call with our team.

Building Your External Dream Team

A strong external team doesn’t just consist of financial advisors, accountants and bookkeepers. It includes payment processing experts, legal advisors, and industry insiders who are always on the lookout for opportunities to help you save money and uncover solutions for your business.?

Here’s what to look for when building this team:

1. Proactive Communication: They should bring opportunities to you without being prompted.
2. Expertise in Key Areas: From payment processing to settlements and cost-reduction strategies, their knowledge should be comprehensive.
3. Proven Track Record: Look for results—examples of how they’ve delivered value for other businesses.
4. Alignment with Your Goals: Their focus should always align with your unique business needs and priorities.

The Bottom Line

Opportunities like the Visa MasterCard settlement are just the tip of the iceberg. With the right external team, you can uncover countless ways to optimize your operations and keep more of your hard-earned money.

Our mission is to help businesses like yours thrive. Whether it’s by assisting with settlement claims, optimizing payment processing, providing affordable legal services or identifying cost-saving strategies, we’re here to help you achieve your goals.

Who’s in your corner? If you don’t have a team proactively looking out for your financial success, it’s time to change that. Let’s work together to build strategies that drive results. To learn more about how we can help your business save money or how you can determine your eligibility for the Visa MasterCard settlement, don’t hesitate to contact us. You can email me directly at [email protected].?

We’re here to support your success every step of the way!