To process any cash flow transaction, you will need to fill out a brief worksheet. Upon completion of the 1- to 2-page worksheet we then forward it to a funding source. This worksheet is usually completed over the phone. The worksheet describes the transaction in detail, including the underlying items being sold, the payor (your customers), and the note or invoice in question.

Regardless of the debt instrument you wish to sell, we at Cash Flow Vision like to know those needs in some detail in order to best suit your needs. For example, are you specifically seeking cash for survival or for growth? Remember, we can get you all the cash that you or your business needs, when you need it.

And keep in mind that neither Cash Flow Vision nor any of the numerous funding sources available to us act as banks. Our job, quite simply, is to convert your future income into immediate cash. So if traditional financing is not an option, contact us today so we can assist you with your financial needs!