u/Morrways

Hey everyone,

I recently started working in business development within the merchant services / credit card processing industry. A large part of my role involves connecting with small business owners, starting conversations, and scheduling meetings to review payment solutions.

I’m still learning the industry and would love advice from experienced reps or business owners:

• What helped you most when getting started?
• What industries respond best?
• Best ways to handle objections or gatekeepers?
• Biggest mistakes beginners make?

Appreciate any insight or advice from others in merchant services or B2B sales.

Like the question says, how many are switching your pos systems because square cutting jobs for Ai.

Grateful to support local business owners with the capital they need to grow, operate, and stay flexible in today’s environment.

Here’s a snapshot of what we accomplished this month:

• Doctor's Office – Closed a $100K SBA-guaranteed working capital loan to strengthen cash flow and support future growth.

• Doctor’s Office – Established a $100K line of credit to manage payroll and day-to-day operating expenses while maintaining strong liquidity.

• Real Estate Company – Secured a $55K line of credit to cover renovation costs and bridge expenses between transactions.

• Interior Design & Remodel Company – Closed a $45K SBA-guaranteed working capital loan to improve cash flow and fund ongoing projects.

• Waste Management Business – Financed a $180K trash pickup truck to expand operations and increase service capacity.

Every business has a different story, but the goal is the same — providing the right financial tools at the right time.

If you haven’t reviewed your financing options in a while, it might be worth a quick conversation.

One thing all of these deals had in common — these business owners came to me while they were in a strong financial position.

Not when they were in trouble. Not when cash was tight.
When they had options.

That’s exactly when you get the best terms, the most flexibility, and the ability to grow on your terms.