Building the perfect collaboration of desired solutions for YOU and your clients

The More you Learn the More you Earn!

“We created the intersection of experience and resources for anyone who helps their clients understand the power of Cash Flow, how to increase it, and to ‘keep more of what they make.’ NACFA provides the educational platform that becomes the blueprint and first step in the process for success.”                       ~ NACFA Founders

Who is NACFA?

NACFA the National Association of Cash Flow Advisors is an association that has an educational platform with content provided by experts for those who are looking for solutions to increase Cash Flow and profitability to offer their clients. Our Mission is to educate our professional members who work with business owners to understand the power of “Cash Flow”. NACFA is the first provider to bring together a collection of professionals who are experts in their fields. Along with access through our Legacy Partner Mentum to a series of value-added tools and resources designed to increase Cash Flow, decrease expenses, taxes and transform a business.


What NACFA does?

NACFA in conjunction with our “Legacy Partners” offer a series of educational videos, Video Conferencing Software, Mentorship forums, Member blogs, Focus On training, and our Accredited SCFP® “Strategic Cash Flow Planner” designation. Using NACFA’s resources our members will learn how to facilitate business growth by identifying multiple ways to increase Cash Flow. Through our relationship with Mentum our members will have access to resources to reduce expenses, eliminate debt, increase profitability, decrease tax liabilities, liquidity event planning and FIND money. Education and access to the experts offering these services, and more, will be available with your NACFA membership and facilitated by our team.

Becoming a Certified Cash Flow Planner®

One of the signature benefits that NACFA offers is the CCFA® Certified Cash Flow Planner program. This in-depth program, taught by our Legacy Partners, will offer participants a mastery in the practice of Cash Flow planning and consulting to business owners. The curriculum features 9 sections; Cash Flow, Found Money, Business Debt & Funding, Tax Planning, HR, Business Development, Liquidity Event & Succession Planning, Employee Benefits and How to Apply this Training.


To help anyone identify the true meaning of Increased Cash Flow. Typically, we are led to believe there are 3 ways for a business owner to increase their cash flow; work harder, charge more, reduce expenses. While those are 3 ways to increase cash flow, they are not typically the ways that lead to a richer life or increased bottom line. 

The truth is there are many ways to increase cash flow and to keep more of what you make or the profits from a capital transfer. Our Team of professionals offer their expertise and educate our members on ways to help business owners reduce expenses and increase cash flow, as well as ways to proactively plan to reduce, defer, mitigate, and even eliminate most taxes. NACFA does not offer a one size fits all solution nor do we have a pre-set solution we recycle and offer to everyone. We offer the educational, platform and access to our Legacy Partner Mentum where our team gets to know each prospective client of our members and their goals, to help them identify the best solutions. This is not a new idea in fact the item below was written almost 100 years ago.

“I live in Alexandria, Virginia. Near the Supreme Court chambers is a toll bridge across the Potomac. When in a rush, I pay the dollar toll and get home early. However, I usually drive outside the downtown section of the city and across the Potomac on a free bridge. If I went over the bridge and through the barrier without paying the toll, I would be committing tax evasion. If, however, I drive the extra mile and drive outside the city of Washington to the free bridge, I am using a legitimate, logical, and suitable method of tax avoidance, and I am performing a useful social service by doing so. For my tax evasion, I should be punished. For my tax avoidance, I should be commended. The tragedy of life today is that so few people know the free bridge even exists”.

~ Judge Louis A. Brandeis United States Supreme Court

Our goal, mission and purpose are to let everyone who wants to, learn about the Free Bridges that exist.

Why work with NACFA? (only for Financial professionals/CPA’s)

There are no shortage of companies and services offering to help professionals connect with business owners or offering to partner you with other related professionals. They all make it sound so easy and many of them promise results while charging $1,000’s of dollars to “let you” use their tools. NACFA is very different. We teach our members about each value-added service available and will also show you how to integrate these services into your current process and help you further by demonstrating how to pivot to your core products.

Learn from the Experts. Learn what’s Available, and what can be Done. Learn how each tool and strategy works, how to identify which tools will work best for your clients and gain the knowledge so you can explain them by showing your clients how to increase their cash flow. Learn how to integrate these tools and services into your existing practice/business. Become a trusted valued resource with a team of experts behind you.

This partnership will allow you to gain the advantage you need to differentiate yourself in your marketplace. Break out of the cycle of commoditization and the race to the bottom in price and enable you to build a better business, with clear achievable goals, relying on our experts and educational platforms to help you sell more of your core products and services.


Finally, a partnership that brings together learning and earning

NACFA is a Veteran owned company and a portion of ALL revenue will be used to further Veterans causes, organizations and projects. For more information visit or email

Ron Palmiter USMC

Reach Us

Build the perfect collaboration of desired solutions for YOU and your clients.

Start Today!

(828) 944-4682