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


“We created the intersection of Experience and Resources for anyone who needs to understand the power of Cash Flow, how to increase it, and to ‘keep more of what they make.’ NACFA provides what you could refer to as the blueprints for success.”                       ~ NACFA Founders

Who is NACFA?

NACFA the National Association of Cash Flow Advisors is an association that has two distinct audiences: those who are looking for solutions to increase Cash Flow and profitability and those who are looking for solutions to offer their clients, but one Mission to educate people to understand the power of “Cash Flow”. NACFA is the first provider to bring together a collection of professionals who are experts in their field along with a series of value-added tools and resources designed to increase Cash Flow, a business’s book value, decrease expenses, and transform a business.


What NACFA does?

NACFA in conjunction with our “Legacy Partners” offer a series of Educational video, Zoom platforms, Mentorship forums, Member blogs, Interactive DIY client calculators, and our Accredited SCFP® “Strategic Cash Flow Planner” designation. Using NACFA’s resources our Members will facilitate business growth by identifying multiple ways to increase Cash Flow through our value-added resources, Legacy Partners, and our “CORE A-Team”. Among these resources will be ways to reduce expenses, eliminate debt, increase profitability, decrease tax liabilities, and FIND money. All these services will be available with your membership and facilitated by our team.

Strategic Cash Flow Planner Certification Program®

One of the signature benefits that NACFA offers is the SCFP® Strategic Cash Flow Planner certification and accredited designation 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 will focus on 6 concepts: Found Money, Borrowed Money, Saved Money, Business & Corporate Structure, Building Book Value, The Mentum Way.


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 in helping business owners identify ways to 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. Our team gets to know each business and their goals to help them identify the best solutions. This is not a new ideal 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.

Who needs NACFA?

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 not only teach our members and licensees about each value-added service available, but we 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 how to explain them or simply introduce them to one of our Legacy Partners. 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.

Learn how to use these tools and strategies as a prospecting tool to build your business. Bring this information to centers of influence in your local community with introductions to your expert team to help them with their clients. Earn with the Experts by using the information you learn to help your clients find new prospects and position yourself as a value-added resource by educating them on how you can help and then by offering your core products and services. One of our Legacy Partner, About Us | Mentum Corp offers a DIY if you own your own business and want to know what you do not know. You can find out what tools and strategies are available to help you to find a solution to a singular problem or to create a NEW path forward. Using our experts and educational platforms will help you build a better business with clear achievable goals.


“A business or career is not built on one sale or one product. But on relationships, resources and a team delivering messages and solutions that solve real problems by educating your clients about what they don’t know.” ~ S Roberts Co-Founder NACFA

What is NACFA?
NACFA is an educational platform dedicated to providing professionals with a program and content from our Legacy Partners who provide services and strategies every day to help their clients reduce expenses, increase cash flow, and keep more of what they make or profits from the sale on highly appreciated assets.
What is required of a legacy partner?
Our Legacy Partners provide the content for our SCFP certified and accredited program as well as conduct “focused” programs through our Enlightened Mind division with our Legacy Partner MENTUM. Knowledge is the key and being informed is a benefit. Along with our Legacy Partners we believe in helping everyone to learn what they do not know so they can make more informed choices.
How does someone make money with NACFA?
NACFA is an educational program. All NACFA members have the option of working with our Legacy Partner MENTUM to offer ‘Team Based’ solutions to their clients and use our CORE A-Team process to actually sell more of their core services or products.
How will the SCFP coursework?
NACFA has partnered with an online LMS platform to engage our members through an intuitive interactive outline. Our course has 3 main sections: ‘Found Money’, ‘Borrowed Money’, ‘Saved Money/Tax Accounting Solutions’, ‘Business Support’, ‘Business Development’, ‘Transition Planning’, and ‘Applying the SCFP Curriculum’.
How can I work with a legacy partner?
By becoming an Ultra member of NACFA.
What is unique about NACFA?
The collection and diversity of the Legacy Partners and the solutions they offer as well as the ability to obtain certification as a Strategic Cash Flow Planner.
How do I use the services of the Legacy Partners?
Through our primary Legacy Partner MENTUM we have a full diagnostic and all of the tools to evaluate your prospective clients, educate them on solutions and then help you to implement the solution while positioning your core services and products as part of that solution.
How do I sell more of my core services and products?
Using our ‘CORE A-Team’ we will help identify your core service or product and ‘tee it up’ using our strategies to enhance your core offerings.
Can NACFA become my main business focus?
No. NACFA is meant to help you increase the sale of your core services and products by opening doors and our team will help you to position your services and products and use ours to open the door.
What is NACFA

MENTUM is a Legacy Partner of NACFA.

Who is the best client for NACFA's services?
During the SCFP course we will outline who is best qualified for each strategy but generally speaking, people who want to keep more of what they make or want to increase their cash flow.
Can I use the services of the legacy partners if I do not join NACFA?
No. NACFA and its Legacy Partners work hand-and-hand to support, encourage, and promote each other in our core businesses.
Do I have to join MENTUM too?
MENTUM is a Legacy Partner of NACFA’s that offers a turn-key business and all the tools needed to help your clients learn about these strategies and then implement those that will help them increase their cash flow.
Do I have to align my core business with one of your firms?
No. NACFA sole purpose is focused on helping you/your business operate at a higher level.
Do I need special licensing to work with any of the legacy partners?
Who are NACFA's competitors?
There are many firms that may offer similar services but none that will educate you about how each of these services work and who can benefit from them as well as offer you the ability to partner with their Legacy Partners to educate your clients and then help them implement the strategies that will solve the biggest problems they face.
hy should I introduce these concepts or strategies to my clients?
These concepts are designed to help educate your clients about ways to increase their cash flow or improve profitability and our team will help you to position your core offerings so you will sell more of your services or products.
Is NACFA or and MENTUM an MLM?

Our Legacy Partners

Business Development

Multiplying Revenue Through Relationships We help highly connected B2B professionals build residual income by making introductions to services that reduce costs

Commercial Property Management

Real Estate in Real Time, A web-based software platform for operations, accounting, reporting, project management, and customer success

Daily Pay

Employee Daily Pay, helping businesses offer accelerated pay and digital banking to empower their workers. Ideal Client >1000 Employees

People experience platform (PXP)

Next-Gen Mobile Employee Wellness Experience, Increases employee engagement, productivity, retention & customer satisfaction.

Debt Restructuring

Leveraging Data. Lowering Expenses, Reducing expenses by benchmarking data and renegotiating vendor contracts.

Transportation Processes

End to End Shipping Software, get rid of the complex process of parcel and LTL shipping and bring your whole process under one solution.

Payment Platform

Clear•Simple•Payment A wide variety of tools for businesses big and small to help their operations run smoothly.

Business Turnaround

Business Crisis Management, Skilled manager to step in and act as a Receiver, Chief Restructuring Officer (CRO)

HR Technology

Accounts Payable Automation for all Businesses, Automate AP and eliminate manual processes that slow down revenue growth.

Value Builder

Business Value Growth, maximize your business value.

Tax Minimization Tax Planning Delayed Capital Gains

Tax Reduction Program, System with better tax efficiency, more flexibility, less complexity/valuation risk than family gifting/estate planning. No requirement to replace with like-kind investment, an opportunity to increase the cash flow and reduce taxes better than any other vehicle.

Commercial Property Management

Real Estate in Real Time, A web-based software platform for operations, accounting, reporting, project management, and customer success

Federal Student Loan Elimination

Student loan financial experts, we show our clients how Federal Student Loan Forgiveness works & help them to qualify for the most suitable program to save. We thoroughly understand the system, inside and out, and we are hands down, the leading experts in this field

Tax Reducing Specialty Tax Planning for Drs.

Strategic Physician System, covers 5 key areas; saving as much tax as possible, protecting what you already have, build for the future, preparing for retirement (or to just slow down), and being able to provide the impact you would like leave.

Cost Segregation

Cost Segregation Report, our experts conducting your study are specialists in engineering, construction, accounting, and tax research and have substantial audit experience with the IRS. We have completed over 14,000 cost segregation studies over the past 20 years and have never had our study rejected or denied by the IRS.

Business Funding


R&D Credit

Fractional CFO

Capital Retention Strategies

Concierge Transition Planning for Drs.

Risk Management

QP/IRA Preservation

HR Support

Succession Planning

Balance Sheet Analysis


Grant Searches

Debt Elimination

Employee Benefits



“Connection Marketing” identifies and builds the bridge between your market and your products, or services with messages to inspire your prospects to want to become your client. MENTUMcm also provides you with the resources to connect you with an experienced team and services to deliver value added benefits and solutions to your clients.



MENTUMem offers 2 basic virtual educational ‘seminar’ formats that our members can invite their prospects and clients to. The Executive Mind which is a guided program for CEOs with moderators who have decades of experience helping executives deal with strategic issues and make career defining decisions. The Entrepreneurial Mind is also a moderated offering covering all aspects along the lifecycle of business ownership with critical focus on cash flow and planning issues from business inception to a clearly executed succession plan. One of the focuses of The Entrepreneurial Mind program will be moderated by our LP’s and Affiliate partners.



NACFA member’s Working Platform MENTUMcf is the Differentiator for Financial Professionals who want to increase their profile within the business and or professional markets they serve, create their own local team of ‘influencers’ and truly create wealth. MENTUMcf offers a Turnkey marketing opportunity along with a unique suite of strategies that will provide a blueprint to successfully integrate our Cash Flow tools into your current business, creating a significant market advantage and increasing the sales of your core products. Through NACFA’s SCFP® Certification (required for this opportunity) we provide ongoing monthly training to completely integrate MENTUMcf’s proprietary Peer-to-Peer business models into your existing business processes. This includes a platform with a website, marketing plan, branding, sales tools, scripting, team building, back-office support team, and much more.




The platform that brings the Action steps to the educational process and helps our members integrate the proven tools, ideas, and strategies they learn about through our SCFP program into their business along with access to experienced partners to help business owners reduce expenses, increase cash flow and bottom-line profitability. Connecting Our members to Resources and Expanded opportunities CORE is our signature technology that incorporates prospecting automation and diagnostic tools applicable to any business owners that can identify cash flow inefficiencies along up to 60 data points.

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

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