Services & Strategies Offered Through Our Legacy Partners

SCFP® Certification/ Accreditation

Nonprofit Membership Organization
The National Association of Cash Flow Advisors is 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.”

Legacy Partner



Available to our Ultra Member

“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.

Available to our Ultra Member

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 CEO’s 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.

Available to our Ultra Member

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.

Bridge to Success

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.

Core A-Team

Available to our Essential & Ultra Member

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.

Legacy Partner #2

Business Development

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

Legacy Partner #3

Daily Pay

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

Legacy Partner #4

Debt Restructuring

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

Legacy Partner #16

Value Builder

Business Value Growth, Rodney/Bryan maximize your business value.

Legacy Partner #5

Commercial Property Management

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

Legacy Partner #6

people experience platform (PXP)

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

Legacy Partner #7

Transportation Processes

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

Legacy Partner #8

Payment Platform

Clear | Simple | Payment, Bryan/Jim A wide variety of tools for businesses big and small to help their operations run smoothly.

Legacy Partner #9


Payroll & HR in One System, Jim Streamline your payroll and HR processes. Dominion gives you the power to make strategic, data-driven decisions about people.

Legacy Partner #10

HR Technology

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

Legacy Partner #11

Tax Reducing Specialty Tax Planning for Drs.

Strategic Physician System, David 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.

Legacy Partner #12

Tax Minimization Tax Planning Delayed Capital Gains

Tax Reduction Program, Russ 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.

Legacy Partner #13

Cost Segregation

Cost Segregation Report, MENTUM c 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.

Legacy Partner #14

Federal Student Loan Elimination

Student loan financial experts, Larry 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

Legacy Partner #15

Business Turnaround

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

Legacy Partner #17

Business Funding


Legacy Partner #18



Legacy Partner #19

R&D Credit


Legacy Partner #20

Capital Retention Strategies

Tom/ David/Ed

Legacy Partner #21

Risk Management


Legacy Partner #22

HR Support


Legacy Partner #23

Balance Sheet Analysis


Legacy Partner #24

Fractional CFO


Legacy Partner #25

Fractional CMO


Legacy Partner #26

Concierge Transition Planning for Drs.


Legacy Partner #27

Advanced Insurance Planning Strategies


Legacy Partner #28

QP/IRA Preservation


Legacy Partner #29

Succession Planning


Legacy Partner #30



Legacy Partner #31

Debt Elimination


Legacy Partner #32

Grant Searches


Legacy Partner #33

Employee Benefits


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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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