Our team of financial advisors has the expertise and experience to advise on establishing a captive leasing company for equipment dealers.

For more than 20 years, we’ve been helping businesses acquire equipment for:

  • Agriculture
  • Automotive repair
  • Business & commercial vehicles
  • Computers and software Construction
  • Health & fitness
  • Machining Manufacturing
  • Material handling
  • Medical
  • Furniture & fixtures
  • Packaging
  • Media, film & video
  • Petroleum & fuel
  • Printing and graphic
  • Restaurant and hospitality
  • Surveillance & security
  • Telephone & telecommunications

We are a firm of Certified Public Accountants and Leasing Experts that specialize in advising and accounting for the equipment leasing industry.

Company Organization

As advisors, we provide guidance on the structure and ownership of the captive, as well as the types of leases it offers. Additionally, we prepare the necessary lease formation documents for the captive company and obtain all required permits, licenses, and tax numbers.

Lease Underwriting & Management

As lease brokers who are members of the American Association of Certified Finance Brokers, we handle the lease application process. This includes verifying the existence of the entity, obtaining credit reports, and either approving or recommending lease acceptance. Upon acceptance, we prepare all of the lease documents, including the lease itself, UCC filings, insurance verification, and lease guarantee documents.

Financial and Tax Management

We take care of preparing all monthly and annual tax reports, as well as monthly and annual financial statements and income tax returns.

In Summary

We offer a comprehensive solution for creating your profitable captive leasing company, complete with all necessary software programs for lease underwriting, company management, and accounting.

Get a profitable captive leasing company with our complete solution.