Latest Insights

CLICK HERE to Download the PDF Building an ISO is much easier than it was when I first gave it a shot 13 years ago! With technology companies and FSPs like Maverick Payments, you can now promote your own brand on the statement and throughout the entire merchant...

CLICK HERE to Download the PDF I started talking about dual pricing because of compliance concerns over Non-cash adjustment type programs. After selling dual pricing in the field, I prefer it because it is easier to explain, easier to sell and provides a better...

CLICK HERE to Download the PDF This week we have a special, expanded edition of the Merchant Sales Insight that will tell you everything you need to know in order to pitch interchange optimization to B2B merchants and to understand how optimization and padding in...

CLICK HERE to Download the PDF Toast has 48K+ restaurant clients as of the fall of 2021 when they filed for their IPO. This is a huge number, but only represents about 5% of the total restaurant segment. In this week's edition of the Merchant Sales Insight, I worked...

CLICK HERE to Download the PDF There is an interesting trend happening in restaurants. As we become more comfortable ordering food from our phone through Door Dash, GrubHub and Uber Eats, many restaurants are having us order food and pay from our phone at the table as...

CLICK HERE to Download the PDF There are 3 trends on which everyone should be focused this summer while balancing time off. #1 - Dual Pricing Regardless of your beliefs about this pricing structure, the market is moving.  You can capture new merchant accounts by...

This is the definitive guide to Dual Pricing as well as my opinion on the Durbin Amendment, Visa Memo and Visa Core rules as it relates to Non-Cash Adjustment, Dual Pricing and Compliant Surcharging. You will not want to miss this one if you offer any form of Cash...

CLICK HERE to Download the PDF Chargebacks plague our industry and they especially hurt SMB's, which are the lifeblood of many ISOs and payment service providers.  While solutions exist for large organizations that need chargeback management, SMBs have been largely...

CLICK HERE to Download the PDF I believe a portfolio that grows exponentially without your involvement in the pinnacle of residual income. That is the opportunity that exists by selling software companies that service small business owners. Integrated your payment...