Selling Your Payments Portfolio: From Valuation to Closing

In Part 2 of this two-part series, James Shepherd and Lane Gordon of 733Park take a deeper look at what happens when an agent or ISO decides to sell their payments portfolio. They break down right of first refusal, why approaching a single buyer may leave money on the table, how competing buyers and market conditions can affect an offer, and what buyers look for during due diligence. They also discuss agent and ISO agreement terms that can impact a sale, how revenue redirects work, and what the final closing process looks like.

The episode wraps up with Patti Murphy's Today in Payments report covering regulatory action, card network litigation, retail spending, and the continued shift from checks toward electronic B2B payments.