How do I book an appointment?

Use the scheduler on this page, complete the pre-call information, and receive a confirmation and secure link.

What will the strategy session cover?

We examine your portfolio, define value levers, and propose an execution path aligned with your liquidity goals.

What asset classes do you serve?

Receivables, non-performing loans, note portfolios, fintech receivables and other specialized asset sales for institutional sellers.

Schedule Your Confidential Strategy Session with Jeffery Hartman

Jeffery Hartman | Consultation Agenda

Ready to Take Action?

Whether you're a lender, credit union, investor, or agency, this call gives us time to discuss your current challenges, asset sales or acquisition strategy, and the tech or consulting support you need.

There's no charge and no obligation—just a direct conversation with a market insider who buys, sells, and builds debt portfolios every day.

In This Call You'll Learn:

Your top three opportunities—where your portfolio or agency can improve immediately
A clear next step recommendation tailored to your situation
How to leverage data, tech, and brokerage know-how to capture higher value
What to prepare if you're considering a sale or acquisition (documentation checklist, valuation range, timeline)
Whether our team might be a strategic match for working together