The challenges of early 2020 have come full circle in 2023. The boon of originations over the past 30 months combined with rapidly increasing interest rates and a looming recession have made 2023 the Year of the Portfolio.

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On February 15, I shared insights with members of the American Association of Commercial Finance Brokers (AACFB) on how to “Get ahead with data.” AACFB’s Monica Harper hosted Allen Jones of Copernicus and me for a discussion regarding data-centric technologies that can help brokers improve operations, grow faster, and transform into companies with broader offerings.

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Recently, we helped several customers update their systems to be compliant with 80% Bonus Depreciation regulations that went into effect on January 1, 2023.

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This month we’re getting to know Greg Henderson. By day Greg is a systems operations manager, but by night he is a devoted dance dad and fisherman.

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One of the oldest and most common business plans in equipment finance is the broker-to-lessor transformation and goes like this: establish one’s brand as a finance broker, build customer and lender relationships, grow the business to the point where one can secure funding for the paper and become a lessor. One could say it’s a straightforward three-step process.

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This month we’re getting to know Scott Nelson. Not only is he president and chief digital officer at Tamarack, but he is also an avid fly fisherman, a movie aficionado and a devoted Papa.

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