September 13, 2023

Non-Profit and Small Business Financing New York Weekly

Can Corporate Strategies Merchant Bankers Usher in a New Era for Non-Profit and Small Business Financing?


See Article on New York Weekly Site

By Amanda Greyfield 

Months of pandemic-induced financial stress  has left nonprofits and small businesses on the brink of budget crisis. Enter Corporate Strategies Merchant Bankers, a Houston-based firm providing alternative funding  solutions for small businesses, churches, schools, and community nonprofit organizations. Founded nearly 40 years ago by Tim Connolly, the firm specializes in alternative financing for entities unable to secure conventional loans. 

Beginning with passage of the CARES Act in  2020, the company focused its efforts on CARES Act initiatives like PPP loans and EIDL loans and the Employee Retention Credit (ERC) payroll tax refund program.

A Different Approach to Business Financing

As the economy grapples with an expected recession, the company focuses on funding small businesses, churches, schools, nonprofits, and community organizations, via the Employee Retention Credit Payroll Tax Refund Program. The firm distinguishes itself by prioritizing ethical considerations over quick profits and assembled a team of experts to implement the responsible qualification of its clients for the ERC Payroll tax refund program. 

Setting Ethical Standards in Financing

Corporate Strategies Merchant Bankers is redefining industry standards. With its diversified team—led by a former Arthur Andersen auditor, supplemented by seasoned tax attorneys, CPAs  and ex-IRS agents—the firm prides itself on offering IRS-audit-ready ERC payroll tax refund qualification solutions.

Its meticulous approach has paid off because since the start of their involvement in the ERC program, not a single client has faced penalties or interest following an audit or review by the IRS. 

What is even more surprising, the company provides its contingency-based ERC payroll tax refund qualification services to churches, schools, startup businesses and other nonprofits at one-half the price of its major competitors.

Steering Towards a Digital Future

Approaching its 40th anniversary in January next year, the company remains proactive. The younger generation of the Connolly family has already begun modernizing the firm, introducing plans for a robust social media strategy and implementing Trust Pilot to gather customer reviews.

Corporate Strategies Merchant Bankers doesn’t just boast longevity or transactional success; it stands out for its unwavering commitment to its clients’ long-term prosperity and financial well-being. In an industry often associated with profit-driven motives, this Houston-based firm places the interests of small businesses, churches, schools, nonprofits, and community organizations at the forefront of its mission. Their dedication extends beyond securing funding; it’s about building lasting relationships founded on trust, integrity, and ethical practices.

In a period fraught with challenges, the firm offers more than just financial solutions as its ERC services provide a new paradigm for what the financial sector can contribute to faith-based communities and nonprofits that are overlooked, underserved, and in great need during a time of reduced donations due to inflation and a softening economy. Since 2023, the average ERC payroll tax refund received by the company’s clients is  $300,000.

As Corporate Strategies Merchant Bankers continues to adapt and evolve, its focus remains consistent: serving as a reliable pillar supporting non-profit and small business communities in an ever-changing financial environment. 

The Houston-based firm is extending an invitation for all to imagine a more equitable and inclusive financial future.

Corporate Strategies has worked with a wide roster of clients. Previously funded ERC payroll tax refunds include:

Why Choose Corporate Strategies?

Since 1984, Corporate Strategies Merchant Bankers has provided private funding solutions from $2,500,000 to $25,000,000 for small to medium-sized (SMB) businesses and non-profits whose loan applications have been rejected by conventional banks. Our 40 years of experience uniquely qualifies us to bring our SMB clients the CARES Act Employee Retention Credit (ERC) Payroll Tax Refund Program. Here’s why: