RLP
Houston Business Cabinet | Marriott West Loop |1750 West Loop South @ San Felipe
Brian Tave Allegiance Bank Category: Banking Services
Brief Description/Statement of My Company: Post Oak Bank handles the deposit, loan, and cash management needs for our small business customers. Ideal Referral Source: People who are unhappy with their existing bank Prospects with liquidity, but want to leverage their assets Clients who are leasing, but looking to buy their own building My Three Best Client Types: Small business owners with annual revenues less than $20 million Small business owners with annual revenues less than $20 million Did I mention small business owners with annual revenues less than $20 million? My Last Three Customers: Owner of several convenience stores Company which owns several REITs Entrepreneur who owns a small manufacturing company Valuable resources that could be helpful to me: CPAs Attorneys Business, real estate brokers New Doors I Would Like to Open: Meeting more valuable resources listed above
Referral Launching Pad