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  1. #1
    Join Date
    Mar 2010

    Anyone Close Financing with Joe Tufo?

    I'm interested in working with Joe Tufo to help secure some funds for a business opportunity, but I'm starting to have some questions.

    Has anyone ever closed a round of Financing with him, or through one of his sources?

    He seems to charge outrageous upfront fees just to speak to him, not to mention consulting fees through the roof, even before he does anything.

    He also has the worst designed website for a financer. Just to get access to the site, you need to pay like $97 a month for it!

    His Financing sources sound creative, but I want to make sure he is legit.

  2. #2

    Re: Anyone Close Financing with Joe Tufo?

    Stay away from Joe Tufo and anyone like him. There is f-u-n-d-i-g available without ANY UPFRONT FEES. You just have to look very hard. Register your company with Dunn and Bradstreet, then register with CCR (government contractor site). This will provide you with legit services to better your corp. Also, contact SBA.gov. They have tons of resources that DO NOT cost a thing. Right now the Government has a loan out there called the "ARC Loan" program for small businesses. Use our Governments resources before spending thousands of dollars for false hopes. If it sounds too good to be true, it probably is. Thank you.

  3. #3
    Join Date
    Jul 2009
    Concord CA

    Re: Anyone Close Financing with Joe Tufo?

    How We Work
    Our websites are at http://www.workingcapitalfast.com which is about 800 pages (May '10) and http://www.joetufo.com/blog our subscription site which has about three times the content. It also archives the newsletters.

    If you have a Large Project that requires ******* you may be interested in an 8-Week Course that we are producing: http://joetufo.com/blog/large-project-class

    Our websites feature our Business Creed and a pre-qualification application. http://joetufo.com/blog/welcome-to-c...pecialists-inc

    We offer a one-time FREE 20-minute consultation to those who complete the questionnaire completely. This is a $333.34 value based on our hourly consulting fee. Of course, you may purchase additional time at

    We work one of two ways:
    Priority – If you want us to “Clear The Decks” put our heads down and get to work you'll honor us by paying a fee for six months of service. You may renew after that time.

    When you hire us to work on a priority basis we thoroughly study your submission package to make sure that it complies with our recommended Road Map to ******* Success. ******* has always been about presentation. Those who present well are funded. Those who don't present well are not funded.

    The key ingredients to ******* success, in our experience, have been:
    1.A powerful Executive Summary of one to four pages. You can purchase our template and video review at http://www.joetufo.com/roadmap
    2.Bio's of key personnel.
    3.A detailed use of funds broken down monthly for the first year and quarterly thereafter.
    4.A 5-year proforma and written Exit Strategy.

    Before you join, let me mention two things...
    Firstly, I can't guarantee your success. You know that and I know that, but it's something I gotta say anyway. I will offer my expert opinion based on my own experience and knowledge, but there are no guarantees. You agree to hold me harmless for any result that occurs from my coaching.

    Secondly, there are no refunds available. Because I can't get my time back, you can't get your money back. I'll be happy to work with you to make you happy ... but if you're looking for a guarantee for a refund, then this isn't for you.

    Having gotten the "negative" out of the way, let's focus on the "positive"! This is truly going to be a life-changing experience for you and I'm proud to be able to personally work with a select few in this program. I'm really looking forward to it.

    If you're ready, I am! You can literally get started hearing from ME this evening. So let's get started together...

    When we meet face-to-face we'll review the following questions:
    • What do you expect from us?
    • What is your current pain?
    • What keeps you awake at night?
    • How do you see us helping you address these challenges and opportunities?
    • What growth plans do you have?
    • If price were not an issue, what role would you want us to play in your business?
    • Do you expect capital needs? New financing?
    • Do you anticipate any mergers, purchases, divestitures, recapitalizations, or reorganizations in the near future?
    • We know you are investing in total quality service, as are we. What are the service standards you would like for us to provide you?
    • How important is our satisfaction guarantee to you?
    • How important is rapid response? What do you consider rapid response?
    • Why are you changing professionals? What did you not like about your former firm that you do not want us to repeat?*
    • How did you enjoy working with your former firm?**
    • Do you envision any other changes in your needs?
    • Are you concerned about any of your asset, liability, or income statement accounts to which we should pay particularly close attention?
    • If we were to attend certain of your internal management meetings as observers, would you be comfortable with that?
    • How do you suggest we best learn about your business so we can relate your operations to the financial information and so we can be more proactive in helping you maximize your business success?
    • May our associates tour your facilities?
    • What trade journals do you read? What seminars and trade shows do you regularly attend? Would it be possible for us to attend these with you?
    • What is your budget for this type of service?
    * We never denigrate the predecessor. First, this insults you and reminds you of a poor decision. Second, it diminishes respect and confidence in the profession as a whole and lowers the public’s perception of our professionalism.

    ** Even though you are changing firms, it is almost certain that you liked certain characteristics of the predecessor. We want to find out what those were and exceed them. For instance, if you said the prior firm always returned phone calls within one day, we strive to return phone calls within four hours.

    Non-Priority – If you think that you've “nailed it” when preparing the four key ingredients to ******* success, and you aren't in any hurry at all to fund and aren't quite ready to pay consultation fees then we'll take a look at your project when we can get to it. After we look at it we may need to send it back because you don't meet our requirements. (Priority Clients get major help from us in cleaning up their submission.) We'll return your calls and emails when we can: after all, priority clients come first.

    We reserve the right to review each submission once, beyond that our consultation fee will be required. You had better complete the submission request correctly the first time or you better get familiar with our websites mentioned above. If you submit for free we can't spend a lot of time. It's not fair to us, our families, or our Priority Clients.

    In our experience we can fund 1/3 of the files that cross our desks, 1/3 are DOA Dead on Arrival, and the final 1/3 are broken and need to go through some form of remediation which can take hours, days, weeks, months, or years.

    We DO NOT GUARANTEE *******. We work on a BEST EFFORTS BASIS.

    This is an explanation of a personal failure in my life:

    With 33 years of Financial Services experience we may be uniquely qualified to serve you and those whom you choose to refer.

    Cash Flow Specialists, Inc.
    And Joe Tufo

    Why We Say NO! A Lot and Mean It

    Many times throughout each day we receive calls from referrals, referral partners, past clients, current clients, prospective clients, or someone who Googled one of our websites.

    Invariably, your project or start-up is “the greatest thing since sliced bread,” is a “billion dollar idea,” We’d “be a fool if we didn’t drop everything and devote all our time for free to get you funded.”

    To each of you who expect us to work for free we have this to say –*NO! NO! NO! A thousand times NO!


    It’s not that we’re uninterested or impolite it’s just that we’ve heard it thousands of times.

    Here’s our responses:
    Do we have the time?
    Will we feel pressured to get it done?
    Will we be upset with ourself?
    Will we be resentful of the other person?
    Will we feel duped, had, or swindled?
    What do we have to give up to do this?
    What can we gain (What’s in it for us?)
    No is our first option instead of the propensity to say yes that emanates from wanting to please, wanting to be liked, needing to be needed, being timid, avoiding confrontation, not knowing our rights, or feeling: plain and simple, that we should.

    We’re in the consulting and ******* business. With 33 years (November 1976 to present) of financial services experience in insurance, securities, and finance we may be uniquely qualified to serve you and those whom you choose to refer.

    We charge a fee because we do this full-time: 50 hours scheduled a week plus another 20+ working on the websites, writing articles and newsletters, recording audio and video, holding webinars and other tasks to help each *of you.

    We take on committed paying clients and then focus all of our effort and energy in getting them funded.

    Even at that we fail more than half of the time.

    In our 10+ years experience in this business about 1/3 of what crosses our desks we can fund (you may not like the rates, terms and conditions but we can fund you), 1/3 is DOA – Dead on Arrival – even with the thousands of pages of information we’ve published, dozens of books and courses we’ve published – let’s face it many of you can’t or won’t follow instructions, and the final 1/3rd is broken: your credit sucks, you have no business credit profile, you have more than three inquiries, you have derogatories, liens and judgments – you’re a mess and it will take days, weeks, months, or years to fix.

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