Sell Your Merchant Portfolio for Maximum Value
A Dollar today is worth more than a Dollar tomorrow.
Free Bankcard Portfolio ValuationSelling a Merchant Portfolio
Portfolio Preparation
We help you organize your residual data, identify value drivers, and address any issues before going to market — so you present the strongest possible asset to buyers.
Valuation & Pricing
Using current market data and 20+ years of transaction experience, we provide an accurate, defensible valuation and help you set a price that attracts serious buyers without leaving money on the table.
Negotiating the Sale
We represent your interests through every stage of negotiation — deal structure, representations and warranties, earnout provisions, and closing terms — to maximize your net proceeds.
Transition & Handover
We manage the post-closing transition to protect merchant relationships and ensure a smooth handover, including processor notifications, merchant communications, and residual transfer.
Buying a Merchant Portfolio
Valuation & Due Diligence
We conduct thorough due diligence on target portfolios — analyzing residual history, attrition rates, concentration risk, processor agreements, and compliance — so you know exactly what you're buying.
Negotiating the Acquisition
We negotiate on your behalf to secure favorable pricing, deal structure, and representations that protect your investment and align seller incentives with post-closing performance.
Transition & Integration
We support the operational transition from day one — coordinating with processors, managing merchant communications, and ensuring residuals transfer cleanly to your organization.
Post-Acquisition Growth
We help you identify opportunities to grow the acquired portfolio through repricing, program upgrades, and merchant retention strategies that improve your return on investment.
Adam Ackerman has spent 20+ years in Merchant Services helping Payment ISOs scale and exit successfully.
Connect on LinkedInTrack Record
20+
Years in Merchant Services
100+
Portfolio Transactions Advised
$0
Upfront Fees — Broker Fee Paid at Closing
Recent Transactions
A sample of portfolios we've advised on. All transactions handled with complete confidentiality.
Closed
$310,000/ month
2,700 MIDs
Closed
$180,000/ month
1,400 MIDs
Closed
$75,000/ month
380 MIDs
Closed
$42,000/ month
130 MIDs
How It Works
A simple, confidential process from first conversation to closing.
1
Free Valuation
We start with a confidential review of your portfolio — residuals, attrition, merchant mix — and give you an honest assessment of its current market value.
2
Go to Market
We prepare your portfolio for market, identify qualified buyers from our network, and run a competitive process designed to maximize your sale price.
3
Close & Transition
We manage the deal from letter of intent through closing and transition — handling due diligence, negotiation, processor coordination, and merchant communications.
Insights & Resources
Mistakes That Quietly Kill Portfolio Value
Continue Reading →
Does Cash Discounting Change What You'll Get for Your Book?
Continue Reading →Frequently Asked Questions
Straight answers to the questions ISOs ask most.
Send a Message
Let's Talk About Your Portfolio
Whether you're ready to sell, just exploring your options, or looking to acquire — let's have a confidential conversation.
100%
Non-Exclusive
100+
Portfolio Transactions Advised
100%
Confidential Process
$0
Upfront Fees to Get Started
Prefer to talk directly?
Call Adam Ackerman for a confidential, no-obligation conversation about your portfolio.
805.770.9233Message on WhatsApp
ISO Sales
Palm Beach, FL 33480
Mon–Fri, 9am–6pm ET