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Advisory Service

Providing clarity, confidence and growth.

  • Maximise value by making informed decisions that protect and grow your business’s financial worth.
  • Reduce risk and avoid costly mistakes with strategic guidance through mergers, sales, and disputes.
  • Achieve goals faster by tapping into expert insights to streamline your path to growth, stability, or exit.
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Get total confidence with discretion, independence and confidentiality guaranteed.

Whether you need guidance or full support, we are here to help with buying or selling a book, providing expert advice every step of the way to:

  • Merge Your Brokerage
  • Sell Your Business
  • Dispute Resolution
  • Business Coaching
  • Corporate Advice
  • Acquire Another Business

Our Expertise Cover

Due Dilligence

Assist in all areas of the due diligence process.

Memorandum of Understanding

Preparing or reviewing details for agreements.

Legal Advice

Reviewing legal, providing tax information.

Reduce Liability

Reduce potential liabilities from the purchase.

Facilitating Negotiations

Facilitating, providing recommendations.

Contract Templates

Borrowers, lenders, and other stakeholders.

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Our Difference

Why Choose Trailblazer Finance?

Trailblazer Finance values what traditional lenders overlook, we know the value of your recurring income! TrailBlazer offers flexible repayment options, competitive rates, quick approvals, and a personal touch to help your business thrive. Experience finance solutions tailored to your needs.

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Businesses Helped

$ 0 m+

Loaned Through Us

Funding solutions for professional businesses.

With Tailored Financial Solutions.  Finance Simplified & Solved.

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How we can help you.

Lending

Tailored lending solutions for your needs.

Our loans

Business Loans from $50k to 1.6mil. With loans based on value of trail revenue with flexible loan terms from 24 to 60 months.
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Marketplace

Buy and sell books in a competitive space.

What we offer

Connect with vetted buyers and sellers in a transparent, secure environment. Whether you are buying or selling, our marketplace ensures confidence at every step.
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Valuations

Expert Trail Book valuation experts.

Why they are important

Get expert insights to assess and strengthen your trail book. Understand its true value so you can plan, grow, or sell with confidence.
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What you can use the funding for.

Business Expansion

Drive business growth with tailored funding solutions for expansion and new opportunities.

Acquisition Funding

Fuel business growth with funds by using our lending solutions to fund strategic acquisitions.

Working Capital

Perfect for marketing, hiring, office expansion, training, or any growth initiatives.

Debt Consolodation

Consolidate debts, including ATO debt. Simplify repayments and reduce stress to focus on growth.

Buying out a Partner

Leverage recurring revenue to fund your partner buyout and gain full control of your business.

Buying and Selling Books

We offer a trusted marketplace for buying and selling trail books in a competitive setting.

We are here to advise you every step of the way.

Meet the team

With over 150 years of combined financial services experience, our team is dedicated to guiding you at every step, offering strategic advice to help you achieve your goals more efficiently.

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Jeff Zulman

Managing Director

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Giuseppe Marotta

Head of Credit

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Simon Lewis

Sales and Growth Strategist

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Charles Grover

Senior Relationship Manager

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What our client says?

What would be your dream scenario be for getting a loan?
What do you consider the major benefits for using TrailBlazer Finance?
Do you have any concerns about entering a relationship with Trailblazer Finance?
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