Dear Rochester, Retire Well

Dear Rochester, Retire Well

How to Maximize your Small Business’ Financial Potential With Carlo DiPisa (Ep. 62)

June 14, 2023

You may have heard about the Employee Retention Credit or ERC. What you may have yet to hear is that it is much easier to qualify than it was a few years ago.

In this episode, David Pulcini invites Carlo DiPisa to the podcast to talk about ERC. Carlo breaks down what is needed to qualify for the credit, why every small business should start the process of applying, and the benefits the ERC brings to companies.

David and Carlo discuss: 

  • The many myths surrounding the ERC and what to believe
  • What fees can be expected if your business chooses to apply with the help of another company
  • How over-advertising of this credit has made it seem like a scam and what to avoid
  • And more

Book Time with David Pulcini:

Connect with David Pulcini: 

Connect with Carlo DiPisa:

About our Guest: 

Carlo is a finance professionals with over 20 years of expertise in the fields of small business ownership, finance, and real estate. He takes a consultative approach: learning about you and your business, so thathecan offer the best customized solution possible. By understanding your particular needs, he assists businesses of all sizes secure commercial financing that best suits their individual situation.

While banks and other institutions can provide many useful services, this generalized approach is not a perfect fit for every organization. Carlo provides a wide range of business loans/leasing and other financing opportunities that help businesses achieve their short and long-term goals.

Here are some of the financing options that Carlo provides: Short-term Business Loans, Working Capital Loans, Equipment Leasing, SBA Loans, Unsecured Business Lines of Credit, Factoring (Accounts Receivable Financing), Commercial Real Estate Financing, Hard Money Loans, and Consumer Financing.