Captive Lease Advisors

Captive Financing Checklist

Checklist for Evaluating the Setup of an In-House (Captive) Product Financing Operation

  1. Determine your ideal preliminary objective: A fully functional in-house customer financing operation or a third-party vendor program with an independent leasing or financing company.
  2. For a fully functional in-house financing activity you’ll need to determine:
    • What, conceptually, a customer financing program responsive to your prospective customer financing requirements should look like
    • Whether to run your financing activity out of a  separate  business financing entity, or out of your company directly
    • Your basic marketing, profit and operation objectives taking into account your existing management, operational, financial and sales capabilities


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