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Payments from a
different perspective.

ADVISORS   MANAGERS   CONSULTANTS

epmg ADVISORS is a payments management and advisory firm specializing in electronic payments. We manage merchant payments portfolios, helping our clients understand and optimize their payments strategies, streamline operational procedures, achieve PCI DSS compliance and harness the power of actionable data insights. 

THE BOTTOM LINE

Payments are the lifeblood of any organization. It’s time to manage your portfolio. The world of payments is ever-growing and evolving. The depth and breadth of internal and external interdependencies that rely on payments is largely overlooked. We are uniquely positioned to provide unrivaled solutions to the core challenges of all thing’s payments. We remain agnostic in our decision-making process.

THE VALUE OF TRUST

One of the first questions our future clients always ask is "how can you help us?". With more than 3000 engagements, we've found what they are really asking is "can we trust you?".

For the client, the problem is real, it is immediate and it is ever changing. When card payment legislation, compliance and consumer trends can make the difference between significant profit or extensive loss, businesses look for an Advisor (and partner) they can trust.

Over 3000 companies trust us

*All figures as of January 2022

$600+
MILLION
$5
MILLION
3+
THOUSAND
IN VOLUME UNDER
ADMINISTRATION
IN ASSETS UNDER
MANAGEMENT
IN TOTAL CLIENT
ENGAGEMENTS

What can we do for your company?

Most organizations understand that better ways exist, but the time commitment required for sustainable improvement proves to be the biggest challenge. Finance deals with banking, accounting handles A/P and A/R, customer service/sales are accepting payments and issuing refunds, IT manages systems and equipment, marketing needs use-case strategies and legal handles compliance/regulations. Having a centralized point of contact, a Chief Payments Officer, creates operational efficiencies and accelerates new business opportunities.

 
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Vendor Management

Contracts

Relationships

Cards

ACH

ATM

Payment Optimization

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Compliance

Fraud / Risk Management
Security Infrastructure
Performance & Redundancy
PCI DSS
NACHA

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Training

Acceptance Procedures
Customer Steering

Industry Information

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Strategy Development

Growing Customer Base

Channel Strategy

Market Competitive Analysis

Payments Organization

Program Sustainability

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Payment Analytics

Reporting

Customer Impact

Affinity Programs

PCI Compliance

We provide services to support you at each stage of your PCI DSS compliance project. 

PCI DSS is about managing the risks of handling credit card information for both the merchant and the provider... and needs to be part of your daily operations and business planning processes. For PCI DSS, there is a once-a-year self assessment questionnaire called an SAQ. You as the business owner are certifying that you adhere to the PCI DSS standards.

The consequences of not being PCI compliant range from $5,000 to $500,000, which is levied by banks and credit card institutions. Even if a company is 100% PCI compliant and validated, a breach in cardholder data may still occur. Cardholder Breaches can result in significant losses. The impact of noncompliance and or a breach is greater to a smaller company as their ability to overcome the problem and penalties is limited. 

WHAT PEOPLE SAY ABOUT US

"epmg ADVISORS has completely changed the way I see credit card payments. Their seminar on interchange fees and payments management was excellent, and will certainly improve how I run my business."

Attend one of our educational events for small businesses

Learn the basics of Card Payments,
Interchange Fees and Compliance

AUSTIN, TX   |   SPRINGFIELD, MO   |   PITTSBURGH, PA

We frequently host small business education breakfasts in Texas and Missouri, and Pittsburgh, Pennsylvania. You will hear from epmg's Advisors, analysts and compliance professionals that will share lessons and insights from our extensive and ongoing work with merchants over the last fifteen years. Over 1,000 merchants have attended our workshops - join them!

These events are an overview on the management of electronic payments (cards, ACH and the like) from the merchants’ perspective and education on the industry. We briefly cover the fundamentals as well as innovations in payments. Our workshops are designed to help you get “inside the head” of other merchants to understand how they make payment decisions and why.

Austin Texas
AUSTIN, TX   |   ROUND ROCK, TX

2022 Events Schedule coming soon!

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SPRINGFIELD, MO   |   BOLIVAR, MO

2022 Events Schedule coming soon!

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PITTSBURGH, PA 

2022 Events Schedule coming soon!

 

Our services are geared toward businesses with 25+ million in annual revenue, but ...

we also offer a simplified, cost effective service for small businesses. Introducing Sherpa For Merchants ... a monthly subscription service with payment tiers based on monthly sales volume.

 
In addition to working directly with clients, we also partner with other professional firms.
ACCOUNTING FIRMS   |   INSURANCE AGENTS   |   ATTORNEYS   |   FINANCIAL ADVISORS
 
LONG-TERM PARTNERSHIPS

We aim to form long-term relationships with professional firms by meeting the needs of their clients for a quality, professional payments management service. We are committed to providing your clients with the same standard of service and support as our own.

EXISTING CLIENT PORTFOLIO REVIEWS

The decision of whether to add or change the payments manager on an existing portfolio can be a complex one. We can assist you and your clients by providing a written report reviewing their existing payments strategy covering performance, risk alignment, and level of diversification.

SALES MATERIAL

Brochures and sales aids are available to help you present our payments solution(s) to your clients. In many instances, this material can be jointly branded.

JOINT CLIENT MEETINGS

We are very happy to attend your client meetings. This may be an initial presentation about our services or a review of progress in the payment operations and build on the portfolio.

CLIENT COMMUNICATION

Our commitment includes running client seminars bi-annually to keep your clients up to date with our longer-term views on the payments markets. In addition, your client will receive a monthly newsletter to keep them up-to-date with our views on the payments market.

ANNUAL REPORTING

At the end of every year, we can prepare a comprehensive payments overview.

“Our past experience brought to light some of the injustices business owners have faced. Since this is a service that many businesses cannot afford to do without, we felt it was necessary that small to medium sized businesses were offered the opportunity to level the playing field by having access to the same services afforded to much larger organizations. epmg is set apart by the principles the company was founded on and the extensive knowledge our advisors bring."

~ J. Michael Casey  |  epmg ADVISORS 
FOUNDER & MANAGING DIRECTOR
 
Email us at info@epmgADVISORS.com or use the contact form below to discuss our Payments Management services on a no-obligation basis.

An Advisor will reach out to you within 1 business day.

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