Marine Veteran Owned · San Antonio, Texas

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03 · Operations, Structure & Risk Protection

Protect.


You've worked hard to build your business.

Protecting it requires more than accepting payments. Through Revelation and qualified third-party professionals and providers, businesses can access resources for operations, structure and risk protection.


Protect what you've built.

We examine staffing, operations, business structure and risk while connecting you with resources to protect what you've built.

01 · Protect

Operations & Staffing

A look at how the business runs day to day: who does what, where time goes and where the gaps are. We review operations and staffing with you and point you to resources that fit.

02 · Protect

Business Insurance

The right coverage depends on your industry, your property, your people and your contracts. We connect business owners with independent insurance professionals who can review what you have.

To confirm: Wills & Trusts

An earlier draft of the service list and the Sept 23 direction include Wills & Trust resources under Protect. The Sept 16 card does not. If Victor wants it on the site, it goes here.


04 · Protect

LLC Formation

Starting a business? Start it right.

Revelation helps entrepreneurs navigate many of the practical steps involved in turning an idea into an operating business.

One business. Multiple needs. One relationship.

Through Revelation and our professional network, we can help with

  • LLC formation assistance
  • Business startup guidance
  • Merchant-account setup
  • POS selection
  • Payment processing
  • Website development
  • E-commerce
  • Business funding
  • CPA resources
  • Business consulting

05 · Protect

CPA & Bookkeeping

A successful business requires more than sales.

It also requires a strong financial foundation. Our goal is to surround business owners with the professional resources they need to succeed.

Through our professional network, we can help connect you with

  • CPA services
  • Business accounting
  • Bookkeeping
  • Tax preparation
  • Business tax planning
  • Financial organization

Tax, accounting, legal and insurance services are provided by independent third-party professionals.


More than a payment processor

Multiple solutions. One relationship.

Protect is one of four ways we work with a business. The same relationship covers the other three.

01

Build

Infrastructure & Technology

  • Payment Processing
  • POS Systems
  • Equipment & Installation
  • Website Development
  • Payment Gateways
Explore Build →

02

Fund

Capital & Financing

  • Working Capital
  • Business Lines of Credit
  • Equipment Financing
  • SBA Loan Solutions
  • Short-Term Financing
Explore Fund →

04

Grow

Consulting & Revenue Development

  • Business Consulting
  • Digital Marketing
  • Loyalty & Gift Programs
  • E-Commerce & Online Ordering
  • Revenue Growth Strategies
Explore Grow →

Funding is subject to lender qualifications, terms and approval. Tax, accounting, legal and insurance services are provided by independent third-party professionals.

Complimentary initial business consultation

You don't have to know what you need.

Tell us about your business. What's working? What's not? Where are you losing time or money? Where do you want to go next? We'll start there.