Navigating Small-Ticket and Middle-Market Equipment Financing: A Brokers Guide

The Perfect Storm: How Section 179 Changes Create Your Biggest Equipment Finance Opportunity

Most brokers plan to wait until December for Section 179 conversations, but enhanced 2025 tax benefits and current market conditions create a compelling case for starting these discussions in September and October. In this episode, Dylan examines how three factors are converging to create significant opportunities for equipment finance brokers: * Enhanced Section 179 benefits with deduction limits up to $2.5M and 100% bonus depreciation returning * Federal Reserve rate cuts providing businesses confidence that rates are moving downward * Equipment that businesses delayed replacing for 2-3 years now reaching critical maintenance costs Dylan covers a $99 down payment structure that addresses common client objections while maximizing tax benefits, and explains why timing matters for equipment that must be "placed in service" by December 31st. Topics include: * Positioning rate environment changes with clients * Calculating the real costs of delaying equipment replacement * Common timing objections and how to address them * BSB tools for demonstrating tax benefits and waiting costs * Why October conversations provide advantages over December discussions Note: This episode discusses general tax concepts. Clients should consult their tax professionals regarding specific situations.

Turning Declines Into Deals—Without Forcing the Fit

Not every deal that gets declined is a lost cause—but that doesn’t mean you should fight every “no,” either. In this episode of The Leasing Briefing, Alex Carter breaks down how brokers can identify when a decline deserves a second look—and how to strategically reframe, restructure, and redirect deals that still have life in them. You’ll learn how to avoid common pitfalls in packaging and presentation, how to think like a credit analyst, and how to match deals with the right lenders. This episode isn’t about arguing with underwriters. It’s about equipping yourself with better questions, sharper submissions, and the confidence to navigate those pivotal moments when the answer isn’t quite yes… but isn’t quite no, either. If you’ve ever wondered what really makes or breaks an approval, this episode gives you the playbook.

Inside the Top 5%: What High-Performing Brokers Do Differently

What separates brokers who just get by from those who build thriving, high-margin, consistent businesses? In this episode of The Leasing Briefing, Alex Carter breaks down the habits, mindset, and daily practices that define the top 5% of brokers in the equipment finance industry. From deal packaging and credit storytelling to vendor relationships and smart follow-up rhythms—Alex unpacks the real strategies behind long-term success. Whether you’re just getting started or looking to sharpen your edge, this episode is your roadmap to thinking and operating like a top performer. In this episode, you’ll hear: * The mindset shift that helps top brokers build long-term momentum * Why packaging deals well isn’t just about faster approvals—it’s about building trust * How the best brokers approach follow-up (and why most people get it wrong) * What strong vendor and client relationships really look like behind the scenes * How understanding credit makes you more valuable—and harder to compete with * Why tracking your numbers can unlock smarter decisions and better margins

The Power of Packaging: How Smart Submissions Close More Deals in 2025

In a market where credit is tight and lender scrutiny is high, how you present a deal can be just as important as the deal itself. In this episode, Alex Carter sits down with Dylan Myerson, VP at BSB Leasing, to break down the art of packaging equipment finance deals in 2025. They cover: * Why incomplete packages are killing momentum * The most common mistakes brokers make (and how to fix them) * What lenders are really looking for in today’s market * How to turn tricky deals into funded deals * The tools and support BSB provides to help brokers win This episode is a must-listen for brokers looking to boost approval rates, build stronger lender relationships, and work smarter—not harder.

Navigating Small-Ticket and Middle-Market Equipment Financing: A Brokers Guide

Join host Alex Carter with BSB Leasing on The Leasing Briefing Podcast as he explores the ins and outs of small-ticket and middle-market equipment financing. Discover key differences, real-world examples, and strategies to boost your earnings in both arenas.