EPMG Advisors
EPMG Advisors is a privately held financial services company founded in 2008, based in Austin, TX. With a team of five, the firm specializes in payments management and PCI DSS compliance, offering tailored solutions to help clients optimize payment strategies and navigate complex challenges in the payments sector.
Company Overview
EPMG Advisors is a privately held company founded in 2008, located in Austin, Texas. With a team size of five, it operates as a very small business within the financial services industry. The company specializes in payments management and PCI DSS compliance, providing tailored enterprise-wide solutions to identify growth opportunities and maximize profits for its clients.
Services Offered
EPMG Advisors offers a range of services including vendor management, payment optimization, compliance, fraud and risk management, and security infrastructure. The company focuses on electronic payments management and advisory services, managing merchant payments portfolios to optimize payment strategies and streamline operational procedures. Additionally, it provides training on acceptance procedures and customer steering.
Client Engagements
EPMG Advisors has completed over 3000 client engagements, managing more than $600 million in volume under administration and over $5 million in assets. The company conducts existing client portfolio reviews to assess payments strategy performance and risk alignment, and prepares comprehensive annual payments overviews for its clients.
Educational Initiatives
EPMG Advisors hosts educational events for small businesses in Austin, Texas, Overland Park, Kansas, and Pittsburgh, Pennsylvania. These events aim to provide valuable insights and training to help businesses navigate the complexities of payments management. The company also offers a subscription service called Sherpa For Merchants, designed specifically for small businesses.
Partnerships
EPMG Advisors partners with accounting firms, insurance agents, attorneys, and financial advisors to form long-term relationships. The company emphasizes joint client meetings and communication through seminars and newsletters, aiming to enhance collaboration and provide comprehensive support to its clients.