0
Skip to Content
88 NewWin LLC
88 NewWin LLC
HOME
Business Financing
R&D Tax Credits
M&A Advisory
FAQ
BLOG
88 NewWin LLC
88 NewWin LLC
HOME
Business Financing
R&D Tax Credits
M&A Advisory
FAQ
BLOG
HOME
Business Financing
R&D Tax Credits
M&A Advisory
FAQ
BLOG

YOUR TRUSTED BUSINESS ADVISORS

BOOK A QUICK CALL 714.468.5431
EMAIL US ADVISORS@88NEWWIN.COM

Privacy Policy

Important Disclosures and Disclaimer

All pricing, financing terms, and special promotions are limited time and subject to change at any time without prior notice. All financing and merchant servicing terms and conditions are subject to underwriting approval by independent third-party lenders or service providers. We are affiliate advisors with accountants, tax experts, banks, lenders, private equity investors, brokers, merchant services, and other business service providers in the USA and Canada. Nothing on this website constitutes legal, tax, accounting, financial, or investment advice. Thank you.

Disclaimer. Any referral is offered solely for informational purposes and does not constitute an endorsement, recommendation, or guarantee of the referred party's services, products, or qualifications. Any reliance on the referral is at the sole risk of the recipient. 88 NewWin LLC, this website, and its Business Advisors make no warranties, express or implied, regarding the performance or reliability of the referred party and shall not be liable for any damages or losses arising from any actions taken based on this referral. Referred third parties are independent businesses, not employees, agents, partners, or joint venturers of 88 NewWin LLC. 88 NewWin LLC is not a party to any agreement, contract, or transaction between you and any referred provider and has no responsibility for the terms, performance, pricing, or disputes that may arise. No fiduciary, agency, broker-client, or attorney-client relationship is created by use of this website or by any referral provided.

Licensing and lending activities. 88 NewWin LLC does not originate, broker, or fund loans. We are an affiliate referral platform. We are not licensed under the California Financing Law (Cal. Fin. Code Div. 9), nor as a mortgage broker, consumer lender, or finance company in any U.S. state or Canadian province, and we do not engage in activities requiring such licensure. All lending, financing, merchant servicing, and related decisions, terms, and origination are made solely by independent third-party providers licensed in their respective jurisdictions. Applicants are encouraged to independently verify each provider's licensing status — for California, at the DFPI license search — before signing any contract or disbursing any funds.

Restricted jurisdictions. 88 NewWin LLC does not currently provide loan referrals or merchant services to applicants or businesses domiciled in Texas, Vermont, Rhode Island, and Kansas. Residents of these jurisdictions may not be eligible for services advertised on this website. Services are not available to residents of the Province of Quebec. Cannabis, CBD, and hemp financing and merchant services are only available in jurisdictions where such activity is legal under both federal and applicable state or provincial law. 88 NewWin LLC is not responsible for confirming or reviewing the legal status of cannabis, CBD, or hemp in any jurisdiction; the applicant is solely responsible for confirming legality before applying.

Cannabis, CBD, and hemp financing. Cannabis, CBD, and hemp financing and merchant services facilitated through this website are only available in jurisdictions where the underlying business activity is fully legal under (i) federal law, (ii) applicable state or provincial law, and (iii) any applicable local law. Cannabis remains a Schedule I controlled substance under the federal Controlled Substances Act, and federally insured financial institutions may decline to fund cannabis-related businesses regardless of state legality. Hemp-derived products containing less than 0.3% delta-9 THC are federally permitted under the 2018 Farm Bill but may be restricted or prohibited at the state or local level. Applicants located in jurisdictions that prohibit or significantly restrict cannabis, CBD, or hemp activity — including but not limited to Idaho, Kansas, Nebraska, North Carolina, South Carolina, Indiana, and Wyoming — may not be eligible for such financing through our referral partners. 88 NewWin LLC does not provide legal advice and does not independently confirm, review, or warrant the legal status of cannabis, CBD, or hemp activity in any jurisdiction at any point in time. The applicant is solely responsible for confirming the legality of their business activity under all applicable federal, state, provincial, and local laws before applying, and for monitoring any subsequent changes in those laws. Lender approval, funding decisions, and ongoing service availability remain at the sole discretion of independent third-party providers and may be withdrawn at any time without notice.

R&D Tax Credit Referrals. Federal Research and Development tax credits (IRS Code Section 41) and any related state credits are subject to documentation, substantiation, and audit by the Internal Revenue Service and applicable state tax authorities. 88 NewWin LLC does not prepare, calculate, file, or substantiate any tax credit claim. We refer interested businesses to independent third-party tax credit specialists who perform the qualification analysis, documentation, and filing. Nothing on this website constitutes tax advice or a guarantee of credit eligibility, credit amount, or credit acceptance by the IRS or any state tax authority. Past credit awards realized by other clients are not indicative of future results. Specialists' fees, fee structures (including contingency fees), and credit calculations vary by provider and are set independently by each specialist; 88 NewWin LLC is not a party to any fee agreement between the business and the specialist.

Payroll Tax Credits and Employee Benefits Referrals. Employee Retention Credits (ERC), Work Opportunity Tax Credits (WOTC), and other payroll-related tax credits are subject to specific eligibility requirements, IRS guidance (including the IRS's ongoing review of ERC claims), and audit. Group health insurance, retirement plans, and other employee benefits are regulated under the Employee Retirement Income Security Act (ERISA), the Affordable Care Act (ACA), and applicable state insurance laws. 88 NewWin LLC does not prepare, calculate, file, or administer payroll tax credit claims, and does not act as an insurance broker, ERISA fiduciary, or benefits administrator. We refer interested businesses to independent third-party specialists and licensed providers. Nothing on this website constitutes tax, benefits, insurance, or ERISA fiduciary advice. Eligibility, credit amounts, premium rates, and plan terms are determined solely by the providers and applicable regulators.

Mergers and Acquisitions Advisory Referrals. Merger, acquisition, sale-of-business, and private capital-raising activity is regulated by the Securities and Exchange Commission ("SEC"), the Financial Industry Regulatory Authority ("FINRA"), and applicable state securities authorities. 88 NewWin LLC is not a registered broker-dealer with the SEC or FINRA and is not a registered investment adviser. We refer interested business owners to independent third-party M&A advisors, investment bankers, business brokers, and attorneys, each of whom is independently licensed, registered, or operating under applicable exemptions (including the federal M&A Broker exemption under Section 15(b)(13) of the Securities Exchange Act of 1934, where applicable). Nothing on this website constitutes investment advice, securities advice, a recommendation of any securities transaction, or an offer or solicitation to buy or sell any security or business interest. Valuation estimates, transaction comparables, deal timelines, and outcome projections are illustrative only and are not guaranteed. Past transactions, success fees, or multiples achieved by referred advisors for other clients are not indicative of future results. Business owners are strongly encouraged to retain independent legal, tax, and financial counsel before signing any letter of intent, definitive agreement, or financing document.

For Canadian users. Personal information collected through this website is handled in compliance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws, including Quebec's Law 25, British Columbia's PIPA, and Alberta's PIPA. Marketing communications to Canadian recipients are sent only with express consent as required under Canada's Anti-Spam Legislation (CASL).

For California users. California residents have rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know, delete, correct, and opt out of the sale or sharing of personal information. To exercise these rights, contact us at advisors@88newwin.com.

Limitation of liability. To the maximum extent permitted by California law, the total liability of 88 NewWin LLC arising out of or related to this website, any referrals, and any services described herein is limited to the amount, if any, paid by you to 88 NewWin LLC in the 12 months preceding the claim.

Governing law and venue. This disclaimer is governed by the laws of the State of California, without regard to its conflict-of-laws provisions. Any disputes arising from or relating to this website or any referral shall be resolved in the state or federal courts located in Orange County, California.

Severability and updates. If any provision of this disclaimer is held unenforceable by a court of competent jurisdiction, the remaining provisions shall remain in full force and effect. This disclaimer may be updated at any time without notice; continued use of this website constitutes acceptance of any updates.

Thank you.