Getting Money - What Lenders Want

Getting Money - What Lenders Want

Get ready to secure funding for your business! Learn how to create a killer business plan and master the art of presenting to investors.

By Business Link

Date and time

Wed, Jun 19, 2024 10:00 AM - 11:00 AM PDT

Location

Online

About this event

  • 1 hour

Are you struggling to secure financing for your business? Join us for a deep dive into the financial and non-financial information banks and investors consider when evaluating requests.


Outline:

• Why will I need additional financing and capital?

• What are the typical sources of financing?

• What are the advantages and disadvantages?

• How are lenders and investors different?

• Why do I need a business plan, and how do I create one?

• What are leverage ratios, and how should I use them?

• How do leverage ratios vary between business types?

• How do lenders look at my business?


Learning Objectives:

• To understand how a bank or investor will evaluate your business and the steps necessary for you to get your financial statements and business plans ready to present to lenders and investors.


Please Note:

This webinar will be recorded and made available publicly on our YouTube channel.


Speaker Bio

Vanessa A. Brown, CPA

Vanessa grew up in a busy home where both her parents ran small businesses. That is where she learned the benefits and the challenges associated with operating a business. This experience motivated her to learn all she could to help small business owners succeed and thrive. At 14 years age she discovered that the accounting profession held many answers and ‘professional accountant’ became her career goal. Vanessa obtained the Certified Management Accounting designation, specializing in Strategic Leadership, in 2003. She later obtained the Chartered Accountant designation, specializing in Audit, Accounting, and Taxation, in 2007. These two accounting designations were merged into the one Chartered Professional Accountant designation on October 1, 2014.

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Our team of experts are here to provide personalized support as you start or grow your business. We are passionate about what we do and are here to help you take the first steps to build business success. Reach out to us today to get the expertise you need to help your business thrive.