Learning objectives for participants:

• understand how a bank or investor will evaluate your business
• learn the steps necessary to get financial statements and business plans in order for presentation to lenders and investors

Outline:

• Why will I need additional financing and capital?
• What are the typical sources for financing?
• What are the advantages and disadvantages of them?
• 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?

This session will be presented by Sebastian Poirier

Director of Third-Party Management and former Director/Chief Compliance Officer, with over 19 years' experience in the banking & financial sector.