About this event
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.