Getting money: What lenders and investors want
Find out what financial and nonfinancial information is used to evaluate a loan request and the steps to prepare for a presentation to lenders.
Time frame: 60 mins
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?
Questions?
For questions, please email us.
Want a session in your area?
We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.
Request guidelines:
- 12 weeks’ notice needed to setup a session.
- Requests must be submitted by the request deadline.
- If more than five sessions are needed, please contact us directly.
For more information, visit setting up a financial literacy session.