Getting Money: What Lenders and Investors Want

Join SBEC for Getting Money: What Lenders and Investors Want, part of our Financial Foundations accounting expert series. This seminar is presented by Hawkins & Co. and Chartered Professional Accountants of Canada. Find out what financial and nonfinancial information is used to evaluate a loan request and the steps to prepare for a presentation to lenders.

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?