Getting Money – What Lenders Want

Are you finding it challenging to navigate the complexities of securing financing for your business? This webinar offers a comprehensive look at the financial and non-financial factors that banks and investors evaluate when considering funding requests. Whether you’re preparing to pitch to a lender or seeking investment, this session will give you the tools and insights you need to succeed.

Learning Objective: Understand how banks and investors evaluate businesses and learn the steps to prepare your financial statements and business plans for lenders and investors.

What We’ll Cover:

• Why you need additional financing and capital.
• Typical sources of financing.
• Advantages and disadvantages.
• How lenders and investors are different.
• Why you need a business plan, and how to create one.
• Leverage ratios, and how to use them.
• Leveraging ratios between business types.
• How lenders evaluate your business.

About the Presenter: Karen Stix – BCom, CPA, CMA, CANSI 2, NCCP 1

Karen has over 25 years of business experience working as a General Manager, Chief Financial Officer, Controller, Chief Accountant, Auditor, and Accountant, for several Edmonton and Vancouver based Companies in the Industries of Transportation, Steel Building Manufacturing, Education, Oil and Gas Transportation, Retail Sports, Retail Computing, and Public Practice Accounting and Auditing. She is semiretired but continues to operate three small business: Stix and Associates, Strawberry Farm and Friends, and Skiers with Stix.

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