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.