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.

Request a session

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. Eight weeks’ notice is needed to set up a session.

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Highlights

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.