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:

For more information, visit setting up a financial literacy session.

Request a session

*
*
*
*
*
Date:
*
*
*
*
*
*
*