High Performance Continuity and Succession
Many business owners seek growth beyond the founders group. It requires a plan for both continuity and succession. A strategic blueprint detailing how owners and key executives enter, share value and eventually exit are usually the difference between success and failure. By continuously promoting growth and developing new true leadership are essential when creating a transferable business. Take away tools and resources that will help facilitate the conversations so you can guide your clients to exit in style.
Alternative Small Business Financing
Commercial bankers would like to lend to as many viable small-to-medium businesses as possible, however they cannot lend to every business customer situation. Many businesses of varying sizes, from start-ups to $500 million companies have tight cash flow limiting the working capital needed to grow their business and some cannot get a bank credit line and others a credit line increase. Business financing is readily available from trustworthy non-bank sources, which provides continuous working capital needed to keep the business’s cash flow intact without limiting growth.
BENEFITS
Earn 4 CPE credits in Consulting Services.
HIGHLIGHTS
High Performance Continuity and Succession - Helping Founders Achieve Growth, Leadership, Liquidity and Exit
Craig C. Bartlett, CFP®, CRPC®, CBEC® - Managing Partner, Wealth By Design
In this meeting, the speaker will discuss:
- The business life cycle
- Reasons business change ownership and lessons of high performance succession
- Readiness alignment, successor assessment of competencies, and the five "R"s of talent acquisition
- Small group medical and retirement plans
- Value sharing and teamwork
Alternative Small Business Financing
Michael Banasiak - Owner and Managing Director, Liquid Capital Express
In this presentation, attendees will learn how leveraging alternative small business financing will help them:
- Identify and formulate questions when reviewing alternative lenders
- Distinguish between the types of financing options available – debt vs. equity
- Realize the misconceptions about alternative commercial financing
- Know what lenders are looking for when providing bank vs. non-bank commercial financing solutions
- Recognize what alternative commercial financing facilities are available, how each works, requirements to qualify, and what companies are best suited for the different financing options
- Understand where commercial financing may fit
- Appreciate how businesses, their customers benefit from having access to capital
- Through case studies understand the business’s situation, the solution and result of utilizing alternative financing
COURSE LEVEL
Intermediate
PREREQUISITES
None
ADVANCE PREPARATION
None
ADDITIONAL NOTES
$25 late fee will be applied after 9/23. Season pass holders must register for each event.
For handouts, please visit your My Events page. Handouts are added as received - remember to check back for updates.