This session explains to the business owner the financial and non-financial information
a bank or investor uses to evaluate a loan/investment request, and explains the steps
necessary to prepare a business for presentation to a lender and/or investors.
Outline:
• Why will I need additional financing and capital?
• What are the typical sources for financing?
• What are the advantages and disadvantages?
• 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?