CFO and Controllers SIG - Weighing Financing Options - How to Evaluate Options When You Need Capital
Special Interest Group Event
Topic: Weighing Loan Options: Key Considerations When Evaluating Multiple Loan Offers (It's more than just the rate)
This session will provide you a sense of what underwriters look for when considering financing options. The presenter for this meeting is Jenn Mathias, Founder & COO, One Degree Capital; Jenn's presentation is designed to be interactive. Be sure to bring your questions!
Objectives: During this discussion, participants will learn:
What credit underwriters look at first on your financial statements
Key components of a term sheet
7 things banks don’t want you to know about financing
Jenn Mathis, Founder and COO
One Degree Capital For over 17 years, Jenn Mathis has advised more than 5,000 business owners on finding and securing over $100 million in capital for expansions, real estate purchases, acquisitions, equipment, working capital, start-up costs and more. In 2010, Jenn co-founded One Degree Capital with one goal in mind: to be the nation’s most trusted business capital advisor.
Time: Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)
7:30 AM - 9:00 AM
Cordia Partners 8330 Boone Blvd Suite 350 (Main Conference Room) Vienna, VA 22182