Getting Money: What Lenders and Investors Want

Delivery: Online

This financial literacy webinar will help you to understand how a bank or investor will evaluate your small business. By the end of the presentation, you’ll have learned the steps necessary to get financial statements and business plans in order for presentation to lenders and investors.

What you will learn:

• 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?

Join us to learn what lenders and investors want and how to get money for your small business.

Speaker Bio:

All speakers are registered Chartered Professional Accountants (CPA) volunteering as part of CPA Canada’s Financial Literacy program. All CPA members are professional financial experts who have a solid reputation and position of trust with Canadians. Their top priorities are protecting and acting in the public’s interest. They are active in their communities and have a long history of giving back.

CPA Canada is working to address the growing social problem of financial literacy in Canada. Their mission is to deliver unbiased objective financial literacy education and information to improve the overall state of financial literacy in Canada. The information they provide is free, unbiased, functional, and clear, delivered at the grassroots level through their national CPA member network.

For more information about CPA Canada’s Financial Literacy program, please visit their website: https://www.cpacanada.ca/en/public-interest/financial-literacy