Where's the Money
Almost all businesses require an infusion of money at some time to start, maintain, or grow. This workshop describes various funding sources and specific criteria used to evaluate funding requests. A SCORE mentor will explain the process for SBA guaranteed loans, as well as talk about local organizations that provide loans to start-ups and existing businesses. Also get tips on crowd-funding, friends and family loans and equity investments from Angel Investors and when Venture Capitalists come in.
A Finance expert will help you learn about:
- Loan Application Packaging
- Alternate Funding Sources
- Micro Loans, Bank Loans, Angel Investors and Venture Capital
- Real Estate Loans
- Working Capital for Start-Ups and Existing Businesses
- SBA Policies and Procedures
- What you need to do as a borrower
- Where to go for advice
It's frustrating to go from one bank to another and not get the answers you need. This workshop will explain your options and help you to get that loan!
This workshop will be held IN-PERSON and on Zoom. Registration deadline is 9:00PM the day before.
Presenters: Michael Sedloff helps start-up and existing businesses turn good ideas into great profitable performance. He built Southland Equities from a one-person local start-up into a highly profitable business. After 23 years, he sold it to a national bank which was and still is the largest originator of home loans in the U.S. Michael draws from his experience in planning, strategizing, selling, managing, hiring and training employees, negotiating leases, complying with regulatory requirements and finding financing to help clients be successful.
Harry Duffield has 40 years of experience in accounting and finance. He started his career with Plante & Moran, CPA’s in Michigan then moved to San Diego and worked for Deloitte & Touche CPAs (then Haskins & Sells.) He then spent 15 years working for real estate developers in the San Diego area as their Controller/Vice President/Chief Financial Officer. In 1995 he purchased a CPA practice and spent 15 years operating the practice which consisted of about 300 clients. He conducted audits, reviews, compilations, and prepared income tax returns for corporations, partnerships, individuals, nonprofits, and estates. He sold the practice in December 2010 and retired.
This event is sponsored in part by LPL Financial Foundation.Where's the Money
Date and Time
Saturday May 13, 2023
9:00 AM - 12:00 PM PDT