Advising Medium-Size Clients on Financing including Private Equity 2021 | CPA Leadership Institute, Inc. | 24 August 2021 | Webinar
Venue
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| Event Date | Tue Aug 24 EDT (over 3 years ago) |
| Location | Webinar |
| Region | Americas |
Details
Specifically designed for partners and managing partners, this brand new webinar focuses on advising medium-size companies on options for your clients related to financing their growth initiatives. Participants will gain a better understanding as to when traditional bank financing vs sba vs private equity vs initial public offering is the best option for your client.
Who Should Attend:
• CPA Firm Partners.
• Managing Partners.
• Future Partners.
Learning Objectives:
• Understand the different financing options available to help your clients growth strategies.
• Learn your role as facilitator.
• Understand when traditional bank financing is the right option.
• Learn how to turn client financing options into a potential niche service.
• Learn how to differentiate your client needs so you can match with the right financing option.
Speakers
2021 Speakers
PRESENTERS:
Philip J. Whitman
President & CEO, Whitman Business Advisors, LLC.
David Wolfskehl
Senior Managing Director, Whitman Business Advisors, LLC.