Venue
Webinar

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Aug 24 EDT (5 months 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.