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WHERE'S THE MONEY? FINANCING SOURCES FOR YOUR SMALL BUSINESS CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 20, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

In this webinar you'll learn how to help your small business clients successfully navigate the complicated world of small business financing.

Small business owners often feel overwhelmed when looking for financing, and spend over 33 hours, on average, researching funding options. Funding is critical though; according to the SBA, insufficient capital is the second most common reason for small business failure. Many entrepreneurs turn to their accounting professional for advice, but with over 1300 alternative lenders competing with some 6500 traditional lenders to offer small business financing, you may be overwhelmed as well. So, be prepared!

Learning Objectives

  • Understand the pros and cons as well as lender requirements for the main types of financing.

  • Learn about financing options for start-ups, business owners with poor personal credit, and other challenging situations.

  • Help your clients prepare for financing and avoid expensive pitfalls.

  • Get free tools you can use to help your clients evaluate costs and make better borrowing decisions.​

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Testimonials
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Kimberly, TX

"I truly enjoyed the exposure and this opportunity to learn some facts facing small business owners and how to better assist them in meeting their needs. As a currently unemployed CPA in a market flooded with unplaced accountants, this was helpful to me personally as I have been working towards starting a small business, but must work for others while doing so. You gave me inspiration, and imparted useful knowledge. Thank you."
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Debbie, WA

"Gerri - your presentation style and slide decks are "off-the-charts" outstanding. You have a rare gift for sharing complex financial information in simple, engaging, practical and easy-to-digest terms. This is so critical for small business entrepreneurs who, while being great at their craft, often get stopped in their tracks with financing and credit. Kudos to you! Debbie Todd, CPA, CTP, CGMA, CFEI"
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Mercedes, FL

"Seeing the presenter on video enhanced the webinar which usually is in audio format with slides. She not just instructs but is clearly out in the field and familiar with new products for small business and she shared this knowledge with us. Added bonus was offer of free book and program for accountants. Excellent!"
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Sonya, NM

"The webinar was very informative, I learned about the various funding avenues for small businesses and expectations required for pursuing the specific types of funding. The information will be useful and is a great starting point for me. I was also impressed with the amount of resources NAV offers."
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Beth, WI

"This was the best webinar I have ever attended. She was clearly teaching us and not just promoting her company. This was reflected not only in the content but also in the poll questions."
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Chris, VA

"The Presenter was very knowledgeable and really shedding light on areas of financing I wasn't aware they existed. Also, provided great resources to further explore."
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Kim, HI

"The material was presented in an engaging way. I specifically learned how I could offer more consulting opportunities to help support my small business clients."
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Robin, TX

"This was a great! Webinar. I learned a great deal about options for small businesses as well as criteria to make the client successful in obtaining financing."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Gerri Detweiler

NAV
Head of Market Education
gerri@nav.com
9413227174

Nav

Gerri Detweiler is Head of Market Education for Nav, the only website that gives business owners free business and personal credit scores. She's been helping individuals and small business owners navigate the confusing world of credit for more than twenty years, and trains tax and small business advisors to help their small business clients successfully build credit and increase access to capital. She is the coauthor of Finance Your Own Business: Get On The Financing Fast Track, has been interviewed for more than 3000 news stories, and has testified before Congress.

About Our Presenter

Nav
Founded in 2012, Nav is the free, modern way for business owners to manage their business credit and get streamlined access to financing. Its founders, Levi King and Caton Hanson, are lifelong friends and entrepreneurs. They were inspired to create Nav after their own experience dealing with the complexities of business financing.