What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure data, such as the income statement, balance sheet, and AR-aging.  These are backward-looking, based on past performance.  However there are also a number of reports a client can create themselves that…

Learn what lenders use to decide whether or not you will qualify for a business loan Have you ever applied for a business loan and got rejected and wondered why? Well, your personal loans could be the problem.  It’s a common misconception that personal credit and business credit are separate but that is not always…

Live Oak Bank is the #1 SBA Lender in the Nation.  We provide M&A financing as well as owner occupied commercial real estate loans with attractive terms.  Please contact me to discuss specific financing needs.   Thanks, Michelle Orr Vice President, Sr. Loan Officer 203-461-5097 sba_general_mergers_acquisition_brochure_orr sba_general_commercial_real_estate_brochure

Program produced by XPX Chicago. The M&A Market: A look forward and a Look Back Results from 2020 and Expectations for 2021 for Lower Middle Market M&A activity. Our Speaker: John Weber,  Vice President – Water Street Advisors John B. Weber is Vice President of Water Street Advisors, a boutique investment banking firm engaged by privately…

Program produced by XPX Atlanta. Seeking Capital: Debt and Equity Options  An XPX Atlanta panel on Seeking Capital in a post-Covid environment. There’s no question that the cost, amount and availability of debt & equity have changed in 2020. Moderated by @Bob Tankesley, join panelists @Jason Sleeman, @Phillip Williams and @Jamie Elias for fascinating perspectives…

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When considering religious accommodation, employers have enjoyed great latitude with accepting or rejecting requested religious accommodations. This was thanks in large part to the Supreme Court’s 1977 ruling in Trans World Airlines, Inc. v. Hardison, which held an employer need only show it would bear more than a “de minimis” cost/effort to demonstrate that a religious…

By Tim Jung As CFO, you have 60 months before the private equity firm sells your company again. And the newly installed CEO doesn’t like the company’s reports. Maybe the reporting isn’t timely or lacks the right numbers. Maybe it doesn’t tell a story from the progress that has been made, how you’re going to…

Exit strategy planning is an essential part of any business owner’s long-term strategy. Whether you’re planning to sell your business, retire, or pass it on to the next generation, the key to a successful exit is maximizing the value of your business. One critical factor in determining the value of a business is human capital….

During COVID-19 we experienced inventory shortages and the ships lined up waiting to get into the ports. • Today’s new reality is having excess inventory and shortages. • E-commerce created a new reality. Instead of shipping containers to customers individual products are being picked at the warehouse and shipped to the consumers. • High returns of merchandise…

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