Regions Bank and Boyce & Associates Workshop: Small Business Owners Guide to Expansion, Financing, Realizing Value and Securing An Exit
5/7/2024 - 5/14/2024 2:00 PM - 4:00 PM CST
Event Description
Regions Bank and Boyce & Associates Wealth Consulting, Inc. Small Business Owners Guide to Expansion, Financing, Realizing Value and Securing An Exit
May 7th & 14th
Facilities Resource Inc.
**FREE EVENT**
What should attendees expect to learn?
Information to Help You as an Owner Make Educated Decisions on Growth, Expansion and Exit
The Importance of Business Planning and Preparedness
Tips on Budgeting and Cash Flow
Perspective on Capital Raising and how to obtain Bank Financing
Things to Consider in Preparing for the Unknown
Perspective on High Performing Companies.
Identifying Business Value, Addressing Anchors to Value, and Building for a Better Exit
First Session – 2:00 – 4:00pm May 7th
Financial Tips for Your Business
Importance of Budgeting & Forecasting
Tips on Cash Flow and Projections
Financing (Equity vs. Debt)
Being Prepared to visit with your Banker & What do they look for?
What documents do I need for a small business credit application?
Why do I need and when do I use a business plan?
Q&A
Second Session – 2:00 – 4:00pm May 14th
Creating, Assessing and Sustaining Business Value
Who is On Your Team
Effective Entity Structure & Organization
Statistics on Business Success
Contingency Planning
Valuation Drivers & Characteristics of High Performing Small Businesses
Five Pillars of Value
Business Appraisal – Assessing Value, but Value Is Not Just in The Numbers
Exit Planning & Preparation
Q&A