Inside a Lender’s Mind: Crafting Financial Requests that Get Funded

Sep 26 12:00 pm — 1:30 pm

Event Details

Most businesses will need additional capital for expansion, purchases, and working capital.  

But business loans are different than consumer loans.  The lending decision is far more complex, and lenders look at a myriad of factors. 

In this course we’ll see things from a lender’s perspective, including:

  1. What are your use of proceeds? What’s the best way to present this?
  2. What is the support for your request? How do your financials look?
  3. How does your legal structure impact your request?

Whether you’re actively looking or just starting to think of funding, bring your questions and don’t miss this workshop!

Taught by SBDC Business Advisor Richard Strezo

For 20 years, Richard has participated in every function of SBA lending from origination to underwriting and analysis, processing, approving, and even launching SBA divisions for 3 separate banks. He is a firm believer in the virtues of the SBA product and fully committed to helping small and medium business owners realize their dreams.

Richard received his Bachelor’s Degree from University of Colorado and his M.B.A. from Lake Forest Graduate School of Management in Chicago.

Richard has always had a passion for entrepreneurship because he grew up in a self-employed family; both his mother and sister are small business owners.

The information provided in this webinar and any supplementary materials provided to registrants are intended for educational and informational purposes only and does not constitute professional financial or legal advice. No registrant should act or fail to act on the basis of any material contained in this webinar without obtaining proper financial, legal or other professional advice specific to their situation. The Northern CaliforniaSmall Business Development Center, and its host, the HSU Sponsored Programs Foundation, specifically disclaims any liability, loss or risk, personal or otherwise, which is incurred as a consequence, directly or indirectly, of the use and application of any of the information presented in this webinar. By registering for this webinar you acknowledge and agree that you have read, understood, accept and agree to the above disclaimer and that under no circumstances shall the Northern California Small Business Development Center or it’s host, the HSU Sponsored Programs Foundation, be held liable for any claims, losses, or damages of any kind or nature arising out of or in any way related to the information provided in this webinar and/or the registrant’s use of or reliance on said information.