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The Funding University | Where Business Learns About Funding episodes
- TFU 018:Marc Polinsky -Why Alternative Lender such as Purchase Order Lenders are an invaluable tool| The Funding University With Seth Block
Mark Polinsky a Principal at Gateway Trade Funding. Gateway provides Purchase Order Lending and Export Funding for small to medium-sized businesses.
Mark is also the owner of Lake Park Capital a company that acquires and turns around distressed businesses.
https://www.gatewaytradefunding.com/
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
48 min - TFU 017: CSI Conference - Seth Block's speech at the Compliance Solution conference on August 31, 2021
Seth Block spoke at the Compliance Solution Conference on August 31, 2021. This is a recording of that talk.
Compliance Solutions is headed up by Mark Lammert, its Founder, and President. The company has been providing comprehensive client-centered compliance, accounting, tax, and business advisory services since 2002. The company works with all types of companies with a focus on Communication Providers.
About The Funding University:
The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
34 min - TFU 016:Marc Gilbert -What to expect when you go through due diligence to get a loan| The Funding University With Seth Block
Marc Gilbert is the Founder and President of Pinnacle Advisory Services. Pinnacle provides due diligence expertise for Mergers and Acquisitions as well as Lender support.
Marc has been the Chief Financial Officer for several companies including Snip Communications, Elko & Associates, and Medical Guardian, LLC just to name a few.
Marc is considered a financial expert in the security and alarm industry.
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
39 min - TFU 015:Terry Owen -Do investors really want a say in how you run your business| The Funding University With Seth Block
Terry Owen is the Founder and CEO of Connect Direct a technology company specializing in Digital Online advertising.
Terry is also the Founder and President of Health and Wellness Professionals Inc. a national corporate health and wellness company with over 20 years of health care experience that services clients across the USA
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
1 hr 10 min - TFU 014:Dale Cooper -Raising investment capital while maintaining control of your company| The Funding University With Seth Block
Dale Cooper is the Founder and CEO of Xact Communications a technology company providing superior cloud-based, wireless, and traditional IP voice and data technology. Xact also has entered into the Security services, Managed Services & IOT
Dale is also the Founder and President of eSquared communications a business consulting company specializing in Cost Containment & Recovery with emphasis on Business Communications, such as Local Voice, LD, Data Networks, Cloud, VOIP, Phone Systems, & Internet Security
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
43 min - TFU 013:David Steen -The benefits of outsourcing professionals to drive specific strategies| The Funding University With Seth Block
David Steen is an associate partner at Orchid Black. A growth services firm based in St. Petersburg Florida with offices in New York, Chicago and San Francisco
Before joining Orchid Black, David was the co-founder of SparkVision and spent some time as the interim Chief Operating Officer for Meros Works.
David is also an advisory board member to CarePro.io
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
36 min - TFU 012: Craig Stacy - Turning Distressed Businesses into Great Successes | The Funding University With Seth Block
Craig Stacy is the Operating Partner and Co-Founder of Warrior Energy Partners. He is also the founder of Zero Point Capital.
Craig has spent the better portion of his career in upper level management holding the CFO,COO and CEO titles for various companies including Shiloh Industries and GDX Logistics Capital Group.
He is a turnaround expert who has bought several companies out of bankruptcy and successfully turned them around.
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
47 min - TFU 011: James Wright - The process of buying a business using ERPA funds as well as an SBA loan | The Funding University With Seth Block
James Wright is the Co Founder and CFO for JC3 Ventures. JC3 Ventures primarily focuses on marketing/branding and strategic capital and debt structures for start-ups, acquisitions and re positions for most operating concerns with special emphasis in the services industry. Our founding partners have over fifty five years of combined experience in these fields.
He is also the Owner of EVP Information Services. EVP Information Services has always focused on enhancing telecommunications since 1990. We strive to provide our customers with outstanding products and personal service. Our service offerings include: proprietary and patented automated on-call answering services and virtual assistant, premise and cloud (VOIP) business phone communication and presence management systems and structured wiring / data cabling.
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
26 min - TFU 010: Preston Zapffe - A cautionary tale about becoming married to your income level| The Funding University With Seth Block
Preston Zapffe, CFP® is the Principal at Family CFO, a multi-family office focusing on education and support for entrepreneurs, small business owners and modestly wealthy families who are trying to navigate their own financial journeys. (www.famcfo.com)
Preston is also passionate about his volunteer work with the Financial Literacy Foundation. The Foundation delivers education and counseling to workplaces who value providing financial wellness as art of their employee benefits. When employers provide this service to their staff, they give a parallel program to the school, church or community organization of their choice. (www.fin-lit.org)
Prior to founding Family CFO, Preston worked in corporate finance and strategy with The Bush Institute, Children's Health System, PwC's Finance Effectiveness group, Accenture's Financial Services consulting group and Ernst & Young's Finance Transformation group where he advised over 20 Fortune 500 clients. Preston earned his B.S. in Math and Management of Technology with a concentration in Organizational Development from Vanderbilt University School of Engineering. He has a Certified Financial Planner designation and is a level 2 candidate for Charted Financial Analyst.
He is a lifelong student of personal finance and behavioral economics, and applies that knowledge and passion toward helping improve the lives of others.
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
42 min - TFU 009: Ron Williamson of Wilco Capital - What Start-ups need to bring to the table when they seek funding| The Funding University With Seth Block
Ron Williamson has spent the majority of his career as a Factor and an Asset Based Lender. He has helped many entrepreneurial businesses succeed by providing them the funding capital they needed to grow.
Ron started Wilco Capital in 1992. Today Wilco is a successful alternative lender providing factoring and accounts receivable lines from $50,000 up to 2 million dollars. Geographically they serve companies east of the Mississippi.
About The Funding University:
The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA.
Visit The Funding University: https://www.thefundinguniversity.com
Get Access To:
1. Blog: https://www.thefundinguniversity.com/blog
2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe
3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass
4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
43 min
About The Funding University | Where Business Learns About Funding
From the publisher's feed
The Funding University is where business learns about funding. Hosted by Seth Block, CPA, this podcast is your all access pass to masters of finance, world class entrepreneurs, and funding experts.