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Why You Need to Get Your House in Order Before Raising Money
Why You Need to Get Your House in Order Before Raising Money
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
Why You Need to Get Your House in Order Before Raising Money
Lenders and investors have very high standards when evaluating financing opportunities. Is your business ready for the scrutiny it will face during the financing process?
In this episode, David Mariano talks with Rebecca White, the head of Western Reserve Partners’ Capital Raising practice, about cleaning house and why it’s important to do so before you start talking to lenders or investors.
Key questions in this episode:
Once they have developed a solid plan, what are the next steps business owners can take to set themselves up for raising capital?
How important is are audited financial statements? Is it worth the cost?
How important is it that a business can generate a variety of reports for lender or investor diligence?
Are Quality of Earnings reports really necessary?
How does a company’s management team play a roll in successful capital raising?
What do lenders and investors want to look at, touch and feel should they want to come on site?
Besides financial information, what other aspects of a company should be optimized before inviting lenders or investors in?
Key points in this episode:
* How financial reports and well thought out forecasts can help make your business look good to investors and banks.
* Why excess inventory (or other assets, for that matter) is not appealing to potential investors or banks.
* How understanding the true value of an audit can help you with investors or lenders.
* Why you should be collecting data and how to utilize it to impact your business.
* When to do a QofE (quality of earnings report) for a capital raising process vs. a sale process. (6:55)
* Why a strong, confident and complete management team can make a difference in your capital raising efforts.
* Why communicating with all your employees is important. (14:04)
* Why it’s important to know the different interests of lenders versus investors.
Resources mentioned in this podcast
* Click here for access to training and templates
Listen to Fully Invested below:
View all episodes
Why You Need to Get Your House in Order Before Raising Money
hosted by: David Mariano, Director and head
of the firm’s Buy-Side advisory practice
Why You Need to Get Your House in Order Before Raising Money
Lenders and investors have very high standards when evaluating financing opportunities. Is your business ready for the scrutiny it will face during the financing process?
In this episode, David Mariano talks with Rebecca White, the head of Western Reserve Partners’ Capital Raising practice, about cleaning house and why it’s important to do so before you start talking to lenders or investors.
Key questions in this episode:
Once they have developed a solid plan, what are the next steps business owners can take to set themselves up for raising capital?
How important is are audited financial statements? Is it worth the cost?
How important is it that a business can generate a variety of reports for lender or investor diligence?
Are Quality of Earnings reports really necessary?
How does a company’s management team play a roll in successful capital raising?
What do lenders and investors want to look at, touch and feel should they want to come on site?
Besides financial information, what other aspects of a company should be optimized before inviting lenders or investors in?
Key points in this episode:
* How financial reports and well thought out forecasts can help make your business look good to investors and banks.
* Why excess inventory (or other assets, for that matter) is not appealing to potential investors or banks.
* How understanding the true value of an audit can help you with investors or lenders.
* Why you should be collecting data and how to utilize it to impact your business.
* When to do a QofE (quality of earnings report) for a capital raising process vs. a sale process. (6:55)
* Why a strong, confident and complete management team can make a difference in your capital raising efforts.
* Why communicating with all your employees is important. (14:04)
* Why it’s important to know the different interests of lenders versus investors.
Resources mentioned in this podcast
* Click here for access to training and templates
Listen to Fully Invested below: