| Advising Medium-Size Clients on Financing including Private Equity - August 24, 2021 @ 1-1:50pm ET |
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Specifically designed for partners and managing partners, this brand new webinar focuses on advising medium-size companies on options for your clients related to financing their growth initiatives. Participants will gain a better understanding as to when traditional bank financing vs sba vs private equity vs initial public offering is the best option for your client.
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Who Should Attend
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- CPA Firm Partners
- Managing Partners
- Future Partners
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Learning Objectives
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- Understand the different financing options available to help your clients growth strategies.
- Learn your role as facilitator.
- Understand when traditional bank financing is the right option.
- Learn how to turn client financing options into a potential niche service.
- Learn how to differentiate your client needs so you can match with the right financing option.
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ADDITIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Management Services
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.
 CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |
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