Name: Placer Business Development Day
Date: July 26, 2018
Time: 10:00 AM - 2:30 PM PDT
Registration: Register Now
This no-cost workshop is packed with information with our two most popular workshops combined into one! Topics to be covered: • Business startup considerations: • Strong Detailed Business Plan with assumptions. • 12-24 months of Projections-Revenue, Expenses, Profit/Loss, with assumptions. • 12 months of working capital expenses. • Start a relationship with a CPA—worth the investment. • Prepare monthly financial statements, diligently. • SBA financing options. • Leasing options. • Lines of Credit. Business Plan Development: Have you heard the saying, “Businesses don’t plan to fail, they fail to plan?” It’s true – whether you are just starting out or are growing your business -- having a well thought-out, written business plan can help you stay on track for success. A business plan can help you get organized, support an application for a loan, and serve as a roadmap to take your business in the right direction. Although business plans generally follow a generic outline, no two plans are exactly alike. Your plan would include key success factors for your specific industry. And you would write your plan for a specific audience: a plan written as an internal document to guide your day-to-day operations would be different from one developed for a banker or an investor. Loan Readiness: • How can the SBDC help if you are turned down for a loan? • How does a small business get money? Bank loans— are they impossible? • Doing your homework before applying for a loan— who might be able to help • you? What is the SBA Loan Guarantee Program—how can SBA help? • How does SBA look at my loan request? • Are their tips for dealing with lenders? • What else can SBA do for my business? • Differences in Bank Lending and Alternative Lending, and resources available? Financing ABC's - How the SBA (Small Business Administration) and the SBDC (Small Business Development Centers) can assist in financing needs for startup and expanding businesses. Why and How Understanding Business Finance is necessary Alternative Financing Options - Alternatives to the same old, same old... Out-of-the-Box Finance Options How You Can Help Yourself when looking for Money to Start or Expand Your Business.
About Jennifer Matulich with Five Star Bank:
“Jen Matulich joined Five Star Bank in 2018 as the Senior Vice President Business Development Officer. A Sacramento native, Jen has 14 years of business banking experience and started her career after graduating from UC Davis with a degree in Managerial Economics. She has a diverse and broad banking background that includes retail branch, sales, and business relationship management.
Jen has experience working with a variety of industries in the greater Sacramento region including manufacturers, distributors, service companies
and technology sectors. She specializes in all aspects of the business relationship helping small to medium size companies; including cash management, commercial real estate and all other business lending needs.
She is passionate about philanthropical activities and giving back to the community including volunteering for the Children’s Tumor Foundation and serving on the Board of Stand Up Placer”Register Here: https://nc.ecenterdirect.com/events/43903