Small Business Financing Essentials for Entrepreneurs Raising Capital Workshop

Recognizing the critical need for capital today by small business owners, Pacific Community Ventures (PCV) is presenting the Raising Capital Workshop to entrepreneurs in the greater Bay Area. PCV’s mission is to create jobs and economic opportunity in lower-income communities through programs that actively support the growth of the small business community.

Throughout the day experts from the fields of accounting, alternative financing sources, angel investing, commercial lending, law, mezzanine finance and private equity will provide entrepreneurs with the framework needed to obtain growth capital in today’s difficult economic climate. The program has been designed to equip entrepreneurs with the knowledge, resources and tools to successfully facilitate discussions with prospective financing sources.

Workshop Host: Beth Sirull, Executive Director, Pacific Community Ventures

Workshop Chairman: Franz von Bradsky, President, Green Tree Capital

Price: $125 per person

Schedule:

• 7:00am - 8:00am: Registration and Continental Breakfast

• 7:45am - 8:00am: Welcome & Announcements

• 8:00am - 9:30am: Commercial Bank Financing  - Jack Berteges, Senior VP, New Resource Bank

        Credit terms, conditions and trends in the area, what lenders expect from prospective borrowers

• 9:30am - 9:45am: Refreshment Break

• 9:45am - 11:15am: Alternative Financing Solutions - Jeff Sturm, President, TSS Financial

         SBA programs, leasing, non-traditional lenders & crowd funding

• 11:15am - 11:30am: Lunch

• 11:30am - 1:30pm: What Do Investors Want? A Roundtable Discussion Over Lunch

                     Jeff Holland, Partner, Seacoast Capital (Discussion Leader)

                     Phil Estes, Co-Founder, Horizon Holdings

                     Mark French, Co-Founder, Robin Lane Capital

                     Noah Alper, Founder, Noah's New York Bagels

• 1:30pm - 3:00pm: Understanding Financial Statements & Projections - Bob Carstens & Jack Lance, Co-Founders, FinancialSoft

         Analysis of balance sheet, income & cash flow statements, determining the amount of financing required

• 3:00pm - 3:15pm: Refreshment Break

• 3:15pm - 5:15pm: Documenting the Financing - Wrapping it all up - Scott Smith, Partner, Hanson Bridgett

         Corporate financing terminology, due diligence, intellectual property, JOBS Act & term sheets

• 5:15pm - 5:30pm: Tying it all Together

• 5:30pm - 6:30pm: Networking & Reception

REGISTER FOR THIS EVENT

Please note: Advance registration is require - no tickets available day-of

Registration URL: http://pcvraisingcapitalworkshop.eventbrite.com/