Throughout its lifecycle, the financing needs of a business takes on many different forms from simple checking accounts and lines of credit to asset-based loans and mezzanine financing. In this session, you’ll hear from a panel of experts from various financing institutions including a commercial banker, SBA lender, asset-based lender, and mezzanine financing. They’ll share insights on what it takes to get financing during these tumultuous, unpredictable times and the options available when one minute interest rates are high and the next . . . well, who knows! Join us for this insightful conversation.

Participants will earn 1.0 CPE credit in the Field of Study: Specialized Knowledge.

In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk.

Additional Information

Prerequisites: There are no prerequisites for this session.
Who Should Attend: This session is recommended for any professional in the M&A industry. Others are welcome.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Live

Refunds and Cancellations: Requests for refunds must be received in writing by May 14, 2024. No refunds will be granted after May 15, 2024. For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 312-856-9590

Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of 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 individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

WHEN

Thursday, September 26, 2024

7:30 AM - 9:00 AM

WHERE

The Briar Club

2603 Timmons Ln

Houston TX 77027

COST

Members: Complimentary

Non-Members: $55