The Funding University is where business learns about funding. Hosted by Seth Block, CPA, this podcast is your all access pass to masters of finance, world class entrepreneurs, and funding experts.
Today we welcome Chris Franz a corporate finance leader out of Phoenix Arizona to the podcast. Typically we talk about businesses that are well established and looking for debt but today Chris and I are going to talk about equity options for start ups. We will examine different structures that these companies can use. This includes convertible, notes, Safes, and Debt coupled with warrantsSeth Block, Founder, The Funding UniversityAbout The Funding University:The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA.Visit The Funding University: https://www.thefundinguniversity.comGet Access To:1. Blog: https://www.thefundinguniversity.com/blog2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
This month we are rebroadcasting our podcast with Spencer Sheinen, of Shift Financial Insights. Spencer is also the author of the # 1 Amazon best-selling book “ Entreprenumbers”Spencer Sheinin, CPA, CA, has a unique background with over 15 years as an entrepreneur combined with extensive financial experience as a CPA, CA and investment banker. He is the Founder and CEO of Shift Financial Insights, providing ridiculously simple accounting and financial insights for business on the rise.On the podcast Spencer talks about businesses coming out of a down cycle, seeing their sales pick up, and running into cash flow problems. If they go to a bank to cure those cash flow problems, they need to have a good funding package in place.We will discuss what should be in that funding package which includes “the story”, an explanation of why the business got in trouble, and how it can get out of it. In addition the importance of having sound financial reports.I hope you enjoy our conversation with Spencer because I really did.Seth Block, Founder, The Funding UniversityAbout The Funding University:The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA.Visit The Funding University: https://www.thefundinguniversity.comGet Access To:1. Blog: https://www.thefundinguniversity.com/blog2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
In this month's Funding University Podcast, we ask the question " When is the right time to start planning to exit your business? " I think the answer will surprise you.Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to any of the email addresses listed below and we'll do our best to have it answered in a future podcast. Take care and we'll see you next month.About Seth Block:Seth is the Founder of the Funding University. He is also the National Sales Director for Thermo Credit/First Avenue Funding.You can reach Seth at:seth@thermocredit.comseth@firstavenuefunding.comseth@thefundinguniversity.comAbout The Funding University:The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA.Visit The Funding University: www.thefundinguniversity.comGet Access To:1. Blog: www.thefundinguniversity.com/blog2. CPE Courses & Modules: www.thefundinguniversity.com/courses
In this month's Funding University Podcast, we discuss the outlook for 2025. This includes the challenges arising from higher labor costs, changing technology and the possibility of new tariffs. We also discuss the opportunities for small businesses in the coming year. Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to any of the email addresses listed below and we'll do our best to have it answered in a future podcast. Take care and we'll see you next month. About Seth Block: Seth is the Founder of the Funding University. He is also the National Sales Director for Thermo Credit/First Avenue Funding. You can reach Seth at: seth@thermocredit.com seth@firstavenuefunding.com seth@thefundinguniversity.com About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: www.thefundinguniversity.com Get Access To: 1. Blog: www.thefundinguniversity.com/blog 2. CPE Courses & Modules: www.thefundinguniversity.com/courses
In this month's Funding University Podcast, we ask: When is the right time to talk to a lender about funding opportunities in 2025? And the answer is right now. Lenders are still working and looking for a full prospect list for the new year. Reach out and talk to them about your funding needs for 2025. With that in mind, you should also take this time to be prepared for that process. Today we sit down with Tom Zorich a seasoned financial expert and have a discussion about year-end processes you can start working on right now: Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to info@thefundinguniversity.com and we'll do our best to have it answered in a future podcast. Take care and we'll see you next month. About Seth Block: Seth is the Founder of the Funding University. He is also the National Sales Director for Thermo Credit/First Avenue Funding. You can reach Seth at: seth@thermocredit.com seth@firstavenuefunding.com seth@thefundinguniversity.com About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: www.thefundinguniversity.com Get Access To: 1. Blog: www.thefundinguniversity.com/blog 2. CPE Courses & Modules: www.thefundinguniversity.com/courses
In this month's Funding University Podcast, Seth sits down with Craig Stacy of SunBelt Business Advisors back to ask him a very specific question: When should owners start preparing to sell their business and what are the initial steps they should take Craig highlights the importance of understanding your financials and tax returns and what adjustments need to be made We discuss why it is important to clean up inventory and flush out obsolete items We wrap up the podcast by talking about positioning the business to be sold and what a transition plan looks like. Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to info@thefundinguniversity.com and we'll do our best to have it answered in a future podcast. Take care and we'll see you next month. About Seth Block: Seth is the Founder of the Funding University. He is also the National Sales Director for Thermo Credit/First Avenue Funding. You can reach Seth at: seth@thermocredit.com seth@firstavenuefunding.com seth@thefundinguniversity.com About Craig Stacy: Craig is the Managing Director at Sunbelt Business Advisors of Tampa and New York, a leading M&A advisory firm and an affiliate of SUNBELT, the world's largest business brokerage network. You can Reach Craig at: cstacy@sunbeltnetwork.com About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: www.thefundinguniversity.com Get Access To: 1. Blog: www.thefundinguniversity.com/blog 2. CPE Courses & Modules: www.thefundinguniversity.com/courses
Today we celebrate our 50th podcast. We also take the time to discuss the recent format changes we have implemented. Two months ago we went from a 30-40 minute interview with Lenders and business owners to a 10-minute discussion about a specific topic. We have also expanded our universe of guests and areas of interest. In the future, we will examine business topics that will help owners and management get to the next level and then ultimately to their desired final business outcome. So with that in mind I am happy to tell you that next months topic will be on when you should start planning your exit. More details to follow shortly. Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to info@thefundinguniversity.com and we'll do our best to have it answered in a future podcast. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Today we tackle an issue that is causing headaches for companies when they go to get new financing. That is a UCC filing popping up that the business owner was not aware of. This turns out to be from secondary lenders, such as Merchant Cash Advances, or in some cases their vendors. I will walk through the UCC process. Discuss why these UCC's are being filed and give some advice on how to fix the problem. Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to info@thefundinguniversity.com and we'll do our best to have it answered in a future podcast. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification 01.010.1
Today we welcome Ross Mcclain of Rapid Business Systems to the podcast. Ross explains to us what a feasibility study is, and the importance of having a credentialed firm do the study so that the bank will accept it and what is involved in it. Ross gives us some highlights of feasibility studies. He gives us some examples of details they have discovered, that have been beneficial to the company being evaluated under the feasibility study. Things like pulling building permits that have shown a competitor was already building a business right down the street from where they were going. A discovery like that could save millions. Ross shows why borrowers, particularly startups, want to seriously consider a feasibility study whether the bank requires it or not. Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to info@thefundinguniversity.com and we'll do our best to have it answered in a future podcast. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification 01.010.1
In this month's Funding University Podcast, Seth sits down with Tom Zorich of Sawtooth Capital. Tom will tell us how he helped a company called Knowledge as a Service get started including setting up their financial systems that ultimately allowed them to raise several million dollars from Family members as well as other high net worth individuals. Next Tom and I will discuss his time at Guardian Bikes. Starting with how the company was visualized and became a reality. Ultimately it became the number one bike seller on Amazon. We will dive into how the company raised capital, including an appearance on Shark Tank that yielded an investment from Mark Cuban. We will wrap up the conversation by discussing the value of a fractional CFO. Take care and we'll be back next month. Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to info@thefundinguniversity.com and we'll do our best to have it answered in a future podcast. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
In this month's Funding University Podcast, Seth sits down with Gary Teramae of McCoy Federal Credit Union. We discuss the reasons why it matters that Credit Unions are not for profit entities. Gary later explains the different types of loans that are available at credit unions including SBA programs. Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to info@thefundinguniversity.com and we'll do our best to have it answered in a future podcast. Take care and we'll be back next month. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
In this month's Funding University Podcast, Seth gives two great examples of companies that were smart enough to analyze the cost of capital versus the rewards of an opportunity. In both instances, the correct decision was made. In doing so they did not leave money on the table. I hope these examples help you make the right decision the next time you come upon a great opportunity. Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to info@thefundinguniversity.com and we'll do our best to have it answered in a future podcast. Take care and we'll be back next month.
In this month's Funding University Podcast, we're focusing on non-bank SBA lenders and speaking with Amy Perrella of Harvest Small Business Finance. As Amy and I discuss, there are advantages of working with a non-bank lender because their lending guidelines tend to differ from the traditional banking lender, even though both are regulated. Non-bank lenders don't deal with deposits and credit cards which helps them differ from the traditional bank model and as a result, they have different lending requirements. This means that where a bank might say no to your SBA loan, a non-bank lender might be able to say yes because they evaluate your situation using a different criteria. Both banking and non-banking lenders have their pros and cons, but the key is finding the right kind of lender to best meet your needs. In my conversation with Amy, we touched on some big differences between the different types of lenders and discussed important points for you to consider as you begin to seek out a lender. As you'll hear, Amy is really well-informed and has a wealth of knowledge about SBA lending. She shares some valuable tips that can help you avoid making costly mistakes. My thanks to Amy Perrella for sharing her time and insights with us this month. Please keep emailing us your questions. If you have a question you'd like to submit, you can send it to info@thefundinguniversity.com and we'll do our best to have it answered in a future podcast. Take care and we'll be back next month.
Have you noticed that we're just now at the beginning of March and we are already seeing a flurry of mergers being announced across the country? The pattern is evident on a national, regional, and local level. The reason we're seeing the increase in M&A activity is because in 2023 money stayed on the sidelines as financial executives waited to see how the Fed would act on interest rates. Most economists have been split between an impending recession or the US economy experiencing a soft landing, but the demands of the market are pushing companies to consolidate to maintain growth and competitive advantage. Companies have waited as long as they can, but in reality, it's the demands of the customers that are driving this activity because the consumer is always looking for better options. That's why I have asked Craig Stacy to join us. Craig is, the Managing Director of Sunbelt Business Advisors, who specializes in the sale and acquisition of companies. Craig is one of the most knowledgeable M&A experts in North America and his take on the recent spate of consolidation announcements is fascinating. There is always more to the deal than meets the eye and Craig brings a very insightful perspective as to why companies merge and more importantly, how to make sure you've got the right partner to merge with. Craig has agreed to preview the next Fundings Strategies Webinar airing this Thursday, March 7th entitled 2024 the year of M&A. To register for the webinar go to: https://events.r20.constantcontact.com/register/eventReg?oeidk=a07ek80uku133d4b9b0&oseq=&c=&ch= Enter the code MERGER24 to watch it for free.
In this month's podcast, we're going to focus on something different. I'd like to talk about Truth & Accountability with Lenders. It's incredibly important you communicate with your lender about your finances not only in times when finances are tight but in times when things are going well. Your lender wants you to be successful because they have a vested interest in your repayment, but even beyond that, your lender may have the ability to help you get things back on track during a rough patch. When things are going well, that's the perfect time to talk to your lender about expansion, M&A, or even putting plans in place to prepare for the possibility of a downturn. Your lender should be your champion and a resource to help your business be successful, but it all comes down to communication. Like in any relationship, you've got be open about what's working, what's not working, and what you can do to improve that line of communication. As you know, business success is all about communication. I hope you enjoy this month's podcast and thank you for the steady stream of questions and suggestions. If you have a question you'd like answered in our podcast, please email us at info@thefundinguniversity.com. The Funding University team and I look forward to hearing from you.
2024 stands to be unlike any year we've had in modern times and with interest rate volatility, uncertainty in the financial markets, and heading into an election year, business owners are overwhelmed. How can anyone make an informed decision for their business when everything is changing so much? I am excited to let you know that the Funding University is sponsoring the Funding Strategies Conference, a webinar taking place on January 18th at 2 pm, and the subject is everything you need to know about funding in 2024. The webinar hosts are some of the most respected legal, business, and lending leaders in the US and their insights will help you plan a sound strategy in 2024. I hope you'll join us on January 18th. You can still register at www.fundingstrategies.net. Use the promo code TRENDS24 until January 15th to have the $29.99 registration fee waived. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Joining Seth in The Funding University Podcast this month is Suzanne Meehle from the Meehle Law firm. Suzanne focuses on the needs of business owners. Her services include business formation, contracts, trademarks, copyrights, trade secret protection, business litigation, and IP litigation. In the podcast, Suzanne and Seth discuss different types of business lending and what borrowers should be focused on from a legal perspective. The conversation drills down on the SBA process from document review to refinancing. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
In this month's podcast, we're going to look at two common situations with SBA loans, both of which can cause business owners some stress when it comes time to gain access to more working capital. We'll explore what you need to know about the SBA 7A and EIDL programs, options to work within the system to help you get more capital, and what you need to know so you can avoid costly mistakes. The SBA programs have some quirks and if you're not aware of all the issues, getting the money your business needs can be a lot more difficult than you'd imagine. I hope you find this information valuable and if you find yourself in one of these SBA entanglements, I encourage you to get with an experienced funding professional to help you develop strategies. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
In this month's Funding University podcast, I opted to forgo having a guest because there's an old economic term being discussed most people don't know anything about: Stagflation. There aren't many experienced CFO or finance professionals still around who have tussled with stagflation. The last time the US experienced stagflation was in 1973 and it puts the Fed in a tricky situation, especially with the possibility of a recession. As a funding professional and a CPA, I wanted to share some good planning tips for our listeners about how to prepare for potential economic changes, how to protect capital liquidity, and what this uncertainty means to you today. Admittedly, I had to dust off some of my old accounting books for this one, but if stagflation emerges in our current environment, a solid pre-emptive plan is your company's best defense. I encourage all of you to get with your lenders to discuss options before rates creep higher. Be sure to subscribe to our monthly Funding University newsletter here. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Joining me this month on the Funding University Podcast is nationally recognized speaker and author Mike Scott. Mike is an authority on accountability in the workplace and his new course on “Meeting Purpose” discusses the control of meetings. Mike makes the observation that when you're in a meeting, not only should the meeting have a clearly defined purpose, but it should have an agenda, which in itself is a powerful tool. When it comes to funding, most people think the lender controls the meeting, but as is pointed out in the podcast, the borrower can have their own meeting agenda, which in turn can become a powerful tool in negotiations. Mike Scott is the go to accountability expert for hundreds of companies and when Mike sees a point of leverage, he loves to share his insights. I hope you enjoy our conversation as much as I did. Click here to receive a 30% discount on the Meeting Mastery Course https://training.totallyaccountable.com/offers/WFpcnaaJ/checkout?coupon_code=FUNDINGUNIV30 About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
In this month's Funding University Podcast, we decided to switch things up a bit and I'm on the other side of the microphone. Interviewing me is Brady Hicks, managing editor of Channel Vision Magazine. Brady and I have a wide-ranging discussion about interest rates, managing debt, mergers & acquisitions, and changes to SBA lending programs. We touch on a variety of subjects, all revolving around what you need to know about changes in the financial landscape and how they can impact your business plans. I hope you find our conversation useful and informative. As always, if you have any questions, you can email me at seth@thefundinguniversity.com and either I or one of our Funding Coaches™ will be glad to follow up with you. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Joining Seth in The Funding University Podcast this month is Allan Gibbel of Utica Leaseco. Allan is an expert in equipment-based lending and is one of the most experienced collateral lenders in the U.S. In the podcast, Allan and Seth discuss equipment and collateral-based lending, including the kind of equipment preferred by lenders. In the conversation, they discuss the devaluation of used equipment as collateral, best practices, and how leveraging the value of equipment can help you achieve your business goals. The conversation with Seth is in plain English and easy to understand, providing actionable insights to get you and your business on the path to acquiring capital. Your business tangibles have value and this webinar will help you better understand what lenders are looking for when evaluating equipment and collateral for loans. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Business owners aren't always aware of the damage runaway accounts payable can create. If your business has vendor accounts that are aging out and affecting your credit rating or attracting delinquent fees, there are working capital funding solutions to help. Join Seth Block as he discusses strategies you can use to get your accounts payable under control, find additional capital, and protect your business credit rating. Seth talks about his first CFO role where he helped with runaway accounts payable, turned the situation around, and brought the company back to profitability. In the podcast, Seth discusses strategies such as conducting due diligence, planning a course of action, and negotiating with vendors. Learn how to manage delinquent accounts that may be undermining your business, taking up a lot of your time, and learn to focus your energy on building a profitable company. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
During the Covid-19 pandemic, the US Government created EIDL loans through the SBA, which were designed for small businesses. With low-interest rates and 30-year terms, these loans were created to help small businesses stay afloat during the pandemic's economic slowdown. The loans required the SBA to put a perfected security interest lien in place against a company's assets, meaning no other lender could use your company's assets as collateral. This creates a problem when you need more funding from other sources. Join Seth Block as he discusses strategies to keep your SBA loan in place while renegotiating your SBA-encumbered assets to help you grow. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Tune in as Seth discusses the history behind the current interest rate hikes and offers a few ways businesses can manage the impact to their bottom line. Oftentimes, borrowers aren't aware that lending interest rates are a direct result of the current prime interest rate, which is based on the federal funds rate. If the prime rate climbs, your loan rate will go up as well. Seth takes a look at the history of the prime rate from the 1980s through 2022 and offers insight on how prime may affect future loan rates. As a business owner, how can you manage these higher rates? Seth offers three ways to recoup funds to keep your business profitable. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
This month's Funding University podcast is special because it features Seth Block, our founder sharing his own personal insights about acquisitions. As the founder of the Funding University and the Executive Vice President of ThermoCredit, Seth recently shared his experience as a CPA and business leader by discussing the financing behind acquisitions he has been involved with as a featured speaker at the Compliance Solutions Conference this past February 2023 in Orlando, FL. Seth reviews how changes in interest rates, an impending recession, and inflation all impact your borrowing capabilities. He explains how this current, fluctuating market impacts raising capital, which can affect your near and long-term business goals. Seth also shares his firsthand experience with acquisitions. He discusses four specific steps in the process, from what to have in place before you try to acquire a company; getting ready for an acquisition; steps to fund the new venture; and three kinds of viable funding sources. He offers detailed advice, from how to assess the target company to have your financials in order, plus solid guidance about which types of funding work best in specific circumstances. Best of all, Seth explains it all in simple English, so it is easy to understand. This is one of those podcasts you won't want to miss because it is full of good and easy-to-follow information. This month's podcast can help you ensure a successful acquisition—from A to Z. Compliance Solutions is headed up by Mark Lammert, its Founder, and President. The company has been providing comprehensive client-centered compliance, accounting, tax, and business advisory services since 2002. The company works with all types of companies with a focus on Communication Providers. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
In this month's Funding University podcast, Seth Block welcomes Brett Akins, Vice President, SBA Lender/Relationship Manager at HomeTrust Bank. With more than 18 years of background in both business and consumer banking, Brett is an expert in all SBA lending. During his tenure, HomeTrust Bank has become one of the top 75 SBA lenders in the country. Get ready to dive into a thorough, but not boring, discussion about SBA lending, where we highlight the different types of lending platforms benefitting start-ups. We'll hone in on features of the 7A SBA loan platform as well as discuss the SBA 504 program and its subtle differences. Interested in learning about 7A loans and how they can help your small business? Brett addresses everything you need to know related to SBA funding. Learn about the benefits of 7A loans and how small businesses can use the funds. We touch on the maximum loan cap amount, and what is needed to qualify. Brett also shares information about · Collateral · Cash flow · How to acquire more working capital · Acquisitions and repeat acquisitions, buyouts · Change of control transactions · Repeat borrowers · Personal guarantee and credit requirements · Timelines for loan closure If you're ready for a commonsense approach to SBA loans, Brett Atkins is the person who makes it easy to understand and lays it all out in simple terms. He has a wealth of knowledge on SBA loans and a smart borrower should know the ins and outs before signing anything. I hope you get as much value from this conversation as I did. Learning from a field expert like Brett will certainly make the SBA lending process smoother, smarter, and more successful. Seth Block, Founder, The Funding University About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Joining me this month is Ben Rutkevitz of Alleon Capital, a niche lender within the medical space. Ben is an expert in medical factoring, providing working capital to medical practices and groups while they await payment from insurance companies, Medicare, and Medicaid. In the podcast, Ben touches on best practices, due diligence, the impact of fraud in the medical industry, and much more. His experience in the world of lending is a refreshing eye-opener, providing insight into how not only medical claims are paid, but how insurance regulation changes impact a provider's finances. Ben brings what you need to know to the table in simple and clear language, as both a lender and a partner to the companies Alleon Capital serves. Seth Block, Founder, The Funding University About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Lee Haskin joins us in this month's Funding University podcast and shares a fascinating historical perspective and real world case study about using an inventory loan with a factoring facility. His experience in inventory and revolving lines of credit that works with a factor or receivable lenders is amazing. Lee is the founder of Crossroads Financial, established in 2007, which satisfied a real need in the inventory lending space. The company provides funding against inventory, which helps avoids many of the pitfalls that can lead to insolvency or bankruptcy. In our conversation, Lee goes into great detail about how factoring and inventory lending work, valuation determination, and the criteria lenders are looking for from borrowers. His insights are detailed, useful, and easy to understand. I think you'll agree that Lee brings a wealth of knowledge about how to leverage your assets and how to determine what they're really worth. Lee knows smart money. Seth Block, Founder, The Funding University About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
This month we feature Bob Hunter, the founder of Oxford Pierpont. Bob is an expert at building more productive business systems, financing, compliance, tax issues, and growth. His company, Oxford Pierpont, offers business development services for both SMB and larger corporate clients who are in a growth stage. On the podcast, Bob talks about his corporate career as an Operations Development Manager and why he left seven years ago to set up his own consulting firm. He explains how he translates his experience of improving systems and boosting productivity into helping business owners reach their end goals. We discuss why a business owner needs a comprehensive business development plan which includes brand, compliance, and fiscal management. Then we talk about how the business can leverage the plan to obtain financing. Bob highlights his essential success factors for any size company, including defining goals, managing reputation, and building one-on-one relationships with lenders. I really enjoyed interviewing Bob because he gives business owners a clear roadmap to getting the vision and the financing they need to grow. The SMB is becoming a major economic driver in this country and Bob understands first-hand the needs and pressures of small businesses. Seth Block, Founder, The Funding University About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
This month we have Spencer Sheinen, of Shift Financial Insights. Spencer is also the author of the # 1 Amazon best-selling book “ Entreprenumbers” Spencer Sheinin, CPA, CA, has a unique background with over 15 years as an entrepreneur combined with extensive financial experience as a CPA, CA and investment banker. He is the Founder and CEO of Shift Financial Insights, providing ridiculously simple accounting and financial insights for business on the rise. On the podcast Spencer talks about businesses coming out of a down cycle, seeing their sales pick up, and running into cash flow problems. If they go to a bank to cure those cash flow problems, they need to have a good funding package in place. We will discuss what should be in that funding package which includes “the story”, an explanation of why the business got in trouble, and how it can get out of it. In addition the importance of having sound financial reports. I hope you enjoy our conversation with Spencer because I really did. Seth Block, Founder, The Funding University About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
This month we have Josie Ramirez, the Vice President of Business Development with Flash Funding. Josie is one of the most talented funding experts in Texas and her firm specializes in factoring, which is a smart and very underutilized method of bringing working capital to companies. Josie has more than 15 years' experience in funding and provides services to companies nationwide, with a particular focus on the Southwestern and South Central US markets like Houston, Dallas, Oklahoma City, Tulsa, and Santa Fe. Her specialties are in accounts receivable financing, cash flow management, and factoring for the oil and gas, staffing, trucking, and transportation industries. On the podcast Josie talks about how factoring works, the power of factoring, and how factoring can give business owners the freedom to grow. She is a big believer in providing financial security to small and medium-sized businesses so they can thrive, expand, and better meet market demands. I am so excited to have Josie on the podcast because she really understands the SMB market and what they go through everyday to just make ends meet. Her goal is to provide those SMB's with the tools they need so they can meet their potential. People like Josie keep our economy strong and I hope you enjoy our conversation because I had a great time visiting with her. --Seth Block, Founder, The Funding University About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Cheryl O'Neill Gowen joins us today to discuss a variety of lending options available to small businesses to find solutions to best meet their needs. Cheryl and I talk about working with banks and alternative sources for lines of credit, commercial real estate, factoring of accounts receivable, purchase order and inventory financing, equipment leasing, asset-based loans, and funding for business acquisitions. Cheryl brings a fresh perspective to business funding and how to fund wisely. Cheryl knows more about successful funding than most lenders themselves and you will not want to miss this conversation. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Mike Scott is back to discuss his new book “ You can count on me” getting top value from both your in-person and virtual workforce. We discuss things like internal and external levels of trust, the 21 days to change a habit, and ways to avoid surprises. We delve into accountability for in-office employees as well as the virtual employee. At the end of the day, we really get to dive a little deeper into the value of having a totally accountable workforce. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Seth Block was interviewed by Laura Breen Galante a freelance writer and editor. Laura has done work for AAA travel, Orlando magazine, Harcourt publishing, and many others. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Bob Lee returns to discuss American Aerospace's acquisition of Drone assets from PAE/ISR. This acquisition delivered assets to offset supply chain issues during the Pandemic while allowing the company to restructure and meet customer needs without missing a beat. Bob also discusses the journey he went on to finance the transaction. Starting with exploring a quick equity raise or mezzanine financing. His goal was to find a lender that had the best synergies as they integrate the acquisition into American Aerospace. They focused on the growth plan and the verticals which could be served/benefited. Bob decided that RiverRidge was the lender that made sense for American Aerospace. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Art Smith has over 25 years of public company experience with a comprehensive background in technology and global telecommunications. Over the years, he has developed expertise in broad-based areas that includes corporate finance, financial operations, business development, mergers and acquisitions, strategic and tactical planning, sales and operational management, and international business. As the founder of Digerati Technologies, Inc. (formerly ATSI Communications, Inc. – AMEX: AI), he has held various positions within the Company, including Chairman, CEO, and President of the Company's international subsidiary. Art is also co-founder and former Chairman of GlobalSCAPE, Inc., a leading provider of Internet-based information exchange solutions and a former wholly-owned subsidiary of Digerati. GlobalSCAPE was spun-off to the company's stockholders in 2000 and now trades on the NYSE. Art has overseen several acquisitions by digerati in the last 5 years including Synergy, T3 Communications, Nexogy, Active PBX and most recently SkyNet Telecom and NextLevel Internet About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Tate Parker is the Vice President of Sales for CoFace North America. He is a credit insurance expert who has been helping businesses grow and prosper for well over thirty years. He started off as a lender and then moved into the credit insurance industry. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Mark Polinsky a Principal at Gateway Trade Funding. Gateway provides Purchase Order Lending and Export Funding for small to medium-sized businesses. Mark is also the owner of Lake Park Capital a company that acquires and turns around distressed businesses. https://www.gatewaytradefunding.com/ About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Seth Block spoke at the Compliance Solution Conference on August 31, 2021. This is a recording of that talk. Compliance Solutions is headed up by Mark Lammert, its Founder, and President. The company has been providing comprehensive client-centered compliance, accounting, tax, and business advisory services since 2002. The company works with all types of companies with a focus on Communication Providers. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Marc Gilbert is the Founder and President of Pinnacle Advisory Services. Pinnacle provides due diligence expertise for Mergers and Acquisitions as well as Lender support. Marc has been the Chief Financial Officer for several companies including Snip Communications, Elko & Associates, and Medical Guardian, LLC just to name a few. Marc is considered a financial expert in the security and alarm industry. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Terry Owen is the Founder and CEO of Connect Direct a technology company specializing in Digital Online advertising. Terry is also the Founder and President of Health and Wellness Professionals Inc. a national corporate health and wellness company with over 20 years of health care experience that services clients across the USA About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Dale Cooper is the Founder and CEO of Xact Communications a technology company providing superior cloud-based, wireless, and traditional IP voice and data technology. Xact also has entered into the Security services, Managed Services & IOT Dale is also the Founder and President of eSquared communications a business consulting company specializing in Cost Containment & Recovery with emphasis on Business Communications, such as Local Voice, LD, Data Networks, Cloud, VOIP, Phone Systems, & Internet Security About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
David Steen is an associate partner at Orchid Black. A growth services firm based in St. Petersburg Florida with offices in New York, Chicago and San Francisco Before joining Orchid Black, David was the co-founder of SparkVision and spent some time as the interim Chief Operating Officer for Meros Works. David is also an advisory board member to CarePro.io About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Craig Stacy is the Operating Partner and Co-Founder of Warrior Energy Partners. He is also the founder of Zero Point Capital. Craig has spent the better portion of his career in upper level management holding the CFO,COO and CEO titles for various companies including Shiloh Industries and GDX Logistics Capital Group. He is a turnaround expert who has bought several companies out of bankruptcy and successfully turned them around. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
James Wright is the Co Founder and CFO for JC3 Ventures. JC3 Ventures primarily focuses on marketing/branding and strategic capital and debt structures for start-ups, acquisitions and re positions for most operating concerns with special emphasis in the services industry. Our founding partners have over fifty five years of combined experience in these fields. He is also the Owner of EVP Information Services. EVP Information Services has always focused on enhancing telecommunications since 1990. We strive to provide our customers with outstanding products and personal service. Our service offerings include: proprietary and patented automated on-call answering services and virtual assistant, premise and cloud (VOIP) business phone communication and presence management systems and structured wiring / data cabling. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Preston Zapffe, CFP® is the Principal at Family CFO, a multi-family office focusing on education and support for entrepreneurs, small business owners and modestly wealthy families who are trying to navigate their own financial journeys. (www.famcfo.com) Preston is also passionate about his volunteer work with the Financial Literacy Foundation. The Foundation delivers education and counseling to workplaces who value providing financial wellness as art of their employee benefits. When employers provide this service to their staff, they give a parallel program to the school, church or community organization of their choice. (www.fin-lit.org) Prior to founding Family CFO, Preston worked in corporate finance and strategy with The Bush Institute, Children's Health System, PwC's Finance Effectiveness group, Accenture's Financial Services consulting group and Ernst & Young's Finance Transformation group where he advised over 20 Fortune 500 clients. Preston earned his B.S. in Math and Management of Technology with a concentration in Organizational Development from Vanderbilt University School of Engineering. He has a Certified Financial Planner designation and is a level 2 candidate for Charted Financial Analyst. He is a lifelong student of personal finance and behavioral economics, and applies that knowledge and passion toward helping improve the lives of others. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Ron Williamson has spent the majority of his career as a Factor and an Asset Based Lender. He has helped many entrepreneurial businesses succeed by providing them the funding capital they needed to grow. Ron started Wilco Capital in 1992. Today Wilco is a successful alternative lender providing factoring and accounts receivable lines from $50,000 up to 2 million dollars. Geographically they serve companies east of the Mississippi. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Kristine Kelly has spent her career in investments, specifically alternative investments and real estate. She has advised hundreds of entrepreneurs, executives, and equity investors. Her expertise reflects the breadth and depth of a career spanning private equity and capital markets. Ms. Kelly specializes in technology, real estate, and product companies. As the founder and principal of K.A. Kelly & Co., she works with high net worth and corporate clients to develop and execute investment strategies across asset classes. She co-founded and was the Chief Executive of Equine Exchange, a transactional SaaS horse buying platform for equestrians that did for horse buying what CarMax did for the used car industry – gave buyers confidence in their purchases. Ms. Kelly previously held management roles with American Campus Communities, Inc. (NYSE: ACC) during the period of three-fold growth to $4.1B. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Adam Cox is the founder and managing principal for Pendleton Capital. He will share with us his expertise in Purchase Order Financing and Factoring. He will tell us why these forms of financing, in many cases, can supercharge the payout when a company is sold. Later Adam will give us some advice on how to avoid letting your funding source stifle your ability to grow. Adam is the current President for the Houston Chapter of The Secured Finance Network. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Tom Kirby is a highly accomplished executive with over 13 years of experience in international asset management, investment banking, and trading. His recent experience focused on CLO portfolio management, which builds upon a background based on restructuring and distressed debt situations across both Europe and North America. He is skilled in developing strategies for maximizing value in distressed and “special” situations, analyzing complex multi-jurisdictional situations, implementing strategic plans, and coordinating diverse teams. Leverages strong analytical and interpersonal skills to develop coordinated teams and implement strategic plans. He recently helped start-up Outer Reach Broadband. A provider of broadband connectivity to underserved communities in Maine and broader New England. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
© 2020-2025 Ivy Podcast Discovery LLC
