CURRENT STATE OF AFFAIRS – BANKING AND LENDING TO MIDDLE MARKET COMPANIES AND ITS IMPORTANCE IN EXIT PLANNING
The upcoming discussion will comprehensively review the current lending and banking environment, covering critical aspects such as interest rates, terms, qualifications, and ancillary services. Within this context, the discourse will specifically delve into the criteria that bankers prioritize when making lending decisions. Furthermore, the session will provide valuable insights into proactive strategies for planning and financing business growth. Additionally, a key focus will be placed on examining the intricate dynamics of how debt can significantly impact business transitions. This structured exploration aims to equip participants with a nuanced understanding of the multifaceted considerations within the financial landscape, fostering informed decision-making in the realms of lending, finance, and business development.
- Provide attendees with an update on the current banking and lending environment and qualifying criteria, loan to value parameters, rate ranges, returns on excess cash/deposits, fees, etc.
- Provide application-oriented knowledge about proactive planning to improve succession securing loans and lines of credit.
- Provide insight on how capital structure (debt and owner capital) affects transition planning (sale, gift, transfer at death, etc. (the “5 Ds” – death, disability, divorce, distress, disagreement)
About the Presenters:
This event will be a moderated roundtable discussion with experienced/tenured middle market/commercial bankers from at least 2 different financial institutions. To also include audience Q&A.
Thank you to our Sponsors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.