Category Archives: Financing Presentations

How to Build a Strong Relationship with Your Banker

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Understanding how to build a strong relationship with your banker is as critical as cultivating positive relationships with your CPA and attorney. Indeed, the phrase, “triad of … Continue reading

Posted in Banking Relationships, Business Loans, CFO Services, Financial Communication, Financing, Financing Presentations, Generally Accepted Accounting Principles (GAAP), Los Angeles | Tagged , , , , , , , , , , , , , , , | Leave a comment

How to Structure Your Business Capital

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Given the different types of business capital – such as loans, equity and retained earnings – and their benefits and drawbacks, a critical factor in every company’s … Continue reading

Posted in Business Loans, Capital Structure, CFO Services, Debt Financing, Equity Financing, Financing, Financing Presentations, Investor Presentations, Los Angeles, SBA Loans | Tagged , , , , , , , , , , , , , , , | Leave a comment

How to Build & Maintain Strong Investor Relationships

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Given the significant roles played by investors in small and mid-sized businesses, it is critical to know how to build and maintain strong investor relationships. Reviewed in this … Continue reading

Posted in CFO Services, Equity Financing, Financing Presentations, Initial Public Offering (IPO), Investor Presentations, Investor Relationships, Los Angeles | Tagged , , , , , , , , , , , | Leave a comment

How to Prepare Your Integrated Financial Plan for Investors

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Demonstrating growth prospects and potential for high ROI attracts venture capital, and your probability of closing a venture deal increases in proportion to how thoroughly you prepare your … Continue reading

Posted in CFO Services, Equity Financing, Financial Planning & Analysis (FP&A), Financial Reporting, Financial Statements, Financing Presentations, Investor Presentations, Los Angeles | Tagged , , , , , , , , , , , | Leave a comment

The Importance of Keeping Your House in Order

This week’s post and linked full PDF are by Michael K. Menerey, Partner, CFO Edge, LLC. When they don’t keep their financial and business house in order, executives leading small and mid-sized companies face more hurdles as they seek funding … Continue reading

Posted in CFO Services, Corporate Governance, Financial Infrastructure, Financial Leadership, Financial Strategy, Financing, Financing Presentations, Los Angeles | Tagged , , , , , , | Leave a comment

How to Meet Today’s Small Business Financing Challenges

This week’s post and linked full PDF are by Michael K. Menerey, Partner, CFO Edge, LLC. Although the economy is slowly improving and interest rates are low, large banks are doing less small business lending – thereby leaving many SoCal … Continue reading

Posted in Business Loans, CFO Services, Debt Financing, Financing, Financing Presentations, Los Angeles, SBA Loans | Tagged , , , , , , , , , | Leave a comment

Challenges Business Owners Face in Raising Equity Funds

This week’s post and linked full PDF are by Mark S. Becker, Partner, CFO Edge, LLC. Faced with needs for cash infusions to grow their businesses and having primary options of debt or equity, Los Angeles and Southern California business owners … Continue reading

Posted in Business Loans, Capital Structure, CFO Services, Debt Financing, Equity Financing, Financial Strategy, Financing, Financing Presentations | Tagged , , , , , , , | Leave a comment

Six Tips for Communicating with Non-Financial Executives

This week’s post and linked full article are by Sherry Rahbar, Partner, CFO Edge, LLC. Finance leaders sometimes face challenges in communicating with non-financial executives who don’t understand complex financial statements and spreadsheets. Contrasted with the natural abilities and enjoyment … Continue reading

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Choosing the Right Capital Structure for Your Business

This week’s post and full article are by Howard Goldman, Partner, CFO Edge, LLC. Faced with the need to raise capital for growth, more inventory, more employees, or expansion, Los Angeles and Southern California business leaders have a number of … Continue reading

Posted in Business Loans, Capital Structure, CFO Services, Debt Financing, Equity Financing, Financing, Financing Presentations, Los Angeles | Tagged , , , , , , , , , | Leave a comment

How to Build a Winning Business Plan

A comprehensive, cohesive and coherent business plan is a roadmap executives must have to get their businesses where they want them go in the future, and a look at how to build a winning business plan reveals a number of … Continue reading

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