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Commercial Loan Package Considerations

Thu, Dec 15 9:00 AM to 10:00 AM
Topic: Financing

The purpose of this session is to help you understand the role a loan package plays in the lending process. 1. To help up you self-assess your readiness to obtain a commercial loan. 2. To teach you how much you should ask for when preparing your loan request. 3. To help you understand what personal and business documents need to go into a loan package and how to properly complete them. 4. To demonstrate how lenders evaluate loan packages so your request will best meet the criteria.

Speaker(s): Stephen W. Williams, TSBDC Director Stephen has over 35 years of experience in leadership, operations, financial, and strategic management with international manufacturing and consulting firms. He has developed sales and marketing strategies that increased sales volume by over 120% within one year of implementation. In addition, Stephen is experienced in company operations optimization, JIT production, debt restructuring, and mergers and acquisitions. He has established joint ventures in Australia, Belgium, Canada, France, and the U.K. and has negotiated relationships with General Electric, ABB, General Dynamics, and Westinghouse Electric. Stephen has held the following positions, marketing & sales director, vice president, chief operations officer, president, chief executive officer, and chairman. Before joining TSBDC, he founded Stone Lion Capital Partners, a boutique investment banking firm providing M&A, deal structuring, and access to capital services.


This session is scheduled online. A link will be sent out prior to the event.

Fee: No Cost