Helping a business owner prepare for a meeting with a banker to secure a small business loan.
Editor’s note: This video is part 1 of a two part session.
Host: Latin Biz Today advisory board member, Marj (Marjorie) Weber. Marj is a seasoned financial professional who has held executive positions on Wall St., SCORE and the SBDC. She has been facilitating access to capital workshops for small business owners for the past 20 years. Her area of expertise is Access to Capital. Her workshops prepare the borrowers for accessing loans on favorable terms to allow businesses to grow.
Hispanic business seeking financing for expansion: Marj Weber and Palletized, owners Maximiliano Trujillo and Guillermo Tiller address questions which relate to preparedness of Hispanic business owners including: current lease obligations, debt obligations. Request for tax returns, interim financials, a PFS, and other relevant documents. for loan review. Their Hispanic business company is in the E-Commerce era, a Co-Working Space that offers an in-house Warehouse is amazing but a Co-Working that also has a Fulfillment Center it’s a Game Changer.
Prospective Borrowers about the history of the company, their strategic plan for the future of the company and the purpose of loan request.
Session 1 – Discovery, key session 1 highlights and takeaways:
- Marj introduces herself and Hispanic business owners Maximiliano Trujillo and Guillermo Tiller
- Brief overview of the current small business lending landscape – interest rates, trends and more
- Palletized’s history, financial performance, strategic goals, challenges, opportunities
- Insights on the application process
Enjoy the video:
If you have questions for Marj please reach her at [email protected]