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Loanprep

ADD LOAN PREPARATION AND BUSINESS PLANNING SERVICES TO YOUR PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 9, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Small businesses today are looking for more from their accountant. In fact, the number one reason small businesses change accountants is because their accountant was not offering proactive financial advising services for their business. Experts from Fundera and LivePlan will give an educational overview and practical advice on how you can enhance your services by adding loan consulting, loan application, business planning, and financial forecasting / monitoring.

Learning Objectives

  • Gain a strong understanding of the booming industry that is alternative lending to SMBs

  • Learn how to use Fundera to efficiently access capital for your clients

  • Learn how to create a lender-ready business plan and financial forecast, then track results using LivePlan

  • Learn how to pick and choose the right Key Performance Indicators to track and manage, before and after your clients apply for lending

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andres Moran

Fundera
Co-Founder
[email protected]
646-504-2134

Fundera

Andres Moran is the co-founder and Head of Business Development of Fundera. This is his third entrepreneurial venture. His first company was a medical spa in Miami, which was acquired several years later. His second venture was an online exercise rewards company called Earndit, which was acquired last year. Andres attended Vanderbilt University and later received an MBA from Columba Business School. He lives in New York with his happy wife, independent 2-year-old daughter, and hyperactive Yellow Lab.

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Peter Thorsson leads Business Development work for Palo Alto Software, maker of LivePlan, where he crafts strategic partnerships that help entrepreneurs succeed. Peter has also started and sold a successful business with revenues over $1 million, directed Strategic Partnerships for Nickelodeon and Comedy Central, organized local Startup Weekend events, and judged business competitions for Rice, Princeton, Notre Dame, and others. As a volunteer, Peter is the President of the Board of Directors for Committed Partners for Youth in Lane County, formerly Big Brothers Big Sisters of America. He has also mentored individual local youth and local small businesses.

About Our Presenter

Fundera
Fundera is the most efficient and transparent way to obtain a business loan. Through one application, business owners receive offers from a trusted network of 25 alternative lenders. Fundera's highly qualified support agents objectively inform business owners of all their viable options and serve as a concierge to business owners through the process. Fundera has recently launched a portal for accountants to be able to apply for loans on behalf of their clients. This is a free service to business owners and accountants because Fundera gets paid by lenders, and only when loans are successfully funded. Fundera has raised $4 million from Khosla Ventures, First Round Capital, Lerer Ventures, SV Angel, and others.