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The CICA’s latest release in the popular CA Tools for Success series, The Financing Toolkit for Small & Medium Businesses is designed to help business owner/managers — and the professional advisors who help them — access the many financing alternatives, services and solutions available in the formal marketplace. Written in straightforward language, this unique resource provides step-by-step guidance on:

  • The various financial options and choices available to meet a company’s specific needs. 
  • How to structure the deal, from drawing up a business plan, to the do’s and don’ts of the financial proposal and responding appropriately if you face rejection.

Your Roadmap to Financing Solutions in a Challenging Environment
Written by Gary A. Fitchett, CA and sponsored by the Business Development Bank of Canada, The Financing Toolkit is a timely publication for any SMB owner or emerging entrepreneur.

Throughout its 18 chapters, you will discover: 

  • Where to go for financing — banks, term loans, equity financing, mezzanine debt — how they all work and what source may be best for your business 
  • Tips on getting the best terms available
  • Financing structures — how to make the deal work for you
  • How to avoid pitfalls
  • The lender’s risks and rewards
  • Strategies for demonstrating the financial strength of your business
  • Guidance on drafting and presenting a financing proposal
  • The importance of developing an action plan for the future, and
  • Real-world strategies illustrated in case studies based on the experiences of Canadian business owners.

Also included is a CD of practical checklists and worksheets that can help business owners:

  • Analyze their financing needs
  • Be better prepared to work with their professional advisors, and
  • Develop and present winning proposals to financiers.

Take the Next Step with Confidence
Order The Financing Toolkit for Small & Medium Businesses. Available in English and French.

Book (softcover + CD) $29.95
Click here to purchase this publication

 


Other titles in the CA Tools for Success series include: