Financing toolkit for SMBs

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

The Financing Toolkit for Small & Medium Businesses
Book (softcover + CD) $29.95
Available in English and French

 

CA Tools for Success

Other Toolkits in this series:

• The Canadian Privacy and Data Security Toolkit for Small and Medium Enterprises
• The Estate Planning Toolkit for Business Owners
• The Succession Planning Toolkit for Business Owners
• The Cash Management Toolkit for Small and Medium Enterprises