amegy bank cpe event

1
CPA CPE COURSE Maximize SBA Lending For Business Growth 2 Hour Course Credit This 2 hour CPE is delivered by Helena Hauk, President of 5 th Gear Consulting, a small business consulting firm specializing in SBA financing. Hauk’s firm has made over $100,000,000 in loan approvals possible in just under 5 years as an independent firm, working directly with local lenders and small business owners. Complimentary Course & Breakfast Made Possible By: Key Take aways Real Estate Financing Business Acquisitions/ Partner Buy-Outs Leasehold Financing Inventory/Working Capital/ Miscellaneous Options Real Estate financing loan options between 7a and 504. Comparison to conventional. Understand how to leverage the SBA for leasehold improvements over expensive landlord options Understand options for financing partner buy-outs and business acquisitions with and without real estate. Inventory, working capital, equipment, soft costs, franchise fees, etc. Wednesday, May 28, 2014 7:45am: Arrive/Breakfast/Registration 8:00am-10:00am: Course 2 Hour CPE Location: Amegy Bank, Fiesta Room, 3 rd Floor 10001 Reunion Place, San Antonio, TX 78216 Register By: Friday, May 23rd RSVP To: [email protected] Course Number: 52014, Materials Provided Understand refinancing options to reduce monthly cash flow, re-organize debt, and improve over all. Debt Refinancing

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Page 1: Amegy Bank CPE Event

CPA CPE COURSE Maximize SBA Lending For Business Growth

2 Hour Course Credit

This 2 hour CPE is delivered by Helena Hauk, President of 5th Gear Consulting, a small business consulting firm specializing in SBA financing. Hauk’s firm has made over $100,000,000 in loan approvals possible in just under 5 years as an independent firm, working directly with local lenders and small business owners.

Complimentary Course & Breakfast Made Possible By:

Key Take aways

Real Estate Financing

Business Acquisitions/ Partner Buy-Outs

Leasehold Financing

Inventory/Working Capital/ Miscellaneous Options

Real Estate financing loan options between 7a and 504. Comparison to conventional.

Understand how to leverage the SBA for leasehold improvements over expensive landlord options

Understand options for financing partner buy-outs and business acquisitions with and without real estate.

Inventory, working capital, equipment, soft costs, franchise fees, etc.

Wednesday, May 28, 2014 7:45am: Arrive/Breakfast/Registration

8:00am-10:00am: Course 2 Hour CPE

Location: Amegy Bank, Fiesta Room, 3rd Floor

10001 Reunion Place, San Antonio, TX 78216

Register By: Friday, May 23rd

RSVP To: [email protected]

Course Number: 52014, Materials Provided

Understand refinancing options to reduce monthly cash flow, re-organize debt, and improve over all.

Debt Refinancing