Overview
Creative ways to Finance Your 21st Century Business workshop includes a comprehensive workbook to identify and evaluate financing alternatives and develop a creative strategy specifically tailored to your company. Experienced advisors will help you plan and prepare to leverage strengths and assets to maximize these opportunities. You will leave the workshop with your custom alternative financing plan to drive your business growth.
Objective
To identify and understand the vast array of non-traditional (non-bank) financing sources and how to use them to grow your business.
Register
http://creativewaystofinanceyour21stcenturybusiness.eventbrite.com/
Paul Mitchell – Mitchell Capital Corp.
Mitchell Capital Corp. was founded in 1996 by Paul A. Mitchell, who has been financing small and middle-market businesses in the Delaware Valley for 35 years. Mr. Mitchell was the founding President of Core States Enterprise Fund, the venture capital subsidiary of Core States Bank (now part of Wells Fargo Bank). In that capacity he provided the pre IPO financing for Urban Outfitters. He was formerly President of Southeastern Pennsylvania Development Fund, a regional small business lender. He has been active in numerous Venture Capital and Entrepreneurs’ Associations (including the Greater Philadelphia Venture Group, ACG and Greater Philadelphia Chamber of Commerce), is a frequent speaker/panelist on mezzanine finance, and is the author of articles on bank owned SBICs and Venture Capital. Recently, he has been a featured guest on Money Matters TVand is the Host for a DVD available on Amazon.com, “Entrepreneurial Financing: Tips from investors.”. He is Chair of the Financial Executives Subgroup of the Greater Philadelphia Senior Executives Group. His experience includes serving as Regional Associate for Allied Capital of Washington, DC and as Vice President of various areas of commercial banking including Regional Lending and Commercial Real Estate Finance. Mr. Mitchell received his B.A. from Colgate University.
Schedule
| Schedule | Topics |
| 12:15 | Lunch and Introductions |
| 1:00 | Module 1: The Planning Process – Attendees will review their use of traditional (bank) financing products, their limitations in general, and restrictions, specifically, in today’s difficult environment. Define opportunities today which are foregone due to lack of financing ability. What is important to their company, and criteria that will shape their financial decisions. |
| 1:45 | Module 2: Creative and Alternative (non-Bank) financing sources. Identification and description of various sources. Institutional and non-Institutional. Case examples. |
| 2:45 | Break |
| 3:00 | Module 3: Matching alternative financing sources to use of proceeds: amount and term length of financing, typical terms and costs. Use of Intermediaries. |
| 3:45 | Consultation: Working Session - Create your Creative Financing Alternatives strategy tailored to your firm’s objectives, financial situation and industry. |
| 5:00 | Adjourn |
