Explore the issues and techniques relevant to financing private companies. This course focuses on the necessary skills to enable you, as a valuator, to assist companies in preparing financing proposals and structuring financing deals. It is critical that you understand how to best serve your clients at these key business-developing stages. Focus is placed on business planning and financial modeling, positioning the business for financing, structuring, raising capital, negotiations and loan agreements.

Class assignments provide participants with the opportunity to apply their knowledge to realistic cases in order to reinforce practical skills.


Topics Covered

Featured topics include:

  • Business planning and financial modelling
  • Positioning the business for financing
  • Business structuring
  • Raising capital
  • Negotiations and loan agreements

Learning Outcomes

The course is designed to enable you to:

  • Understand the valuator’s role in assessing business plans and financial proposals
  • Assess a private company’s financing options
  • Measure a private company’s financing needs
  • Assess a private company’s credit capacity
  • Develop marketing documents and proposals
  • Identify and approach potential investors
  • Determine the right lending source
  • Negotiate with lenders, equity providers, or alternative financiers
  • Negotiate buy-outs and merger


Applies Towards the Following Programs

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