"Struggling to secure funding for your business? You’re not alone."
Sign up today and take the first step toward funding your business!
Join us for "Capital Clarity," a fast-paced and engaging series designed to help entrepreneurs and small business owners navigate the complexities of securing funding. In just 30-minute sessions (or less), you’ll gain actionable insights on how to strengthen your financial foundation, improve loan readiness, and confidently approach lenders.
From understanding how personal credit impacts business financing to mastering financial projections and key lending ratios, each session equips you with practical tools to accelerate your access to capital. Plus, get hands-on support through follow-up office hours to refine your financial strategy and move closer to securing the funding your business needs to grow.
Series Details
📅 When: Last Thursdays of the Month at 12 PM (Starting April 24th)
📍 Where: Zoom
📖 What: A 4-month series—attend one or all!
💰 Cost: First session is free. Attend the second session at no cost by becoming a client (free & unlocks 1:1 consulting!) Client Application Link
Join Us For This SeriesSession Dates & Topics
🗓 4/24 - How Your Personal Finances Affect Your Business
🗓 5/29 - The Top 5 Surprises Entrepreneurs Face When Seeking a Bank Loan
🗓 6/26 - 5 Pointers for Your Financial Projections
🗓 7/31 - Key Ratios For Commercial Loans (For Those in Business)
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Session Information:
📅 April 24 | Session 1: How Your Personal Finances Affect Your Business
💡 Learn how your personal credit and finances impact your ability to secure funding.
🔹 Why personal & business finances overlap
🔹 Simple ways to improve your loan eligibility
🔹 How to keep finances separate for long-term success
📅 May 29 | Session 2: The Top 5 Surprises Entrepreneurs Face When Seeking a Bank Loan
💡 Think you’re ready for a loan? Avoid these common pitfalls before applying.
🔹 The #1 mistake that delays loan approvals
🔹 Hidden fees and loan terms to watch out for
🔹 Documents and qualifications banks expect
📅 June 26 | Session 3: 5 Pointers for Your Financial Projections
💡 Master the numbers that banks want to see—and set your business up for success.
🔹 Forecast revenue and expenses with confidence
🔹 What every lender looks for in your projections
🔹 Break-even analysis: Know when you’ll be profitable
📅 July 31 | Session 4: Key Ratios For Commercial Loans ( For Those in Business)
💡 Make sense of financial ratios and use them to strengthen your loan application.
🔹 The must-know financial ratios (DSCR, LTV, and more)
🔹 Using ratios to improve loan eligibility & business health
What to Expect from the Series:
Foundational Knowledge: Build essential financial skills that every entrepreneur needs to thrive.
Interactive Learning: Engage in practical activities and discussions that foster growth and understanding.
Community Support: Share experiences, tips, and resources with a supportive network of peers.
Empowered Decision-Making: Gain actionable tools and strategies to make informed financial choices for personal and business success.
Want Personalized Support?
Interested in addressing your financial goals with individualized guidance? Become a client at no cost and schedule a one-on-one session with our experienced advisors. Whether you’re tackling budgeting, credit building, or bookkeeping, we’re here to support your journey.
Click here to apply and get started: Client Application
Register Today!Meet Your Facilitator
