When

Thursday, April 30, 2020 from 11:00 AM to 1:00 PM PDT
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Where

Video conference class 
Online class
Santa Clara, CA 95054
 

 
Driving Directions 

Contact

SCORE Silicon Valley 
SCORE 
408-453-6237 
info@svscore.org 
 

Simple Steps to Choosing the Right Financing - VIDEO CLASS -04/30/2020 - C0405 


This workshop will help entrepreneurs learn how to access capital to fuel their business’ growth, understand all the different options available, and become a more educated and savvy borrower than ever before. Our goal is to help our community grow. Helping small business owners know all of their financial options is essential to achieving success. The workshop includes an interactive tool called “The Fundability Quiz”. Participants will finish the workshop knowing how likely they are to get approved, as well as how to apply for financing, and what to expect after the application is submitted.   

Key Topics:

  • New financing options
  • Crowdfunding
  • Invoice Financing
  • Online Business Loans
  • Approval and Capital Access Dynamic
  • How do you know which product is right for you?
  • Sample financing scenarios

Learning Outcomes: 

  • The key components of online business loans,
    crowdfunding, invoice financing and more
    • How the different types of financing work and who
    provides them
    • Which financing options are right for different types of
    businesses – and how likely you are to get approved
    • How to apply for financing, and what to expect after
    the application is submitted
  • The workshop includes an interactive tool called “The Fundability Quiz”. Participants will finish the workshop knowing how likely they are to get approved, as well as how to apply for financing, and what to expect after the application is submitted. 
Register Now! For last-minute registration, payment at the door is always available using PayPal.

Registration Information 

Registration Fee: $40.00

Veterans: Free admission is available for this class.  Click Here for details.

Walk-ins: If space allows, you can register at the door and pay via PayPal or credit card.

Be sure to complete registration fully. Print out the ticket and bring it to class as proof of payment or save the confirmation email on your mobile device and bring it with you.

Seating is Limited.  This class begins promptly so please arrive 15 minutes earlier to sign in and get seated.

If you have trouble registering, send an email to info@svscore.org

 Update: AS THIS CLASS IS BEING OFFERED BY LIVE VIDEO CONFERENCE ONLY, THE LINK TO JOIN WILL BE SENT TO YOU PROIR TO THE CLASS START TIME.  If you register close to class start, please contact workshop@svscore.org if you haven't received the link.

  
      

 

About The Course Instructor:

Bill Oakes

Bill has over 25 years of experience as a small business owner in Silicon Valley. BIll's business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.
Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients. 
Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP® Certified Financial Planner
He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science