Financing Strategies: Capitalizing Your Business to Maximize Return (Video) (Course Id 1086)

• Who is this course for?
  This course is intended for individuals needing Continuing Professional Education (CPE), particularly CPAs, accountants, and financial professionals who already have foundational knowledge in financial statement analysis and related areas.

• What is this course about or what problem does this course solve?
  The course addresses how to strategically finance a business through its lifecycle using various debt and equity instruments, helping professionals understand and apply these options effectively.

• How can the knowledge from this course be used?
  Learners can apply the knowledge to assess and implement optimal financing solutions, including lines of credit, leasing, mezzanine financing, venture capital, and IPO strategies.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Understanding financing strategies is crucial for advising clients or managing business finances in a way that maximizes return and aligns with organizational goals.

• When is this course relevant or timely?
  This course is relevant whenever a business is evaluating funding options, whether in startup, growth, or maturity stages, and it remains current with its latest revision in March 2024.

• How is a course like this consumed or used?
  It is delivered as a QAS self-study video and text-based course, complete with review questions and a final exam, requiring a passing score of 70% to earn CPE credit.

In this course you are going to learn about the financing strategies for your business throughout its lifecycle. You will learn about all the various debt and equity financing arrangements at an application based level.

In the debt sections of the course, you will learn about how operating lines of credit works and what to watch out for. We will also talk about asset based lending facilities, term loans, and leasing. Mezzanine financing is an increasingly popular way of replacing equity financing with hybrid financial instruments. In the equity sections of the course, you will learn about venture capital, private equity, and the process of going public.

Video - NASBA QAS - Text - NASBA Registry - 1086

Course Learning Objectives

• Recognize and identify the needs and objectives for capital
• Describe the financing lifecycle and recognize where a company is within the financing lifecycle
• Identify the short-term, semi-permanent, and permanent sources of capital
• Compare and contrast various sources of debt financing
• Describe common terms and structures used in financing arrangements
• Describe mezzanine financing and discuss unique features of these instruments
• Compare and contrast the different sources of equity financing including venture capital, private equity, and initial public offerings

Chapter 1 - Financing Strategies: Capitalizing Your Business to Maximize Return

Chapter 1 Review Questions

Glossary of Financing Terminology