Starting a business requires capital. Learn where to source the capital client’s need, from seed investments to crowdfunding to expansion investing.
In this course, attendees will consider how to determine which funding option is the best fit. Gain the knowledge and tools to help clients make decisions regarding financing sources, prepare necessary financial statements and avoid common pitfalls.
Gain specific insights into what venture capitalists and angel investors do; how they view potential investments; what kinds of deals they want; and how they ultimately exit as investors. Discuss these topics in the context of the JOBS Act and the Dodd-Frank Act.
Additionally, explore how to expand the scope of service beyond tax, preparation, review and compilation by lending your financial expertise to investment firms that need assistance with due diligence projects.
Formerly titled: Finding Funding for Startups