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Gain insights and review case studies to work effectively with small business clients. Core subjects include legal, credit, marketing, and other risks.
Analyze legal issues that cover business structure and other “business law” concerns while avoiding giving legal advice. Review credit options focusing on SBA financing, “conventional” commercial lending issues, and other financing sources. Risk factors will highlight management and economic risks.
Review marketing techniques, especially “target” marketing of services to existing and potential small business clients. Interpersonal and analytical skills, focused on the small business “owner” and personal financial needs.
Determine how to effectively work with the “small business” client.
Recognize small business legal and credit issues, risk factors and marketing opportunities.
Determine the financial needs of the small business owner.
Summarize concepts through small business case studies.
Increase the effectiveness of working with the “small business” client
Small business legal issues, credit, risk factors and marketing
The “personal” financial needs of the small business owner
Small business case studies
CPAs, sole practitioners, firm partners, managers or staff accountants.
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