Navigating the complex world of commercial lending for your clients can be a significant value-add. This session will equip you with strategies and insights to assist your clients when they have questions around their lending. We'll cover how to best prepare clients for lender discussions, identify the most suitable financing options for various business needs (from working capital to acquisitions), and understand the lender's perspective to facilitate smoother transactions. The goal is to assist CPAs in guiding their clients through the lending process, helping secure more favourable terms, and avoiding common pitfalls, ultimately strengthening client relationships.
Join the Entrepreneurial Chartered Professional Accountants of Calgary as they host an insightful presentation on Helping Your Clients Succeed with Lenders by Kyle Kreppenhofer and Peter Smith.
Speakers
Kyle Kreppenhofer - Commercial Capital Advisor, Ashdown Capital: Kyle brings 13 years of commercial banking experience and joined Ashdown Capital to independently represent clients in their financing needs. He assists businesses with a wide range of financing, including mortgages, equipment, debt restructuring, and M&A. Kyle aims to streamline the financing process and secure the most favourable terms for his clients.
Peter Smith - Commercial Capital Advisor, Ashdown Capital: With over 10 years of business banking experience and as a former entrepreneur, Peter deeply understands and customizes solutions for clients across diverse industries. He joined Ashdown Capital to offer a broader array of financing solutions and help businesses achieve their unique goals.
Event details
- Date: Wednesday, October 22
- Time: 11:30 a.m. to 1:00 p.m.
- Location: Carriage House Inn
- Registration deadline: Friday, October 17
Note: Tickets are non-refundable, unless ECPAC cancels the event.