Latin Biz Today Insights on Hispanic Business Access to Capital 2 [Video]

Money bags and world currencies. Capital investment, savings. Economics, lending business.

Helping a business owner prepare for a meeting with a banker to secure a small business loan.

Editor’s note: This video is part two of a two part session. Find part one here: Latin Biz Today Insights on Hispanic Business Access to Capital 1 [Video]

Host: Latin Biz Today advisory board member, Marj (Marjorie) Weber. Marj is a seasoned financial professional who has held executive positions on Wall St., SCORE and the SBDC. She has been facilitating access to capital workshops for small business owners for the past 20 years.  Her area of expertise is Access to Capital. Her workshops prepare the borrowers for accessing loans on favorable terms to allow businesses to grow.

Hispanic business seeking financing for expansion: Marj Weber and Palletized, owners Maximiliano Trujillo and Guillermo Tiller address questions which relate to preparedness of Hispanic business owners including: current lease obligations, debt obligations. Request for tax returns, interim financials, a PFS, and other relevant documents. for loan review. Their Hispanic business company is in the E-Commerce era, a Co-Working Space that offers an in-house Warehouse is amazing but a Co-Working that also has a Fulfillment Center it’s a Game Changer.

Session 2 – Solutions  for objective to present several financial strategies / options for a Hispanic business owner.

  • Brief recap of session of session 1
  • Borrower business recap: strategy, challenges, why need for capital
  • What banks officers look for: Loan structure, approval process, timelines, tips. Additional options: business credit card, merchant service account
  • Wrap-up with key takeaways and a call to action.

Enjoy the video:

If you have questions for Marj please reach her at ASK@latinbusinesstoday.com

Related content:

9 Steps to Access Capital for Your Growing Small Business

Small Business Capital, Digital Lenders and Angels

Capitalism 2.0: A New Coming of Age Class of Investors and Entrepreneurs 

RELATED POSTS

7 Steps Toward Driving Small Business Productivity

7 Steps Toward Driving Small Business Productivity

Share priorities and plans with people who can contribute to your small business productivity. Once you understand your time usage better you can focus taking back control of your time with a few productivity tips. In part one If You Want to Accomplish Something...

9 Ways to Show Up as Your Most Authentic Self on Social Media

9 Ways to Show Up as Your Most Authentic Self on Social Media

It's about being real, relatable, and building genuine connections. Social media. It's the highlight reel of our lives, a curated world of travel pics, perfectly styled outfits, and mouthwatering food snaps. And for small businesses and personal brands, it's a crucial...

Five Components of Business Success and Change

Five Components of Business Success and Change

A business can’t thrive unless its owner is responsible and willing to lead Business owners keep in mind 5 things to successfully implement business processes and operations. The business world is a fast-paced, radically evolving environment. Because of this,...

Video Gallery

Polls

Sign Up for the Latin Biz Today Newsletter

PR Newswire

Innovation & Strategy

Money

Talent/HR

Legal

Marketing

Culture

Fashion

Food

Music

Sports

Work & Life

Mindfulness

Health & Fitness

Travel & Destinations

Personal Blogs

Pin It on Pinterest