Business & Securities Law

4.45

Business Financing 101 for Attorneys

Credits Available
Credit Status Total
Colorado CLE Approved 1 Total
Idaho CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oregon CLE Approved 1 Total
Washington CLE Approved 1 Total
OnDemand
58 minutes
Anne Wal
With Anne E. Wal from von Briesen & Roper, s.c.
Recorded November 09, 2023
Product ID 97657

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Overview

A Practical Introduction

An indelible part of representing businesses is understanding how they are funded and assisting in that process. Gain business insights critical to effective legal advice: learn how companies prepare for financing, what options exist, and what their pros and cons are. Don't miss out on the foundational information that will help you better understand and assist your clients. Register today!

  • Get the basics down: understand common financing options and the pros and cons of using each one.
  • Navigate financial statements and learn to read the big picture hiding in the numbers.
  • Discuss when debt financing is not a wise option.
  • Assess current market trends and prevent simple mistakes.

Abbreviated Agenda

  1. Types of Financing: Pros, Cons, and Differences
  2. Preparing the Business for Financing: Financial Statements Overview
  3. Government Loans and Grants
  4. Debt Financing and Common Types of Loans
  5. Equity Financing
  6. Current Market Trends, Common Problems, and Practical Tips 
  7. Business Growth Alternatives That Don't Involve Financing

Related Topics

Product ID 97657

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 1 Total
Idaho CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oregon CLE Approved 1 Total
Washington CLE Approved 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Business Financing 101 for Attorneys

    1. Types of Financing: Pros, Cons, and Differences
    2. Preparing the Business for Financing: Financial Statements Overview
    3. Government Loans and Grants
    4. Debt Financing and Common Types of Loans
    5. Equity Financing
    6. Current Market Trends, Common Problems, and Practical Tips 
    7. Business Growth Alternatives That Don't Involve Financing

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, and paralegals may also benefit.

Speakers

Anne E Wal
Anne E.
Wal
von Briesen & Roper, s.c.
Speaker bio
Anne E Wal

Anne E. Wal

von Briesen & Roper, s.c.
Anne Wal

is a shareholder in the real estate, construction, banking, bankruptcy, and business restructuring sections of von Briesen & Roper, s.c. She represents privately and publicly held businesses, financial institutions, and governmental and quasi-governmental entities in construction, real estate, and commercial finance matters. Ms. Wal's real estate work covers all stages of commercial development, including acquisition; obtaining entitlements; negotiating development agreements, easements, or other documents memorializing property rights; negotiating design and construction contracts; and negotiating leases. She has an extensive background in banking as a former business banker, middle market commercial banking paralegal, and project manager for compliance issues at three of the largest banks in Milwaukee. While at Chase Bank (formerly Bank One), she was a member of a national project team formed to create new versions of middle market commercial loan documents. Ms. Wal's professional memberships include the American and Milwaukee bar associations, and the State Bar of Wisconsin.

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