Business & Securities Law

Finding Financing to Expand: Options, Transactional Considerations

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 28 minutes
Leona Mogavero
David Weinstein
With Leona Mogavero from Zarwin Baum DeVito Kaplan Schaer + 1 other
Recorded April 25, 2024
Product ID 98491

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$229

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Overview

Different Forms of Financing for Companies Looking to Expand

Help your business clients achieve their growth dreams! This fast-paced legal course will provide you with the essential understanding of the various forms of financing available to companies seeking expansion. Get insights into the transactional considerations associated with different financing options so you can advise your clients on the most suitable strategies for their specific needs. Register today!

  • Use due diligence to assess the risks and benefits of financing deals and help your clients make informed decisions.
  • Secure favorable terms for your clients and build agreements that align with their long-term goals.
  • Get the lay of the regulatory land when it comes to necessary disclosures.
  • Explore common pitfalls in financing deals.

Abbreviated Agenda

  1. Financing Options: Traditional Loans, Asset-Based and Mezzanine Financing, Equity Financing
  2. Government and Specialty Programs: SBA Loans, Grants and Subsidies, Tax Incentives for Expansion
  3. Due Diligence in Financing Transactions
  4. Negotiating and Structuring Financing Agreements
  5. Security Interests and Collateral Considerations
  6. Regulatory Compliance and Disclosures
  7. Lessons Learned from Financing Deals Gone Wrong

Related Topics

Product ID 98491

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Financing Options: Traditional Loans, Asset-Based and Mezzanine Financing, Equity Financing

  2. Government and Specialty Programs: SBA Loans, Grants and Subsidies, Tax Incentives for Expansion

  3. Due Diligence in Financing Transactions

  4. Negotiating and Structuring Financing Agreements

  5. Security Interests and Collateral Considerations

  6. Regulatory Compliance and Disclosures

  7. Lessons Learned from Financing Deals Gone Wrong

Who Should Attend

This legal course is designed for attorneys. It will also benefit accountants, tax professionals, small business advisors, and paralegals.

Speakers

Leona Mogavero
Leona
Mogavero
Zarwin Baum DeVito Kaplan Schaer
David A Weinstein
David A.
Weinstein
Archer & Greiner P.C.
Speaker bio
Leona Mogavero

Leona Mogavero

Zarwin Baum DeVito Kaplan Schaer
Leona Mogavero

is a shareholder at Zarwin Baum DeVito Kaplan Schaer, where she concentrates her practice in the area of creditors' rights and bankruptcy. Ms. Mogavero has experience representing financial institutions and other lenders in negotiation and documentation of commercial loan workouts and restructures. She also has experience in real estate transactional matters. Ms. Mogavero has supervised and instructed associate attorneys and paralegal assistants in the handling of commercial and residential mortgage foreclosures, and is a frequent speaker at seminars for financial professionals and attorneys regarding loan workouts, collections and bankruptcy. She is admitted to practice in the state of Pennsylvania, Supreme Court of Pennsylvania, United States District Court for the Eastern District of Pennsylvania and the United States Court of Appeals for the Third Circuit. Ms. Mogavero is a member of the Pennsylvania and Philadelphia bar associations. She is a Subchapter V bankruptcy trustee. Ms. Mogavero earned her B.A. degree, maxima cum laude, from LaSalle College and her J.D. degree from the University of Pennsylvania Law School.

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Speaker bio
David A Weinstein

David A. Weinstein

Archer & Greiner P.C.
David Weinstein

is a partner of the law firm of Archer. He has a diverse corporate practice, with a concentration in public and project financing, as well as, alternative energy development and financing. Mr. Weinstein has extensive experience in negotiating and drafting complex acquisition, financing, and governance documents. He earned his B.A. degree from Ithaca College and his J.D. degree from Rutgers Law School. Mr. Weinstein is admitted to practice in New Jersey and Pennsylvania.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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