RDU SMB Meetup - Loans, Lenders & Brokers

Loans, Lenders & Brokers: What Every Small Business Owner Needs to Know About Financing Every owner hits the money question at some point: to grow, to cover a slow season, to buy equipment or a building, or to buy out a partner. The options are confusing, the terms are hard to compare, and most people only learn how it works after they've signed. This month, three people who work on the financing side walk you through how it actually works: Craig Poms of TowneBank, Shirley Polanco of Fidelity Bank and Eric Glickstein of Commercial Loans Made Easy. Co-host Helen Zhang of Futurise Growth Partners moderates a straight conversation about getting capital without surprises. What we'll walk through Your options: bank loans, SBA, lines of credit, equipment financing and alternative lenders, and when each one makes sense How lenders decide: what they look at, and what to have ready before you ask Brokers: when a broker helps, what they cost, and the questions to ask before you work with one If you're planning to borrow in the next year, or you've been turned down and don't know why, bring your questions. That's what the room is for. Agenda 5:00–6:00 PM — Open networking 6:00–6:30 PM — Structured networking 6:30 PM —7:30PM — Panel discussion + audience Q&A Panelists Craig Poms — TowneBank Shirley Polanco — Fidelity Bank Eric Glickstein — Commercial Loans Made Easy, LLC Co-host & moderator: Helen Zhang — Futurise Growth Partners Who it's forSmall and mid-sized business owners, operators, and aspiring entrepreneurs across the Triangle. No pitches. Good to know$10 ticket · Appetizers & drinks included · Raffle prize · Bring cash for the 50-50 raffle.Keller Williams Raleigh · 4700 Homewood Ct, Ste 200, Raleigh Thank you to our sponsorsVenue partner: Keller Williams RaleighSponsors: TowneBank, Exit Factor of Raleigh-Durham, Fidelity Bank, Three Sierra, Supporting Strategies, Athena Assessment and Scott Ball Insurance Questions: [email protected]