In this course you learn about the financing strategies for your business throughout its lifecycle.  You learn about all the various debt and equity financing arrangements at an application based level.

In the debt sections of the course, you learn about how operating lines of credit work and what to watch out for.  We also talk about asset-based lending facilities, term loans, leasing, and mezzanine financing, which is an increasingly popular way of replacing equity financing with hybrid financial instruments.  In the equity sections of the course, you learn about venture capital, private equity, and the process of going public. 

Learning Objectives
  • Recognize and identify the needs and objectives for capital
  • Discover the financing lifecycle and recognize where a company is within the financing lifecycle
  • Identify the short-term, semi-permanent, and permanent sources of capital
  • Explore the various sources of debt financing
  • Recognize common terms and structures used in financing arrangements
  • Discover mezzanine financing and recognize unique features of these instruments
  • Explore the different sources of equity financing including venture capital, private equity, and initial public offerings
Last updated/reviewed: March 15, 2024
23 Reviews (79 ratings)

Reviews

5
Member's Profile
Good course which provided a summary of different credit facilities and equity options to meet financing needs. Case study was effective in demonstrating how a acquisition could be financed based on the various credit facilities and equity options reviewed. Lastly, the calculation on the implicit cost of lease financing was a nice addition to the course.
5
Anonymous Author
This course can serve as an excellent overview and/or refresher. Case study effective to drive home key concepts and other considerations. Another course on negotiating basics / other considerations for each of these could be a great follow on course.
5
Member's Profile
I like that this instructors narrates what he says in the slides in the supporting materials, makes it easier to follow offline too. Very in-depth and informative!
5
Member's Profile
A great and extremely useful overview - well worthwhile for anyone who has to deal with capitalization during different stages of the company lifecycle.
5
Member's Profile
This instructor is lively and holds my interests. The content is well organized, easy to follow and enhanced my understanding of capital arrangements
4
Member's Profile
This was very useful in providing different options for capitalizing a business. There are detailed case studies included to aid learning.
5
Anonymous Author
I truly enjoy Blair's courses. It is amazing the depth and scope of the courses he has presented. Blair keep doing more courses please.
5
Anonymous Author
Blair is a great instructor. He made this course, which is moderately complex, easy to understand with in-depth examples.
5
Member's Profile
Moderately complex materials made easy-to-understand with excellent presentation materials and effective delivery.
2
Anonymous Author
This specific course was the only course that kept stopping in the middle of the instructional lessons.
5
Member's Profile
Great instructor and a great course for anyone looking to better understand capitalization options
5
Member's Profile
Very helpful. I have reviewed this material before, but it was great to get a refresher on it.
4
Member's Profile
Good course on financing strategies. i recommend all to go through this course.
5
Anonymous Author
It helped me a lot to understand about the concept of capitalizing businesses.
5
Anonymous Author
Good course learning material. Balanced financing source perspectives.
5
Member's Profile
I liked the real world examples and the easy to follow instruction
4
Anonymous Author
What can I say, I like Blair's courses. I've taken a lot of them.
4
Member's Profile
Great info. Worth watching more than once to get all the info.
5
Member's Profile
An clearly led journey through the capitalization table!
5
Member's Profile
Great info presented in a simple format. Thank you!
4
Anonymous Author
Very gifted communicator.
5
Anonymous Author
i Love the content
5
Anonymous Author
Good overview.
show all reviews
Prerequisites
Course Complexity: Intermediate

No Advanced Preparation is needed. Prerequisite Education: It is assumed that the course participant has already developed competency in financial statement analysis, ratio analysis, cash flow analysis, and present value techniques.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION and OVERVIEW
  2:29PREVIEW: Introduction to Capitalizing Your Business to Maximize Return
Maximize Return
  Objectives and Need for Capital13:11
  Supplier Credit5:58
  Debt Financing16:29
  Mezzanine Financing6:33
  Equity Financing17:22
  Case Study12:05
CONCLUSION
  Calculating the Implicit Cost of Lease Financing4:18
CONTINUOUS PLAY
  Financing Strategies: Capitalizing Your Business to Maximize Return1:18:28
SUPPORTING MATERIALS
  Slides: Capitalizing Your Business to Maximize ReturnPDF
  Capitalizing Your Business to Maximize Return Glossary/IndexPDF
REVIEW and TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam