Alternative Capital: Strategies for Raising Funds & Related Financial Reporting

Overview: 

In an ever-challenging and evolving capital marketplace, it’s imperative for companies to determine with accuracy which capital-raising options and strategies work best for them, and fully understand how to develop a capital plan that will ensure success in achieving short- and long-term objectives. This insightful seminar will:

  • Present you with new capital raising alternatives available to fund your company’s expansion and growth, including crowd funding, angels and business incubators
  • Review more traditional capital sources such as IPOs, Regulations A&D, and venture capitalists
  • Illustrate how to develop a communication plan to attract potential investors
  • Address the financial and reporting requirements for each strategy
Objective: 

To provide CPAs the knowledge and skills to identify and implement capital raising strategies best suited for their companies. Through the exploration of both traditional and newer alternatives, this seminar will empower you to develop a communication plan designed to attract potential investors, and help you understand the benefits, limitations, and financial and reporting requirements surrounding each option.

Emphasis: 
  • Benefits and limitations of traditional and new capital options
  • Key capital plan elements
    – Company management experience
    – Project viability
    – Financial projections
    – Guarantees
    – Board seats
    – Cash flow/financial cushion
    – Target market identification
    – Control
  • Communication plan to attract the right investors
  • Financial and reporting requirements for each capital raising option
Bottom
Prerequisite: 

Basic knowledge of financial accounting and reporting.

Preparation: 

No advance preparation required.

Level of Knowledge: 

Intermediate.

CPE Credit: 
8.00
NASBA Field of Study: 
Accounting