Financial Management


Financial Management


Our high skilled financial consultants’ team with experience in accounting and banking will provide to you with resources and tools to analyze your business financials and prepare your annual budgeting. You also can access to our educational programs and resources to get guidelines on how to prepare a loan packages and manage your financial operations.

Upcoming Webinars

Know Your Numbers

2021-09-08T16:59:19-04:009/29/21| Join us as we discuss how business owners can get action oriented knowledge from their financial records. Our session will look at several different business types and it is aimed all entrepreneur, with or without a knowledge of finance and accounting.|

COE Health & Life Science: Meet the Founders Lunch & Learn

2021-09-09T13:38:53-04:009/23/21| Grab a lunch and join us in a lunchtime discussion with health and life science founders and learn about the good, the bad, and the ugly of starting your business in the healthcare space. We will also discuss the challenges that are currently facing healthcare startups. |

Loan Packaging and Financing

2021-06-19T21:00:51-04:00Webinar-On-Demand| Getting a loan is both difficult and risky, as entrepreneurs you need to understand the risk, journey, and implications associated with obtaining external financing. In this workshop we'll discuss and highlight what banks require for loan applications. You'll learn to optimize your chances for success in the application process|

Budgeting & Forecasting

2021-06-19T20:58:13-04:00Webinar-On-Demand| During this webinar we will cover the basics of budgeting and forecasting for your business. This will help prepare your business financially for whatever future endeavors come your way. |

Navigating the SBA Export Working Capital Program

2021-06-19T21:04:31-04:00Webinar-On-Demand| Most banks in the U.S. do not provide working capital advances on export orders, export receivables, or letters of credit. Because of that, some small businesses may lack the necessary export working capital to support their export sales. That is where an SBA program can make the difference. SBA provides lenders with up to a 90% guaranty on export loans as a credit enhancement so that the lenders will make the necessary export working capital available.|

Advice from a CPA: Buying & Selling a Business

2021-06-19T21:13:36-04:00Webinar-On-Demand| This workshop is meant for established entrepreneurs seeking to either buy or sell a business. You will learn the key metrics to assess you’re the underlying value of a business to help make you money, as well as how to craft a narrative around your business financials that will show you are a worthy acquisition target.|


Resources & Tools

Social media Marketing

2021-06-14T21:11:02-04:00Social media allows brands to build themselves up, increase sales and drive website traffic. Brands should publish great content on social media profiles, listen to and engage followers, analyze results and run social media advertisements. Discover how to manage social media and digital marketing to promote your business|

Featured Field Experts

Success Stories

Productized Services

Business Plan Review Services

2021-08-29T15:44:00-04:00Business Valuation Services| Do you have a written business plan you’d like feedback on? Are you willing to address blind spots in your business idea as you get ready to launch? With this Service, a team of SBDC Professionals will review your business plan and help you identify, address, and modify your business plan to help withstand the uncertainty that comes with launching.|

Business Valuation Services

2021-09-09T13:54:11-04:00Business Valuation Services| This product helps people begin to value their business to sell or another business to buy, while also breaking down whether this purchase, for your business, is financially feasible|

Industry Financial Report

2021-09-16T15:38:39-04:00Industry Financial Report| This product helps people are looking for basic facts and statistics about the financial health of certain industries. You’ll be able to analyze the competitive and nature of the industry and apply some of the numbers to a well-researched business plan or loan application.|

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