Financing Strategies (On-Demand - CPA PRO)
Overview
At some point in their lifecycle most, if not all, businesses require some type of financing. This seminar provides an in-depth review about the various forms of financing to fund capital projects or acquisitions and to restructure existing capital structures.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- compare key debt terms against a term sheet
- differentiate between asset-based lending and cash flow-based lending and the pros and cons of each
- utilize a leveraged buyout framework to infer a suitable return profile for mezzanine financiers and private equity investors involved in investment decision making
- compare and contrast the costs and benefits of different types of public capital with private capital for different stages in a company lifecycle
- improve their ability to seek financing and negotiate with capital providers and will understand the basic negotiating stances to consider when raising financing
Content
- overview of financing strategy and capital markets
- current state of the capital markets, including benchmarks and rules of thumb regarding realistic financing parameters
- basic capital structure elements
- discussion of various forms of financing, including government financing, operating lines, term debt, mezzanine finance, subordinated debt, real estate financing, private equity, venture capital, public equity and convertible debentures
- an understanding about cost of capital and related investment decisions
- financing processes and negotiating strategies
Course Content Created: January 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenters
Pauline Roberts, CPAIris Zhou, CPA
About This Product
On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Slides and any corresponding handout materials are included where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 7
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Financing Strategies (On-Demand - CPA PRO)
- 5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 7
- Credits
Overview
At some point in their lifecycle most, if not all, businesses require some type of financing. This seminar provides an in-depth review about the various forms of financing to fund capital projects or acquisitions and to restructure existing capital structures.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- compare key debt terms against a term sheet
- differentiate between asset-based lending and cash flow-based lending and the pros and cons of each
- utilize a leveraged buyout framework to infer a suitable return profile for mezzanine financiers and private equity investors involved in investment decision making
- compare and contrast the costs and benefits of different types of public capital with private capital for different stages in a company lifecycle
- improve their ability to seek financing and negotiate with capital providers and will understand the basic negotiating stances to consider when raising financing
Content
- overview of financing strategy and capital markets
- current state of the capital markets, including benchmarks and rules of thumb regarding realistic financing parameters
- basic capital structure elements
- discussion of various forms of financing, including government financing, operating lines, term debt, mezzanine finance, subordinated debt, real estate financing, private equity, venture capital, public equity and convertible debentures
- an understanding about cost of capital and related investment decisions
- financing processes and negotiating strategies
Course Content Created: January 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenters
Pauline Roberts, CPAIris Zhou, CPA
About This Product
On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Slides and any corresponding handout materials are included where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.
Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.