Assessing Asset Acquisitions & Business Mergers (Part 1)

Past Event

3 Day Course: Wednesday, March 10 – Thursday, March 11 – Friday, March 12
9:00 - 11:00am via Zoom

More and more bankers are being approached to finance larger pieces of equipment as well as mergers or buy outs of firms. This area of finance requires tools and knowledge that exceed typical lending requests. As more business owners age and retire, bankers will see this type of request more often.

If you attend this seminar, you will understand how to add expertise and value to the client relationship by using the right techniques and analysis, determining how to assess the internal rate of return, assessing the true value of the purchase using net present value, as well as determine the right loan amount and term of the financing where an intangible asset is typically involved.

This seminar will benefit lenders, analysts, credit committee members, loan reviewers, examiners, managers, bank presidents, and other bank personnel who must understand the basics of any asset valuation.

The Focus: Understanding how to value a business assets as well as properly structuring the credit.

Course Coverage:

• Assessing Business Valuation
• Identifying relevant operating cash flows
• Understanding Net Present Value and how it works
• Adjusting the variables to set parameters for both the lending amount and repayment structure

Recommended Participants: All lenders, analysts, credit committee members, loan reviewers, examiners, managers, bank presidents, and other bank personnel who must understand the basics of any asset valuation. Additionally, we recommend business owners or others in business looking to acquire assets or other companies attend this seminar.

There are no prerequisites to attend this course.

A minimum of 6 participants is required to hold this course.

BRAD STEVENS is the founder of Stevens Risk Management, LLC which specializes in credit training and consulting for both the finance and manufacturing industry. He has over 30 years of experience in banking that included leading two banks out of troubled credit positions, identifying the deteriorating credits, working directly or with lenders in rehab and exit strategies as well as rebuilding the credit cultures to avoid future credit problems. As a banker Brad built strong credit portfolios based on the core approaches that he now shares in his training programs. Brad brings a unique hands on experience to his training sharing real world examples that resonate with those in attendance at presentations. He believes strongly in the philosophy of Making Banking Better through Bankers Training Bankers. 

CERTIFICATE OF ACHIEVEMENT REQUIREMENTS:

• Attendees must attend (via Zoom) all three 2hr sessions: March 10, 11 and 12 (Wednesday, Thursday and Friday) (9 - 11am).
• Attendees must complete 2 surveys: The 1st survey will be sent immediately after the last session on Thursday and the 2nd survey will be sent the 12th of April.

 

Cancelation Policy

Cancellations will be not be refunded unless the instructor cancels the course.  If participant is unable to attend, the registration fee can be applied to a future RMA-MN local course.  Substitutions are allowed as long as the chapter administrator is notified 24 hours prior to the course, however any difference in the applicable registration fee will be requested.