Assessing Asset Acquisitions & Business

Date

Wednesday, Apr 13, 2022

Time

8:30am - 4:30pm

Fee After

  • Non-Affiliate: $393.75 (Includes a 5% processing fee)
  • Affiliate: $315.00 (Includes a 5% processing fee)

Cancelation Policy

Register

Location

Sunrise Banks Headquarters


2525 Wabash Avenue
St. Paul MN 55114

 

Event Details

Assessing Asset Acquisitions & Business

RECOMMENDED PARTICIPANTS: Lenders, analysts, credit committee members, loan reviewers, examiners, managers, bank presidents, and other bank personnel who must understand the basics of any asset valuation. Also recommended for business owners or others in business looking to acquire assets or other companies.

OVERVIEW:

  • Assessing a Capital Asset Acquisition Benefit from the Borrower/Banker Perspective
  • Understanding the Net Present Value Calculation
  • Determining the Right Loan Amount to Borrow
  • Assessing a Company Acquisition or Merger
  • Understanding the Valuation Process
  • Calculating Cash Flow
  • Setting the Right Loan Amount and Repayment Structure

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. In 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.

THE FOCUS: Understanding how to value a business assets as well as properly structuring the credit.

THIS COURSE WILL COVER:

  • 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

LOCATION: Sunrise Banks Headquarters - 2525 Wabash Avenue / St. Paul, MN 55114

ITEMS TO BRING: Pencils and Calculator. Fully charged laptop.

IMPORTANT NOTE ABOUT COVID-19: Please be assured that seating will be placed at the recommended distance in the meeting room. Masks are strongly encouraged for all attendees.

PRESENTER: 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. He brings a unique hands on experience to his training sharing real world examples that resonate with those in attendance at presentations. Brad believes strongly in the philosophy of Making Banking Better through Bankers Training Bankers.

REGISTRATION FEE (Includes Jimmy John's boxed lunch and bottled water):

An Affiliate of the Minnesota Chapter is an individual who has paid the 2021/2022 local chapter fee for the Risk Management Association. National Membership does not qualify for affiliate benefits at MN Chapter events.

A minimum of 6 participants is required in order hold this course.

QUESTIONS? Contact Brenda Ryan, Chapter Administrator at info@rma-mn.org.

CERTIFICATE OF ACHIEVEMENT: Survey participation is required to receive a certificate of completion for this course. Please take the time to complete two short surveys; one will be sent immediately after and a 2nd survey will be sent 30 days post-event.

NOT AN AFFILIATE? Sign up HERE today, or contact the Chapter Administrator

 

Contact For More Information

Brenda Ryan
RMA Minnesota Chapter Administrator
info@rma-mn.org / 763-486-7219

Contact info@rma-mn.org if you would like to sponsor

Cancelation Policy

Cancellations (and no-shows) 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-Minnesota/Local course (prior to 8/31/22).

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