CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Financing Strategies: Capitalizing Your Business to Maximize Return

4.5 (2)

Blair Cook, CPA (US), CA-UK, MBA

Executive Finance Partner Inc.

  • CPA (CA)
  • CMA
  • CPA (US)

Published: July, 2021

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • 7 reasons we need capital
    3 mins
  • Less financeable
    14 mins
  • Financing Strategies: Capitalizing Your Business to Maximize Return
    21 mins
  • Who should have low debt?
    37 mins
  • Sectors of Venture Capital
    48 mins
  • Capitalization Table
    68 mins

Course Description

Over the past 15 years, privately held businesses generated nearly two-thirds of the net job growth in the United States, yet much of what scholars know regarding the capitalization challenges faced by businesses is limited to data from few large corporations.

Ineffective capitalization strategies coupled with a limited understanding of funding options frequently results in unsustainable business practices


In this online CPE course, you are going to learn about the financing strategies for your business throughout its lifecycle.  You will learn about all the various debt and equity financing arrangements at an application-based level.


In the debt sections of the course, you will learn about how operating lines of credit works and what to watch out for. The speaker Blair Cook will also talk about asset-based lending facilities, term loans, and leasing.  Mezzanine financing is an increasingly popular way of replacing equity financing with hybrid financial instruments. In the equity sections of the continuing education course, you will learn about venture capital, private equity, and the process of going public.

Major topics covered in this Finance CPE webinar:

  • Objectives and needs for capital
  • Supplier Credit
  • Debt financing
  • Mezzanine Financing
  • Equity Financing
  • Case study in Financing Strategy

Click to access more webinars on Accounting & Auditing | Free CPE Webinar | Free Ethics CPE Webinar

Learning Objectives

  • To recognize and identify the needs and objectives for capital
  • To discover the financing lifecycle and recognize where a company is within the financing lifecycle
  • To identify the short-term, semi-permanent, and permanent sources of capital
  • To explore the various sources of debt financing
  • To recognize common terms and structures used in financing arrangements
  • To discover mezzanine financing and recognize unique features of these instruments
  • To explore the different sources of equity financing including venture capital, private equity, and initial public offerings

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Finance
  • Young CPA