Negotiating with Your Banker: Get the Best Deal

John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.
John F. Levy, MBA, CPA, Board Advisory
Don Minges, MBA, CPA, The Numbers Guy CFO, LLC

Some CFOs think that your banker’s proposal is a “take it or leave it” proposition. We can negotiate banking relationships just as we would with any other vendor. This session will discuss how to tell your organization’s story, why you should regularly communicate with multiple banks, and how to put yourself in the strongest possible bargaining position. Issues discussed include loan terms, interest rates, covenants, and owner guarantees. If your organization needs bank financing, this session is for you.