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Original Program: November 15, 2018

Available formats


From Main Street to Middle Market, finding workable financing solutions is a major challenge for most business owners.

This challenge is magnified in the service-oriented economy that exists in most markets and provides significant employment opportunities that support the economies in those communities. More “traditional” solutions provided by Banks are challenged due to lack of hard assets or other collateral in service related companies that provide the secondary repayment sources required by the bank regulators.

This program discusses and provides hands on creative financing solutions to enable you to bring value to your clients who are current or prospective business owners.

Planned by the First National Bank. 

Click on the "In Depth" tab for tuition, video replay and speaker information.

  • Exploring Your Financing Options: General Commercial Finance Panel | Baynes, Biringer, Holladay and Parker
  • How to Leverage Retirement Assets: Using Retirement Money to Fund a Business | Walker
  • Insuring the Future: Life Insurance and Disability Insurance for SBA Financing | Thompson
  • It All Starts with a Valuation: Exit Planning for a Business | Mize
  • An Overview of SBA Financing | Rodriguez
  • SBA 7(a) Loans | Phillips
  • SBA 504 Loans | Rogers
  • Sealing the Deal: Getting SBA Deals Closed | Phelan
Product Information
Date Presented:
November 15, 2018 8:00 AM Eastern
8 hours, 15 minutes
Other Than "No": Creative Financing Solutions for Today's Small Business Owners
TUITION RATE. Early and Membership discounts automatically apply at checkout. 

Register early and SAVE 10%!  

Standard: $545 / $490 Early
NCBA Member: $455 / $410 Early
NCBA Business Law Section Member: $425 / $385 Early
CLE Premier Pass: $0

Discounts are available for NCBA members who are students, law professors, judges or legal services/public interest attorneys. Call CLE at 800.228.3402 for details.

Full and partial scholarships are available for attorneys experiencing a financial hardship of any kind. Click here to apply.

VIDEO REPLAYS. The agenda may not include certain breakouts/tracks shown at the original program.  

Charlotte | Friday, February 22, 2019
Hampton Inn & Suites Charlotte SouthPark at Phillips Place
6700 Phillips Place Court Driving Directions | 704.319.5700 | Conference Room
Registration: 8:45am | Program: 9:00am-4:00pm 
#805CHA | Early February 1

Speaker Information
Abbie G Baynes   [ view bio ]
Barrett Biringer  [ view bio ]
Michael Byers   [ view bio ]
Justin Holladay   [ view bio ]
Darren Mize, ASA   [ view bio ]
Erica Parker  [ view bio ]
Sean M Phelan  [ view bio ]
David Phillips   [ view bio ]
Patrick Rodriguez   [ view bio ]
Louis H Rogers III   [ view bio ]
Michael R 'Mike' Thompson   [ view bio ]
Monty W Walker  [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 6.50
CLE Premier Pass