Jun
20
2020
Looking Beyond the Crisis - Developing a Cash Flow Forecast for your Liquidity Contingency Plan
June 19, 2020 - Greenwich, CT
Obviously, COVID-19 impacted revenue more quickly and significantly than most people could have anticipated.
As managers, CFOs and owners emerge...
Apr
15
2020
April 15, 2020 - Greenwich, CT
Look Beyond Paycheck Protection Program Loans - 4 Steps to Take Now
Assess Your Ability to Leverage Hard AssetsFind & Explore City, State and Federal Relief ProgramsGet in Line for a Paycheck Protection Program (PPP)...
Mar
19
2020
Three Critical Financing Steps to Take Now During the Coronavirus Crisis
Keeping your family and your employees safe is clearly your first priority right now as a business owner. Once you have that under control, I recommend that you focus...
Mar
11
2020
Preparing for Short-Term & Long-Term Economic Weakness as a Result of COVID-19 Disruptions
These are difficult times for all of us, personally and professionally. On the professional front, businesses are facing uncertain customer demand, difficult supply relationships, and tight cash...
Sep
05
2019
Closed - $27 million revolving credit facility for a Northeast-based manufacturing company. This facility refinanced a smaller revolver provided by a local bank group, allowing the company to meet growing customer demand. The quality of the customer base, permanent...
Jul
03
2019
How to Craft the Perfect Lender Pitch for Your Business in 13 Steps
Develop a compelling narrative Support with data & market research Integrate strategy with an operating plan Show that you can or have invested (skin in the...
Mar
25
2019
Have You Considered an SBA Loan for Your Next Equipment Acquisition?
By Jeff Bardos, CEO, Speritas Capital Partners (Jeff's Bio) Originally published in Newsline, the Magazine of the National Equipment Finance Association, March/April 2019 issue, page 46 - View Newsline...
Feb
19
2019
A Strategy for Managing your Company's Working Capital
By Jeff Bardos, CEO, Speritas Capital Partners (Jeff's Bio) February 20, 2019 – Greenwich, Connecticut
Managing working capital is hard work. I've recently talked to several sizable companies that were strapped for cash...
Jan
26
2019
6 Commercial Real Estate Investing Trends for 2019
By Jeff Bardos, CEO, Speritas Capital Partners (Jeff's Bio) January 26, 2019 – Greenwich, Connecticut
2019 is shaping up to be a very interesting year for the multifamily housing market. Rental demand,...
Jan
20
2019
What is an Equity Injection and What Funding Sources Can You Use to Meet SBA Requirements for a Business Acquisition?
By Jeff Bardos, CEO, Speritas Capital PartnersJanuary 19, 2019 - Connecticut
What exactly is an equity injection in a business acquisition?
The...
