[Virtual] Capital Access for Small Businesses: Preparing to Fund Your Next Step

Finding the right capital can help your business launch, stabilize, grow, or seize a new opportunity - but knowing where to start can feel overwhelming. 

In this virtual workshop led by Roger Gilbert, small business owners will learn about common funding options, including traditional bank loans, SBA-guaranteed loans, lines of credit, and other sources of capital, and how to determine which may be a fit for their business. 

You’ll also learn how to prepare before approaching a lender: the financial information, documents, and business story loan officers look for; how lenders assess readiness; and practical steps to strengthen your application and improve your chances of success. 

This session is ideal for entrepreneurs who are considering financing now or want to position their business to access capital in the future. The presentation will include time for live Q&A. 

Sign up Here!

About the Speaker:

Roger brings 26 years of financial-services experience, including 12 years in commercial lending and seven years in government-guaranteed lending. He holds a Certificate in Government Guaranteed Lending from NAGGL and has led both the Central Coast SBDC and a Regional SBDC Capital Access Center. As a former business owner in manufacturing, wholesale distribution, and retail, Roger brings both lending expertise and firsthand entrepreneurial perspective. He holds a B.S. in Business Administration from USC and an MBA from UCLA Anderson.