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Agenda - Economic Development Authority - 06/04/2015
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Agenda - Economic Development Authority - 06/04/2015
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3/18/2025 12:55:52 PM
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8/19/2015 8:21:20 AM
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Meetings
Meeting Document Type
Agenda
Meeting Type
Economic Development Authority
Document Date
06/04/2015
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x <br />ED201-Business Credit Analysis <br />In ED201, the second course in the EDFP Certification ProgramTM, participants build on the financial analysis and <br />deal structuring techniques learned in ED101 through investigation of advanced methods used to analyze the <br />creditworthiness of operating small businesses. The credit analysis and underwriting procedures of commercial <br />lenders are tailored to the unique concerns of economic development lenders. Participants spread and analyze <br />the financial statements of numerous actual companies—manufacturing, service, retail—and use economic <br />development finance programs to structure fixed asset and permanent working capital financing packages. <br />Specific topics include: <br />• Credit Analysis Process <br />o Evaluating a company's strengths and weaknesses <br />o Refining quality indicator and ratio analysis <br />o Assessing operating needs <br />o Measuring a company's ability to digest growth <br />• Permanent Working Capital Analysis <br />o Determining a company's operating cycle <br />o Measuring PWC needs <br />o Financing a company's growth <br />• Cash Flow Analysis <br />o Analyzing cash flow management <br />o Determining debt capacity <br />o Matching sources and uses of funds <br />o Identifying fast growth syndrome <br />• Projections and Deal Structuring <br />o Balance sheet and profit and loss statement projections <br />o Evaluating financing options <br />o Break even analysis <br />o Structuring fixed asset and PWC financing <br />o Restructuring financing packages <br />Prerequisites: ED101-Economic Development Finance <br />x <br />
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