The Funding University | Where Business Learns About Funding

During the Covid-19 pandemic, the US Government created EIDL loans through the SBA, which were designed for small businesses.  With low-interest rates and 30-year terms, these loans were created to help small businesses stay afloat during the pandemic’s economic slowdown.  The loans required the SBA to put a perfected security interest lien in place against a company’s assets, meaning no other len...

Tune in as Seth discusses the history behind the current interest rate hikes and offers a few ways businesses can manage the impact to their bottom line. Oftentimes, borrowers aren’t aware that lending interest rates are a direct result of the current prime interest rate, which is based on the federal funds rate. If the prime rate climbs, your loan rate will go up as well. Seth takes a look at the...

This month’s Funding University podcast is special because it features Seth Block, our founder sharing his own personal insights about acquisitions. As the founder of the Funding University and the Executive Vice President of ThermoCredit, Seth recently shared his experience as a CPA and business leader by discussing the financing behind acquisitions he has been involved with as a featured speaker...

In this month’s Funding University podcast, Seth Block welcomes Brett Akins, Vice President, SBA Lender/Relationship Manager at HomeTrust Bank. With more than 18 years of background in both business and consumer banking, Brett is an expert in all SBA lending. During his tenure, HomeTrust Bank has become one of the top 75 SBA lenders in the country. Get ready to dive into a thorough, but not boring...

Joining me this month is Ben Rutkevitz of Alleon Capital, a niche lender within the medical space.  Ben is an expert in medical factoring, providing working capital to medical practices and groups while they await payment from insurance companies, Medicare, and Medicaid. In the podcast, Ben touches on best practices, due diligence, the impact of fraud in the medical industry, and much more.&n...

Lee Haskin joins us in this month’s Funding University podcast and shares a fascinating historical perspective and real world case study about using an inventory loan with a factoring facility. His experience in inventory and revolving lines of credit that works with a factor or receivable lenders is amazing. Lee is the founder of Crossroads Financial, established in 2007, which satisfied a real n...

This month we feature Bob Hunter, the founder of Oxford Pierpont. Bob is an expert at building more productive business systems, financing, compliance, tax issues, and growth. His company, Oxford Pierpont, offers business development services for both SMB and larger corporate clients who are in a growth stage. On the podcast, Bob talks about his corporate career as an Operations Development Manage...

This month we have Spencer Sheinen, of Shift Financial Insights. Spencer is also the author of the # 1 Amazon best-selling book “ Entreprenumbers” Spencer Sheinin, CPA, CA, has a unique background with over 15 years as an entrepreneur combined with extensive financial experience as a CPA, CA and investment banker. He is the Founder and CEO of Shift Financial Insights, providing ridiculously simple...

This month we have Josie Ramirez, the Vice President of Business Development with Flash Funding. Josie is one of the most talented funding experts in Texas and her firm specializes in factoring, which is a smart and very underutilized method of bringing working capital to companies. Josie has more than 15 years’ experience in funding and provides services to companies nationwide, with a particular...

Cheryl O’Neill Gowen joins us today to discuss a variety of lending options available to small businesses to find solutions to best meet their needs. Cheryl and I talk about working with banks and alternative sources for lines of credit, commercial real estate, factoring of accounts receivable, purchase order and inventory financing, equipment leasing, asset-based loans, and funding for business a...

Mike Scott is back to discuss his new book “ You can count on me” getting top value from both your in-person and virtual workforce. We discuss things like internal and external levels of trust, the 21 days to change a habit, and ways to avoid surprises. We delve into accountability for in-office employees as well as the virtual employee. At the end of the day, we really get to dive a little deeper...

Seth Block was interviewed by Laura Breen Galante a freelance writer and editor.  Laura has done work for AAA travel, Orlando magazine, Harcourt publishing, and many others.  About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University:  https://www.thefundinguniversity.com Get Acce...

Bob Lee returns to discuss American Aerospace’s acquisition of Drone assets from PAE/ISR. This acquisition delivered assets to offset supply chain issues during the Pandemic while allowing the company to restructure and meet customer needs without missing a beat. Bob also discusses the journey he went on to finance the transaction. Starting with exploring a quick equity raise or mezzanine financin...

Art Smith has over 25 years of public company experience with a comprehensive background in technology and global telecommunications. Over the years, he has developed expertise in broad-based areas that includes corporate finance, financial operations, business development, mergers and acquisitions, strategic and tactical planning, sales and operational management, and international business.&nbsp...

Tate Parker is the Vice President of Sales for CoFace North America. He is a credit insurance expert who has been helping businesses grow and prosper for well over thirty years. He started off as a lender and then moved into the credit insurance industry. About The Funding University: The mission of The Funding University to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Fun...

Mark Polinsky a Principal at Gateway Trade Funding. Gateway provides Purchase Order Lending and Export Funding for small to medium-sized businesses. Mark is also the owner of Lake Park Capital a company that acquires and turns around distressed businesses. https://www.gatewaytradefunding.com/ About The Funding University: The mission of The Funding University to Enable Funding around the world. Ho...

Seth Block spoke at the Compliance Solution Conference on August 31, 2021. This is a recording of that talk.  Compliance Solutions is headed up by Mark Lammert, its Founder, and President. The company has been providing comprehensive client-centered compliance, accounting, tax, and business advisory services since 2002. The company works with all types of companies with a focus on Communicati...

Marc Gilbert is the Founder and President of Pinnacle Advisory Services. Pinnacle provides due diligence expertise for Mergers and Acquisitions as well as Lender support. Marc has been the Chief Financial Officer for several companies including Snip Communications, Elko & Associates, and Medical Guardian, LLC just to name a few. Marc is considered a financial expert in the security and alarm i...

Terry Owen is the Founder and CEO of Connect Direct a technology company specializing in Digital Online advertising. Terry is also the Founder and President of Health and Wellness Professionals Inc. a national corporate health and wellness company with over 20 years of health care experience that services clients across the USA About The Funding University: The mission of The Funding University to...

Dale Cooper is the Founder and CEO of Xact Communications a technology company providing superior cloud-based, wireless, and traditional IP voice and data technology. Xact also has entered into the Security services, Managed Services & IOT Dale is also the Founder and President of eSquared communications a business consulting company specializing in Cost Containment & Recovery with emphasi...

David Steen is an associate partner at Orchid Black. A growth services firm based in St. Petersburg Florida with offices in New York, Chicago and San Francisco Before joining Orchid Black, David was the co-founder of SparkVision and spent some time as the interim Chief Operating Officer for Meros Works. David is also an advisory board member to CarePro.io About The Funding University: The mission...

Craig Stacy is the Operating Partner and Co-Founder of Warrior Energy Partners. He is also the founder of Zero Point Capital. Craig has spent the better portion of his career in upper level management holding the CFO,COO and CEO titles for various companies including Shiloh Industries and GDX Logistics Capital Group. He is a turnaround expert who has bought several companies out of bankruptcy and...

James Wright is the Co Founder and CFO for JC3 Ventures. JC3 Ventures primarily focuses on marketing/branding and strategic capital and debt structures for start-ups, acquisitions and re positions for most operating concerns with special emphasis in the services industry. Our founding partners have over fifty five years of combined experience in these fields. He is also the Owner of EVP Informatio...

Preston Zapffe, CFP® is the Principal at Family CFO, a multi-family office focusing on education and support for entrepreneurs, small business owners and modestly wealthy families who are trying to navigate their own financial journeys.  (www.famcfo.com) Preston is also passionate about his volunteer work with the Financial Literacy Foundation.  The Foundation delivers education and coun...

Ron Williamson has spent the majority of his career as a Factor and an Asset Based Lender. He has helped many entrepreneurial businesses succeed by providing them the funding capital they needed to grow.  Ron started Wilco Capital in 1992. Today Wilco is a successful alternative lender providing factoring and accounts receivable lines from $50,000 up to 2 million dollars. Geographically they...