During this show, you will discover …
• Why keeping your records congruent and consistent everywhere can make the difference between getting business funding …
• … or not
• What fundability is and how much of it is in your power
• Where your industry, business name and address, phone and fax numbers, all figure in
• How your bank account helps make you more fundable…
• … and helps extend your time in business
• Why your business entity and EIN matter …
• … and what to do about risky SIC and NAICS codes
• How your business website and email make a difference
• Why you need all of your business licenses
• How setting up with the business credit reporting agencies helps
• What a business data agency wants with your information
• How your business credit history plays a part
• Why your business information must be consistent and congruent everywhere
• How your personal financials and personal credit history fit in the picture
Katherine Liola learned early that helping clients understand why they’re making the decisions they make, and aligning their investment strategies with values-based life choices, helps them achieve their financial goals with confidence and clarity.
A sought-after industry speaker, Katherine has also been quoted in several national publications, including the Wall Street Journal and InvestmentNews. Most recently,
Katherine collaborated with CNBC as part of their financial literacy project, Invest in You: Ready. Set. Grow
During this show we discuss…
Brett Swartts is the CEO of Capital Gains Tax Solutions and every year equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes: numerous Deferred Sales Trust, Delaware Statue Trust, 1031 exchanges and $85,000,000 in closed commercial real estate brokerage transactions. He’s an active commercial real estate broker and investor himself with experience and holdings in Multifamily, Senior Housing, Retail, Medical Office and Mixed-Use properties. He is a licensed California Real Estate Broker and holds series 22 and 63 licenses. He is formerly an associate at the largest Commercial Real Estate Brokerage firm in the country and has years of experience and hands-on training from some of the best in the business.
As a trustee, he is passionate in educating about capital gains tax deferral with a Deferred Sales Trust, how to divest from a business or real estate and gain freedom from feeling hostage to a 1031 exchange, and then invest back into and back out of real estate at any time (all capital gains tax deferred).
Brett is considered one of the most well-rounded capital gains tax deferral experts and informative speakers on the West Coast. His audiences are challenged to lean into multiple capital gains tax deferral strategies, create and develop a passive cash flow wealth plan of their own, and execute on this plan so they can create and preserve more wealth.
During this show we discuss…
During this show, you will discover …
• How to get out of personal credit checks when establishing business credit, even at the cash credit tier
• Business funding options out there which aren’t banks
• What business credit is…
• … and why it matters
• How to kick off business credit building with creating a fundable business
• Why your business entity, website, and more matter when it comes to building business credit
• Why a D-U-N-S number is crucial
• The names of three starter vendors we know and love
• How the retail credit tier works…
• … and details about the fleet credit tier
• How to make it to the cash credit tier…
• … without going through a personal credit check
And much more...
Dennis Lewis is a seasoned digital storyteller and blockchain marketing specialist with a proven track record in both Europe and the United States. He has successfully lead to market and exited multiple startup companies, and prides himself on his ability to make complex projects easy to understand and relatable. In a marketing landscape increasingly obsessed with shiny objects and overly complicated sales funnels, Dennis still believes that the key to any successful marketing campaign are the words on the page.
During this show we discuss...
Clay Clark is the former “U.S. SBA Entrepreneur of the Year,” a member of the Forbes Business Coach Council, an Amazon best-selling author and the host of the Thrivetime Show podcast which has hit #1 on the iTunes charts in the category of business 6 times. Throughout his career he’s founded several multi-million-dollar businesses including: DJConnection.com, EpicPhotos.com, EITRLounge.com, MakeYourLifeEpic.com, etc. (alphabetically speaking). Throughout his career he has been featured in Fast Company, Bloomberg, Forbes, Entrepreneur Magazine, PandoDaily, and numerous other publications. He’s been the speaker and consultant of choice for top brands throughout the country including: Hewlett Packard, Maytag University, Valspar Paint, and O’Reilly’s Auto Parts. Clay is also the co-founder of 5 children, and is the proud owner of thousands of trees, dozens of chickens and 13 cats.
During this show we discuss…
Come join us on our live training event to discover everything about building business Credit from the ground up.
During this livestream, you’ll discover …
•How to cut your chances of an IRS audit by setting up your business THE RIGHT WAY…
•… THE FIRST TIME
•How to get started with building business credit
•Steps you can take – many of them FREE – to establish business credibility
•Where to get a D-U-N-S number for FREE
•How to set your business up with the IRS…
•… and how the right business setup will cut your chances of an audit considerably
•Where to find starter vendors to help you build business credit
•How to establish revolving store credit, fleet credit, and cash credit
•Where to monitor your business credit…
•… and how to monitor business credit with us for 95% LESS
WOW, that’s a lot of great info we’ll be covering in this one hour live event. ALL will be revealed on this livestream, register now… spots are limited!
https://www.creditsuite.com/blog/building-your-business-credit/
Bill Bice has always been an entrepreneur, starting his first company at age 14, putting on road races with corporate sponsors. At 18, he started ProLaw Software, the first integrated ERP for law firms. After selling the company to Thomson Reuters, Bill became a VC as a founding partner in the Verge Fund, investing in high tech, high growth companies in the Southwest.
One of the core things that Bill has learned in building and investing in companies is that the go-to market is always the hardest part of growing a business. He got so frustrated in trying to get great marketing for his companies that he decided to tackle the problem. A programmer at heart, Bill founded boomtime, tackling marketing as a technology problem. It turns out that when you follow the data, really good things happen. That’s why boomtime built the world’s first marketing-as-a-service platform: fuse. boomtime’s marketing strategists follow the data: they already know what will work. Instead of reinventing the wheel, boomtime applies proven marketing techniques at scale.
During this show we discus…
Brian Page became a millionaire in his 20’s as a residential real estate investor, only to lose it all in the historic crash of 2008. Starting over with no credit or ability to buy property, Brian discovered a way to use other people’s properties to earn income. He went on to make six figures in six months and over $300,000 his first year, renting and listing properties on Airbnb. Realizing that no one at the time was teaching how to build and scale an Airbnb business, Brian created a training called the BNB Formula. His masterclass is now the world's bestselling Airbnb training where he has taught thousands of people from 38 countries how to build six to seven figure Airbnb businesses, with several of his students now doing over $1M in bookings. Brian has worked with heavyweights like Tai Lopez, Mike Dillard, Kevin Harington, Dean Graziosi and Grant Cardone and has been featured in Forbes, Entrepreneur and Inc Magazine. He is passionate about helping people create new sources of income and become financially free.
During this show we discuss…
During this show, you will discover …
How building business credit can help your business qualify for future loans and other funding
What business credit is…
… and its many advantages
How and why starting the business credit building process means building business credibility
How visiting the IRS website ties into building business credit…
… and why you should also surf on over to the D&B website
How to get started with the vendor credit tier…
… plus details on three start vendors we love
How we can help you monitor your business credit at D&B and Experian …
… for 90% less than those CRAs charge
Where to update your information if the CRAs have errors in your records
What the retail and fleet credit tiers are all about…
… and how to qualify for each
How to reach the cash credit tier…
… plus more revolving credit providers to grow your business credit profile even more
Why responsible credit management always matters
How building business credit pays dividends
When moving into the seven-figure bracket, entrepreneurs often experience higher expenses, cash flow issues, and higher taxes. The game changes and a new proactive tax plan is required that takes an offensive and defensive approach. Diane Gardner is an expert tax planning coach and has saved her clients over $3.4 million dollars in taxes. Learn what you need in your seven-figure business to mitigate risk, increase profits and legally decrease your taxes.
During this show we discuss…
Jeff Bishop is the founder of several popular financial education and trading websites including ragingbull.com, the fastest growing stock market education site. Jeff is a multi-millionaire trader and economist with nearly 20 years of experience under his belt. He failed building four businesses – even tried his hand as an online poker player, but learned each step of the way to becoming a multi-millionaire before the age of 35. Now he dabbles in virtually every aspect of the market, but he has a special gift and passion for trading options, and has become the #1 live-streaming stock options trainer in America. While he maintains a disciplined approach to the markets, he’s also not afraid to make the big bets and swing for the fences when he thinks there’s an edge on a trade.
During this show we discuss…
During this event, you’ll discover …
• How to keep your bank ratings high so your business can get loans
• Why you want to have a business bank account …
• … and how it can help you with taxes …
• … and accepting more types of payments
• Why it makes the most sense to work with a bank that understands your industry well
• How setting up your business bank account as soon as possible can only help you
• What you need to provide to start a business bank account
• Why keeping your business information consistent across all platforms will help you get funding …
• … even if it’s not from your bank
• What bank account scores are …
• … and how to keep yours high …
• … and why they matter
• The specifics about ratings …
• … and what they mean …
• … and the minimum you need to get loans
• How bank products factor in …
• … and insufficient fund (NSF) checks …
• … and regular deposits …
• … and positive cash flow
Mark and Tamiel Kenney are seasoned real estate investors and the founders of Think Multifamily, a leading Multifamily Acquisition and Education Company that prides itself on a family-oriented approach to business. Mark and Tamiel are invested in over 4,000 units with a strategy focused on acquiring, owning and operating apartments, and providing clients with otherwise unobtainable real estate investments at reduced risk. Think Multifamily provides innovative technology simplifying the investment process, facilitates avenues for investment, increases returns through capital campaigns and perhaps most importantly, provides people with better places to live Despite Mark and Tamiel’s family-oriented approach, things weren’t always so rosy. Indeed, the genesis of their philosophy came about when Tamiel nearly walked out on Mark after plunging himself into 80+ hour work weeks. With that rude awakening fresh in their minds, Mark and Tamiel redoubled their efforts and went into business with each other. Now, they are focused on giving back to their community, with a large portion of Think Multifamily’s profits going to support various charities. Tamiel herself is a registered nurse, and has gone on a number of medical mission trips. As business partners, they are also passionate about apartment investing and offer a holistic approach to educating others on how to become successful in this business, as well as in other areas of their lives. In their very first year of coaching others, they helped close on 2,500 units in excess of $180M.
During this show we discuss…
At the age of 9, Beau Crabill started working online helping his father’s eBay business. By the age of 12, he was selling custom Nike Elite socks to his classmates, until he was shut down by the school principal. When he got home, he decided to list the socks on eBay and right away he started making over $2,000 per month selling socks. He not only excelled in his entrepreneurial pursuit, he was also a high performing athlete.
After receiving a full Division 1 scholarship for running, Beau had to make the hardest decision of his life-- continue with his running career or pursue his business. Whether in running or in business, Beau has always preferred to have lofty goals that challenge him, and to be all in and singularly dedicated to those goals - that’s when he’s in his flow and that’s what really drives him. He left university and dove deeper into his business. Now he’s scaled his business to $100,000’s per month on Amazon and has started the first ever fund for selling products online. Through his passions, he is taking investing and business to a whole new world.
During this show we discuss:
During this show, you will discover …
How your strengths and your business strengths can match up to funding
Conventional funding is generally not an option for startups
SBA loans are usually off the table
Cash flow financing is not an option because the company hasn’t been in business for a year
Private investors may or may not work out
But startups can still get funding!
Unsecured financing, and unsecured business credit cards with either good personal or business credit are option
Another possibility is getting a loan with collateral, such as securities or a 401(k), or working with a guarantor
Accounts receivable and inventory can be used for financing
Inventory can also be used can also be used to secure loans …
… as can equipment
Business owners can sell their equipment and lease it back to qualify for a loan
Building business credit can work for any business …
… including startups
It is an asset which will help for years to come
It is a good idea to build business credit …
… even when you do not need it
More choices for funding including startup loans, even from the SBA
There is also crowdfunding
Or try to get a grant from a federal, state, or local government
And much more...
Todd Domerese joined the Army at age 23 as an infantryman. In his 15 years in the Army, he has served with the 101st Airborne Division, the 25th Infantry Division, and the 1st Cavalry Division at Fort Hood, Texas. He did a 6 month long peacekeeping deployment in Kosovo in 2000, a 1 year long combat deployment to Sadr City, Iraq in 2004, and a 1 year long combat deployment to the Helmand Providence in Afghanistan in 2010. On December 27, 2004 his vehicle was hit by two improvised explosive devices simultaneously. His gunner was killed instantly, his driver had his arm torn apart by shrapnel, and Todd had a large metal fragment go through his Kevlar helmet which caused a period of unconsciousness, a large complex scalp laceration, a linear skull fracture and swelling and bruising on his brain, and multiple shrapnel pieces embedded in his face that had to be surgically removed.
Some of the disabilities Todd suffers from are severe post traumatic stress disorder, severe migraine headaches, and other residual effects from his moderate traumatic brain injury. His awards include the air assault badge, the expert infantryman badge, the combat infantryman badge, the expert marksmanship badge, the Purple Heart medal, the Army Commendation medal (2), Army Achievement medal (6), Good Conduct medal (5), National Defense Service medal, Kosovo Campaign medal, Afghanistan Campaign medal, Global War on Terrorism Expeditionary medal, Global War on Terrorism Service medal, Military Outstanding Volunteer Service medal, Noncommissioned officer professional development ribbon (2), Army Service ribbon, Army Overseas Service ribbon (4), Afghanistan NATO medal, and the Kosovo NATO medal. Todd has have been married for 14 years and has two sons- Benjamin, age 9 and Joshua, age 5.
During this show we discuss…
Mike McDerment is the Co-Founder and CEO of FreshBooks, the world’s #1 cloud accounting software for self-employed professionals. Built out of frustration after accidentally saving over an invoice, Mike spent 3.5 years growing FreshBooks from his parents’ basement. Since launching in 2003, over 10 million people have used FreshBooks to save time billing, and collect billions of dollars. A lover of the outdoors, Mike has been bitten so many times it’s rumoured he’s the first human to have developed immunity to mosquitoes.
In January 2003, Mike was running a four-person design agency and using Microsoft Word to create invoices. One day, he accidentally saved over an old invoice, and something in him snapped – he knew there had to be a better way. Over the next two weeks, he coded up a solution and eventually turned that sideproject into what is now FreshBooks.
To keep the lights on, he moved into his parents’ basement for 3.5 years and completely revamped how he ran his design firm to the point where he only worked 19 days in one year — while generating over $200,000 to bootstrap the company that would become FreshBooks.
Today, Mike has grown FreshBooks to nearly 300 people serving more than 10 million users in 160+ countries. To help self-employed professionals set better rates, Mike also co-authored Breaking The Time Barrier, which has been downloaded more than 300,000 times.
During this show, you will discover …
Kris Benson, is the chief investment officer for Reliant Investments, a subsidiary of Reliant Real Estate Management. Reliant Real Estate is one of the top 30 commercial self-storage operators in the U.S. in 2018. As chief investment officer at Reliant, Kris is a member of the company’s investment committee that is responsible for overseeing the company’s new acquisitions. Kris also is responsible for investor relations and working with accredited investors to raise the capital needed for Reliant’s acquisition of new self-storage properties.
Kris is an investor in commercial multifamily as well as commercial self-storage and currently has over 570 units in his portfolio. While commercial multifamily is a great asset class, he believes the opportunity right now is in self-storage. In the last 12 months the Reliant team has invested over $96MM in self-storage projects and raised over $38MM from investors. Self-Storage provides a unique opportunity to invest in one of the most successful asset classes in the past 5 years and take advantage of the institutional interest moving forward.
During the show we discuss…
Brad Sugars started the ActionCOACH brand in 1994 in Brisbane, Australia. Today the company is ranked as the leading business coaching franchise by Entrepreneur magazine.
ActionCOACH operates in over 70 countries and has more than 1,000 coaches around the world, coaching 15,000 business every week. The franchise has received numerous awards including Fastest Growing Franchise, Franchisee Satisfaction, Best Overall Company and has been named the number one business coaching franchise in the world every year since 2004.
Using the coaching strategies that have helped thousands of companies around the world, Brad Sugars and his executive team helped lead ActionCOACH and its coaches to some of its most profitable and best years ever… in the face of challenging economic conditions. Brad Sugars and his team continue to build “business re-education” to new, more innovative and exciting levels.
During this show we discuss…
And much more
During this show, you will discover …
•Just how the SBFE’s data can help decide if your business will get loans or credit
•What the Small Business Finance Exchange is…
•… and how it really works
•How their data can affect whether your business can get credit or loans
•How the SBFE can help you grow your business
•Who can become a member
•What a Certified Vendor is…
•… and how that can help loan providers decide to extend you credit
•How it works both ways…
•… so bad credit experiences are reported…
•… as much as good ones are
•What sort of data they keep on businesses
•How you can take action to improve their reports on your business
•How to contact the SBFE
And much more...
Seth Green is one of the nation’s foremost authorities on building your business with a podcast, and your podcast monetization.
He is the author of seven best-selling business and marketing books, including Market Domination for Podcasting, has been written about in Forbes and Inc, and has been interviewed on numerous media outlets including the top-rated talk show in New York City.
During this show we discuss:
Ken Lewis is a results-oriented professional with more than 25years of leadership experience across abroad range of retail and technology organizations, many of which are in the Fortune 500. His strategic and operational changes have resulted in growing both the top and bottom line of the organization. Ken’s foresight and forward thinking have brought many improvements to the online retail experience at APMEX, and it is that same innovative spirit which inspired the OneGold vision; to provide customers the first-ever online market place with the best digital precious metal products available today.
APMEX’s latest venture, OneGold, allows precious metal investors to buy and sell their investments digitally. OneGold is a joint venture between two precious metals power houses, APMEX and Sprott.
Together, they are working to make OneGold the precious metals experience of the future. Customers get the benefits of physical gold ownership, with an easy to use experience they expect from digital products. OneGold is an easy-to-use, efficient and secure online marketplace. APMEX and Sprott are committed to building OneGold into the best experience for anyone who wants to own precious metals.
During this livestream, you’ll discover …
WOW, that’s a lot of great info we’ll be covering in this one hour live event. ALL will be revealed on this livestream, register now… spots are limited!