Business Loan Basics





21 Lessons

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The Different Types of Urgency Campaigns You Can Create
By Rob Stephens
About Business Loan Basics

Business loans are a vital source of funding for small businesses. The process can seem complicated and difficult. Let me give you the basics to be more prepared and confident to get the loans you need.

The modules and lessons are listed below. For more detail about what's in this course, click here to see the course sales page.

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This workbook allows you to quickly calculate your current ratio and quick ratio. It also has a worksheet to do a trend analysis of your past cash flow. Your past cash balances are graphed out to easily see cash flow trends.

Use this cash flow template to project your cash flows. This easy-to-use PDF or Excel template will allow you to estimate your need for loans or whether your cash flow is so strong that you can pay down loans.

About the Teacher

Rob Stephens

Rob Stephens is the Founder of CFO Perspective, where he provides finance and strategy guidance to help small businesses succeed. He has been quoted in Forbes, U.S. News and World Report, Bloomberg Businessweek, and many other news sources. He is also the author of Conquering Cash Flow: The Complete Guide to Small Business Cash Flow Management.

Rob has a 25-year career that includes serving as CFO, Director of Operations, and SVP of Finance. Rob is an adjunct instructor for the MBA program at Gonzaga University.

Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.

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