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RDU SMB Meetup — Loans, Lenders & Brokers

5:00 PM – 7:30 PM · Roney Brown - Keller Williams Raleigh

4700 Homewood Ct Ste 200, Raleigh, NC 27609

What Every Small Business Owner Needs to Know About Financing

Every owner hits the money question at some point: to grow, to cover a slow season, to buy equipment or a building, or to buy out a partner. The options are confusing, the terms are hard to compare, and most people only learn how it works after they’ve signed.

This month, three people who work on the financing side walk you through how it actually works: Chris Ratte and Shirley Polanco of Fidelity Bank and Eric Glickstein of Commercial Loans Made Easy. Co-host Helen Zhang of Futurise Growth Partners moderates a straight conversation about getting capital without surprises.

What we’ll walk through

  • Your options: bank loans, SBA, lines of credit, equipment financing and alternative lenders, and when each one makes sense
  • How lenders decide: what they look at, and what to have ready before you ask
  • Brokers: when a broker helps, what they cost, and the questions to ask before you work with one

If you’re planning to borrow in the next year, or you’ve been turned down and don’t know why, bring your questions. That’s what the room is for.

Agenda

  • 5:00–6:00pm Open networking
  • 6:00–6:30pm Structured networking
  • 6:30pm Panel discussion + audience Q&A

$10 ticket · Appetizers & drinks included · Raffle prize · Bring cash for the 50-50 raffle.

Venue partner

Sponsored by

  • TowneBank

    A community bank serving businesses and families across Virginia and the Carolinas.

  • Exit Factor of Raleigh-Durham

    Helping Triangle business owners plan successful exits.

  • Fidelity Bank

    A community bank for families and businesses across North Carolina, South Carolina, and Virginia.

  • Three Sierra

    Operational execution consulting services.

  • Supporting Strategies

    Outsourced bookkeeping and controller services that help growing businesses stay organized and decision-ready.

  • Athena Assessment

    Pre-employment judgment assessments that help companies hire people who actually fit.

  • Scott Ball Insurance

    Insurance coverage for Triangle business owners and their teams.