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.







