RDU SMB Meetup - Loans, Lenders & Brokers
Loans, Lenders & Brokers: 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: Craig Poms of TowneBank, 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
5:00–6:00 PM — Open networking
6:00–6:30 PM — Structured networking
6:30 PM —7:30PM — Panel discussion + audience Q&A
Panelists
Craig Poms — TowneBank
Shirley Polanco — Fidelity Bank
Eric Glickstein — Commercial Loans Made Easy, LLC
Co-host & moderator: Helen Zhang — Futurise Growth Partners
Who it's for
Small and mid-sized business owners, operators, and aspiring entrepreneurs across the Triangle. No pitches.
Good to know
$10 ticket · Appetizers & drinks included · Raffle prize · Bring cash for the 50-50 raffle.
Keller Williams Raleigh · 4700 Homewood Ct, Ste 200, Raleigh
Thank you to our sponsors
Venue partner: Keller Williams Raleigh
Sponsors: TowneBank, Exit Factor of Raleigh-Durham, Fidelity Bank, Three Sierra, Supporting Strategies, Athena Assessment and Scott Ball Insurance
Questions: hi@rdusmb.com