Episode 29: Keith Kohler • Financing Man

The Month End Podcast

The Month End provides emerging inventory-based brands real life knowledge in the accounting, finance, and operational world. Our guests are not only similar brand founders and owners, but key stakeholders and contributors to the industry. Each episode provides a glimpse into the vast experience and insight from its guest’s unique backgrounds in a casual, conversational tone.

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In episode twenty-nine, Accountfully's CEO and Partner, Brad Ebenhoeh, sits down with the Financing Man and the vision behind K2 Financing. Keith knows the preparation needed at various stages of business to be best aligned with the correct type of financing based on its goals and vision. Brad and Keith address a number of considerations a small business should be attuned to, especially in the current economic climate, where funding is more stringent. If you have been struggling with understanding the different types of loans available for your business size and stage, this is a must-watch/listen.

MORE INFO and VIDEO RECORDING: www.accountfully.com/podcasts/episode-29-keith-kohler-financing-man

TheFinancing Man Website: www.financingman.com

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Bölümler

1. Episode 29: Keith Kohler • Financing Man (00:00:00)

2. Intro to Keith (00:01:37)

3. Typical types of companies Keith works with (00:05:02)

4. Startup and Early Stage Financing (00:06:48)

5. Disclaimers for mixing personal with business finance choices (00:11:00)

6. Ways a client has used a 0% intro credit offer intelligently (00:12:46)

7. How time frame and planning need to be addressed for the best outcome (00:13:47)

8. Startup and Early Stage: Peer-toPeer lending (00:15:17)

9. Friends and Family (00:16:00)

10. One to consider: CDFI - Community Funding (00:17:56)

11. Shopify, Amazon, and PayPal Loans (00:21:50)

12. Cautions surrounding these loans (00:26:17)

13. Purchase Order Financing (00:27:19)

14. FinTech Options - the good, bad and hellacious (00:31:45)

15. Revenue based financing (00:35:47)

16. Why you should open up the conversation of Venture Backed debt with your V/Cs (00:37:41)

17. Next phase: Breakeven to Profitable (00:39:51)

18. Asset based lending (00:41:03)