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CFO Squared - Chats about Financial & Financing Optimization

Advertise on podcast: CFO Squared - Chats about Financial & Financing Optimization

Rating
★★★★★
5
from
2 reviews
This podcast has
12 episodes
Language
English
Publisher
Karl Baker
Explicit
No
Date created
2021/10/26
Latest episode
2023/03/25
Average duration
29 min.
Release period
47 days

Description

We’re here to help you know how to finance your business. We will also talk about other financial issues impacting your business and ideas to help you succeed. There is so much noise out there - ”Close your loan today!” ”We’ll fund your business!” ”We’ll get you funded!” The fact of the matter is that getting the attention of lenders is very difficult. This is a no-nonsense podcast to help you know how to get funding. Some sample topics: What funding products are out there, what you need to do to position yourself, what you need to do to qualify, what a day in the life of a lender is like. We also want to talk about other business and financial issues that will help you. Some sample topics: accounting software, startup financial strategies, reporting, data management. The sky‘s the limit! If you’re a business owner or a real estate investor, our hope is that this podcast will help you advance your cause. Reach out to us with questions, comments or ideas you have for the show. We‘ll do our best to address them in a future show. 617-386-7127 [email protected] www.InfinityCommCapital.com

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Podcast episodes

Check latest episodes from CFO Squared - Chats about Financial & Financing Optimization podcast


Episode 12 - Keys to Success in Closing a Loan
2023/03/25
Talking to lenders about your funding needs is very fun!  However, actually navigating through the entire loan process can be challenging. In this podcast, we encourage borrowers to remain focused and offer some keys to success to getting a loan closed.     W. Karl Baker, CPA Infinity Commercial Capital, LLC (617) 386-7145 [email protected] www.InfinityCommCapital.com  
Episode 11 - The Episode Where I Talk About Myself...
2022/03/14
I talk about myself? Why would I do that? I’m hoping it gives some perspective.  Understanding my background will provide the basis for why we do what we do, the service we provide, the advice we give, and the basis for that advice from our experience.     W. Karl Baker, CPA Infinity Commercial Capital, LLC (617) 386-7145 [email protected] www.InfinityCommCapital.com  
Episode 10 - Key Ratios to Understand in Real Estate Investing and Financing
2022/02/28
There are a few key ratios and metrics to understand when evaluating a real estate investment opportunity.  It is important to understand these metrics as an investor, and it is important to understand how lenders use these metrics to evaluate an investment.  In this episode, we discuss these metrics: how to calculate, what they mean, why they matter, and how to use them in an investment evaluation.   W. Karl Baker, CPA Infinity Commercial Capital, LLC (617) 386-7145 [email protected] www.InfinityCommCapital.com  
Episode 9: Lessons Learned from Big Bank Pre-Qualification Letters
2022/02/14
Do you get those big bank pre-qualification letters like I do? They are very promising and exciting.  You're pre-qualified for huge dollars! Apply now! Fast funding! Great rates!  The reality can be very different than the marketing piece promises, and it is very important to understand that.  There may be more strategically beneficial paths for the funding you seek.  Let's talk about that.   W. Karl Baker Infinity Commercial Capital, LLC (617) 386-7145 [email protected] www.InfinityCommCapital.com  
Episode 8: Single Family Home Investment Financing Options and Strategies
2022/01/31
Do you invest in single family homes?  Did you know there are multiple financing options for purchasing those homes?  Unlike other investment property financing options, you can borrow under your personal name or under your business name.  Which is the better option? We'll talk about those options and teach you how to make that decision.   W. Karl Baker, CPA 617-386-7145 [email protected]
Episode 7: Common Accounting Errors in Financial Reporting
2022/01/18
You should listen to this! Your financial statements tell a story, and you want them to reflect the real one!  You need to manage your business with accurate data.  When you approach a lender, you have one shot.  [email protected] 617-386-7145
Episode 6: Common Mistakes Made in Real Estate Investing
2022/01/03
In this episode, we discuss common mistakes made in real estate investing.  There are a lot of moving parts when investing in real estate.  Topics include initial strategy, planning, knowing your numbers, contracting, timing expectations, financing, options, and many more.    [email protected] 617-386-7145
Episode 5: Beginning Residential Real Estate Investing
2021/12/16
In this episode, we discuss factors to decide when beginning to invest in residential real estate, such as property strategies, understanding your why, sources of funding, personal vs. business borrowing, financing terms for long term rentals and fix and flip loans.  We also ask the question to consider once you own the property: self direct vs. outsourced management.  [email protected] 617-386-7145
Episode 4: Commercial Real Estate Investing and Financing
2021/12/04
We provide some thoughts about commercial real estate investing and financing - economic and tax advantages/strategies, types of properties, lender decision factors, and bank vs. non-bank lender considerations.  We offer these thoughts to educate and encourage people to consider investing in real estate.  [email protected] 617-386-7145
Episode 3: Lending Fundamentals - The Four C‘s
2021/11/12
In this episode, we summarize the Four C's - Cash Flow, Credit, Collateral, & Capacity of Borrower.  Sounds easy enough, but every lender evaluates a lending deal in the context of these criteria, and they weigh them all differently.  It is important to understand these factors when determining which type of financing to apply for & how to qualify.  Understanding how a lender thinks will help you prepare.   
Episode 2: Business Startup Matters and Strategic Financing Paths
2021/11/02
You have an idea about starting a business.  Now what?  In this episode we will talk about how to get started: what are the tasks and steps to getting a business started, how to avoid credit pitfalls, and how to strategically finance the business.   617-386-7127 www.infinitycommcapital.com [email protected]
Episode 1: Inaugural Episode - Why are we doing a show?
2021/10/26
Why are we doing a show?  To help you!  We want to have a conversation with you as business owners and investors about how to qualify for financings and how to navigate through issues you face as business owners. In this episode, we expand on this why.  We give a case study that Karl experienced many years ago that described his first experience seeking a business financing.  Lots of lessons learned then and many since then.  We want to share them with you.

Podcast reviews

Read CFO Squared - Chats about Financial & Financing Optimization podcast reviews


5 out of 5
2 reviews
★★★★★
SPCJ 2022/09/15
Great show!
This is an amazing podcast! Best to dig your well before your thirsty as they say! This show is very detailed in the world of financing I love it! Ple...
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