Role of Lender in Business Succession Planning

Role of Lender in Business Succession Planning

Lender role in a business succession plan is discussed.  Hear guest Mike Foresee, a bank vice president and relationship manager talk about how a lender participates in planning. Listen for key components a bank is looking for in the plan.  Foresee explains why a good...
The Why for Loan Covenants

The Why for Loan Covenants

Why do banks have loan covenants?  Listen as guest Ryan Fraunfelder explains loan covenants and their use.  KeyBank executive shares what lenders are seeking in client financials.  Hear why cash is king.  Fraunfelder explains how lenders look at S-Corp distributions. ...