Center for Private Company Excellence Seminar: Dealing With Your Bank – Negotiating and Structuring Financing

May 2, 2013
7:30am to 10:30am
Kreischer Miller, Horsham

Clients often ask us whether the terms of their proposed bank loans are reasonable or how much a bank would lend for an acquisition. This seminar provided practical advice on loan terms and conditions, as well as the amount of a loan a business can expect to qualify for based on cash flow and/or collateral.

This interactive, engaging, and practical seminar offered:

  • An overview of key terms in loan agreements
  • A banker’s perspective on how new loan opportunities are evaluated
  • Key criteria used in borrowing capacity for commercial buildings, asset-based loans with accounts receivable and inventory as collateral, and asset acquisitions


  • David E. Shaffer, Director, Kreischer Miller
  • Louis J. Lombardi, Senior Vice President/Senior Lender, Corporate Banking – Premier Division, Fulton Bank
  • Thomas R. Keiser, Vice President, Middle Market Banking, Relationship Manager, First Niagara


Click here to view videos from seminar: