FINANCING THE GROWTH OF YOUR BUSINESS
Thursday, October 1, 2015
7:30am-9:30am
Exchange Bank
444 Aviation Blvd., Santa Rosa
Continental Breakfast Provided Join us and learn how to finance the growth of your business from a panel of industry experts in commercial bank financing, SBA financing and private equity. We will present and discuss case studies- including a professional services business and a light manufacturing business- who have utilized commercial bank financing, SBA financing and private equity to support a variety of objectives. Through these case studies, we will examine the lesser-known “do’s and don’ts” when financing and exiting a growing business. Attendees will receive a copy of Pepperdine University’s Private Market Report, including an exclusive summary of information collected from a sample of 823 businesses that have changed ownership in the last 12 months.
Please RSVP your attendance to Sarah at sarah@uptonco.com or at (707) 523-9651
HIGHLIGHTS
Buy or build a new facility ● Buy out a competitor ● Expand to an additional location ● Buy out a partner ● Refinance acquisition debt ● Get additional working capital ● Get growth capital ● Sell to management
PANELISTS
Sherrill Stockton
SVP SBA Lending, Exchange Bank
Sherrill has over 24 years’ experience in SBA lending. She joined Exchange in 2009 to start the SBA department and previously served as Senior Vice President at Sonoma Bank. She is currently serving her second term on the Board of Directors for the National Association of Government Guaranteed Lenders (NAGGL).
Aaron Aiken
Principal, Hanover Partners, Inc.
Founded in 1994, Hanover Partners invests in smallto-medium size proprietary product & engineered equipment companies across the United States. Based in San Francisco, Aaron is responsible for all phases of the investment process and actively works with the management teams of Hanover’s portfolio companies as a board director.
Steve Herron
SVP Commercial Banking, Exchange Bank
Steve is a seasoned commercial lender with 29 years in commercial lending, 22 years with Exchange, overseeing business lending in construction, food processing, professionals, wine, vineyard, dairy and retail industries in the North Bay.
David Ryan
President, Upton Financial Group, Inc.
David has more than 25 years of experience in the Mergers & Acquisitions industry. Prior to founding Upton Financial Group, David practiced as a CPA in Sonoma county focusing on small businesses, trusts and estates.