Episodes
58
Latest episode
Sep 2025
Language
EN
The Funding University is where business learns about funding. Hosted by Seth Block, CPA, this podcast is your all access pass to masters of finance, world class entrepreneurs, and funding experts.
Today we welcome back Bob Lee continue our discussion on equity investments Last month, Bob and I discussed the importance of how to vet investors On today’s talk, we go into what happens after you have picked your potential investor and what to look for when negotiating your agreements
Today, we welcome back Bob Lee the managing partner at BPL associates. On today's podcast, we are talking to Bob Lee about theimportance of vetting investors:On previous podcasts, I have talked about the importance oftrying to hold on to as much equity as possible by using debt capital. However, there are instances where bringing on equity is necessary and the right thing to do. Bob and I will discuss what to look for and what to be cautious about. Seth Block, Founder, The Funding UniversityAbout The Funding University:The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA.Visit The Funding University: https://www.thefundinguniversity.comGet Access To:1. Blog: https://www.thefundinguniversity.com/blog2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Today we welcome Chris Franz a corporate finance leader out of Phoenix Arizona to the podcast. Typically we talk about businesses that are well established and looking for debt but today Chris and I are going to talk about equity options for start ups. We will examine different structures that these companies can use. This includes convertible, notes, Safes, and Debt coupled with warrantsSeth Block, Founder, The Funding UniversityAbout The Funding University:The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA.Visit The Funding University: https://www.thefundinguniversity.comGet Access To:1. Blog: https://www.thefundinguniversity.com/blog2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
This month we are rebroadcasting our podcast with Spencer Sheinen, of Shift Financial Insights. Spencer is also the author of the # 1 Amazon best-selling book “ Entreprenumbers”Spencer Sheinin, CPA, CA, has a unique background with over 15 years as an entrepreneur combined with extensive financial experience as a CPA, CA and investment banker. He is the Founder and CEO of Shift Financial Insights, providing ridiculously simple accounting and financial insights for business on the rise.On the podcast Spencer talks about businesses coming out of a down cycle, seeing their sales pick up, and running into cash flow problems. If they go to a bank to cure those cash flow problems, they need to have a good funding package in place.We will discuss what should be in that funding package which includes “the story”, an explanation of why the business got in trouble, and how it can get out of it. In addition the importance of having sound financial reports.I hope you enjoy our conversation with Spencer because I really did.Seth Block, Founder, The Funding UniversityAbout The Funding University:The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA.Visit The Funding University: https://www.thefundinguniversity.comGet Access To:1. Blog: https://www.thefundinguniversity.com/blog2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
In this month’s Funding University Podcast, we ask the question " When is the right time to start planning to exit your business? " I think the answer will surprise you.Please keep emailing us your questions. If you have a question you’d like to submit, you can send it to any of the email addresses listed below and we’ll do our best to have it answered in a future podcast. Take care and we’ll see you next month.About Seth Block:Seth is the Founder of the Funding University. He is also the National Sales Director for Thermo Credit/First Avenue Funding.You can reach Seth at:seth@thermocredit.comseth@firstavenuefunding.comseth@thefundinguniversity.comAbout The Funding University:The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA.Visit The Funding University: www.thefundinguniversity.comGet Access To:1. Blog: www.thefundinguniversity.com/blog2. CPE Courses & Modules: www.thefundinguniversity.com/courses
In this month’s Funding University Podcast, we discuss the outlook for 2025. This includes the challenges arising from higher labor costs, changing technology and the possibility of new tariffs. We also discuss the opportunities for small businesses in the coming year. Please keep emailing us your questions. If you have a question you’d like to submit, you can send it to any of the email addresses listed below and we’ll do our best to have it answered in a future podcast. Take care and we’ll see you next month. About Seth Block: Seth is the Founder of the Funding University. He is also the National Sales Director for Thermo Credit/First Avenue Funding. You can reach Seth at: seth@thermocredit.com seth@firstavenuefunding.com seth@thefundinguniversity.com About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: www.thefundinguniversity.com Get Access To: 1. Blog: www.thefundinguniversity.com/blog 2. CPE Courses & Modules: www.thefundinguniversity.com/courses
In this month’s Funding University Podcast, we ask: When is the right time to talk to a lender about funding opportunities in 2025? And the answer is right now. Lenders are still working and looking for a full prospect list for the new year. Reach out and talk to them about your funding needs for 2025. With that in mind, you should also take this time to be prepared for that process. Today we sit down with Tom Zorich a seasoned financial expert and have a discussion about year-end processes you can start working on right now: Please keep emailing us your questions. If you have a question you’d like to submit, you can send it to info@thefundinguniversity.com and we’ll do our best to have it answered in a future podcast. Take care and we’ll see you next month. About Seth Block: Seth is the Founder of the Funding University. He is also the National Sales Director for Thermo Credit/First Avenue Funding. You can reach Seth at: seth@thermocredit.com seth@firstavenuefunding.com seth@thefundinguniversity.com About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: www.thefundinguniversity.com Get Access To: 1. Blog: www.thefundinguniversity.com/blog 2. CPE Courses & Modules: www.thefundinguniversity.com/courses
In this month’s Funding University Podcast, Seth sits down with Craig Stacy of SunBelt Business Advisors back to ask him a very specific question: When should owners start preparing to sell their business and what are the initial steps they should take Craig highlights the importance of understanding your financials and tax returns and what adjustments need to be made We discuss why it is important to clean up inventory and flush out obsolete items We wrap up the podcast by talking about positioning the business to be sold and what a transition plan looks like. Please keep emailing us your questions. If you have a question you’d like to submit, you can send it to info@thefundinguniversity.com and we’ll do our best to have it answered in a future podcast. Take care and we’ll see you next month. About Seth Block: Seth is the Founder of the Funding University. He is also the National Sales Director for Thermo Credit/First Avenue Funding. You can reach Seth at: seth@thermocredit.com seth@firstavenuefunding.com seth@thefundinguniversity.com About Craig Stacy: Craig is the Managing Director at Sunbelt Business Advisors of Tampa and New York, a leading M&A advisory firm and an affiliate of SUNBELT, the world's largest business brokerage network. You can Reach Craig at: cstacy@sunbeltnetwork.com About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: www.thefundinguniversity.com Get Access To: 1. Blog: www.thefundinguniversity.com/blog 2. CPE Courses & Modules: www.thefundinguniversity.com/courses
Today we celebrate our 50th podcast. We also take the time to discuss the recent format changes we have implemented. Two months ago we went from a 30-40 minute interview with Lenders and business owners to a 10-minute discussion about a specific topic. We have also expanded our universe of guests and areas of interest. In the future, we will examine business topics that will help owners and management get to the next level and then ultimately to their desired final business outcome. So with that in mind I am happy to tell you that next months topic will be on when you should start planning your exit. More details to follow shortly. Please keep emailing us your questions. If you have a question you’d like to submit, you can send it to info@thefundinguniversity.com and we’ll do our best to have it answered in a future podcast. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification
Today we tackle an issue that is causing headaches for companies when they go to get new financing. That is a UCC filing popping up that the business owner was not aware of. This turns out to be from secondary lenders, such as Merchant Cash Advances, or in some cases their vendors. I will walk through the UCC process. Discuss why these UCC's are being filed and give some advice on how to fix the problem. Please keep emailing us your questions. If you have a question you’d like to submit, you can send it to info@thefundinguniversity.com and we’ll do our best to have it answered in a future podcast. About The Funding University: The mission of The Funding University is to Enable Funding around the world. Hosted by Seth Block, CPA. Visit The Funding University: https://www.thefundinguniversity.com Get Access To: 1. Blog: https://www.thefundinguniversity.com/blog 2. CPE Courses & Modules: https://www.thefundinguniversity.com/cpe 3. TFU Masterclass: https://www.thefundinguniversity.com/masterclass 4. Funding Expert Certification: https://www.thefundinguniversity.com/certification 01.010.1
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