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First Friday: Making Your Business Creditworthy

Fri, Feb 02, 2024

10:00 am - 11:30 am


Join us on February 2, 2024, from 10 am to 11:30 am for an insightful webinar where we delve into the intricacies of leveraging your private stock for sustainable growth and financial success. Unlock the potential of your business by understanding the strategic utilization of your personal-private stock ownership.

Key Topics:

Assessing Liquid Cash for Business and Expansion:

  • Explore the liquidity of your private stock and determine the available cash for both day-to-day operations and strategic business expansion.

True Value of the Company (Evaluation):

  • Gain insights into accurately evaluating the true value of your company, considering the significance of your personal-private stock.

Securing and Protecting Expected Growth:

  • Learn how to safeguard and secure the anticipated growth of your business through strategic management of your private stock ownership.

Borrowing Money and Personal Guarantees:

  • Understand the dynamics of borrowing money against your private stock and the implications of personal guarantees on your business creditworthiness.

Leveraging Private Stock for Growth:

  • Uncover effective strategies for leveraging your private stock to drive business growth, enabling you to harness its full potential.

Transfer of Company Ownership:

  • Explore the intricacies of transferring company ownership and how your private stock plays a pivotal role in the seamless transition of your business.

Don’t miss this opportunity to gain valuable insights into maximizing the potential of your private stock for the benefit of your business. Whether you are a seasoned entrepreneur or just starting, this webinar is designed to empower you with the knowledge and tools needed to make your business truly creditworthy.

Register now to secure your spot and elevate your business to new heights!



Meet the Presenter

Eric Rios
Financial Advisor
C&A Financial Group

“Professionalism with Integrity” has been my motto for many years. I am a “money coach” and guide my clients towards more savings, without compromising their lifestyle. What is your exit strategy and how do you get there, without living less? I have been a financial/investment professional for over 20 years, with trading, financial advising, trade support, and supervisory experience. My purpose in life is to educate my clients on the true definition of money. I customize a strategy that will enhance your quality of life and advance you toward financial confidence.

I spent many years impacting lives while performing in a traveling Gospel Rock Band. My transition has been rewarding. I’ve passed the torch to my son who now performs within the tri-state area. My wife and I live down the Jersey Shore and enjoy boating & BBQs with family and friends. If you need me on my day off, I’ll be at the beach.