How to View your Company Through the Eyes of Lenders and Private Equity Groups


In this Webinar you will gain a greater understanding of how lenders and private equity groups view risk in privately held companies. While growing revenue and profits are important, high risk profiles negatively impact a company’s ability to borrow and the price and terms received when selling.

During this webinar you will learn:

  • What areas of the business generally cause the most risk from the perspective of lender’s and private equity groups
  • How risk impacts a lender’s decision and value of the business
  • How to get the best financing terms
  • Steps to take now, and over the next 1, 2 and 3 years before an internal transfer of ownership or sale of your company

Meet Chuck Owston

Chuck Owston, Managing Director
Florida Capital Advisors
LinkedIn Profile

Prior to forming Florida Capital Advisors, Chuck served as President of Florida Capital Bank, N.A. from 2010-2014. He spent 21 years with Wachovia Bank (now a Wells Fargo Company) where he advised shareholders of middle market companies. Chuck has a Bachelor’s of Science in Finance and is a Certified Merger & Acquisition Advisor (CM&AA), granted by the Alliance of Merger & Acquisition Advisors. Additionally, he holds the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. He is experienced in raising private capital, corporate restructuring, financing M&A transactions, divesting of non-strategic assets and operating a privately held company.