PODCAST · business
CFO Squared - Chats about Financial & Financing Optimization
by Karl Baker
We’re here to help you know how to finance your business. We will also talk about other financial issues impacting your business and ideas to help you succeed.There is so much noise out there - ”Close your loan today!” ”We’ll fund your business!” ”We’ll get you funded!” The fact of the matter is that getting the attention of lenders is very difficult. This is a no-nonsense podcast to help you know how to get funding. Some sample topics: What funding products are out there, what you need to do to position yourself, what you need to do to qualify, what a day in the life of a lender is like. We also want to talk about other business and financial issues that will help you. Some sample topics: accounting software, startup financial strategies, reporting, data management. The sky‘s the limit!If you’re a business owner or a real estate investor, our hope is that this podcast will help you advance your cause.Reach out to us with questions, comments or ideas you have for the show. We‘ll do
Episodes
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Episode 15: Your First 5 SOPs: The Processes Every Small Business Must Document
Are you a small business owner struggling to keep operations running smoothly? In this podcast, we break down the first 5 SOPs (Standard Operating Procedures) every small business must document. Learn how to create simple, actionable processes that save time, reduce errors, and help your business...
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Episode 14: Money! Build Confidence in Understanding Your Business’s Finances
Are you a business owner who hates numbers or feels lost when looking at financial reports? You’re not alone and you don’t need to be a math whiz to understand your business’s finances. In this webinar, we’ll show you how to: Build confidence in understanding your business numbers. Replace fear...
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Episode 13: Why Banks Say No — and What to Fix Before You Apply
Struggling to get your business loan approved? You’re not alone. Many business owners are surprised when banks say “no,” often without a clear explanation. What You’ll Learn: The most common reasons banks reject business loan applications are: Why cash flow may be more important than profit (at...
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Episode 12 - Keys to Success in Closing a Loan
Talking to lenders about your funding needs is very fun! However, actually navigating through the entire loan process can be challenging. In this podcast, we encourage borrowers to remain focused and offer some keys to success to getting a loan closed. W. Karl Baker, CPA Infinity Commercial...
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Episode 11 - The Episode Where I Talk About Myself...
I talk about myself? Why would I do that? I’m hoping it gives some perspective. Understanding my background will provide the basis for why we do what we do, the service we provide, the advice we give, and the basis for that advice from our experience. W. Karl Baker, CPA Infinity Commercial…
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Episode 10 - Key Ratios to Understand in Real Estate Investing and Financing
There are a few key ratios and metrics to understand when evaluating a real estate investment opportunity. It is important to understand these metrics as an investor, and it is important to understand how lenders use these metrics to evaluate an investment. In this episode, we discuss these...
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Episode 9: Lessons Learned from Big Bank Pre-Qualification Letters
Do you get those big bank pre-qualification letters like I do? They are very promising and exciting. You're pre-qualified for huge dollars! Apply now! Fast funding! Great rates! The reality can be very different than the marketing piece promises, and it is very important to understand that. There...
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Episode 8: Single Family Home Investment Financing Options and Strategies
Do you invest in single family homes? Did you know there are multiple financing options for purchasing those homes? Unlike other investment property financing options, you can borrow under your personal name or under your business name. Which is the better option? We'll talk about those options…
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Episode 7: Common Accounting Errors in Financial Reporting
You should listen to this! Your financial statements tell a story, and you want them to reflect the real one! You need to manage your business with accurate data. When you approach a lender, you have one shot. [email protected] 617-386-7145
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Episode 6: Common Mistakes Made in Real Estate Investing
In this episode, we discuss common mistakes made in real estate investing. There are a lot of moving parts when investing in real estate. Topics include initial strategy, planning, knowing your numbers, contracting, timing expectations, financing, options, and many more....
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Episode 5: Beginning Residential Real Estate Investing
In this episode, we discuss factors to decide when beginning to invest in residential real estate, such as property strategies, understanding your why, sources of funding, personal vs. business borrowing, financing terms for long term rentals and fix and flip loans. We also ask the question to...
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Episode 4: Commercial Real Estate Investing and Financing
We provide some thoughts about commercial real estate investing and financing - economic and tax advantages/strategies, types of properties, lender decision factors, and bank vs. non-bank lender considerations. We offer these thoughts to educate and encourage people to consider investing in real...
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Episode 3: Lending Fundamentals - The Four C‘s
In this episode, we summarize the Four C's - Cash Flow, Credit, Collateral, & Capacity of Borrower. Sounds easy enough, but every lender evaluates a lending deal in the context of these criteria, and they weigh them all differently. It is important to understand these factors when determining…
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Episode 2: Business Startup Matters and Strategic Financing Paths
You have an idea about starting a business. Now what? In this episode we will talk about how to get started: what are the tasks and steps to getting a business started, how to avoid credit pitfalls, and how to strategically finance the business. 617-386-7127 www.infinitycommcapital.com...
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Episode 1: Inaugural Episode - Why are we doing a show?
Why are we doing a show? To help you! We want to have a conversation with you as business owners and investors about how to qualify for financings and how to navigate through issues you face as business owners. In this episode, we expand on this why. We give a case study that Karl experienced…
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ABOUT THIS SHOW
We’re here to help you know how to finance your business. We will also talk about other financial issues impacting your business and ideas to help you succeed.There is so much noise out there - ”Close your loan today!” ”We’ll fund your business!” ”We’ll get you funded!” The fact of the matter is that getting the attention of lenders is very difficult. This is a no-nonsense podcast to help you know how to get funding. Some sample topics: What funding products are out there, what you need to do to position yourself, what you need to do to qualify, what a day in the life of a lender is like. We also want to talk about other business and financial issues that will help you. Some sample topics: accounting software, startup financial strategies, reporting, data management. The sky‘s the limit!If you’re a business owner or a real estate investor, our hope is that this podcast will help you advance your cause.Reach out to us with questions, comments or ideas you have for the show. We‘ll do
HOSTED BY
Karl Baker
CATEGORIES
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Frequently Asked Questions
How many episodes does CFO Squared - Chats about Financial & Financing Optimization have?
CFO Squared - Chats about Financial & Financing Optimization currently has 15 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is CFO Squared - Chats about Financial & Financing Optimization about?
We’re here to help you know how to finance your business. We will also talk about other financial issues impacting your business and ideas to help you succeed.There is so much noise out there - ”Close your loan today!” ”We’ll fund your business!” ”We’ll get you funded!” The fact of the matter is...
How often does CFO Squared - Chats about Financial & Financing Optimization release new episodes?
CFO Squared - Chats about Financial & Financing Optimization has 15 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to CFO Squared - Chats about Financial & Financing Optimization?
You can listen to CFO Squared - Chats about Financial & Financing Optimization on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts CFO Squared - Chats about Financial & Financing Optimization?
CFO Squared - Chats about Financial & Financing Optimization is created and hosted by Karl Baker.
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