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Back to Business Webinars: Funeral Business Financing: How to Avoid Costly Mistakes

About This Webinar

For funeral home and cemetery owners considering growth, refinance or succession planning for your business, you’ll likely need capital to execute your plans. In this session, we will cover how banks evaluate prospective borrowers, financing options, the loan application process and common hurdles. Understanding the perspective of a lender is a helpful first step when you want to get approved for a loan for your funeral home business. These topics will prepare you for approaching a lender and will pave the way to approval and funding.

Who can view: Channel admins and those who can manage the webinar
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
SVP – Head of Funeral Home & Cemetery Lending, Live Oak Bank
Tim Bridgers is the Senior Vice President of the Funeral Home and Cemetery Lending team at Live Oak Bank. As a former business owner, Tim understands the challenges that business owners face. Combined with his extensive experience in financing, Tim’s team has provided $762 million in loans nationwide to owners of funeral homes, cemeteries, and cremation businesses. He recently served as a Trustee for the Selected Educational Trust board, and on the advisory board of Worsham College of Mortuary Science.

Tim and his team of non-commissioned financing experts maintain an undeniable focus on helping funeral home and cemetery owners make the right financial decisions for their business’s long-term success. Their goal is solely to help you reach your goals. Imagine speaking to a lender who understands all phases of your business and not having to explain the terminology and nuances of the funeral profession. This provides more time to establish a meaningful business relationship with you.
Webinar hosting presenter
Loan Officer, Live Oak Bank
Jordan Coleman is a loan officer on the Funeral Home & Crematory team at Live Oak Bank. She joined the bank in 2016 working in loan closing for multiple industries, including closing loans for funeral home and cemetery owners. Jordan fell in love with the profession and decided to change her career path to Loan Officer specifically for the funeral profession. In addition to being a Loan Closer, she spent time as a Credit Analyst and a Loan Analyst providing her with the knowledge and expertise to become a well-rounded Loan Officer with deep experience of the loan process. Due to this diverse background Jordan can analyze a business based off financials to give confidence to buyers who are looking to acquire, expand or refinance their business. Jordan lives by Live Oak’s dedication to education and transparency and is dedicated to building long lasting relationships and making small businesses dreams come true. She graduated from East Carolina University where she majored in financial services. In her free time, she enjoys being on the water and spending time with family.
Webinar hosting presenter
Loan Officer, Live Oak Bank
Andrew Kennedy is a loan officer on the Funeral Home & Cemetery team at Live Oak Bank. He joined Live Oak Bank in 2018 working with the Funeral Home & Cemetery profession as a business analyst. He has spent the last two years as a Loan Officer strategizing and working with buyers looking to acquire their first business, expand their existing business, or refinance their existing notes. Andrew enjoys building relationships with everyone he works with and uses his experience and industry knowledge to provide education and support to prospects and customers. He enjoys meeting with his customers and spending time with other industry professionals at conferences, tradeshows, and other events. Andrew is a graduate from Wake Forest University where he majored in communication and entrepreneurship. He enjoys spending time with his family, playing golf, and traveling.
Hosted By
ICCFA webinar platform hosts Back to Business Webinars: Funeral Business Financing: How to Avoid Costly Mistakes
Webinars presented by the ICCFA.
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